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FT · Franklin Universal Trust

Track FT — free
$7.08 +0.03 (+0.43%) At close · Oct 2
Market Cap
$178.19M
Shares
25.13M
Volume · Oct 2 44.18K Avg daily vol (3M) 51.66K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$7.08 Open$7.05 Day$7.05–7.12 52W close$6.95–8.33 Avg vol 30d65K Short int13K · 0.1% float · 1.0d Short vol28% Last earningsJul 31, 2026 DataJan 2020–Oct 2026

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 4 wks

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
7.3%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-12.2%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg −7%
below
RSI (14) 28
oversold
MACD trend Negative
52-week position 9%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −8%
trailing
6-month return −14%
trailing
YTD return −12%
this year
Relative strength −26%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $8 › 200d $8 — 200d above 50d
Institutional flow Flat
1 of 59 funds reported for Sep 30 · net 0 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.05% of float · ▲ +100.6% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
59 holders — near 3-yr high, broad support
Squeeze score 36
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 10%
annualized · 1-yr
Max drawdown −17%
past year
ATR 1.2%
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 Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
−7% Bearish
RSI (14)
28 Neutral
MACD trend
Negative Bearish
52-week position
9% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $8 › 200d $8 — 200d above 50d
Institutional flow Flat
1 of 59 funds reported for Sep 30 · net 0 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.05% of float · ▲ +100.6% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
59 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $7 Now $7 · 9% Range high $8
vs 200-day avg -11% vs 50-day avg -7%

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
$178.19M -11.5% — — 0.1%
BLK
BlackRock, Inc.
$347.03B -1.0% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
$86.77B -29.2% -11.0% — 1.5%
BX
Blackstone Inc.
$85.57B -27.5% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
$81.46B -19.5% — — 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
Holders
59
% held
18.3%
Reported
1 of 59
Top holder
Advisors Asset Management…
Held Float
View
Held by Funds
Fund positions
5
View
Short & Settlement
Short Interest Rising
Shares short
13.1K
Days to cover
1.0d
Change
+6.6K sh
View
Short Volume
Short vol %
28%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
887
Value
$6.8K
As of
Sep 4, 2026
View
Off-Exchange
Off-exchange %
74.0%
Week of
Aug 24, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jan 16, 2026
This year
1
View
Earnings & Events
Webcasts
Last webcast
Jul 31, 2026
View
Investor Relations
Latest news
Leading European Real Assets Mana…
Published
Sep 8, 2026
View

Performance

5D 20D 120D MTD YTD
FT -0.1% -7.9% -14.1% +0.6% -11.5%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +0.1% -7.5% -26.3% -0.4% -24.4%

Capital returns

Latest dividend
$0.043 / share · ex Sep 23, 2026
Cut 58.7%
Paid (TTM)
$0.516 / share · 12 payouts
Dividend yield (TTM, derived)
7.29%

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) 2 filings 2 filers Visit website Investor relations