profit from every $100 of sales.
$0$100
Franklin Universal
$7.38+0.41% today
-9.1% in 1 year
1-year low $6.951-year high $8.33
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2021 to 2024.
0%20% a year
You pay $5.43 for every $1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Franklin Universal sold, what it kept, and what it did with the cash.
Sales went from $31.6 million in 2021 to $35.0 million in 2024, with $34.2 million of profit last year.
SalesProfit
Franklin Universal handed back 72% of the cash it generated last year.
$13M
Free cash flow 2024$18M
Bought back its own shares–
Paid as dividends$13M
Cash vs. debt$54,800 vs. $60M
Franklin Universal vs. similar companies
Franklin Universal grows in the middle of these 5 and is the cheapest for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Franklin Universal | 5.4× · Cheap | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 49.1× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 70.0× · Very expensive |
AI analysis
An AI analyst reads Franklin Universal's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| 32 | -7 | -3 | 35 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| 31 | -7 | -4 | 34 | |
| – | -0.29 | -0.15 | 1.35 | |
| – | – | – | – | |
| – | – | – | – | |
| 97.6% | 113.2% | 127.6% | 97.7% |
Balance sheet
| In millions of USD | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Total assets | 292 | 270 | 251 | 267 |
| Cash | 1 | 3 | 0 | 0 |
| Total debt | 65 | 65 | 65 | 60 |
| Total liabilities | 68 | 67 | 67 | 61 |
| 224 | 203 | 185 | 206 | |
| – | 25 | 26 | 25 | |
| – | – | – | – | |
| 13.8% | -3.6% | -2.1% | 16.6% |
Cash flow
| In millions of USD | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| 11 | 16 | 12 | 18 | |
| – | – | – | – | |
| 11 | 16 | 12 | 18 | |
| Dividends paid | 10 | 15 | 14 | 13 |
| – | – | – | – | |
| – | – | – | – |
Valuation
- 5.4×
- –
- –
- 0.9×
- 5.3×
- 10.4×
- –
- 9.6%
- 18.4%
- 6.4%
Profitability
- 84.4%
- 229.4%
- 97.7%
- 229.4%
- 12.6%
- 5.3%
- 14.8%
- 11.3%
- 12.6%
- –
Growth
- +3.4%
- –
- −41.8%
- +5.8%
- +0.0%
Financial health
- 1.7×
- 0.26
- 20.8%
- 10.0×
- –
- –
- 0.05
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 17%of 852
Top 6%of 863
Bottom 31%of 860
Top 29%of 920
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Nov 1, 2025 | 0.45 | – | – |
| Apr 29, 2025 | 0.32 | – | – |
| Aug 31, 2024 | 1.05 | – | – |
| Mar 7, 2024 | 0.31 | – | – |
| Aug 31, 2023 | 0.13 | – | – |
| Feb 28, 2023 | -0.28 | – | – |
| Aug 31, 2022 | -0.22 | – | – |
| Feb 28, 2022 | -0.08 | – | – |
6.4%of the share price, paid each year
On $1,000 invested$64a year at today's yield, before tax
+5.8%2020 to 2025
Raised–not every year
Paid per share, each year
$0.47 in 2015 → $0.51 in 2025
How safe it looks
37.5% of its profit
Room to growStretchedMore than it earns: 71.8%
News
Franklin Templeton CEO says AI is hiding a bigger tech storyYahoo Finance · Oct 13, 2026Franklin U.S. Mid Cap Multifactor Index ETF declares CAD 0.0599 dividendSeeking Alpha · Aug 25, 2026Franklin U.S. Large Cap Multifactor Index ETF declares CAD 0.1714 dividendSeeking Alpha · Aug 25, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
2/7Passes 2 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
54No pass
Benjamin Graham
69Pass
Philip Fisher
59No pass
Peter Lynch
65Pass
Joel Greenblatt
49No pass
Charlie Munger
55No pass
Terry Smith
42No pass
Questions about Franklin Universal
Is Franklin Universal a good stock to buy?
A strong, very profitable business, and the price looks low. 2 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Franklin Universal AI analysis
What does Franklin Universal do?
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. It is in Asset Management.
Does Franklin Universal pay a dividend?
Yes. At today's price the dividend is 6.4% a year, about 38% of its yearly profit. In 2024 it paid out $12.8 million in dividends.
Is Franklin Universal stock halal?
No. Franklin Universal does not pass our halal screen: it was reviewed by hand and does not pass. How we check
How has Franklin Universal stock done over the past year?
Down 9.1% over the past twelve months, to $7.38. It traded between $6.95 and $8.33 and is 11.4% below its high.
Who are Franklin Universal's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with Franklin Universal's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.