Valuation: Franklin Universal Trust

Market Cap 194M 172M 161M 146M 276M 18.63B 279M 1.94B 754M 9.52B 727M 712M 30.56B P/E 2024
5.36x
P/E 2025 10.4x
Enterprise Value 254M 225M 210M 192M 362M 24.39B 365M 2.55B 987M 12.47B 953M 932M 40.02B EV / Sales 2024
16.7x
EV / Sales 2025 17x
Free-Float
100%
Yield 2024
7%
Yield 2025 6.43%
1 day+0.43%
1 week-0.14%
Current month+0.57%
1 month-7.93%
3 months-12.59%
6 months-12.92%
Current year-11.50%
1 week 6.95
Extreme 6.95
7.12
1 month 6.95
Extreme 6.95
7.71
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 2021-12-31
President 63 2017-12-31
Corporate Officer/Principal 86 1987-12-31
Director TitleAgeSince
Director/Board Member 94 2009-10-27
Director/Board Member 74 2009-10-27
Director/Board Member 81 2009-10-27
Date Insider Type Main position Quantity % Market Cap. Importance
9/15/23
MetLife Investment Management LLC
OthersCompany 65,000,000 -
2/7/22 Buy

Director

1,193 0.0047%
Change 5-day change 1-year change 3-year change Capi.($)
+0.43%-0.14%-11.28%+13.46% 178M
-0.73%-3.52%+4.52%+121.50% 15.13B
-0.26%-6.95%+21.20%+169.28% 11.89B
+1.10%-1.24%-20.67%+23.69% 8.48B
-0.62%-4.67%+11.42%+145.15% 7.27B
+1.77%+2.86%-27.53%-14.18% 6.86B
+1.37%+1.79%+1.79%+23.34% 6.6B
-0.39%-0.64%+7.19%+30.47% 4.73B
+0.92%-1.51% - - 3.71B
+2.90%-2.35%-4.01%+8.01% 3.61B
Average +0.65%-1.53%-1.93%+57.86% 6.84B
Weighted average by Cap. +0.35%-2.24%+1.06%+82.47%

Financials

2024 2025
Net sales 14.52M 12.9M 12.04M 10.97M 20.7M 1.4B 20.89M 146M 56.46M 714M 54.51M 53.33M 2.29B 15.26M 13.56M 12.66M 11.54M 21.76M 1.47B 21.96M 153M 59.35M 750M 57.3M 56.06M 2.41B
Net income 34.15M 30.34M 28.32M 25.81M 48.68M 3.28B 49.14M 343M 133M 1.68B 128M 125M 5.39B 19.22M 17.08M 15.94M 14.53M 27.4M 1.85B 27.66M 193M 74.76M 945M 72.18M 70.61M 3.03B
Net Debt 59.95M 53.26M 49.71M 45.31M 85.45M 5.76B 86.25M 602M 233M 2.95B 225M 220M 9.45B 59.94M 53.26M 49.71M 45.31M 85.45M 5.76B 86.25M 602M 233M 2.95B 225M 220M 9.45B
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
26-10-02 US$7.080 +0.43% 44,178
26-10-01 US$7.050 +0.14% 61,749
26-09-30 US$7.040 -0.14% 115,026
26-09-29 US$7.050 +1.44% 81,552
26-09-28 US$6.950 -1.97% 77,951