Do New Active International ETFs Reveal a Shift in Franklin Templeton's (BEN) Product Innovation Strategy?

Franklin Templeton recently launched two actively managed international equity ETFs, the Putnam International Stock ETF (PGRI) and the Templeton International Insights ETF (TINS), offering global equity exposure outside the US with differentiated investment approaches. This expansion enhances Franklin Templeton’s ETF platform and highlights its ongoing efforts to provide investors with specialized strategies for international diversification. We'll explore how the addition of actively managed international ETFs signals ongoing product innovation within Franklin Templeton's broader investment narrative.

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Franklin Resources Investment Narrative Recap

Shareholders in Franklin Resources need to believe in the company's ability to expand successfully into international and alternative asset classes, leveraging ongoing innovation and acquisitions for future AUM and earnings growth. While the launch of new actively managed international equity ETFs (PGRI and TINS) bolsters Franklin's global product suite, this event does not appear to materially alter the most immediate catalysts or the key risks currently facing the business, namely, ongoing net outflows and persistent fee compression.

Of the recent developments, the September partnership with leading infrastructure investment managers to expand private wealth access remains highly relevant for the company's strategic push in alternatives. This aligns with Franklin's broader effort to increase recurring inflows and diversify earnings beyond traditional mutual funds, further supporting the catalysts tied to international market expansion and the steady rise of alternatives within the wealth management channel.

Yet, in contrast, investors should remain alert to signs of sustained fee pressure and competitive pricing in new products that could...

Read the full narrative on Franklin Resources (it's free!)

Franklin Resources is projected to reach $8.9 billion in revenue and $1.4 billion in earnings by 2028. This outlook is based on an assumed 1.0% annual revenue growth rate and a substantial increase in earnings, up $1.1 billion from the current $270.9 million.

Uncover how Franklin Resources' forecasts yield a $25.45 fair value, a 9% upside to its current price.

Exploring Other PerspectivesBEN Community Fair Values as at Oct 2025

The Simply Wall St Community’s three fair value estimates for Franklin Resources range from US$23.40 to US$29.92, capturing a US$6.52 difference. While some expect robust international growth to drive future earnings, persistent net outflows and reputational challenges in core segments illustrate why market participants hold divergent expectations for performance.

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Explore 3 other fair value estimates on Franklin Resources - why the stock might be worth just $23.40!

Build Your Own Franklin Resources Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Franklin Resources research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free Franklin Resources research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Franklin Resources' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BEN.

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