Franklin Universal Trust
FTFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframePart of the financial services sector, Franklin Universal Trust (FT) is listed under Asset Management. At a $202.1M market cap, Franklin Universal Trust ranks as a micro-cap company within financial services. The fund is managed by Franklin Advisers, Inc.
Market Cap
$202.1M
Beta
0.65
P/E (TTM)
6.18
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
2.7%
Annual Financials
Cash vs Debt
Where FT stands vs its 150-day and 200-day moving averages
As of the July 8, 2026 close, FT finished 2.52% above its 150-day moving average ($7.93) and 3.44% above its 200-day moving average ($7.86). 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 July 8, 2026 close, FT's RSI(14) was 73.7, in overbought territory (above 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $63K in cash, though total debt stands at $60.0M. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Annual free cash flow of $3.6M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. 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.
The relatively low beta of 0.65 suggests FT is a less volatile holding compared to the broader index. Franklin Universal Trust carries a heavier debt load relative to its cash position, which introduces financial risk that investors should weigh. No single metric tells the full story. Reviewing FT's risk profile alongside its fundamentals and technical indicators provides a more complete picture.