On December 11, 2025, Franklin Resources, Inc., entered into a Joinder and Commitment Increase Agreement (the ?Joinder Agreement?), by and among the Company, as borrower, Mizuho Bank Ltd., Royal Bank of Canada, The Bank of New York Mellon, each of the other Lenders party thereto and Bank of America, N.A., as administrative agent, which amends the Amended and Restated Credit Agreement (the ?Credit Agreement?), dated as of April 30, 2025, by and among the Company, as borrower, the financial institutions from time to time party thereto, as lenders, and Bank of America, N.A., as administrative agent. The Credit Agreement provides for a senior unsecured revolving credit facility with $1,100,000,000 of aggregate commitments with the option to increase the aggregate commitments by a maximum of $400,000,000. Pursuant to the Joinder Agreement, the Company has increased the aggregate commitments by $400,000,000 such that the total aggregate commitments under the Credit Agreement are $1,500,000,000.
Franklin Resources, Inc. specializes in the management of investment funds. The group's activity is organized around 2 areas:
- investment services: activity insured under brands Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, etc. At the end of September 2025, the group had USD 1,661.2 billion of assets under management;
- financial services: retail banking activities, private banking, and consumer credit (automobile credit, mortgage loan, mortgage, etc.).
Net sales are distributed geographically as follows: the United States (75.4%), Americas (2.9%), Luxembourg (14.8%), Europe/Middle East/Africa (3.2%) and Asia/Pacific (3.7%).
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Investor
Investor
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Global
Global
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Quality
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ESG MSCI
ESG MSCI
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