Valuation: Franklin Universal Trust

Market Cap 194M 173M 160M 145M 274M 18.4B 278M 1.92B 755M 9.6B 727M 712M 30.59B P/E 2024
5.36x
P/E 2025 10.4x
Enterprise Value 254M 226M 209M 190M 358M 24.09B 364M 2.52B 988M 12.56B 952M 932M 40.05B EV / Sales 2024
16.7x
EV / Sales 2025 17x
Free-Float
100%
Yield 2024
7%
Yield 2025 6.43%
1 day+0.99%
1 week+0.14%
Current month+1.85%
1 month-3.24%
3 months-10.82%
6 months-13.93%
Current year-10.38%
1 week 7.06
Extreme 7.0601
7.2
1 month 6.95
Extreme 6.95
7.38
Current year 6.95
Extreme 6.95
8.35
1 year 6.95
Extreme 6.95
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 01/01/2022
President 63 01/01/2018
Corporate Officer/Principal 86 01/01/1988
Director TitleAgeSince
Director/Board Member 94 28/10/2009
Director/Board Member 74 28/10/2009
Director/Board Member 81 28/10/2009
Date Insider Type Main position Quantity % Market Cap. Importance
15/09/23
MetLife Investment Management LLC
OthersCompany 65,000,000 -
07/02/22 Buy

Director

1,193 0.0047%
Change 5-day change 1-year change 3-year change Capi.($)
+0.99%+0.14%-11.48%+14.72% 180M
-0.06%-0.63%-2.26%+111.41% 15.27B
-0.65%-7.09%+7.01%+138.14% 11.24B
+0.74%+0.64%-16.62%+26.73% 8.84B
-0.32%-2.93%+2.15%+124.97% 7.09B
-0.83%-0.70%-24.75%-9.00% 6.8B
+1.84%-2.46%+4.52%+18.67% 6.46B
-0.13%+1.68%+11.28%+30.85% 4.85B
+1.83%+1.21%+0.60%+4.60% 3.77B
-1.35%-1.54% - - 3.72B
Average +0.21%-0.90%-3.28%+51.23% 6.82B
Weighted average by Cap. +0.05%-1.26%-2.66%+71.39%

Financials

2024 2025
Net sales 14.52M 12.95M 11.97M 10.9M 20.51M 1.38B 20.85M 144M 56.55M 719M 54.49M 53.32M 2.29B 15.26M 13.61M 12.58M 11.46M 21.56M 1.45B 21.92M 151M 59.44M 756M 57.27M 56.05M 2.41B
Net income 34.15M 30.46M 28.15M 25.63M 48.25M 3.24B 49.04M 339M 133M 1.69B 128M 125M 5.39B 19.22M 17.15M 15.85M 14.43M 27.16M 1.83B 27.6M 191M 74.86M 952M 72.14M 70.6M 3.03B
Net Debt 59.95M 53.46M 49.42M 44.99M 84.7M 5.69B 86.08M 595M 233M 2.97B 225M 220M 9.46B 59.94M 53.46M 49.42M 44.99M 84.69M 5.69B 86.08M 595M 233M 2.97B 225M 220M 9.46B
Projected Income Statement - Annual - Franklin Universal Trust
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
16/10/26 $7.170 +0.99% 53,977
15/10/26 $7.100 +0.28% 64,506
14/10/26 $7.080 -0.98% 82,787
13/10/26 $7.150 +0.14% 42,143
12/10/26 $7.140 -0.28% 24,202