Valuation: Franklin Universal Trust

Market Cap 201M 177M 165M 151M 284M 19.44B 288M 1.96B 763M 9.53B 756M 739M 32.97B P/E 2024
5.36x
P/E 2025 10.4x
Enterprise Value 261M 230M 214M 196M 368M 25.23B 374M 2.54B 991M 12.36B 981M 960M 42.79B EV / Sales 2024
16.7x
EV / Sales 2025 17x
Free-Float
100%
Yield 2024
7%
Yield 2025 6.43%
1 day+0.09%
1 week-0.37%
Current month-0.68%
1 month-0.37%
3 months-1.60%
Current year+0.12%
1 week 7.98
Extreme 7.981
8.07
1 month 7.98
Extreme 7.981
8.18
Current year 7.82
Extreme 7.82
8.35
1 year 7.73
Extreme 7.73
8.35
3 years 5.97
Extreme 5.97
8.35
5 years 5.97
Extreme 5.97
8.79
10 years 4.65
Extreme 4.65
8.79
Manager TitleAgeSince
Director of Finance/CFO 52 31/12/2021
President 63 31/12/2017
Corporate Officer/Principal 86 31/12/1987
Director TitleAgeSince
Director/Board Member 94 27/10/2009
Director/Board Member 73 27/10/2009
Director/Board Member 81 27/10/2009
Date Insider Type Main position Quantity % Market Cap.
15/09/23
MetLife Investment Management LLC
OthersCompany 65,000,000 258.6355%
07/02/22 Buy

Director

1,193 0.0047%
Change 5-day change 1-year change 3-year change Capi.($)
+0.09%-0.37%+2.56%+14.92% 201M
+0.13%+1.09%+19.69%+100.26% 14.53B
+1.08%+3.82%+44.74%+121.66% 11.83B
+1.98%-2.62%-12.32%+24.05% 8.74B
-0.25%-1.90%-16.06%-15.36% 7.4B
+0.53%+1.72%+30.14%+113.73% 7.43B
+0.42%+3.51%+15.84%+60.23% 6.49B
0.00%-1.41%+9.52%+23.36% 4.74B
+0.91%+0.27%+12.92%+8.72% 4.18B
+0.30%-1.43% - - 3.65B
Average +0.52%+0.18%+11.89%+50.17% 6.92B
Weighted average by Cap. +0.60%+0.64%+15.49%+66.80%

Financials

2024 2025
Net sales 14.52M 12.78M 11.87M 10.9M 20.46M 1.4B 20.8M 141M 55.07M 687M 54.5M 53.33M 2.38B 15.26M 13.43M 12.48M 11.46M 21.51M 1.47B 21.87M 148M 57.88M 722M 57.29M 56.06M 2.5B
Net income 34.15M 30.05M 27.93M 25.64M 48.13M 3.3B 48.93M 332M 130M 1.62B 128M 125M 5.59B 19.22M 16.91M 15.72M 14.43M 27.09M 1.86B 27.54M 187M 72.91M 910M 72.16M 70.61M 3.15B
Net Debt 59.95M 52.75M 49.02M 45.01M 84.47M 5.79B 85.89M 582M 227M 2.84B 225M 220M 9.82B 59.94M 52.74M 49.02M 45.01M 84.47M 5.79B 85.89M 582M 227M 2.84B 225M 220M 9.82B
Logo Franklin Universal Trust
Franklin Universal Trust (the Fund) is a closed-end management investment company. The Fund’s primary investment objective is to provide high, current income consistent with preservation of capital. The Fund’s secondary objective is growth of income through dividend increases and capital appreciation. The Fund invests primarily two asset classes: high-yield bonds and utility stocks. Within the high yield portion of the portfolio, the Fund uses fundamental research to invest in a diversified portfolio of bonds. Within the utility portion of the portfolio, the Fund focuses on companies with attractive dividend yields and with a history of increasing their dividends. The Fund invests in various sectors, including electric utilities; metals & mining; multi-utilities; oil, gas & consumable fuels; pharmaceuticals; aerospace & defense; automobile components; biotechnology; building products, and commercial services & supplies. The Fund’s investment manager is Franklin Advisers, Inc.
Employees
-
Date Price Change Volume
24/07/26 US$8.010 -0.44% 27,595
23/07/26 US$8.045 +0.19% 38,472
22/07/26 US$8.030 -0.12% 49,919
21/07/26 US$8.040 +0.37% 10,473
20/07/26 US$8.010 -0.37% 26,428
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
8.010
Average target price
-