FT
Franklin Universal Trust
About: Franklin Universal Trust is a closed-end management investment company. Its primary investment objective is to provide high, current income consistent with the preservation of capital. Its secondary objective is the growth of income through dividend increases and capital appreciation. The fund invests in two asset classes being the high yield bonds and utility stocks.
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1.03% less ownership
Funds ownership: 18.62% [Q4 2024] → 17.59% (-1.03%) [Q1 2025]
4% less funds holding
Funds holding: 45 [Q4 2024] → 43 (-2) [Q1 2025]
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
99% less capital invested
Capital invested by funds: $2.53B [Q4 2024] → $33.3M (-$2.5B) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for FT.
Financial journalist opinion
Neutral
Business Wire
1 week ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT] today announced a monthly distribution from net investment income of $0.0425 per share, payable on June 30, 2025, to shareholders of record on June 16, 2025 (Ex-Dividend Date: June 16, 2025). The Fund's primary investment objective is to provide high, current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. Distributions may vary.
Neutral
Business Wire
2 weeks ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 The Fund's estimated sources of the distribution to be paid on May 30, 2025, and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for May Monthly Distribution as of April 30, 2025: Distribution Per Share Net Investment Income Net Realized Short-Term Capital Gains Net Realized Long-Term Capita.
Neutral
Business Wire
1 month ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT] today announced a monthly distribution from net investment income of $0.0425 per share, payable on May 30, 2025, to shareholders of record on May 19, 2025 (Ex-Dividend Date: May 19, 2025). The Fund's primary investment objective is to provide high, current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. Distributions may vary ba.
Neutral
Business Wire
1 month ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 The Fund's estimated sources of the distribution to be paid on April 30, 2025, and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for April Monthly Distribution as of March 31, 2025: Distribution Per Share Net Investment Income Net Realized Short-Term Capital Gains Net Realized Long-Term Cap.
Neutral
Business Wire
2 months ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT] today announced a monthly distribution from net investment income of $0.0425 per share, payable on April 30, 2025, to shareholders of record on April 17, 2025 (Ex-Dividend Date: April 17, 2025). The Fund's primary investment objective is to provide high, current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. Distributions may v.
Neutral
Business Wire
2 months ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 The Fund's estimated sources of the distribution to be paid on March 31, 2025 and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for March Monthly Distribution as of February 28, 2025: Distribution Per Share Net Investment Income Net Realized Short-Term Capital Gains Net Realized Long-Term C.
Neutral
Business Wire
3 months ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT] today announced a monthly distribution from net investment income of $0.0425 per share, payable on March 31, 2025, to shareholders of record on March 17, 2025 (Ex-Dividend Date: March 17, 2025). The Fund's primary investment objective is to provide high, current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. Distributions may v.
Neutral
Business Wire
3 months ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 The Fund's estimated sources of the distribution to be paid on February 28, 2025 and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for February Monthly Distribution as of January 31, 2025: Distribution Per Share Net Investment Income Net Realized Short-Term Capital Gains Net Realized Long-T.
Neutral
Business Wire
4 months ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT] today announced a monthly distribution from net investment income of $0.0425 per share, payable on February 28, 2025, to shareholders of record on February 18, 2025 (Ex-Dividend Date: February 18, 2025). The Fund's primary investment objective is to provide high, current income consistent with preservation of capital. Its secondary objective is growth of income through dividend increases and capital appreciation. Distributi.
Neutral
Business Wire
4 months ago
Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 The Fund's estimated sources of the distribution to be paid on January 31, 2025 and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for January Monthly Distribution as of December 31, 2024: Distribution Per Share Net Investment Income Net Realized Short-Term Capital Gains Net Realized Long-.
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