Franklin Covey (FC)

Franklin Development Corporation • Franklin Covey Travel, Inc. • Franklin Covey Client Sales, Inc. • Franklin Covey Canada, Ltd. (a Canada • Franklin Covey Europe, Ltd. • Franklin Covey Leadership Limited • Franklin Covey Proprietary Limited • Franklin Covey Japan Co. Ltd. • Franklin Covey de Mexico • Franklin Covey International Pte. Ltd. ...

IRS number

870401551

FC stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Barrington Research

Maintains

Outperform

$45.00

7 Nov 24

Latest filings (excl ownership)

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8-K

Departure of Directors or Certain Officers

10 Jan 25

Franklin Covey Reports First Quarter Fiscal 2025

8 Jan 25

ARS

2024 FY

Annual report to shareholders

20 Dec 24

12 Nov 24

Franklin Covey Reports Strong Fourth Quarter

6 Nov 24

Transcripts

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Earnings call transcript

2025 Q1

8 Jan 25

Earnings call transcript

2024 Q4

6 Nov 24

Earnings call transcript

2024 Q3

26 Jun 24

Earnings call transcript

2024 Q2

27 Mar 24

Earnings call transcript

2024 Q1

4 Jan 24

Earnings call transcript

2023 Q4

1 Nov 23

Earnings call transcript

2023 Q3

28 Jun 23

Earnings call transcript

2023 Q3

28 Jun 23

Earnings call transcript

2023 Q2

29 Mar 23

Earnings call transcript

2023 Q1

5 Jan 23

Latest ownership filings

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JOEL CLINTON PETERSON

Financial summary

Financial statements Chart FC financial data

Quarter (USD)	Nov 24	Aug 24	May 24	Feb 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Aug 24	Aug 23	Aug 22	Aug 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

FC institutional ownership history Ownership history

74.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	127	116	+9.5%
Opened positions	22	23	-4.3%
Closed positions	11	27	-59.3%
Increased positions	41	38	+7.9%
Reduced positions	39	41	-4.9%

13F shares	Current	Prev Q	Change
Total value	372.68 bn	341.45 bn	+9.1%
Total shares	9.82 mm	9.50 mm	+3.4%
Total puts	700.00	12.40 k	-94.4%
Total calls	1.10 k	4.00 k	-72.5%
Total put/call ratio	0.6	3.1	-79.5%

Largest owners	Shares	Value	Change
BlackRock	1.20 mm	$49.22 bn	NEW
Vanguard	750.19 k	$30.86 bn	+0.5%
Alliancebernstein	684.15 k	$28.14 bn	-9.3%
Punch & Associates Investment Management	629.67 k	$25.90 bn	+1.6%
Rice Hall James & Associates	549.15 k	$22.59 bn	+9.0%
Nine Ten Capital Management	458.17 k	$18.84 bn	+5.8%
National Asset Management	447.89 k	$18.21 bn	-0.0%
Dimensional Fund Advisors	443.15 k	$18.23 bn	-2.2%
Geode Capital Management	295.18 k	$12.14 bn	+3.1%
Acadian Asset Management	274.63 k	$11.29 mm	+22.0%

Largest transactions	Shares	Bought/sold	Change
BlackRock	1.20 mm	+1.20 mm	NEW
BLK BlackRock	0.00	-1.17 mm	EXIT
Harbor Capital Advisors	242.95 k	+140.54 k	+137.2%
MS Morgan Stanley	113.59 k	-90.08 k	-44.2%
Alliancebernstein	684.15 k	-70.44 k	-9.3%
GS The Goldman Sachs Group, Inc.	184.82 k	+57.78 k	+45.5%
Dean Investment Associates	54.93 k	+54.93 k	NEW
Acadian Asset Management	274.63 k	+49.51 k	+22.0%
Rice Hall James & Associates	549.15 k	+45.31 k	+9.0%
First Trust Advisors	39.08 k	+39.08 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

FC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
24 Jan 25	Phillips Nancy R	common shares	Grant	Acquire A	No	No	3,417	15,173
24 Jan 25	Bever Derek C M Van	common shares	Grant	Acquire A	No	No	3,417	18,233
24 Jan 25	Donald J Mcnamara	common shares	Grant	Acquire A	No	No	3,417	454,202
24 Jan 25	Joel Clinton Peterson	common shares	Grant	Acquire A	No	No	3,417	245,602
24 Jan 25	Robert A Whitman	common shares	Grant	Acquire A	No	No	3,417	701,570