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Franklin Resources10-Q: Restructuring

Completed €65.2M acquisition of Apera Asset Management, creating post-merger integration needs.

What happened

A potential €125M earn-out increases pressure for a smooth and efficient integration.

Source

SEC EDGARApr 28, 2026

Quarterly report (Form 10-Q)

Franklin Resources 10-Q

Filing excerpt

On October 1, 2025, we completed the acquisition of Apera Asset Management for cash consideration of €65.2 million net of closing adjustments, funded from existing cash. In addition, we will pay up to €125.0 million in cash through the fifth anniversary of the closing date based on achieving revenue targets.

sec.gov/Archives/edgar/data/38777/000003877726000101/ben-20260331.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Restructuring

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 28, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$65.2M (Initial cash consideration in Euros for Apera Asset Management acquisition, with up to an additional €125M in performance-based payments.)

Details

CIK
38777
Accession number
0000038777-26-000101
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Change management needs
Signal category
Workforce

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
restructuring

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/853ffdc6-a281-4ac4-aad3-f390ef3350a8 returns this record as JSON. POST /v1/companies/enrich returns every signal for franklinresources.com.

{
  "signal_id": "853ffdc6-a281-4ac4-aad3-f390ef3350a8",
  "signal_type": "sec-10q",
  "signal_subtype": "restructuring",
  "detected_at": "2026-05-05T08:48:21.937+00:00",
  "company": {
    "name": "Franklin Resources",
    "domain": "franklinresources.com"
  },
  "data": {
    "detail": "The acquisition on Oct 1, 2025, creates opportunities for vendors specializing in post-merger integration, including consolidating IT systems, financial reporting, and operational processes. A potential €125M earn-out increases pressure for a smooth and efficient integration.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Initial cash consideration in Euros for Apera Asset Management acquisition, with up to an additional €125M in performance-based payments.",
      "dollar_millions": 65.2
    },
    "summary": "Completed €65.2M acquisition of Apera Asset Management, creating post-merger integration needs.",
    "excerpts": "On October 1, 2025, we completed the acquisition of Apera Asset Management for cash consideration of €65.2 million net of closing adjustments, funded from existing cash. In addition, we will pay up to €125.0 million in cash through the fifth anniversary of the closing date based on achieving revenue targets.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/38777/000003877726000101/ben-20260331.htm",
    "filing_date": "2026-04-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Change management needs",
    "signal_category": "workforce"
  }
}

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