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Franklin Universal Closed Fund (FT)

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Upturn Advisory Summary
12/12/2025: FT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit 13.45% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 190.00M USD | Price to earnings Ratio 5.52 | 1Y Target Price - |
Price to earnings Ratio 5.52 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 6.71 - 7.80 | Updated Date 06/29/2025 |
52 Weeks Range 6.71 - 7.80 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.75% | Basic EPS (TTM) 1.37 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 235.21% | Operating Margin (TTM) 80.09% |
Management Effectiveness
Return on Assets (TTM) 2.85% | Return on Equity (TTM) 17.47% |
Valuation
Trailing PE 5.52 | Forward PE - | Enterprise Value 249942320 | Price to Sales(TTM) 13.09 |
Enterprise Value 249942320 | Price to Sales(TTM) 13.09 | ||
Enterprise Value to Revenue 7.13 | Enterprise Value to EBITDA - | Shares Outstanding 25131900 | Shares Floating - |
Shares Outstanding 25131900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 18.07 |
About Franklin Universal Closed Fund
Exchange NYSE | Headquaters San Mateo, CA, United States | ||
IPO Launch date 1989-06-30 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified portfolio of corporate bonds and dividend paying utility stocks. The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Electric Utilities Index and the fixed component against the Credit Suisse High Yield. Franklin Universal Trust was formed on September 23, 1988 and is domiciled in the United States.

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