Franklin's March AUM Declines 3.1% Sequentially Despite Net Inflows
Franklin Resources (BEN) reported a 3.1% sequential decrease in preliminary assets under management (AUM) to $1.68 trillion as of March 31, 2026. This decline was primarily attributed to negative market impacts, although it was partially offset by $5 billion in preliminary long-term net inflows. Despite the overall AUM decrease and a "Hold" Zacks Rank, the company's strategic expansion in asset classes and acquisitions are expected to support future AUM growth.
Nine of 10 Vizsla Silver workers confirmed dead after January abductions in Mexico
Vizsla Silver has confirmed that nine of the ten workers abducted from its Panuco silver project in Mexico in late January have died. The company's CEO, Michael Konnert, expressed condolences after the devastating outcome in an area known for cartel violence. Mexican authorities believe the workers were mistaken for rival gang members, and Vizsla Silver had previously expressed concerns about security in the region, which is under the control of the Chapitos faction of the Sinaloa cartel.
FBRT Shareholder Alert: Franklin BSP Realty Trust, Inc. Securities Class Action Lawsuit Investors With Losses May Join — The Gross Law Firm
The Gross Law Firm has issued a shareholder alert for Franklin BSP Realty Trust, Inc. (NYSE: FBRT) regarding a securities class action lawsuit. Shareholders who purchased FBRT shares between November 5, 2024, and February 11, 2026, are encouraged to contact the firm, as the complaint alleges the company made false statements about its prospects and ability to maintain its dividend. The deadline to seek lead plaintiff appointment is April 27, 2026.
13,815 Shares in Ingersoll Rand Inc. $IR Purchased by Y.D. More Investments Ltd
Y.D. More Investments Ltd acquired a new stake of 13,815 shares in Ingersoll Rand Inc. (NYSE:IR) during the fourth quarter, valued at approximately $1.09 million. This industrial products company has seen significant institutional investment, with major funds like Capital International, Capital World, and Capital Research increasing their holdings. Ingersoll Rand also surpassed Q4 earnings estimates with $0.96 EPS and $2.09 billion in revenue, providing a positive outlook for FY2026.
Tudor Investment Corp ET AL Purchases 29,828 Shares of City Holding Company $CHCO
Tudor Investment Corp ET AL significantly increased its stake in City Holding Company (NASDAQ:CHCO) by 63.2% in Q3, purchasing 29,828 additional shares to hold a total of 77,039 shares valued at $9.543 million. City Holding also announced a 1,000,000-share buyback program and declared a quarterly dividend of $0.87 per share. Despite missing Q3 earnings and revenue estimates, analysts maintain a "Hold" rating with a consensus price target of $134.50.
56,665 Shares in Natera, Inc. $NTRA Purchased by Robinhood Asset Management LLC
Robinhood Asset Management LLC recently acquired 56,665 shares of Natera, Inc. (NTRA) in the fourth quarter, a stake valued at approximately $12.98 million, making it their 23rd largest holding. While Natera exceeded Q4 earnings and revenue estimates, it remains unprofitable, and insiders have sold a significant number of shares recently. Despite high institutional ownership, analysts have a "Moderate Buy" consensus rating with an average target price of $253.47.
Smurfit Westrock PLC $SW Stock Holdings Increased by Sound Income Strategies LLC
Sound Income Strategies LLC significantly increased its stake in Smurfit Westrock PLC by nearly 80,000% in Q4 2025, holding over 127,000 shares worth $5.46 million. This move is part of broader institutional interest, with hedge funds now owning 83.38% of the company despite recent share sales by top insiders. Analysts generally rate Smurfit Westrock as a "Moderate Buy" with an average price target of $55.73, and the company recently raised its quarterly dividend, though it has a high payout ratio.
Evercore ISI reiterates Franklin Resources stock rating on asset flows
Evercore ISI has reiterated an Underperform rating and a $28.00 price target for Franklin Resources (BEN) after the company reported its March asset flow data. Despite a 3% month-over-month decline in its asset base to $1.68 trillion due to market depreciation, the company saw net inflows of $5 billion, driven by strength outside of Western Asset Management. Franklin Resources has also maintained dividend payments for 46 consecutive years, offering a 5.64% yield.
Flagship Harbor Advisors LLC Boosts Stock Position in Honeywell International Inc. $HON
Flagship Harbor Advisors LLC significantly increased its stake in Honeywell International Inc. by 62.5% in the fourth quarter, now holding 19,926 shares worth approximately $3.89 million. This move is aligned with institutional investors who collectively own 75.91% of the company's stock. Analysts generally maintain a "Moderate Buy" rating for Honeywell, with an average price target of $251.83, surpassing its recent market price.
Albion Financial Group UT Sells 8,505 Shares of Procter & Gamble Company (The) $PG
Albion Financial Group UT reduced its stake in Procter & Gamble (NYSE:PG) by 25.6% in the fourth quarter, selling 8,505 shares and retaining 24,760 shares valued at approximately $3.55 million. Meanwhile, other institutional investors increased their holdings, and company insiders sold a total of 348,618 shares worth about $55.46 million. Procter & Gamble reported Q4 EPS of $1.88, beating estimates, and maintains a "Moderate Buy" consensus rating with an average price target of $167.06.
Franklin Templeton reports $1.68 trillion AUM with $5B inflows By Investing.com
Franklin Resources Inc. (NYSE:BEN) reported $1.68 trillion in assets under management (AUM) as of March 31, 2026, a decrease from the previous month but significantly higher year-over-year. Despite a monthly market-driven decline, the company saw $5 billion in long-term net inflows, contributing to $17 billion in quarterly long-term net inflows. Shares have returned 41% over the past year, and the company maintains a strong dividend track record and a low PEG ratio, suggesting it is undervalued.
Insider Selling: Beam Therapeutics (NASDAQ:BEAM) President Sells $290,289.80 in Stock
Beam Therapeutics (NASDAQ:BEAM) President Giuseppe Ciaramella sold 11,810 shares of the company's stock for $290,289.80 on April 1st, reducing his stake by 5.13%. This sale was conducted under a pre-arranged Rule 10b5-1 plan to cover tax withholding obligations. The company recently exceeded earnings and revenue estimates and holds a "Moderate Buy" consensus rating from analysts.
Unusual Options Activity Seen in Edison International Shares
Edison International (NYSE:EIX) saw a significant surge in call option trading, with investors purchasing over 17,000 call options, marking a 507% increase compared to the average daily volume. This unusual activity suggests heightened investor speculation or hedging concerning the utility company's future performance and potential stock price movements. Research analysts have offered mixed outlooks on EIX, with some downgrading the stock and others raising price targets.
Franklin Templeton reports $1.68 trillion AUM with $5B inflows
Franklin Resources Inc. reported assets under management (AUM) of $1.68 trillion at March 31, 2026, a decrease from the previous month but up year-over-year. Despite a monthly market-driven decline, the company saw $5 billion in long-term net inflows, excluding Western Asset Management, and has a strong dividend payment history of 46 consecutive years. InvestingPro analysis suggests the stock is undervalued, offering an attractive opportunity for income-focused investors.
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
Franklin Resources, Inc. has announced its preliminary month-end assets under management (AUM). The news, provided by Reuters via Refinitiv, is concise and offers a brief update on the company's financial status.
Franklin Resources reports $1.68 trillion AUM at March quarter-end
Franklin Resources (NYSE: BEN) reported preliminary assets under management (AUM) of $1.68 trillion at March 31, 2026, a decrease from $1.73 trillion at the end of February 2026 due to negative market impacts, though partially offset by long-term net inflows. Despite overall outflows from Western Asset Management, the company experienced $17 billion in preliminary long-term net inflows for the quarter. The report detailed AUM breakdown by asset class, with equities and fixed income seeing declines, while alternative investments and cash management increased.
Markets cut Franklin Templeton assets to $1.68T despite $5B inflows
Franklin Templeton's preliminary month-end assets under management (AUM) decreased to $1.68 trillion in March 2026 from $1.73 trillion in February, primarily due to market impact. Despite the overall decline, the firm reported long-term net inflows of $5 billion for the month, and $17 billion for the quarter ending March 31, 2026, excluding Western Asset Management. The report provides detailed AUM figures across various asset classes, highlighting both growth in cash management and alternative assets, and market-driven declines in equity and fixed income.
Metropolis Capital Ltd Trims Stock Position in State Street Corporation $STT
Metropolis Capital Ltd significantly reduced its stake in State Street Corporation (NYSE:STT) by 36.9% in the fourth quarter, selling over 1.4 million shares. Despite this, State Street remains Metropolis Capital's third-largest holding, accounting for 10.3% of their portfolio. Other institutional investors like Franklin Resources and Nordea Investment Management increased their positions during the same period, demonstrating mixed sentiment among hedge funds.
Reliance, Inc. $RS Shares Bought by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL has increased its stake in Reliance, Inc. by 9.9%, bringing its total holdings to 41,526 shares valued at approximately $11.66 million. Other major institutions like State Street, Boston Partners, and Wellington Management Group have also significantly increased their positions, with institutional ownership of Reliance now sitting at about 79.26%. Despite the institutional buying, company insiders have recently sold shares, and the company reported missing EPS estimates in its latest quarter but saw revenue grow by 11.9% year-over-year while also raising its quarterly dividend.
Northcape Capital Pty Ltd Raises Stock Position in HDFC Bank Limited $HDB
Northcape Capital Pty Ltd increased its stake in HDFC Bank Limited by 8.2% in the fourth quarter, acquiring an additional 431,952 shares for a total holding of 5,695,395 shares valued at approximately $208.11 million. This makes HDFC Bank its third-largest position, representing 23.4% of Northcape's portfolio. Other major institutional investors like Schroder, JPMorgan, Franklin, Wellington, and Invesco also significantly boosted their holdings in HDFC Bank.
GE Vernova Inc. $GEV Shares Bought by Sovran Advisors LLC
Sovran Advisors LLC significantly increased its stake in GE Vernova Inc. (GEV) by 120.8% in Q4, bringing its holdings to 2,199 shares valued at $1.41 million. This move is part of a broader trend of rising institutional interest in GEV, fueled by a major earnings beat, revenue exceeding expectations, and increased price targets from analysts due to demand for power in AI and data centers, as well as a new nuclear fuel deal. Despite strong fundamentals and a recently announced quarterly dividend, the stock faces short-term volatility risks and trades at a high valuation.
Guardant Health, Inc. $GH is Capricorn Fund Managers Ltd's 6th Largest Position
Capricorn Fund Managers Ltd significantly increased its stake in Guardant Health (GH) by 197.8% in Q4, making it their 6th largest holding. Despite missing EPS estimates, Guardant Health's Q4 revenue beat expectations, leading several analysts to raise their price targets. The stock has a "Moderate Buy" consensus rating, high institutional ownership, but also saw insider selling.
Element Squared LLC Takes Position in Exxon Mobil Corporation $XOM
Element Squared LLC initiated a new position in Exxon Mobil Corporation (NYSE:XOM) during the fourth quarter, purchasing 9,370 shares valued at approximately $1.13 million. This comes as several other major institutional investors have also increased their holdings in the oil and gas giant, with institutional investors and hedge funds collectively owning 61.80% of the stock. Despite some positive sentiment from analysts and a new LNG supply deal for Exxon, the consensus analyst rating remains a "Hold" with a modest price target, suggesting upside is highly dependent on sustained high oil prices.
Aberdeen Group plc Sells 2,253 Shares of Ulta Beauty Inc. $ULTA
Aberdeen Group plc reduced its stake in Ulta Beauty Inc. by 5.4% in the fourth quarter, selling 2,253 shares and holding 39,752 shares valued at $24.05 million. Other institutional investors like Vanguard Group Inc., State Street Corp, Sanders Capital LLC, Invesco Ltd., and Franklin Resources Inc. all either increased or significantly maintained their positions in Ulta Beauty during the same period. Analysts currently give Ulta Beauty a "Moderate Buy" consensus rating with an average target price of $671.27.
A Values-Driven Shift: Franklin Templeton Renames Its Emerging Markets Bond ETF
Franklin Templeton has rebranded its emerging markets sovereign debt ETF, previously known as the Franklin Catholic Principles Emerging Markets Sovereign Debt UCITS ETF, to the Franklin Emerging Markets Sovereign Debt Values UCITS ETF. This change emphasizes the fund's commitment to ethical values and environmental considerations, adhering to Roman Catholic principles and aiming for a 30% reduction in carbon footprint. Classified as an Article 8 fund with a competitive TER of 0.35%, it offers investors a values-driven approach to emerging market exposure.
A Values-Driven Shift: Franklin Templeton Renames Its Emerging Markets Bond ETF
Franklin Templeton has rebranded its emerging markets sovereign debt ETF, now named the Franklin Emerging Markets Sovereign Debt Values UCITS ETF, to emphasize its commitment to ethical and environmental values. The Article 8 fund uses a dual-filter investment methodology, incorporating Roman Catholic principles and aiming for a 30% lower carbon footprint. Offered at a competitive 0.35% TER, it provides investors with a values-driven approach to the emerging markets bond sector.
Franklin Resources to acquire crypto investment manager, form Franklin Crypto unit
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Spot Bitcoin ETF Flows Daily Chart: BlackRock, Fidelity and More
This article provides a daily chart of spot Bitcoin ETF flows, including major players like BlackRock, Fidelity, and Grayscale. It tracks the daily USD flows for various Bitcoin ETFs. The content also includes a list of the latest crypto news.
HF Advisory Group LLC Raises Stake in Exxon Mobil Corporation $XOM
HF Advisory Group LLC significantly increased its stake in Exxon Mobil Corporation (NYSE:XOM) by 159.7% in Q4, adding 40,716 shares. Other major institutional investors also boosted their positions, contributing to institutional ownership of approximately 61.8%. The article details Exxon's financial metrics, recent insider trading activity, dividend information, and a consensus "Hold" analyst rating with an average price target of $152.39.
Quintet Private Bank Europe S.A. Has $3.61 Million Stock Holdings in McDonald's Corporation $MCD
Quintet Private Bank Europe S.A. significantly reduced its stake in McDonald's Corporation by 38.1% in the fourth quarter, selling 7,270 shares but still retaining 11,796 shares valued at approximately $3.605 million. Despite insider selling activity, with CEO Christopher J. Kempczinski and EVP Jonathan Banner selling shares totaling over $10 million, McDonald's recently beat quarterly earnings expectations (EPS of $3.12 vs. $3.05 expected; revenue of $7.01 billion vs. $6.81 billion expected) and has an average analyst target price of $339.69, with a "Hold" consensus rating. The company also declared a quarterly dividend of $1.86, translating to an annualized dividend of $7.44 and a 2.4% yield.
Allspring Global Investments Holdings LLC Reduces Position in Ingram Micro Holding Corporation $INGM
Allspring Global Investments Holdings LLC reduced its stake in Ingram Micro Holding Corporation by 4.1% in the fourth quarter, selling 42,235 shares. Despite this reduction, Ingram Micro reported strong quarterly earnings, surpassing analyst estimates with $0.96 EPS and $14.88 billion in revenue. The company also announced a $100 million share buyback program and increased its quarterly dividend, signaling management confidence.
BEN Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Franklin Resources Inc (BEN), detailing its revenue breakdown, profitability margins, and a comparison with competitors. Investment Management is BEN's primary revenue source, accounting for 99.7% of total sales. The company exhibits a gross margin of 36.84%, an operating margin of 20.53%, and a net margin of 14.23%, with an ROE of 4.58%, and competes with industry leaders like ARCC and SF.
Franklin Resources Bets on Active Crypto, Acquires 250 Digital
The article states that Franklin Resources has made a move into the active crypto space by acquiring 250 Digital. Further details regarding the acquisition and strategic intent are not provided in the given content.
SteelPeak Wealth Boosts Stake in Steel Dynamics
SteelPeak Wealth LLC significantly increased its holdings in Steel Dynamics (NASDAQ: STLD) by over 1,100% in Q4 2025, adding 18,279 shares to total 19,912 shares valued at $3.38 million. This move reflects continued investor confidence and belief in the steel manufacturer's growth potential amid favorable market conditions. The investment management firm filed its 13F report on April 4, 2026, detailing the substantial increase from its previous holding of 1,633 shares.
JPMorgan Chase & Co. Grows Stock Holdings in iShares Dow Jones U.S. ETF $IYY
JPMorgan Chase & Co. significantly increased its holdings in the iShares Dow Jones U.S. ETF (IYY) by 279.4% in the third quarter, now owning 24,253 shares valued at $3.94 million. Other institutional investors like Synovus Financial Corp, EP Wealth Advisors LLC, and Keybank National Association OH also adjusted their stakes. The article also provides details on IYY's price performance, market capitalization, and investment profile.
Franklin High Yield Corporate ETF $FLHY Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC significantly decreased its holdings in Franklin High Yield Corporate ETF (BATS:FLHY) by 96.4% in the fourth quarter, selling 72,331 shares and retaining 2,732 shares valued at $67,000. Other hedge funds, including Winebrenner Capital Management LLC, Sunbelt Securities Inc., Citadel Advisors LLC, Ameriprise Financial Inc., and Brooklyn Investment Group, showed varied activities in FLHY shares, with some increasing and others initiating positions. The article also provides details on FLHY's recent price performance and a brief overview of the ETF, which is an actively managed fund investing in global high-yield corporate debt.
Allspring Global Investments Holdings LLC Grows Position in Orla Mining Ltd. $ORLA
Allspring Global Investments Holdings LLC significantly increased its stake in Orla Mining Ltd. in Q4 by 29.3%, holding 1.56 million shares valued at $21.015 million. Other major institutions like Millennium Management and Franklin Resources also boosted their positions, leading to hedge funds and institutions owning approximately 43.04% of the stock. Analysts currently rate Orla Mining as a "Buy" with a consensus price target of $27.00, suggesting considerable upside from its recent share price near $17.
Franklin Resources Bets on Active Crypto, Acquires 250 Digital
Franklin Resources (NYSE: BEN) has announced the acquisition of 250 Digital, integrating it into its new Franklin Crypto unit to enhance actively managed crypto investment offerings for institutional clients. This strategic move, valued partly in BENJI tokens, signifies a deeper commitment to digital assets beyond basic exposure products like Bitcoin ETFs. The acquisition aims to capitalize on increasing institutional interest in yield-focused and active crypto strategies.
Templeton Emerging Markets Fund (NYSE:EMF) Share Price Passes Below 200-Day Moving Average - Time to Sell?
Templeton Emerging Markets Fund (NYSE:EMF) shares have dropped below their 200-day moving average, trading as low as $17.32 with a 200-day average of $17.89. Despite this price weakness, institutional investors continue to show interest, owning nearly 50% of the fund, with several firms modestly increasing their holdings. The fund recently paid a quarterly dividend of $0.22, equating to a 5.0% annualized yield.
Franklin Resources Bets on Active Crypto, Acquires 250 Digital
Franklin Resources (NYSE: BEN) has announced the acquisition of 250 Digital, which will form part of its new Franklin Crypto unit, signaling a stronger commitment to digital assets and actively managed crypto investments for institutional clients. The acquisition, expected to close in Q2, will involve payment partially made in BENJI tokens and aims to expand beyond basic crypto exposure like Bitcoin ETFs. This move highlights Franklin Templeton's progressive stance on digital assets, complementing its existing crypto ETFs and tokenized funds.
Compagnie Lombard Odier SCmA Grows Position in The Home Depot, Inc. $HD
Compagnie Lombard Odier SCmA increased its stake in The Home Depot, Inc. (NYSE:HD) by 4.4% in the fourth quarter, bringing its total holdings to 429,402 shares valued at approximately $147.8 million. Home Depot recently announced a quarterly dividend increase to $2.33 per share, representing a 2.9% yield. Despite beating EPS estimates, the company's revenue declined year-over-year, leading to a "Moderate Buy" consensus rating from analysts with an average price target of $414.17.
Insider Selling: Jazz Pharmaceuticals (NASDAQ:JAZZ) Director Sells 6,000 Shares of Stock
Jazz Pharmaceuticals Director Bruce Cozadd sold 6,000 shares of JAZZ stock for $1.143 million on April 1, 2026, reducing his position by 1.54%. The sale was executed under a pre-arranged Rule 10b5-1 trading plan. The company recently exceeded quarterly EPS estimates with strong revenue growth, and analysts maintain a "Moderate Buy" rating with a target price of $215.38.
Skadden Guides Franklin Templeton Crypto Co. Acquisition
Skadden Arps Slate Meagher & Flom LLP advised Franklin Templeton on its recent acquisition of a crypto investment management firm. This acquisition is significant as it will form the foundation of Franklin Templeton's new crypto division. The article highlights how Law360 provides timely legal news and analysis on such fast-moving developments.
WW International, Inc. Announces Leadership Changes and CEO Search Following Executive Transition
WW International (Weight Watchers) has announced significant leadership changes following the departure of CEO Tara Comonte. An Office of the CEO has been established, led by CFO Felicia DellaFortuna and COO Jon Volkmann, to ensure operational continuity while a search for a new CEO is underway. A Transition Committee has also been formed by the Board of Directors to oversee the CEO search and enhance board governance.
38,600 Shares in Pfizer Inc. $PFE Acquired by Genesis Financial Group LLC
Genesis Financial Group LLC initiated a new position in Pfizer Inc. during the fourth quarter, acquiring 38,600 shares valued at approximately $961,000. This comes as Pfizer beat Q4 earnings and revenue estimates, though the consensus analyst rating remains "Hold" with an average price target of $28.19. Institutional ownership in Pfizer is high at 68.36%, with several large financial firms recently increasing their stakes.
NFO Alert: Franklin Templeton Mutual Fund launches Sapphire Equity Long-Short SIF
Franklin Templeton has launched the Sapphire Equity Long-Short SIF, its first offering under the new Specialised Investment Funds (SIF) framework. This fund employs a quantitative long-short strategy across Nifty 500 stocks, aiming for long-term capital appreciation and alpha generation through dynamic allocation and disciplined risk management. It is designed for investors with a higher risk appetite, leveraging both long and short positions to navigate various market cycles and potentially reduce downside risk.
FNY Investment Advisers LLC Buys 33,064 Shares of Cisco Systems, Inc. $CSCO
FNY Investment Advisers LLC significantly increased its stake in Cisco Systems, Inc. by 24,311.8%, purchasing an additional 33,064 shares to bring its total holdings to 33,200 shares valued at approximately $2.56 million. Cisco (NASDAQ:CSCO) reported strong quarterly earnings, beating analyst expectations for EPS and revenue, and increased its quarterly dividend. Despite positive financial performance and AI-driven growth factors, the company faces near-term challenges such as contracting gross margins due to higher memory costs and recent insider share sales.
Better Returns With Risk Control : Franklin Templeton’s Strategic Bet.
Franklin Templeton India has launched its first Specialized Investment Fund (SIF) strategy, the Sapphire Equity Long Short SIF, designed for enhanced returns with controlled risk. This advanced quantitative strategy invests across the Nifty 500 universe, using both long and limited short positions to manage downside risks effectively during market fluctuations. The fund aims for long-term capital growth and is suitable for investors comfortable with relatively higher risks.
Franklin Resources schedules April 28 earnings release, 11 a.m. call
Franklin Resources, Inc. (NYSE: BEN) is scheduled to release its second-quarter operating results on April 28, 2026, at approximately 8:30 a.m. Eastern Time. Following the release, CEO Jenny Johnson, Co-President, CFO and COO Matthew Nicholls, and Co-President and Chief Commercial Officer Daniel Gamba will host a live teleconference at 11:00 a.m. Eastern Time to discuss the results and answer questions. Investors can access the teleconference and a written commentary on the results via the company's investor relations website.
Franklin Resources to acquire 250 Digital, launches Franklin Crypto
Franklin Resources announced its acquisition of 250 Digital, a blockchain-focused asset management firm. Following this acquisition, Franklin Resources is launching "Franklin Crypto," signaling its entry into the cryptocurrency and digital asset space. This strategic move aims to expand Franklin Resources' offerings in the evolving financial technology sector.
