Return on Equity (ROE): 29.45%
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 29.45% is 437% above its 5-year average of 5.48%, near the high end of its 5-year range (-3.64%–29.45%).
As of Thursday, June 25, 2026. 130.08% above its 12-month average of 12.80%.
FT Return on Equity (ROE) Chart
Annual fiscal-year return on equity; no daily interpolation.
FT Average Return on Equity (ROE) Chart
FT Current vs Average Return on Equity (ROE) Chart
FT Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
29.45%
RETURN ON EQUITY (ROE) AVG TTM
12.80%
RETURN ON EQUITY (ROE) AVG 3Y
4.97%
RETURN ON EQUITY (ROE) AVG 5Y
5.48%
RETURN ON EQUITY (ROE) AVG 10Y
5.46%
RETURN ON EQUITY (ROE) AVG 15Y
7.84%
RETURN ON EQUITY (ROE) AVG 20Y
6.91%
CURRENT VS TTM AVG
+130.08%
CURRENT VS 3Y AVG
+492.56%
CURRENT VS 5Y AVG
+437.08%
CURRENT VS 10Y AVG
+439.11%
CURRENT VS 15Y AVG
+275.82%
CURRENT VS 20Y AVG
+326.28%
FT Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Universal Trust (FT) | $200.80M | 29.45% | 12.80% | 4.97% | 5.48% |
| DeFi Technologies Inc. (DEFT)vs › | $162.78M | 31.96% | -63.45% | -126.83% | -91.96% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $158.30M | N/A | N/A | N/A | N/A |
| Global X - MSCI Colombia ETF (COLO)vs › | $122.80M | N/A | N/A | N/A | N/A |
| Isabella Bank Corporation (ISBA)vs › | $292.65M | 8.53% | 7.39% | 8.93% | 8.32% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $315.84M | 7.75% | 6.65% | 6.19% | 5.29% |
| CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (ZZZ)vs › | $5.89M | N/A | N/A | N/A | N/A |
| Lufax Holding Ltd (LU)vs › | $536.66M | -4.14% | -2.55% | 2.58% | 8.19% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $633.98M | N/A | N/A | N/A | N/A |
| HIVE Digital Technologies Ltd. (HIVE)vs › | $1.11B | -28.04% | -14.36% | -44.31% | -22.98% |
Return Analysis
ROE
29.4%
ROA
23.3%
Return on Equity (ROE) Formula & Definition
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for Franklin Universal Trust (FT)?
- The return on equity (ROE) for FT stock is 29.45%.
- Is Franklin Universal Trust's return on equity (ROE) high or low?
- The return on equity (ROE) of 29.45% is 437% above its 5-year average of 5.48%, near the high end of its 5-year range (-3.64%–29.45%).
- What is the TTM average return on equity (ROE) for Franklin Universal Trust (FT)?
- The TTM average return on equity (ROE) for FT stock is 12.80%.
- What is the 3Y average return on equity (ROE) for Franklin Universal Trust (FT)?
- The 3Y average return on equity (ROE) for FT stock is 4.97%.
- What is the 5Y average return on equity (ROE) for Franklin Universal Trust (FT)?
- The 5Y average return on equity (ROE) for FT stock is 5.48%.
- What is the 10Y average return on equity (ROE) for Franklin Universal Trust (FT)?
- The 10Y average return on equity (ROE) for FT stock is 5.46%.
- What is the 15Y average return on equity (ROE) for Franklin Universal Trust (FT)?
- The 15Y average return on equity (ROE) for FT stock is 7.84%.
- What is the 20Y average return on equity (ROE) for Franklin Universal Trust (FT)?
- The 20Y average return on equity (ROE) for FT stock is 6.91%.
FT Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-08-31 | 9.04% |
| 2024-08-31 | 16.56% |
| 2023-08-31 | -2.08% |
| 2022-08-31 | -3.64% |
| 2021-08-31 | 13.76% |
| 2020-08-31 | -0.74% |
| 2019-08-31 | 11.22% |
| 2018-08-31 | 1.73% |
| 2017-08-31 | 11.56% |
| 2016-08-31 | 13.32% |
| 2015-08-31 | -10.64% |
| 2014-08-31 | 14.46% |
| 2013-08-31 | 7.82% |
| 2012-08-31 | 14.08% |
| 2011-08-31 | 11.08% |
| 2010-08-31 | 17.85% |
| 2009-08-31 | -11.09% |
| 2008-08-31 | -0.11% |
| 2007-08-31 | 10.50% |
| 2006-08-31 | 5.73% |
| 2005-08-31 | 14.67% |
| 2004-08-31 | 17.99% |
| 2003-08-31 | 18.34% |
| 2002-08-31 | -27.36% |
| 2001-08-31 | -1.22% |
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.