Franklin Universal Trust

$8.27 ▲ 0.37%
2026-04-21 06:57:01

Explore Franklin Universal Trust stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$207.97 M
Current Price
$8.27
52W High / Low
$8.35 / $7.11
Stock P/E
6.11
Book Value
$8.46
Dividend Yield
6.25%
ROCE
ROE
9.18%
Face Value
EPS
$0.77
Exp Qtr EPS
Sector
Financial Services
Industry
Asset Management
Employees
Beta
0.7
Debt / Equity
29.1
Current Ratio
6.15
Quick Ratio
Forward P/E
Price / Sales
13.6
Enterprise Value
$267.53 M
EV / EBITDA
EV / Revenue
17.53
Rating
None
Target Price
EPS Forecast (FY)

Pros

  • Healthy return on equity.
  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Net margin remains healthy.
  • Valuation is not stretched on P/E basis.
  • Meaningful dividend yield is available.

Cons

  • Some data points may be missing or delayed because the source is not an official exchange feed.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. Advanced Flower Capital Inc. $2.83 $65.41 M 16.8% -10.97% $5.87 / $2.06 $7.46
2. Invesco Value Municipal Income Trust $12.35 28.06 $589.81 M 2.37% -4.48% $13.17 / $11.2 $12.04
3. Nuveen Churchill Direct Lending Corp. $14.58 10.71 $702.54 M 7.11% $17.27 / $12.43
4. Runway Growth Finance Corp. $6.73 8.39 $285.79 M 19.61% 6.81% $11.4 / $6.37 $13.42
5. Cohen & Steers, Inc. $68.25 22.64 $3.47 B 4.02% 23.06% 26.04% $83.99 / $58.39 $11.01
6. General American Investors Company, Inc. $64.05 $1.72 B 20.58% $64.42 / $47.48 $65.2
7. BlackRock Health Sciences Trust $39.65 6.72 $520.03 M 7.88% 13.81% $42.74 / $34.93 $43.97

Quarterly Results

Figures shown in M / B

Sales
Operating Profit
Net Profit
EPS in Rs

Profit & Loss

Figures shown in M / B

2024202320222021
Sales34.97 M-3.01 M-6.53 M31.61 M
Operating Profit
Net Profit34.15 M-3.84 M-7.39 M30.86 M
EPS in Rs1.36-0.15-0.291.23

Balance Sheet

Figures shown in M / B

2024202320222021
Total Assets266.93 M251.48 M269.82 M292.22 M
Total Liabilities60.73 M66.62 M66.77 M67.98 M
Equity206.19 M184.86 M203.05 M224.25 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

2024202320222021
Operating CF17.84 M11.5 M16.34 M10.83 M
Investing CF
Financing CF-17.82 M-14.36 M-14.87 M-10.44 M
Free CF17.84 M11.5 M16.34 M10.83 M
Capex

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %1262.6%53.92%-120.65%
Earnings Growth %989.75%48.06%-123.95%
Profit Margin %97.66%127.61%113.23%97.62%
Operating Margin %
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2026-03-24$0.043
2026-02-20$0.043
2026-01-23$0.043
2025-12-15$0.043
2025-11-17$0.043
2025-10-17$0.043
2025-09-18$0.043
2025-08-18$0.043
2025-07-18$0.043
2025-06-16$0.043
2025-05-19$0.043
2025-04-17$0.043
2025-03-17$0.043
2025-02-18$0.043
2025-01-21$0.043
2024-12-16$0.043
2024-11-18$0.043
2024-10-17$0.043
2024-09-19$0.043
2024-08-19$0.043

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
Advisors Asset Management, Inc. Institutional 0.69 M $5.6 M 0.03% 2025-12-31
LPL Financial LLC Institutional 0.64 M $5.17 M 0.03% 2025-12-31
Morgan Stanley Institutional 0.37 M $3 M 0.01% 2025-12-31
Stifel Financial Corporation Institutional 0.36 M $2.92 M 0.01% 2025-12-31
Koshinski Asset Management, Inc. Institutional 0.33 M $2.65 M 0.01% 2025-12-31
Janney Montgomery Scott LLC Institutional 0.26 M $2.08 M 0.01% 2025-12-31
Commonwealth Equity Services, LLC Institutional 0.24 M $1.97 M 0.01% 2025-12-31
Uncommon Cents Investing LLC Institutional 0.19 M $1.51 M 0.01% 2025-12-31
Hennion & Walsh Asset Management, Inc. Institutional 0.13 M $1.04 M 0.01% 2025-12-31
Integrated Wealth Concepts LLC Institutional 0.12 M $1.01 M 0.01% 2025-12-31
Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund Mutual Fund 0.04 M $0.36 M 0% 2025-12-31
JNL Series Trust-JNL/Westchester Capital Event Driven Fund Mutual Fund 0.03 M $0.28 M 0% 2025-12-31
Rydex Variable Trust-Multi-Hedge Strategies Fund Mutual Fund 0 M $0 M 2025-12-31
Principal Funds, Inc-Global Multi-Strategy Fund Mutual Fund 0.01 M $0.1 M 0% 2025-11-30