BEN

Invesco's September AUM fell 0.9% to $2.54 trillion, driven by $1.1 billion in long-term outflows, $5.7 billion in money-market outflows, and $16 billion in unfavorable market returns. However, the flagship QQQ ETF showed strength with 2% AUM growth to $498.9 billion. Peers Franklin Templeton and T. Rowe Price also faced sequential AUM declines in September, though Franklin Templeton recorded positive long-term net inflows for Q3.

Franklin Templeton (BEN) has a strong track record of beating earnings estimates, with an average surprise of 19.09% over the past two quarters. The company's positive Earnings ESP of +2.39% combined with its Zacks Rank #3 suggests another earnings beat is likely when it reports on November 6, 2026. Stocks with this combination of positive ESP and Zacks Rank #3 or better historically beat consensus estimates nearly 70% of the time.

Franklin Templeton's assets under management fell 1.9% sequentially to $1.79 trillion as of September 30, 2026, due to market volatility affecting equity and fixed-income portfolios. However, the company generated $6 billion in long-term net inflows and its alternatives business grew to $303 billion, demonstrating resilience. Strategic acquisitions in private credit and digital assets, including the launch of Franklin Crypto, position the company for long-term growth despite near-term headwinds from private credit concerns.