Loading…
Loading…
Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Will Katz | TD Cowen | 10 | 0% |
| Alex Blostein | Goldman Sachs | 8 | 0% |
| Dan Fannon | Jefferies | 8 | 0% |
| Mike Cyprys | Morgan Stanley | 7 | 0% |
| Ben Budish | Barclays | 6 | 0% |
| Patrick Davitt | Autonomous Research | 5 | 0% |
| Glenn Schorr | Evercore ISI | 4 | 0% |
| Brennan Hawken | BMO Capital Markets | 4 | 0% |
| Brian Bedell | Deutsche Bank | 4 | 0% |
| Ken Worthington | JPMorgan | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 10 | 0% |
| Goldman Sachs | 1 | 8 | 0% |
| Jefferies | 1 | 8 | 0% |
| Morgan Stanley | 1 |
| 7 |
| 0% |
| Barclays | 1 | 6 | 0% |
| Evercore ISI | 2 | 5 | 0% |
| Autonomous Research | 1 | 5 | 0% |
| Deutsche Bank | 1 | 4 | 0% |
Franklin Templeton delivered strong Q2 FY2026 with revenue up 8.7% and EPS doubling year-over-year, as long-term net inflows of $16.9 billion featured record gross sales across all regions. Alternatives raised $14.3 billion including Lexington contributions, Canvas reached $22.9 billion with 72% CAGR since acquisition, and adjusted operating income rose 25.8% with margin expansion on track. ETFs hit $61.6 billion, the FranklinCrypto initiative was announced, and private credit reached $96 billion.
Margin | Revenue Growth | Competitive Dynamics | Cost Pressure | Product Launch | Demand | M&A | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 3 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 2 | 1 | 2 | 1 | 1 | 3 | |
| 2025Q2 | 2 | 4 | 2 | 1 | 2 | 2 | 2 | 2 |
| 2025Q3 | 3 | 2 | 3 | 2 | 4 | 2 | 1 | 1 |
| 2025Q4 | 3 | 4 | 3 | 4 | 4 | 2 | 1 | |
| 2026Q1 | 7 | 1 | 3 | 4 | 1 | 3 | 2 | |
| 2026Q2 | 2 | 3 | 5 | 4 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 2 | 5 | 2 | 3 | 3 | 7 | 2 |
| Revenue Growth | 3 | 2 | 4 | 2 | 4 | 1 | 3 |
| Competitive Dynamics | 2 | 1 | 2 | 3 | 3 | 3 | 5 |
| Cost Pressure | 1 | 2 | 1 | 2 | 4 | 4 | 4 |
| Product Launch | 1 | 1 | 2 | 4 | 4 | 1 | 3 |
| Demand | 1 | 1 | 2 | 2 | 2 | 3 | 2 |
| M&A | 1 | 3 | 2 | 1 | 2 | ||
| Geographic Expansion | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BEN Franklin Resources | 8 | +8.7% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BK BNY Mellon | 9 | +2.2% | |
| BLK BlackRock | 9 | +26.9% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% | |
| TROW T. Rowe Price | 6 | +5.3% |