Valuation: Franklin Universal Trust

Market Cap 198M 170M 159M 146M 274M 18.93B 278M 1.87B 733M 9.49B 744M 727M 31.39B P/E 2024
5.36x
P/E 2025 10.4x
Enterprise Value 258M 221M 207M 190M 357M 24.66B 362M 2.44B 955M 12.37B 969M 948M 40.89B EV / Sales 2024
16.7x
EV / Sales 2025 17x
Free-Float
100%
Yield 2024
7%
Yield 2025 6.43%
1 week+0.25%
Current month-0.51%
1 month-1.62%
3 months-0.76%
6 months-4.60%
Current year-1.50%
1 week 7.86
Extreme 7.86
7.93
1 month 7.82
Extreme 7.82
8.07
Current year 7.82
Extreme 7.82
8.35
1 year 7.79
Extreme 7.79
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 74 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.($)
0.00%+0.25%+0.13%+16.57% 198M
+3.24%+1.73%+34.05%+130.96% 15.66B
+4.44%+0.98%+71.32%+170.25% 13.08B
-0.41%-0.31%-7.84%+34.64% 9.24B
+4.02%+1.18%+48.87%+153.99% 8.1B
+0.33%-5.48%-20.93%-16.90% 6.99B
+0.67%-0.59%+18.21%+44.14% 6.63B
+0.78%+0.78%+10.30%+29.15% 4.78B
+0.46%+0.37%+11.48%+9.59% 4.11B
+1.33%+1.46% - - 3.92B
Average +1.37%-1.20%+18.40%+63.60% 7.27B
Weighted average by Cap. +1.99%-1.49%+27.04%+90.15%

Financials

2024 2025
Net sales 14.52M 12.45M 11.63M 10.67M 20.07M 1.39B 20.4M 137M 53.74M 696M 54.52M 53.33M 2.3B 15.26M 13.09M 12.23M 11.22M 21.09M 1.46B 21.44M 144M 56.49M 732M 57.31M 56.06M 2.42B
Net income 34.15M 29.3M 27.35M 25.1M 47.2M 3.26B 47.97M 323M 126M 1.64B 128M 125M 5.41B 19.22M 16.49M 15.4M 14.13M 26.57M 1.84B 27M 182M 71.15M 922M 72.18M 70.61M 3.05B
Net Debt 59.95M 51.42M 48.02M 44.05M 82.84M 5.73B 84.21M 567M 222M 2.87B 225M 220M 9.5B 59.94M 51.42M 48.01M 44.05M 82.84M 5.73B 84.2M 567M 222M 2.87B 225M 220M 9.5B
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
19/08/26 US$7.880 0.00% 31,255
18/08/26 US$7.880 +0.13% 86,369
17/08/26 US$7.870 -0.25% 74,220
14/08/26 US$7.890 +0.25% 31,660
13/08/26 US$7.870 +0.13% 64,038
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
7.880
Average target price
-