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Franklin Universal Trust Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 07 Feb 2022.
Franklin Universal Trust: what insiders have been doing
Franklin Universal Trust has a thin disclosure history in our data (latest filing: 19 September 2023). New filings will appear here as soon as they are published. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
2
Thresholds
n/a
Buy Volume
€8,715
1 ops. · all time
Sell Volume
n/a
n/a
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2024FY ended August 2024 · cache
US$7.87
Analyst consensus
Income statement
RevenueUS$35M
Net incomeUS$34.2M126.0% margin
Valuation
PER (trailing)6.1x
P/Book0.9x
Beta0.64
Balance sheet & cash
Market capUS$183M
Total debtUS$60M
Free Cash FlowUS$17.8M
Debt / Equity26%
Profitability & ownership
ROE9.2%
ROA2.9%
% insiders0.0%
% institutions20.4%
Last declaration on 19 September 2023
Declarations2 total
10,000,000 shares3.91% Senior Fixed Rate Notes Due September 15, 2023SEC:0000905148-23-000942:0
1,193 shares@ US$8.368100.0% of flowShares of beneficial interestSEC:0001225208-22-001551:0
Canonical exit: 8 May 2022 (T+90)
2 of 2 declarations
About Franklin Universal Trust
Franklin Universal Trust (NYSE: FT) is a U.S.-domiciled closed-end fund listed on the NYSE in the United States and managed under the Franklin Templeton platform, whose global headquarters are in San Mateo, California. For international investors, the fund should be viewed primarily as an actively managed income vehicle rather than an operating company. It was launched on September 23, 1988, giving it a long operating history in the U.S. closed-end fund universe. Its primary objective is to provide high current income consistent with preservation of capital, while its secondary objective is growth of income through dividend increases and capital appreciation. ([franklintempleton.com](https://www.franklintempleton.com/investments/options/closed-end-funds/products/4002/SINGLCLASS/franklin-universal-trust/FT))
From a portfolio construction standpoint, Franklin Universal Trust is classified as a fixed-income fund with a tactical allocation profile. The fund pays monthly distributions, which makes it attractive to income-focused investors seeking recurring cash flow. Franklin Templeton’s fund materials also emphasize the standard risks associated with fixed income investing, including interest-rate risk, credit risk, inflation risk, reinvestment risk, and the possibility of loss of principal. In addition, the fund’s benchmark was changed effective January 1, 2024 to the ICE BofA US High Yield Constrained Index, signaling a stronger reference to the U.S. high-yield bond market. ([franklintempleton.com](https://www.franklintempleton.com/investments/options/closed-end-funds/products/4002/SINGLCLASS/franklin-universal-trust/FT))
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Competitive positioning for FT comes from the combination of a recognized global asset manager, a long-standing listed structure, and a distribution-oriented mandate. Unlike an operating business, it competes within the listed closed-end fund segment by offering public-market liquidity on the NYSE, a transparent income profile, and professional portfolio oversight. Franklin Templeton is a major U.S.-based investment manager with offices around the world, which supports brand credibility and distribution reach. ([franklintempleton.com](https://www.franklintempleton.com/investments/options/closed-end-funds/products/4002/SINGLCLASS/franklin-universal-trust/FT))
Recent developments underline the fund’s ongoing focus on yield delivery. Franklin Templeton announced monthly distributions for FT in January 2026, with the per-share amount remaining at $0.0425. The company also issued a 19(a) notice in spring 2026 showing the estimated sources of the distribution, including net investment income and return of capital. For European investors, that detail matters because it affects the interpretation of yield quality: the headline distribution rate should be assessed alongside portfolio income generation and the possibility of return-of-capital components. Overall, FT is best described as a U.S. listed, income-oriented closed-end fund with a conservative capital-preservation tone, but one that remains exposed to credit risk, rate risk, and the usual premium/discount dynamics of listed CEFs. ([franklintempleton.com](https://www.franklintempleton.com/press-releases/closed-end-funds/2026/distribution-related/ft-franklin-templeton-announces-distributions-for-certain-closed-end-funds-for-the-months-of-january-february-and-march-2026?utm_source=openai))
