Franklin Covey (FC)

• Market cap: $441M
• 1 day: 1.57%
• 5 days: 9.85%
• 1 month: -7.22%
• 3 months: -16.92%
• 6 months: -18.84%
• Year to date: -7.45%
• 1 year: -20.70%
• 5 years: 2.71%
• 10 years: 89.11%
• Sector: Industrials
• Industry: Management Services

About: Franklin Covey Co is a global company focused on organizational performance improvement. It focuses on providing time management and effectiveness training for individuals and corporations via online training as well as in-person workshops and events. The company provides training and consulting services in the areas of leadership, execution, productivity, trust, sales performance, customer loyalty, and educational improvement. It operates in the business segments of Direct Offices, Education practice, and International Licensees. The company derives revenue from providing training and consulting services, and through the selling of books, audio media, and other related products. It has a business presence in the United States and other international countries.

Employees: 1,150

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

228% more call options, than puts

Call options by funds: $95K | Put options by funds: $29K

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 117 [Q2] → 129 (+12) [Q3]

5% more capital invested

Capital invested by funds: $387M [Q2] → $405M (+$18.2M) [Q3]

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

1.45% less ownership

Funds ownership: 76.69% [Q2] → 75.24% (-1.45%) [Q3]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $45 34% upside
• Avg. target: $45 34% upside
• High target: $45 34% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Barrington Research Alexander Paris 75% 1-year accuracy 84 / 112 met price target

34% upside $45

Outperform Maintained

7 Nov 2024