Franklin Universal Trust
FTFinancial ServicesNASDAQAsset Management · Last scanned Sep 8, 2026
Scan Results
Daily timeframeFranklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc.
Market Cap
—
Beta
0.64
P/E (TTM)
5.92
P/E (Fwd)
—
EPS (TTM)
$1.30
EPS (Fwd)
—
ROE
9.2%
ROA
2.9%
Cash
$62,539
Total Debt
$60.0M
Free CF
$3.6M
52W Change
-2.4%
Annual Financials
Cash vs Debt
Where FT stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, FT finished 2.91% below its 150-day moving average ($7.90) and 2.04% below its 200-day moving average ($7.83). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is FT overbought or oversold?
At the September 3, 2026 close, FT's RSI(14) was 19.4, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Franklin Universal Trust carries $60.0M in total debt against $63K in cash reserves — debt is roughly 959.4x the cash position. Managing this leverage effectively will be important for long-term financial stability. The company generates $3.6M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at 9.2%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.9% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $31.6M to $35.0M.
With a beta below 0.7, Franklin Universal Trust typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Franklin Universal Trust and its sector.