Valuation: Franklin Universal Trust

Market Cap 194M 172M 160M 145M 274M 18.39B 278M 1.92B 752M 9.6B 727M 712M 30.59B P/E 2024
5.36x
P/E 2025 10.4x
Enterprise Value 254M 226M 209M 190M 359M 24.08B 365M 2.51B 985M 12.57B 952M 932M 40.06B 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-2.58%
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
9/15/23 A
MetLife Investment Management LLC
OthersCompany 65,000,000 -
2/7/22 A Buy

Director

1,193 0.0047%
Change 5-day change 1-year change 3-year change Capi.($)
+0.99%+0.14%-11.48%+16.59% 180M
-0.06%-0.63%-2.26%+108.61% 15.27B
-0.65%-7.09%+7.01%+138.45% 11.24B
+0.74%+0.64%-16.62%+28.10% 8.84B
-0.32%-2.93%+2.15%+122.87% 7.09B
-0.83%-0.70%-24.75%-11.26% 6.8B
+1.84%-2.46%+4.52%+15.92% 6.46B
-0.13%+1.68%+11.28%+31.06% 4.85B
+1.83%+1.21%+0.60%+6.04% 3.77B
-1.35%-1.54% - - 3.72B
Average +0.21%-1.00%-3.28%+50.71% 6.82B
Weighted average by Cap. +0.05%-1.36%-2.66%+70.33%

Financials

2024 2025
Net sales 14.52M 12.91M 11.96M 10.88M 20.54M 1.38B 20.87M 144M 56.38M 719M 54.49M 53.33M 2.29B 15.26M 13.57M 12.57M 11.44M 21.59M 1.45B 21.94M 151M 59.26M 756M 57.28M 56.06M 2.41B
Net income 34.15M 30.36M 28.14M 25.6M 48.31M 3.24B 49.08M 338M 133M 1.69B 128M 125M 5.39B 19.22M 17.09M 15.84M 14.41M 27.19M 1.82B 27.63M 190M 74.64M 952M 72.15M 70.61M 3.04B
Net Debt 59.95M 53.29M 49.39M 44.93M 84.79M 5.69B 86.15M 594M 233M 2.97B 225M 220M 9.46B 59.94M 53.28M 49.39M 44.93M 84.79M 5.69B 86.15M 594M 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