Franklin Covey Co. (FC)

In the past six months, Franklin Covey Co.'s stock price has experienced a notable decline. As of April 4, 2025, the share price had dived 34% in the preceding thirty days, contributing to a 45% drop over the last twelve months. Following the release of Q2 2025 earnings, shares tumbled to approximately $20, effectively erasing any gains over a five-year period. This downturn has been attributed to recent declines in demand, a reduction in All Access Pass (AAP) revenue, and a drop in North America Enterprise revenue due to canceled government contracts. Macroeconomic pressures and the potential for clients to reduce training budgets during periods of economic stress have also been cited as concerns impacting the stock.

Direct information explicitly detailing the demand seasonality for Franklin Covey Co.'s products and services is not readily available in the provided public information. While the company's revenue model is driven by subscriptions and institutional clients, including government and education, and there have been mentions of modest macro-driven pressures affecting demand, these do not specify seasonal patterns. The company's shift towards recurring revenue streams through its subscription model aims to provide more stable revenue.

Franklin Covey Co. is a global performance improvement company offering training and assessment services in leadership, individual effectiveness, and business execution. The company provides content, training, processes, and tools designed to facilitate lasting changes in human behavior, primarily through the FranklinCovey All Access Pass subscription. The company serves Fortune 100 and 500 companies, government entities, educational institutions, and small to mid-sized businesses. Major offerings include The 7 Habits of Highly Effective People, FranklinCovey Planning System, Leading at the Speed of Trust, The 4 Disciplines of Execution, Leader in Me program, FranklinCovey All Access Pass, FranklinCovey Mobile application launched in July 2025, and new training solutions like Helping Clients Succeed: Strikingly Different Selling, Disrupt Everything: Innovate for Impact, and Writing for Results: A Practical Framework for Effective Writing.

Franklin Covey Co. has a significant global presence, operating through directly owned offices and licensee partners in over 160 countries and territories. Its solutions are offered in localized languages, and the company is headquartered in Salt Lake City, Utah, USA.

In the past year, Franklin Covey Co. has maintained a positive brand reputation through various initiatives and recognitions. In August 2025, the company was recognized by Training Magazine for the fifth consecutive year as a Training Magazine Network Choice Awards Winner in the Leadership Development Category. The company has also continued to launch new content and solutions, including Disrupt Everything: Innovate for Impact in October 2025 and Writing for Results: A Practical Framework for Effective Writing in October 2025, further solidifying its position as a thought leader in organizational performance. Additionally, FranklinCovey is hosting a global Impact Conference in November 2025, featuring prominent authors and experts, which contributes to its industry standing.

Franklin Covey Co. is primarily owned by institutional shareholders and insiders. Institutional shareholders hold approximately 75.81% of the company, while insiders own about 70.04%. Retail investors hold a smaller portion, around 0.00% according to one source, though another indicates approximately 47.95% is owned by public companies and individual investors. Major individual shareholders include Donald J. McNamara, Stephen R. Covey, and Robert A. Whitman. Key institutional owners include BlackRock Inc., Royce Associates LP, Vanguard Group Inc., Alliancebernstein LP, Punch Associates Investment Management Inc., Rice Hall James Associates LLC, Acadian Asset Management LLC, and Dimensional Fund Advisors LP.