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Franklin Universal Trust (FT)

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7.47
-0.06
(-0.81%)
At close: April 3 at 3:59:50 PM EDT
Loading Chart for FT
  • Previous Close 7.53
  • Open 7.51
  • Bid --
  • Ask --
  • Day's Range 7.45 - 7.51
  • 52 Week Range 6.34 - 7.80
  • Volume 42,056
  • Avg. Volume 41,424
  • Market Cap (intraday) 187.715M
  • Beta (5Y Monthly) 0.69
  • PE Ratio (TTM) 5.53
  • EPS (TTM) 1.35
  • Earnings Date Apr 30, 2025 - May 14, 2025
  • Forward Dividend & Yield 0.51 (6.83%)
  • Ex-Dividend Date Mar 17, 2025
  • 1y Target Est --

Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified portfolio of corporate bonds and dividend paying utility stocks. The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Electric Utilities Index and the fixed component against the Credit Suisse High Yield. Franklin Universal Trust was formed on September 23, 1988 and is domiciled in the United States.

www.franklintempleton.com/retailhttps://finance.yahoo.com/jsp_app/products/closed_end_fund.jsp?fundNumber=002

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Full Time Employees

August 31

Fiscal Year Ends

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Performance Overview: FT

Trailing total returns as of 4/3/2025, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

FT
3.94%
S&P 500 (^GSPC)
8.25%

1-Year Return

FT
20.48%
S&P 500 (^GSPC)
3.55%

3-Year Return

FT
15.29%
S&P 500 (^GSPC)
18.71%

5-Year Return

FT
86.96%
S&P 500 (^GSPC)
116.85%

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Statistics: FT

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Valuation Measures

Annual
As of 4/3/2025
  • Market Cap

    187.72M

  • Enterprise Value

    --

  • Trailing P/E

    5.53

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    5.40

  • Price/Book (mrq)

    0.91

  • Enterprise Value/Revenue

    7.08

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    235.21%

  • Return on Assets (ttm)

    2.85%

  • Return on Equity (ttm)

    17.47%

  • Revenue (ttm)

    14.52M

  • Net Income Avi to Common (ttm)

    34.15M

  • Diluted EPS (ttm)

    1.35

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    54.8k

  • Total Debt/Equity (mrq)

    29.10%

  • Levered Free Cash Flow (ttm)

    4.36M

Research Analysis: FT

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Company Insights: FT

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