Franklin Resources Reduces Stake in Bellavista Resources
Franklin Resources, Inc. has announced a reduction in its significant stake in Bellavista Resources Ltd (BVR), decreasing its voting power from 5.09% to 4.96%. This change, effective July 2, 2026, means Franklin Resources now holds 10,721,170 votes out of Bellavista's 215,974,222 total shares. Investors are advised to monitor further shifts in Bellavista's shareholder structure and operational updates to understand the implications of this adjustment in investment strategy.
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
Franklin Resources, Inc. (Franklin Templeton) reported preliminary month-end assets under management (AUM) of $1.79 trillion at June 30, 2026, an increase from $1.78 trillion at May 31, 2026. This growth was driven by $9 billion in long-term net inflows for the month and $18 billion for the quarter, including significant contributions from equity and alternative asset classes. The company also provided a breakdown of AUM by asset class and noted details about Western Asset Management's contributions.
Franklin Resources reports $1.79 trillion in AUM at end of June
Franklin Resources (Franklin Templeton) reported preliminary assets under management (AUM) of $1.79 trillion as of June 30, 2026, an increase from the previous month. This growth was driven by $9 billion in long-term net inflows, despite some offsets from market changes and distributions. For the entire quarter, the company saw $18 billion in long-term net inflows, with Western Asset Management contributing $1 billion in outflows.
Franklin Resources focuses on long-term asset management amid shifting markets
Franklin Resources Inc. is navigating changing interest rates and equity markets by leveraging its global asset-management franchise and diversified investment strategies. The company, known for Franklin Templeton, offers a broad platform across equities, fixed income, and multi-asset solutions for retail and institutional clients. It focuses on growth initiatives, disciplined expense management, and aligning its product line-up with long-term demand trends, including income strategies, global equities, and ESG factors.
JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Fifth Third Bancorp (NASDAQ:FITB) Stock
JPMorgan Chase & Co. raised its price target for Fifth Third Bancorp (NASDAQ:FITB) from $54.50 to $61.00, maintaining an "overweight" rating and suggesting a potential upside of 6.73%. This positive outlook aligns with the general analyst sentiment, which averages a "Moderate Buy" rating with a target of $58.71. The bank recently reported stronger-than-expected earnings of $0.83 EPS against a $0.63 consensus, with shares trading near their 52-week high at $57.15.
Whittier Trust Co. Raises Stake in Casey's General Stores, Inc. $CASY
Whittier Trust Co. increased its stake in Casey's General Stores, Inc. by 10% in the first quarter, now holding 32,745 shares valued at $24.486 million. This comes after Casey's reported strong quarterly results, including EPS of $4.37 against an estimated $3.31 and revenue of $4.57 billion, a 14.5% year-over-year increase. The company also raised its quarterly dividend, and analysts maintain a "Moderate Buy" rating with a target price of $939.29.
Elevation Point Wealth Partners LLC Buys 26,418 Shares of Fifth Third Bancorp $FITB
Elevation Point Wealth Partners LLC significantly increased its stake in Fifth Third Bancorp by 393.4% in the first quarter, purchasing 26,418 additional shares. This brings their total holdings to 33,134 shares, valued at approximately $1.55 million. The article also notes other institutional investments, insider selling activities, recent analyst ratings, and Fifth Third Bancorp's latest quarterly earnings and dividend announcement.
Deprince Race & Zollo Inc. Cuts Position in ExxonMobil Corporation $XOM
Deprince Race & Zollo Inc. reduced its stake in ExxonMobil Corporation by 10.4% in the first quarter, selling 30,695 shares and retaining 264,700 shares valued at $44.9 million. This adjustment comes as ExxonMobil reported strong quarterly earnings, beating analyst estimates with $1.16 per share and $83.16 billion in revenue. Despite this cut by one institutional investor, other hedge funds significantly increased their positions in ExxonMobil, and analysts maintain a "Moderate Buy" rating with an average price target of $164.70.
PPG Industries, Inc. $PPG Position Increased by Fjarde AP Fonden Fourth Swedish National Pension Fund
Fjarde AP Fonden Fourth Swedish National Pension Fund significantly increased its stake in PPG Industries ($PPG) by 763.4% in the first quarter, now holding 48,350 shares valued at approximately $5.17 million. This move comes as PPG Industries reported better-than-expected quarterly results, with EPS of $1.83 and revenue of $3.93 billion, exceeding analyst estimates. Despite mixed analyst sentiment, with a consensus "Hold" rating and an average price target of $124.40, institutional ownership remains high at 81.86%.
Franklin Income Fund from Franklin Resources - long-running income workhorse for US retirees
The Franklin Income Fund (Class A) from Franklin Resources is highlighted as a foundational income-generating product for US retirees, investing in a mix of dividend-paying stocks and bonds. Managed by Ed Perks, the fund aims for high and sustainable current income with a secondary goal of capital appreciation. It's broadly available to US investors, carries a front-end sales charge, and is designed to provide steady cash flow for retirement portfolios, balancing risk between equities and bonds.
BEN - Franklin Resources Inc Volatility & Greeks
This article provides a detailed overview of Franklin Resources Inc. (BEN), covering its financial health, stock performance, and key metrics. It includes current stock price, market capitalization, income, sales, dividend information, various financial ratios, and volatility data, offering a comprehensive snapshot for potential investors.
Western Asset Diversified Income Fund Q1 2026 Commentary
The Western Asset Diversified Income Fund's Q1 2026 performance was significantly boosted by high-yield corporates and bank loans but detracted by its duration and yield-curve positioning as US Treasury yields increased. Credit markets remain strong, supported by demand and elevated issuance driven by AI-related capital expenditures, mergers, and refinancing needs. The outlook is shaped by geopolitical risks and accelerating AI disruption.
ETFs Investing in MGIC Investment Corporation Stocks
This article lists various ETFs that include MGIC Investment Corporation (MGC) stocks in their holdings. The ETFs are sorted by market value and provide details such as weight, issuer, management style, focus, expense ratio, AUM, price, change percentage, and 3-year NAV total return. The information aims to help investors find accessible and lower-risk opportunities.
Y Intercept Hong Kong Ltd Buys Shares of 264,778 Franklin Resources, Inc. $BEN
Y Intercept Hong Kong Ltd has acquired 264,778 shares of Franklin Resources, Inc. (NYSE:BEN) for approximately $6.25 million, representing a new position in the company. Franklin Resources recently reported strong quarterly earnings, beating analyst expectations with $0.71 EPS and 8.7% revenue growth, and declared a quarterly dividend of $0.33 per share. Institutional investors hold 47.56% of the company's stock, and analysts currently have a "Hold" rating with an average target price of $30.67.
Franklin New Jersey Municipal Income ETF declares monthly distribution of $0.02595
The Franklin New Jersey Municipal Income ETF (NYSEARCA:FMNJ) has declared a monthly distribution of $0.02595 per share. Shareholders of record on July 8, 2026, will receive this dividend, which is payable on July 15, 2026. This announcement highlights the ETF's regular monthly distribution to its investors.
Berger Financial Group Inc Buys 11,488 Shares of EOG Resources, Inc. $EOG
Berger Financial Group Inc increased its stake in EOG Resources, Inc. by 26.5% during the first quarter, purchasing an additional 11,488 shares. This brings their total holdings to 54,914 shares, valued at approximately $7.94 million. EOG Resources recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $1.02 per share.
If You Invested $1,000 in Franklin Universal Trust (FT)
This article analyzes the historical performance of investing $1,000 in Franklin Universal Trust (FT) over 1, 5, and 10 years, detailing its returns and comparisons to the S&P 500. It also provides an overview of Franklin Universal Trust, including its investment objectives, structure, distribution policies, and relationship with Franklin Templeton, highlighting key risks and performance metrics. The fund aims for high current income and capital preservation, with distributions potentially including return of capital.
The Franklin Income Fund from Franklin Resources - classic mutual fund targeting income and value
The Franklin Income Fund is presented as a classic mutual fund from Franklin Templeton, targeting income and value by investing in a mix of dividend stocks and bonds. Managed by experienced hands like Ed Perks, it aims for high current income with secondary capital appreciation. The fund is widely available for retail investors and forms a key part of Franklin Resources' traditional active management offerings, reflecting its reputation in income-oriented strategies.
ETFs Investing in Boston Beer Company, Inc. Class A Stocks
This article lists various Exchange Traded Funds (ETFs) that invest in Boston Beer Company, Inc. Class A stocks (SAM). It provides detailed information for each ETF, including market value, weight, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and NAV total return over three years. The purpose is to help investors find ETFs that offer opportunities to invest in SAM with lower risk through diversification.
FGDL - Franklin Responsibly Sourced Gold ETF Latest SEC Filings
This article provides detailed financial data and performance metrics for the Franklin Responsibly Sourced Gold ETF (FGDL). It lists the ETF's latest closing price, percentage change, expense ratio, AUM, and various return percentages across different timeframes. The information also includes sector and theme tags, volatility, and trading statistics.
Franklin California Municipal Income ETF declares monthly distribution of $0.02465
The Franklin California Municipal Income ETF has declared a monthly distribution of $0.02465 per share. Investors should note this upcoming payment from the ETF.
Franklin Municipal Income ETF declares monthly distribution of $0.02682
Franklin Municipal Income ETF (NYSEARCA:FMNI) announced a monthly distribution of $0.02682 per share. The ex-dividend date for this distribution is July 07, 2026, with a payable date of July 10, 2026. This news could be of interest to investors seeking regular income from municipal bonds.
Franklin Minnesota Municipal Income ETF declares monthly distribution of $0.02471
The Franklin Minnesota Municipal Income ETF has declared a monthly distribution of $0.02471 per share. This announcement provides investors with information regarding upcoming income from their holdings in the ETF.
ETFs Investing in El Pollo Loco Holdings, Inc. Stocks
This article lists various ETFs that hold shares of El Pollo Loco Holdings, Inc. stocks, providing key details such as market value, weight, issuer, management style, focus, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return for each fund. The funds primarily focus on small-cap and micro-cap value strategies, making investing in stocks more accessible with diversified options and lower risk.
Tensor Edge Capital LLC Takes Position in Marvell Technology, Inc. $MRVL
Tensor Edge Capital LLC has acquired a significant new position in Marvell Technology (NASDAQ:MRVL), purchasing 515,400 shares valued at approximately $51.1 million, making it their fourth-largest holding. Institutional ownership of Marvell remains high, with many firms increasing or initiating positions. Analysts maintain a "Moderate Buy" rating for MRVL, raising price targets amidst strong quarterly results and positive sentiment around its AI infrastructure role, despite some insider selling.
Moran Wealth Management LLC Purchases 11,862 Shares of EOG Resources, Inc. $EOG
Moran Wealth Management LLC increased its stake in EOG Resources (NYSE:EOG) by 4.1% in the first quarter, purchasing an additional 11,862 shares to bring its total holdings to 301,981 shares valued at $43.7 million. EOG Resources announced strong quarterly results, with EPS of $3.41 topping estimates and revenue up 22.1% year-over-year. The company also declared a quarterly dividend of $1.02 per share, representing an annualized yield of 3.1%, while analysts maintain a "Moderate Buy" rating with an average target price of $155.25.
8,768 Shares in United Rentals, Inc. $URI Acquired by Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC recently acquired 8,768 shares of United Rentals (NYSE: URI) valued at approximately $6.39 million, marking a new position for the firm. Despite this, United Rentals missed Q1 earnings and revenue estimates, reporting $9.71 EPS against an expected $11.47 and $3.98 billion in revenue versus $4.20 billion. Analysts maintain a "Moderate Buy" rating with an average target price of $1,119.69, while institutional ownership remains high at 96.26%.
FLIA - Franklin International Aggregate Bond ETF Stock Price and Quote
This article provides detailed financial information and performance data for the FLIA - Franklin International Aggregate Bond ETF. It includes statistics such as last close price, dividend details, expense ratio, asset under management (AUM), and various return percentages over different periods. The ETF aims for total investment return through interest income and capital appreciation, primarily investing in non-U.S. government and corporate bonds.
Moran Wealth Management LLC Boosts Stock Position in Casey's General Stores, Inc. $CASY
Moran Wealth Management LLC significantly increased its stake in Casey's General Stores (NASDAQ:CASY) by 183.2% in the first quarter, now owning 28,627 shares valued at $20.8 million. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $939.29, following strong quarterly results and a dividend increase to $0.65 per share. Several other institutional investors also adjusted their holdings, while insider transactions included a director acquiring shares and another insider selling shares.
ETFs Investing in Telefonica Brasil SA Sponsored ADR Stocks
This article lists several ETFs that hold Telefonica Brasil SA Sponsored ADR (VIV) stocks, providing details such as market value, weight, issuer, management style, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The ETFs listed cover various investment strategies including large cap, total market, high dividend yield, and theme-based funds, offering different opportunities for investors interested in Telefonica Brasil.
Pictet Asset Management Holding SA Has $7.43 Million Holdings in SoFi Technologies, Inc. $SOFI
Pictet Asset Management Holding SA decreased its stake in SoFi Technologies by 7.6% in the first quarter, yet still holds 468,089 shares valued at approximately $7.43 million. SoFi Technologies reported Q1 earnings that met expectations, with revenue exceeding estimates and showing significant year-over-year growth. Insiders have sold shares recently, while Wall Street analysts maintain a mixed "Hold" rating with an average price target of $22.56.
HS Management Partners LLC Has $15.89 Million Holdings in The Walt Disney Company $DIS
HS Management Partners LLC reduced its stake in The Walt Disney Company by 35.1% in the first quarter, selling 89,305 shares, which leaves them with 164,845 shares valued at approximately $15.89 million, making Disney their 7th largest holding. Despite this reduction, institutional ownership in Disney remains high at 65.71%, and analysts maintain a "Moderate Buy" rating with an average price target of $133.33. Recent news includes positive sentiment from analysts like JPMorgan, new park content, but also negative headlines regarding a streaming settlement and minor incidents at Disney World.
Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 23,320 Shares of Hilton Worldwide Holdings Inc. $HLT
Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in Hilton Worldwide Holdings Inc. by 68.5% in the first quarter, acquiring an additional 23,320 shares. This brings their total holdings to 57,360 shares, valued at $17.44 million. Other institutional investors have also adjusted their positions in HLT, which recently reported Q1 EPS of $2.01, beating estimates, and declared a quarterly dividend of $0.15 per share.
Boston Trust Walden Corp Has $38.34 Million Position in Franklin Electric Co., Inc. $FELE
Boston Trust Walden Corp reduced its stake in Franklin Electric Co., Inc. (FELE) by 27.6% in the first quarter, though still holding 415,952 shares valued at approximately $38.3 million. Franklin Electric reported strong quarterly results, beating EPS and revenue estimates, and recently announced a quarterly dividend of $0.28 per share. Analysts currently rate the stock as a "Hold" with a consensus price target of $106.00.
Price to earnings forward of Franklin Resources, Inc. – NYSE:BEN
The article provides the "Price to earnings forward" metric for Franklin Resources, Inc. (NYSE:BEN) and indicates that the market is currently closed with no trades recorded. It notes that this financial data is made by humans and offers various tools and community features on the TradingView platform.
How Scrypt’s On-Chain Treasury Move With BENJI Has Changed Franklin Resources’ (BEN) Investment Story
Scrypt Swiss AG has integrated Franklin Templeton’s BENJI tokenized share for its treasury management, providing 24/7 on-chain access to a yield-bearing money market vehicle. This move highlights Franklin Templeton's role in connecting traditional funds with crypto market operations and reinforces Franklin Resources' blockchain credentials. While analysts are divided on the immediate impact, this development suggests a potential long-term catalyst for Franklin if these digital initiatives lead to new distribution channels and higher-margin revenue.
PFG - Principal Financial Group Inc Latest SEC Filings
This article provides the latest SEC filings and comprehensive financial overview for Principal Financial Group Inc (PFG). It details key financial metrics, performance indicators, analyst recommendations, and insider activity, offering a snapshot of the company's current financial health and market position.
FTSD - Franklin Short Duration U.S. Government ETF Stock Price and Quote
This article provides detailed stock information for the Franklin Short Duration U.S. Government ETF (FTSD), including its latest close price, financial metrics, and performance data. It also lists recent news articles related to economic conditions, inflation, and Fed policies that could impact government bonds and short-duration ETFs. The ETF aims for high current income and capital preservation by investing primarily in U.S. government securities.
XDAT - Franklin Exponential Data ETF Options
This article provides an overview of the Franklin Exponential Data ETF (XDAT), including its last closing price, financial details, performance metrics, and various statistical indicators. It covers key information like expense ratio, AUM, return percentages over different periods, and volatility.
AMP - Ameriprise Financial Inc Short Interest
This article provides a detailed financial overview of Ameriprise Financial Inc (AMP), including its stock performance, key financial metrics, and short interest data. It lists various financial ratios, earnings per share, sales growth, and institutional ownership percentages. The data indicates Ameriprise's current market position and recent stock trends.
Form 4 Franklin Resources Inc For: 2 July By Investing.com
This article from Investing.com reports on a Form 4 filing for Franklin Resources Inc., dated July 2nd. Form 4s disclose transactions by company insiders. The article provides the title and a brief publishing date from Investing.com, along with links to market data.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Makes New $11.13 Million Investment in Liberty Media Corporation - Liberty Formula One Series C $FWONK
Fideuram Intesa Sanpaolo Private Banking S.P.A. has invested $11.13 million in Liberty Media Corporation - Liberty Formula One Series C (NASDAQ:FWONK), acquiring 130,963 shares during the first quarter. This new stake highlights increasing institutional interest, with hedge funds and other institutions now owning 92.26% of the stock. Liberty Media Formula One Series C recently exceeded earnings estimates, and analysts currently rate the stock as a "Hold" with an average price target of $110.43.
iA Global Asset Management Inc. Invests $2.51 Million in State Street Corporation $STT
iA Global Asset Management Inc. recently acquired a new position in State Street Corporation (NYSE:STT), purchasing 19,865 shares valued at approximately $2.51 million during the first quarter. This investment follows State Street's strong quarterly results, where it exceeded EPS and revenue expectations. The company also declared a quarterly dividend of $0.84 per share, contributing to a "Moderate Buy" analyst consensus with an average price target of $166.84.
Franklin Resources (NYSE: BEN) director awarded new deferred compensation units
Franklin Resources director Karen Matsushima King was granted 1,005.5784 deferred director's fees units (FRI) on July 1, 2026, as part of her compensation. These units, valued at $34.06 each, are linked to the company's stock performance and are not an open-market purchase. Following this grant, King's total deferred units balance increased to 72,434.9791, with payouts to be received in quarterly cash installments over ten years after her separation from service.
Director John Y. Kim adds deferred stock-linked units at Franklin (NYSE: BEN)
Franklin Resources director John Y. Kim received a grant of 983.5585 units of Deferred Director's Fees (FRI), which track the performance of the company's stock. These units, valued at $34.06 each, are part of the 2006 Director Deferred Compensation Plan and are payable upon his separation from service. Following this grant, Kim now holds a total of 78,892.7327 deferred fee units.
Aberdeen takes over management of MFS Intermedi...
Aberdeen Inc. has assumed management of the MFS Intermediate Income Trust, renaming it the Aberdeen Intermediate Income Fund. The fund will continue to trade on the NYSE under the ticker MIN, with its investment objectives remaining unchanged. This move signifies Aberdeen's strategic expansion in the closed-end fund sector.
FLQM - Franklin U.S. Mid Cap Multifactor Index ETF Latest SEC Filings
This article provides an overview of the Franklin U.S. Mid Cap Multifactor Index ETF (FLQM), including its latest financial data, performance metrics, and key characteristics. It details the ETF's expense ratio, dividend information, asset under management, and various return percentages over different periods. The article also lists the ETF's sector tags and technical indicators.
Franklin US Treasury Bond ETF declares monthly distribution of $0.07308
The Franklin US Treasury Bond ETF (NYSEARCA:FTBM) has declared a monthly distribution of $0.07308 per share. This announcement provides investors with information regarding the upcoming payout from the ETF.
Mantle Lists Tokenized USPX ETF
Mantle, a blockchain platform, has integrated USPXx, a tokenized version of Franklin Templeton’s Franklin U.S. Equity Index ETF, into its ecosystem, making it tradeable on Fluxion, Mantle’s decentralized exchange. This move positions Mantle as one of the first Ethereum Layer 2 networks to offer a tokenized ETF from a major global asset manager. The USPX ETF manages nearly $2 billion and tracks 85% of the U.S. stock market, with USPXx issued via xStocks and trading facilitated by xChange’s Atomic RFQ system.
Marvell Technology, Inc. $MRVL Stock Holdings Trimmed by USS Investment Management Ltd
USS Investment Management Ltd reduced its stake in Marvell Technology (NASDAQ:MRVL) by 19.2% in the first quarter, selling 38,781 shares, though several other institutional investors increased their holdings. Analysts remain largely bullish, with a consensus "Moderate Buy" rating and an average price target of $239.81. Marvell recently reported strong quarterly results, matching EPS estimates and slightly beating revenue expectations, and announced a quarterly dividend of $0.06 per share.
