Franklin Universal Trust is a closed-end management investment company. Its primary investment objective is to provide high, current income consistent with the preservation of capital. Its secondary objective is the growth of income through dividend increases and capital appreciation. The fund invests in two asset classes being the high yield bonds and utility stocks.

Financial Strength

4/10

Name	Current	Vs Industry	Vs History
Equity-to-Asset	0.75
Debt-to-Equity	0.32
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	5/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-38.9
	3-Year EPS without NRI Growth Rate	-28.9
	3-Year FCF Growth Rate	-1.7
	3-Year Book Growth Rate	-3.2

Momentum Rank

5/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	83.68
	9-Day RSI	76.67
	14-Day RSI	69.85
	6-1 Month Momentum %	3.08
	12-1 Month Momentum %	-4.01

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	7.49
	Dividend Payout Ratio	1.16
	3-Year Dividend Growth Rate	14.1
	Forward Dividend Yield %	7.49
	5-Year Yield-on-Cost %	12.2
	Shareholder Yield %	8.94

Profitability Rank

2/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	93.03
	FCF Margin %	148.28
	ROE %	5.93
	ROA %	4.39
	Years of Profitability over Past 10-Year	4

GF Value Rank

	Name	Current	Vs Industry		Vs History
	PE Ratio	15.51
	PE Ratio without NRI	15.51
	PS Ratio	14.55
	PB Ratio	0.92
	Price-to-Tangible-Book	0.92
	Price-to-Free-Cash-Flow	9.81
	Price-to-Operating-Cash-Flow	9.81
	EV-to-Revenue	19.45
	EV-to-FCF	13.12
	Price-to-Graham-Number	0.8
	FCF Yield %	10.3
	Forward Rate of Return (Yacktman) %	4.89

Financials (Next Earnings Date:2024-10-26 Est.)

Annual Quarterly TTM

FT's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Gurus Latest Trades with NYSE:FT

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Franklin Universal Trust Executives

Details

GF Value

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with FT. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	11.883
	EPS (TTM) ($)	0.439
	Beta	0.74
	Volatility %	12.41
	14-Day RSI	69.85
	14-Day ATR ($)	0.064146
	20-Day SMA ($)	6.587945
	12-1 Month Momentum %	-4.01
	52-Week Range ($)	5.97 - 7.06
	Shares Outstanding (Mil)	25.13

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	5
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Franklin Universal Trust Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Franklin Universal Trust Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

Franklin Universal Trust Frequently Asked Questions

What is Franklin Universal Trust(FT)'s stock price today?

The current price of FT is $6.81. The 52 week high of FT is $7.06 and 52 week low is $5.97.

When is next earnings date of Franklin Universal Trust(FT)?

The next earnings date of Franklin Universal Trust(FT) is 2024-10-26 Est..

Does Franklin Universal Trust(FT) pay dividends? If so, how much?

The Dividend Yield % of Franklin Universal Trust(FT) is 7.49% (As of Today), Highest Dividend Payout Ratio of Franklin Universal Trust(FT) was 2.95. The lowest was 0.35. And the median was 0.39. The Forward Dividend Yield % of Franklin Universal Trust(FT) is 7.49%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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