Franklin Universal Trust (FT) Retained Earnings
The retained earnings for Franklin Universal Trust (FT) is $59.82 Million with a year-over-year change of +13.28%. Retained earnings represent the cumulative net income that has been kept by the company rather than distributed to shareholders as dividends. It's a key component of shareholders' equity.
FT Retained Earnings Chart
Reported annual fiscal-period values; no daily interpolation.
Current Retained Earnings
$59.82M
$59.82 Million
Year-over-Year Change
+13.28%
vs. $52.81M prior year
Historical Data
25
Years of data available
Annual Retained Earnings History
| Year | Retained Earnings | YoY Change | % Change |
|---|---|---|---|
| 2025 | $59.82M | +$7.01M | +13.28% |
| 2024 | $52.81M | +$26.92M | +103.97% |
| 2023 | $25.89M | $-12.97M | -33.37% |
| 2022 | $38.86M | $-21.16M | -35.26% |
| 2021 | $60.02M | +$20.17M | +50.61% |
| 2020 | $39.85M | $-11.21M | -21.96% |
| 2019 | $51.06M | +$51.40M | +15238.20% |
| 2018 | $-337,306 | $-34.32M | -100.99% |
| 2017 | $33.98M | +$14.28M | +72.51% |
| 2016 | $19.70M | +$13.94M | +241.86% |
| 2015 | $5.76M | $-30.93M | -84.30% |
| 2014 | $36.69M | +$18.45M | +101.17% |
| 2013 | $18.24M | +$36.14M | +201.89% |
| 2012 | $-17.90M | +$18.80M | +51.23% |
| 2011 | $-36.70M | +$38.90M | +51.46% |
| 2010 | $-75.60M | +$4.90M | +6.09% |
| 2009 | $-80.50M | $-15.60M | -24.04% |
| 2008 | $-64.90M | +$3.90M | +5.67% |
| 2007 | $-68.80M | +$3.10M | +4.31% |
| 2006 | $-71.90M | +$6.40M | +8.17% |
| 2005 | $-78.30M | $-9.50M | -13.81% |
| 2004 | $-68.80M | $-5.30M | -8.35% |
| 2003 | $-63.50M | $-22.80M | -56.02% |
| 2002 | $-40.70M | $-34.50M | -556.45% |
| 2001 | $-6.20M | — | — |
Related Metrics
About Franklin Universal Trust
Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Rupert Harris Johnson Jr.