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FT · Franklin Universal Trust

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$7.89 +0.02 (+0.25%) At close · Aug 14
Market Cap
$197.54M
Shares
25.13M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$7.89 Open$7.88 Day$7.88–7.91 52W close$7.81–8.33 Avg vol 30d35K Short int26K · 0.1% float · 1.0d Short vol22% Last earningsJul 31, 2026 DataJan 2020–Aug 2026

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 11 wks
FQ4-26 quarter ends
~Aug 31, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.3 · calm Equity put/call 0.52
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg −1%
below
RSI (14) 43
neutral
MACD trend Negative
52-week position 15%
mid-range
Momentum
relative strength
Weak
1-month return −2%
trailing
6-month return −4%
trailing
YTD return −1%
this year
Relative strength −18%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $8 › 200d $8 — 200d above 50d
Institutional flow Accumulating
+8% holders QoQ · +9 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.10% of float · ▲ +138.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
57 holders — near 3-yr high, broad support
Squeeze score 31
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 9%
annualized · 1-yr
Max drawdown −6%
past year
ATR 0.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
1 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
−1% Neutral
RSI (14)
43 Neutral
MACD trend
Negative Bearish
52-week position
15% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $8 › 200d $8 — 200d above 50d
Institutional flow Accumulating
+8% holders QoQ · +9 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.10% of float · ▲ +138.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
57 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $8 Now $8 · 15% Range high $8
vs 200-day avg -2% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FT
Franklin Universal Trust
this stock
$197.54M -1.4% 0.1%
BLK
BlackRock, Inc.
$381.41B +9.7% +16.2% 28.1 0.7%
BX
Blackstone Inc.
$108.04B -6.6% +9.2% 32.3 3.5%
KKR
KKR & Co. Inc.
$102.34B -10.6% -11.0% 1.6%
BN
BROOKFIELD Corp /ON/
$97.94B -4.4% 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
57
% held
18.2%
Net QoQ
+25.4K sh
Top holder
Advisors Asset Management…
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
26.3K
Days to cover
1.0d
Change
+15.3K sh
View
Short Volume
Short vol %
22%
As of
Aug 14, 2026
Short Total
View
Fails to Deliver
FTD shares
981
Value
$7.9K
As of
Jul 14, 2026
View
Off-Exchange
Off-exchange %
68.9%
Week of
Jul 6, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jan 16, 2026
This year
1
View
Earnings & Events
Earnings Calls
Last call
Jul 31, 2026
View
Investor Relations
Latest news
Franklin Resources, Inc. Announce…
Published
Aug 5, 2026
View

Performance

5D 20D 120D MTD YTD
FT +0.8% -1.9% -4.1% -0.4% -1.4%
SPY +0.4% +4.5% +13.8% +3.9% +13.9%
vs SPY +0.4% -6.3% -17.9% -4.3% -15.2%

Capital returns

Latest dividend
$0.043 / share · ex Jul 24, 2026
Declared · upcoming
$0.0425 / share · ex Aug 24, 2026
Cut 58.7%
Paid (TTM)
$0.516 / share · 12 payouts
Dividend yield (TTM, derived)
6.54%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 833040 CUSIP 355145103 13F (30d) 50 filings 50 filers Visit website Investor relations