Monitor Franklin Templeton's future 13G amendments for any stake changes. The passive filing suggests no near-term activist pressure, but the inclusion of convertible shares adds a potential dilution overhang if converted.
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Executive Summary
Franklin Templeton Inc. disclosed a new 5.0% passive stake in Albemarle Corp as of September 30, 2026, holding approximately 6.05 million shares (including shares issuable on debt conversion). The filing certifies passive intent with no plan to influence control, consistent with a routine institutional position.
Key Financial Metrics
Key Facts
- Franklin Templeton Inc. filed a new SC 13G disclosing beneficial ownership of 5.0% of Albemarle common stock.
- Total shares beneficially owned: 6,051,982, including 2,674,100 shares issuable on conversion of debt securities.
- The filing certifies passive intent under Rule 13d-1(b), with no plan to change or influence control.
- Franklin Advisers Inc. holds the largest portion (4,007,784 shares) among the reporting subsidiaries.
- This is a new 13G filing; prior 13G filings for Albemarle were by Capital World Investors and Vanguard entities, not Franklin Templeton.
Financial Impact
5.0% stake in Albemarle Corp, which had an $11.0B market cap at the analysis time, implying a stake value of approximately $550M.
Risk Factors
- The 2.67 million shares issuable on debt conversion could increase dilution if converted, though the filing certifies passive intent.
- No prior Franklin Templeton 13G for Albemarle exists in the cross-filing context, so this is a new position with no track record to assess conviction.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000038777-26-000273 |
| Document: 0000038777-26-000273-index.html | 0000038777-26-000273 |
| Document: 0000038777-26-000273.txt | 0000038777-26-000273 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 1d ago | SC 13G | $96.96 | awaiting T+20 | awaiting T+20 | $93.27 (−3.81%) |
Oct 26, 2026 3d ago | Press Release | $98.96 | awaiting T+20 | awaiting T+20 | $93.27 (−5.75%) |
Oct 21, 2026 8d ago | Institutional Cluster | $92.54 | awaiting T+20 | awaiting T+20 | $93.27 (+0.79%) |
Oct 1, 2026 28d ago | Press Release | $104.59 | awaiting T+20 | awaiting T+20 | $93.27 (−10.82%) |
Aug 21, 2026 9w ago | 8-K | $143.25 $112.92 | ▼ −21.17% | ▼ −20.65% | $93.27 (−34.89%) |
Aug 5, 2026 12w ago | Press Release | $125.42 $132.16 | ▲ +5.37% | ▲ +4.77% | $93.27 (−25.63%) |
Jul 18, 2026 14w ago | Institutional Cluster | $118.20 $133.99 | ▲ +13.36% | ▲ +9.24% | $93.27 (−21.09%) |
Jun 11, 2026 20w ago | Institutional Cluster | $159.06 $128.42 | ▼ −19.26% | ▼ −21.15% | $93.27 (−41.36%) |
Jun 5, 2026 20w ago | 8-K | $149.84 $133.80 | ▼ −10.70% | ▼ −12.34% | $93.27 (−37.75%) |
May 6, 2026 25w ago | 8-K | $79.34 $66.28 | ▼ −16.46% | ▼ −19.60% | $93.27 (+17.56%) |
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