Skip to main content
Franklin Resources10-Q: Joint venture

Faces up to $375M in payments tied to revenue growth from Great-West Lifeco partnership

What happened

A contingent payment of up to $375M for the Putnam acquisition is tied to revenue growth targets from a strategic partnership.

Source

SEC EDGARApr 28, 2026

Quarterly report (Form 10-Q)

Franklin Resources 10-Q

Filing excerpt

As part of our acquisition of Putnam, which closed on January 1, 2024, we will pay up to $375.0 million between the third and seventh anniversaries of the closing date related to revenue growth targets from the strategic partnership with Great-West Lifeco, Inc., which will be recognized in operating income.

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: Joint venture

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

Fiscal year end
03/31
Filed
Apr 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$375M (Maximum contingent payment related to revenue growth targets from strategic partnership)

Details

CIK
38777
Accession number
0000038777-26-000101
Filing year
2026
Fiscal year
0
Why it matters
New entity needs
Signal category
Strategic

Topics and mentions

Vendors

  • Great-West Lifeco
  • Inc.

Vendors named

  • Great-West Lifeco, Inc.

Extraction

Confidence
High
Relevance
70%
Sentiment
Neutral
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
jointVenture

Use this data

Get every 10-Q signal for Franklin Resources and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Franklin Resources this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

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/24ce6fb9-cefb-4632-a892-c82a8687fc47 returns this record as JSON. POST /v1/companies/enrich returns every signal for franklinresources.com.

{
  "signal_id": "24ce6fb9-cefb-4632-a892-c82a8687fc47",
  "signal_type": "sec-10q",
  "signal_subtype": "jointVenture",
  "detected_at": "2026-05-05T08:48:22.534+00:00",
  "company": {
    "name": "Franklin Resources",
    "domain": "franklinresources.com"
  },
  "data": {
    "detail": "A contingent payment of up to $375M for the Putnam acquisition is tied to revenue growth targets from a strategic partnership. This creates significant financial pressure to maximize the partnership's performance, opening opportunities for solutions in analytics, partner management, and sales enablement.",
    "metrics": {
      "dollar_context": "Maximum contingent payment related to revenue growth targets from strategic partnership",
      "dollar_millions": 375
    },
    "summary": "Faces up to $375M in payments tied to revenue growth from Great-West Lifeco partnership",
    "excerpts": "As part of our acquisition of Putnam, which closed on January 1, 2024, we will pay up to $375.0 million between the third and seventh anniversaries of the closing date related to revenue growth targets from the strategic partnership with Great-West Lifeco, Inc., which will be recognized in operating income.",
    "relevance": 0.7,
    "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": "New entity needs",
    "signal_category": "strategic",
    "vendors_mentioned": [
      "Great-West Lifeco, Inc."
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.