Valuation: Franklin Universal Trust

Market Cap 202M 177M 163M 150M 283M 19.45B 289M 1.95B 765M 9.52B 759M 742M 32.81B P/E 2024
5.36x
P/E 2025 10.4x
Enterprise Value 262M 229M 211M 195M 367M 25.23B 375M 2.53B 993M 12.35B 984M 962M 42.54B EV / Sales 2024
16.7x
EV / Sales 2025 17x
Free-Float
100%
Yield 2024
7%
Yield 2025 6.43%
1 day-0.25%
1 week-0.12%
Current month-0.31%
1 month+0.37%
3 months-3.48%
6 months-1.26%
Current year+0.50%
1 week 8.02
Extreme 8.02
8.17
1 month 7.95
Extreme 7.95
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.($)
-0.25%-0.12%+3.34%+16.35% 202M
+1.03%-2.19%+18.49%+99.28% 14.38B
+0.89%-5.75%+40.39%+112.49% 11.4B
-2.21%-1.95%-8.36%+31.07% 9.05B
-0.55%-2.50%-13.58%-13.08% 7.55B
+1.20%-3.89%+27.81%+111.46% 7.3B
-1.35%-5.28%+15.38%+56.21% 6.3B
0.00%+1.56%+13.01%+27.78% 4.85B
-0.18%+0.73%+13.66%+8.96% 4.17B
-2.96%-2.22% - - 3.7B
Average -0.44%-2.08%+12.24%+50.06% 6.89B
Weighted average by Cap. -0.16%-2.91%+14.86%+64.96%

Financials

2024 2025
Net sales 14.52M 12.7M 11.72M 10.79M 20.36M 1.4B 20.8M 140M 55.01M 684M 54.53M 53.32M 2.36B 15.26M 13.34M 12.32M 11.34M 21.4M 1.47B 21.87M 147M 57.82M 719M 57.32M 56.05M 2.48B
Net income 34.15M 29.86M 27.56M 25.39M 47.88M 3.29B 48.93M 329M 129M 1.61B 128M 125M 5.54B 19.22M 16.81M 15.51M 14.29M 26.95M 1.85B 27.54M 185M 72.83M 906M 72.19M 70.6M 3.12B
Net Debt 59.95M 52.41M 48.37M 44.56M 84.04M 5.77B 85.88M 578M 227M 2.83B 225M 220M 9.73B 59.94M 52.41M 48.37M 44.56M 84.04M 5.77B 85.88M 578M 227M 2.83B 225M 220M 9.73B
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
17/07/26 US$8.040 -0.25% 28,883
16/07/26 US$8.060 -0.49% 25,284
15/07/26 US$8.100 0.00% 28,935
14/07/26 US$8.100 +0.12% 34,700
13/07/26 US$8.090 +0.50% 47,169
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
8.040
Average target price
-