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Stock impact report

ClearBridge Dividend Strategy Q4 2025 Commentary [Seeking Alpha]

Franklin Resources, Inc. (BEN) 
Last franklin resources, inc. earnings: 4/30 08:30 am Check Earnings Report
Company Research Source: Seeking Alpha
Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. While the defining characteristic of this market continues to be its profound concentration, cap-weighted and equal-weighted indexes have produced similar returns over long periods of time. With investors beginning to ask whether AI represents a bubble, our approach limits the risk from a bubble popping. We value securities based on free cash flow yields, gravitating toward those with asymmetric risk-reward profiles. Strategy turnover this year was higher than average as market conditions provided opportunities in companies we have long followed and admired. Torsten Asmus/iStock via Getty Images By John Baldi & Michael Clarfeld, CFA AI Boom Requires Active Management, Discipline Market Overview 2025 marked the third consecutive year of this AI-driven cycle. The market-cap-weighted S&P 500 Index ( SP500 ) rose 17.9% in t Show less Read more
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