Franklin Universal Trust (FT) — Titan Protect Analysis

Franklin Universal Trust

Financial · ·

$7.93

Data: 2026-06-03

✗ ETHICAL FAIL

NONE MOAT

LIMITED

Data Confidence: 0.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$201M

Total market value of the company

Trailing P/E

6.16

Very cheap relative to earnings

Forward P/E

N/A

Based on estimated future earnings — lower means cheaper

Rev Growth

N/A

Year-over-year revenue change

Profit Margin

126.0%

How much profit the company keeps from each dollar of revenue

ROE

9.2%

Return on equity — how efficiently it uses shareholder money

Analyst Target

N/A

Recommendation

NONE

Consensus view from ? analysts covering this stock

About Franklin Universal Trust

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. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified portfolio of corporate bonds and dividend paying utility stocks. The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Ele

https://www.franklintempleton.com/retail/jsp_app/products/closed_end_fund.jsp?fundNumber=002

Country: United States Industry: Asset Management

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% PENDING

Debt must be below 33% of total assets

Cash Ratio

0.0% PENDING

Interest-bearing cash below 33% of assets

Receivables

0.0% PENDING

Receivables below 49% of assets

Revenue Purity

0.0% PENDING

Non-compliant revenue below 5% — any excess requires purification

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

MARKDOWN

Price trending down — defensive positioning

Sharpe Ratio

1.358

Excellent risk-adjusted returns

Kelly Fraction

0.0047

Marginal edge — very small allocation suggested

Calmar Ratio

1.729

Returns exceed worst-case losses — strong risk profile

Annual Return

15.1%

Historical annualised return based on price data

Max Drawdown

-8.8%

Largest peak-to-trough decline — the worst it has been

HMM State

BEAR

Statistical model detects bearish conditions

Days in State

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

0.67

Less volatile than the market — more defensive

52W High

$8.35

5% below the year high

52W Low

$7.43

7% above the year low

Avg Volume

39,630

Average daily shares traded — higher means easier to buy and sell

Short Ratio

0.5

Days it would take all short sellers to cover — higher means more crowded

Short % Float

N/A

Div Yield

641.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$1.30

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

26.35

Heavy leverage — higher financial risk if revenues decline

Current Ratio

N/A

Quick Ratio

N/A

Like current ratio but excludes inventory — stricter test

Gross Margin

100.0%

Revenue left after cost of goods — higher means pricing power

Operating Margin

81.9%

Profit from core operations before interest and tax

Free Cash Flow

$4M

Positive — the business generates more cash than it spends

Revenue (TTM)

$15M

Total revenue over the last 12 months

Net Income

$19M

Profitable — the bottom line is positive

Political Trading Activity

Congressional trading disclosures involving this instrument

Date	Politician	Party	Type	Amount
21 Apr2026	Thomas Kean Jr	Republican	sell	1K–15K
2026-05-05	Brian Babin	Republican	Sale	1K–15K
2026-04-21	Thomas Kean Jr	Republican	Sale	1K–15K
2026-04-15	John McGuire	Republican	Purchase	1K–15K
2026-04-13	Ro Khanna	Democrat	Purchase	1K–15K

Source: Congressional disclosure filings. View all political trades at

Insider Intelligence

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03

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