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Franklin Resources10-Q: Competitor named

Franklin managing strategic partnership with Great-West tied to $375M in revenue targets.

What happened

Franklin has a strategic partnership with Great-West Lifeco tied to the Putnam acquisition, with up to $375M in future payments contingent on revenue growth targets.

Source

SEC EDGARJul 31, 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, which will be recognized in operating income.

sec.gov/Archives/edgar/data/38777/000003877726000217/ben-20260630.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Competitor named

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

Fiscal year end
06/30
Filed
Jul 31, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$375M (Contingent payments related to revenue growth targets from strategic partnership with Great-West)

Details

CIK
38777
Accession number
0000038777-26-000217
Filing year
2026
Fiscal year
0
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Competitors

  • Great-West Lifeco Inc.

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
competitorNamed

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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/1f64fe1a-c7dc-4583-a39e-cf54fdff136f returns this record as JSON. POST /v1/companies/enrich returns every signal for franklinresources.com.

{
  "signal_id": "1f64fe1a-c7dc-4583-a39e-cf54fdff136f",
  "signal_type": "sec-10q",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-08-04T07:07:26.561+00:00",
  "company": {
    "name": "Franklin Resources",
    "domain": "franklinresources.com"
  },
  "data": {
    "detail": "Franklin has a strategic partnership with Great-West Lifeco tied to the Putnam acquisition, with up to $375M in future payments contingent on revenue growth targets. This creates significant pressure to perform and optimize the partnership, opening opportunities for vendors who can help track, manage, and accelerate revenue synergies.",
    "metrics": {
      "dollar_context": "Contingent payments related to revenue growth targets from strategic partnership with Great-West",
      "dollar_millions": 375
    },
    "summary": "Franklin managing strategic partnership with Great-West tied to $375M in revenue targets.",
    "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, which will be recognized in operating income.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/38777/000003877726000217/ben-20260630.htm",
    "filing_date": "2026-07-31",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "competitors_mentioned": [
      "Great-West Lifeco Inc."
    ]
  }
}

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