Zacks Investment ResearchT3·2d ago
UTL Unitil Corporation
XNYS
55.08
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
UTL
$55.08
—
Key stats
$55.08
After hours
$55.06
+0.00%
- 52-Week Range
- $46.91 – $57.26
- YTD
- +12.42%
- IV Rank (30D)
- 36.0
- Straddle Price
- $4.35
- P/C Vol Ratio
- 1.00
- Market Cap
- $1.0B
- Open
- $53.99
- Day Range
- $53.52 – $55.18
- Volume
- 91,126
- Prev Close
- $53.58
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.51 |
| Cost of Equity (CAPM) | 7.72% (VRP-adj) |
| WACC | 6.64% |
| Volatility Risk Premium | +44.4pp (IV − HV30) |
| Effective Tax Rate | 24.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | 8.8% |
| Book / Price | 70.0% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 56.2% |
| FCF Margin (TTM) | -7.8% |
| Debt / Equity | 0.99 |
| Quality Score | 3/6 — normal (10y DCF) |
| SMA 50 | $52.80 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $52.06 |
| Bollinger Width / SMA20 | 18.0% (drives anchor stability) |
| Net Debt | $0.6B |
| Market Cap | $1B |
Peers used for multiples: AVA, AWR, CPK, CWEN, CWT, HTO, NWN, OTTR
60-Day Conviction
45%
20-Day Fair Value
≈ by Nov 20, 2026
$55.55
α +0.9%
rank 43%
conviction
55%
40-Day Fair Value
≈ by Dec 21, 2026
$55.95
α +1.6%
rank 53%
conviction
52%
60-Day Fair Value
≈ by Jan 19, 2027
$55.75
α +1.3%
rank 50%
conviction
45%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $72.28 | 25% | |
| Peer P/E | $71.10 | 9% | median 20.5× · 8 peers |
| Peer EV/EBITDA | $115.24 | 9% | median 11.6× · 8 peers |
| Peer P/B | $62.45 | 9% | median 1.7× · 8 peers |
| Peer P/S | $104.80 | 9% | median 2.8× · 8 peers |
| Market Anchor (SMA50) | $52.80 | 37% | stability 60% (BB-width) |
| Options Expected (B-L 30d) | $53.78 | 0% | 7 strikes · skew -1.19 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- ELECTRIC & OTHER SERVICES COMBINED (4931) · industry map
- Exchange
- XNYS
- Market Cap
- $1.0B
- Employees
- 614
- List Date
- 1985-03-07
- CIK
- 0000755001
- Next Earnings
- 2026-11-02 (After-Close)
- Headquarters
- Hampton, NH
- Homepage
- https://www.unitil.com
Unitil Corp through its subsidiaries engages in the distribution of electricity and natural gas in its service territories in the states of New Hampshire, Massachusetts and Maine. Its natural gas operations include gas distribution utility operations and interstate gas transmission pipeline operations. It also engages in interstate natural gas transmission pipeline company, operating approximately 85 miles of underground gas transmission pipeline located in Maine and New Hampshire. The company's segments include Electric and Gas.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -6.06% | 2.80% | 3.04% | -10.88% | -0.22% | 3.92% | -1.23% |
| Feb | -0.26% | 5.96% | 3.80% | 2.37% | 3.58% | 3.50% | 3.16% |
| Mar | 6.95% | -2.41% | 7.04% | 1.22% | 1.33% | 0.40% | 2.42% |
| Apr | 23.99% | -1.60% | -3.04% | -1.49% | 0.15% | -0.74% | 2.88% |
| May | -4.76% | 15.23% | -5.73% | 1.40% | -7.07% | -3.51% | -0.74% |
| Jun | -4.92% | 1.59% | -2.42% | -2.28% | -4.66% | 8.33% | -0.73% |
| Jul | -1.08% | -10.21% | 2.28% | 17.76% | -2.24% | 2.74% | 1.54% |
| Aug | -5.76% | -3.95% | -3.08% | -2.82% | -9.36% | 0.06% | -4.15% |
| Sep | -14.44% | -12.61% | -12.84% | 1.29% | 4.00% | -5.32% | -6.65% |
| Oct | -3.69% | 12.82% | 7.94% | -3.55% | 3.24% | 8.81%* | 4.26% |
| Nov | -2.33% | -0.11% | 5.87% | 6.57% | 2.30% | -- | 2.46% |
| Dec | 12.44% | -4.30% | 6.55% | -9.56% | -3.00% | -- | 0.43% |
| Total | -5.08% | -0.47% | 7.43% | -2.87% | -12.27% | 18.66% | 0.90% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $52.27
SMA 50: $52.82
SMA 200: $52.26
Current: $55.06
EMA 12: $53.29
EMA 26: $52.80
MACD: 0.4872 | Signal: 0.3252
BULLISH
ADX (14): 19.44
RANGE
+DI: 23.58
−DI: 14.70
Momentum Oscillators
RSI (14): 66.32
NEUTRAL
Stoch %K: 88.19
Stoch %D: 83.12
Williams %R: -2.39
Volume & Volatility
BB Upper: $54.97
BB Lower: $49.58
OVERBOUGHT
OBV: 81,684
Vol SMA 20: 128,080
Vol ROC: -35.15%
ATR: $1.13
True Range: $1.66
HV 20: 18.2%
HV 30: 18.6%
HV 60: 15.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report: Unitil (UTL)
Executive Summary
Overall Assessment: NEUTRAL with a confidence level of 6/10.
Key Drivers:
- Strong dividend yield and positive news sentiment
- Technical indicators showing a mixed picture, with a bearish MACD signal and neutral RSI reading
Primary Risks:
- High beta value indicating high volatility and potential for large price swings
- Negative correlation with the market, which could lead to unexpected movements
Investment Thesis: UTL presents an intriguing opportunity due to its attractive dividend yield and recent positive news. However, the stock's high volatility and negative correlation with the market pose significant risks.
Recent News Sentiment Impact: The recent news headlines have been overwhelmingly positive, highlighting UTL's dividend growth potential and corporate sustainability efforts. This sentiment aligns with the technical signals, indicating a possible consolidation phase.
Technical Analysis
Trend Direction:
- Short-term: Consolidation (1-4 weeks)
- Medium-term: Downtrend (1-3 months)
- Long-term: Neutral (3-12 months)
Support/Resistance Levels: The stock is currently trading near its 20-day SMA ($53.75), which could serve as support or resistance depending on future price action.
Momentum Signals:
- RSI interpretation: Neutral (49.89)
- MACD signal: Bearish
- Bollinger Bands position: Squeeze
Volume Analysis: The volume indicators suggest a potential top formation, with the OBV and Volume Rate of Change both declining.
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines highlight UTL's dividend growth potential, corporate sustainability efforts, and earnings releases.
Sentiment Assessment: The overall sentiment is positive, with 4 out of 6 recent headlines having a positive tone.
Catalyst Identification: The upcoming earnings release (no date available) could be a catalyst for price movement.
Market Narrative: The technical signals are mixed, but the positive news sentiment suggests a possible consolidation phase.
Risk & Volatility Assessment
Risk Assessment:
- Beta: -0.16 (high risk)
- Volatility Regime: Current vs historical volatility levels indicate high volatility
- Options Market Signals: IV rank 10.6% (low), put/call ratios neutral, unusual activity none
- Downside Protection:
- Support levels: SMA 50 ($53.82) and lower Bollinger Band ($52.95)
- Risk management considerations: Stop-loss levels at $52.50 and position sizing based on volatility
Market Context & Positioning
Market Performance: UTL's sector (Utility) has been performing relatively strong compared to the broader market.
Institutional Activity: There is no notable institutional activity in recent days.
Correlation Analysis: The stock moves negatively correlated with the market, indicating potential surprises.
Relative Valuation: UTL is trading within a range, with its price relative to its 20-day SMA and Bollinger Bands suggesting neutral positioning.
Key Levels & Action Items
Critical Price Levels:
- Support: SMA 50 ($53.82) and lower Bollinger Band ($52.95)
- Resistance: Upper Bollinger Band ($54.54)
Breakout/Breakdown Levels: A breakout above the upper Bollinger Band or a breakdown below the lower band could trigger significant price movements.
Time-Sensitive Catalysts: The upcoming earnings release (no date available) and product launches could be catalysts for price movement.
Risk Management: Stop-loss levels at $52.50, position sizing based on volatility, and monitoring of key levels and catalysts are recommended.
Note: This analysis is based solely on the provided data and should not be taken as investment advice. It's essential to consider individual risk tolerance, market conditions, and other factors before making investment decisions.
Generated
News
All UTL news →
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UTL Options Activity & IV Rank
UTL IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 27.4%
7-DTE IV: —
Expected Move: $4.35
7-DTE Move: $4.35
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 1
Put Volume: 1
P/C Volume: 1.0
NEUTRAL
Call OI: 4
Put OI: 1
P/C OI: 0.25
Total OI: 5
ATM Options Pricing
ATM Call: $1.85
ATM Put: $2.50
Call %: 3.4%
Put %: 4.5%
Chain Summary
Chain Volume: 110
Chain OI: 323
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 43rd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
43%
vs own history
GEX tilt
+0.65
OI-weighted, today
Vanna tilt
+1.00
δ-sensitivity to IV
Charm tilt
-1.00
δ-decay vs time
Vanna tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
ATM 41.4% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)36.0MediumOct 22
Straddle Price (30 DTE)$4.35Oct 22
Beta Analysis
Risk Metrics
Beta: -0.1987
Alpha: 14.57%
Correlation: -0.1276
R-Squared: 1.6%
Stock Volatility: 19.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own UTL
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $21.5M | #665 of 3138 | -16.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $10.3M | #1576 of 6285 | +60.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $701K | #1903 of 4729 | +1.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
UTL Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 16,955,338 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
1 filers$337.22K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $337.22K | 100.00% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|
UTL Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Jane Lewis-Raymond | Director | Award (A) | — | — | EDGAR | |
| 2026-10-02 | Neveen F Awad | Director | Award (A) | — | — | EDGAR | |
| 2026-10-02 | Katherine Kountze | Director | Award (A) | +2,272 | — | EDGAR | |
| 2026-10-02 | David A Whiteley | Director | Award (A) | +2,272 | — | EDGAR | |
| 2026-10-02 | Justine Vogel | Director | Award (A) | +2,272 | — | EDGAR | |
| 2026-10-02 | Mark H Collin | Director | Award (A) | +2,272 | — | EDGAR | |
| 2026-10-02 | Anne L. Alonzo | Director | Award (A) | — | — | EDGAR | |
| 2026-10-02 | Suzanne Foster | Director | Award (A) | +2,272 | — | EDGAR | |
| 2026-10-02 | Winfield S Brown | Director | Award (A) | — | — | EDGAR | |
| 2026-01-29 | Justin Eisfeller | CTO | Award (A) | +2,200 | $50.00 | $2.0K | EDGAR |
| 2026-01-29 | Robert B Hevert | Pres. & Chief Admin Officer | Award (A) | +7,570 | $50.00 | $4.5K | EDGAR |
| 2026-01-29 | Todd R Diggins | CAO & Controller | Award (A) | +2,170 | $50.00 | $500 | EDGAR |
| 2026-01-29 | Thomas P Meissner Jr | Chairmain & CEO | Award (A) | +16,490 | $50.00 | $15.5K | EDGAR |
| 2026-01-29 | Daniel J Hurstak | SVP, CFO & Treasurer | Award (A) | +4,900 | $50.00 | $2.0K | EDGAR |
| 2026-01-29 | Christopher J LeBlanc | Vice President | Award (A) | +2,200 | $50.00 | $2.0K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
UTL Insider Holdings
16 insiders · @ $55.06
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Thomas P Meissner Jr | Chairmain & CEO | 148,738 | $8.19M | $43.0K | 34 | 2026-01-29 |
| 2 | Mark H Collin | Director | 61,109 | $3.36M | $0 | 35 | 2026-10-02 |
| 3 | Robert B Hevert | Pres. & Chief Admin Officer | 35,465 | $1.95M | $12.9K | 9 | 2026-01-29 |
| 4 | Daniel J Hurstak | SVP, CFO & Treasurer | 20,089 | $1.11M | $0 | 6 | 2026-01-29 |
| 5 | Suzanne Foster | Director | 14,406 | $793.2K | $0 | 8 | 2026-10-02 |
| 6 | Justine Vogel | Director | 14,406 | $793.2K | $0 | 8 | 2026-10-02 |
| 7 | David A Whiteley | Director | 13,305 | $732.6K | $0 | 14 | 2026-10-02 |
| 8 | Todd R Diggins | CAO & Controller | 8,262 | $454.9K | $0 | 3 | 2026-01-29 |
| 9 | Winfield S Brown | Director | 7,723 | $425.2K | $0 | 7 | 2026-10-02 |
| 10 | Michael B Green | Director | 5,529 | $304.5K | $45.2K | 22 | 2025-10-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
UTL Board & Officers
As of SEC filings through Oct 2, 2026Directors 10
- Michael B Green · on file since Feb 2007
- David A Whiteley · since Dec 13, 2012
- Justine Vogel · since Jan 30, 2019
- Suzanne Foster · since Jan 30, 2019
- Mark H Collin · listed since May 2019
- Winfield S Brown · since Jan 29, 2020
- Neveen F Awad · since Oct 26, 2022
- Anne L. Alonzo · since Apr 26, 2023
- Jane Lewis-Raymond · since Oct 30, 2024
- Katherine Kountze · since Apr 30, 2025
Officers 7
- Thomas P Meissner Jr · Chairmain & CEO · listed since Jan 2024
- Christopher J LeBlanc · Vice President · since Jan 30, 2019
- Daniel J Hurstak · SVP, CFO & Treasurer · listed since Jan 2024
- Robert B Hevert · Pres. & Chief Admin Officer · listed since Jan 2024
- Carleton B Simpson · SVP and General Counsel · since Oct 29, 2025
- Justin Eisfeller · VP, IT & CTO · since Jan 27, 2022
- Todd R Diggins · CAO & Controller · since May 1, 2023
Changes in the last 10 years (28)
| Oct 29, 2025 | Carleton B Simpson became SVP and General Counsel |
| Apr 30, 2025 | Katherine Kountze became a director |
| Oct 30, 2024 | Jane Lewis-Raymond became a director |
| May 1, 2024 | The company announced the departure of Thomas P Meissner Jr from the board in an SEC filing |
| Jan 30, 2024 | Thomas P Meissner Jr listed as Chairmain & CEO (previously Chairman, President & CEO) in SEC filings |
| Jan 30, 2024 | Robert B Hevert listed as Pres. & Chief Admin Officer (previously SVP, CFO & Treasurer) in SEC filings |
| Jan 30, 2024 | Daniel J Hurstak listed as SVP, CFO & Treasurer (previously CAO & Controller) in SEC filings |
| Dec 1, 2023 | The company announced the departure of Eben S Moulton from the board in an SEC filing |
| May 1, 2023 | Todd R Diggins became CAO & Controller |
| Apr 26, 2023 | Anne L. Alonzo became a director |
| Feb 1, 2023 | The company announced the departure of Todd R Black as Senior Vice President in an SEC filing |
| Oct 26, 2022 | Neveen F Awad became a director |
| Mar 14, 2022 | The company announced the departure of Lisa Crutchfield from the board in an SEC filing |
| Jan 27, 2022 | Justin Eisfeller became VP, IT & CTO |
| Jan 27, 2021 | Todd R Black listed as Senior Vice President (previously Vice President) in SEC filings |
| Jan 27, 2021 | Daniel J Hurstak listed as CAO & Controller (previously Controller) in SEC filings |
| Dec 30, 2020 | Robert B Hevert listed as SVP, CFO & Treasurer (previously Senior Vice President) in SEC filings |
| Jul 23, 2020 | Robert B Hevert became Senior Vice President |
| Mar 19, 2020 | Daniel J Hurstak became Controller |
| Jan 29, 2020 | Winfield S Brown became a director |
| May 31, 2019 | Mark H Collin no longer listed as SR. VP , CFO & Treasurer in SEC filings |
| May 31, 2019 | Mark H Collin first listed as a director in an SEC filing |
| Jan 31, 2019 | Thomas P Meissner Jr listed as Chairman, President & CEO (previously Sr. Vice President) in SEC filings |
| Jan 31, 2019 | Thomas P Meissner Jr first listed as a director in an SEC filing |
| Jan 30, 2019 | Suzanne Foster became a director |
| Jan 30, 2019 | Justine Vogel became a director |
| Jan 30, 2019 | Christopher J LeBlanc became Vice President |
| Jan 30, 2019 | Christine L Vaughan became SVP, Fin. & Regulatory Svcs |
Not reported recently (11)
- Sandra L Whitney · Last reported as Corporate Secretary in an SEC filing dated Jan 29, 2025
- Edward F Godfrey · Last reported as a director in an SEC filing dated Oct 3, 2024
- Laurence M Brock · Last reported as Controller & C.A.O. in an SEC filing dated Jan 27, 2021
- Christine L Vaughan · Last reported as SVP, Fin. & Regulatory Svcs in an SEC filing dated Feb 3, 2020
- Robert V Antonucci · Last reported as a director in an SEC filing dated Oct 2, 2019
- David P Brownell · Last reported as a director in an SEC filing dated Oct 2, 2019
- Albert H Elfner III · Last reported as a director in an SEC filing dated Oct 2, 2019
- M Brian Oshaughnessy · Last reported as a director in an SEC filing dated Oct 2, 2019
- Robert G Schoenberger · Last reported as a director in an SEC filing dated Jan 30, 2018
- Sarah P Voll · Last reported as a director in an SEC filing dated Oct 3, 2017
- George E Long Jr · Last reported as Vice President in an SEC filing dated Jun 7, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
84 ETFs hold UTL
25 shown · $217.58M total exposure · 0.05% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.06% | $58.3M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $29.9M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $23.9M | $75.1B | 2026-10-20 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $10.5M | — | 2026-09-30 |
| 5 | SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF | ProShares | 1.45% | $9.4M | — | 2026-10-21 |
| 6 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.06% | $8.9M | $15.7B | 2026-10-20 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.06% | $8.7M | $13.7B | 2026-10-20 |
| 8 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.11% | $8.1M | $7.6B | 2026-10-20 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $7.8M | — | 2026-10-20 |
| 10 | VPU Vanguard Utilities ETF | Vanguard | 0.07% | $6.3M | — | 2026-09-30 |
| 11 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.03% | $5.3M | — | 2026-09-30 |
| 12 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.11% | $5.1M | $4.7B | 2026-10-20 |
| 13 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $4.3M | — | 2026-05-31 |
| 14 | JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | JPMorgan | 0.13% | $3.9M | $2.9B | 2026-10-21 |
| 15 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.05% | $3.4M | — | 2026-10-20 |
| 16 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.05% | $3.3M | — | 2026-09-30 |
| 17 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.24% | $3.0M | $1.2B | 2026-10-20 |
| 18 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.03% | $2.9M | — | 2026-05-31 |
| 19 | FSMD Fidelity Small-Mid Multifactor ETF | Fidelity | 0.11% | $2.7M | $2.5B | 2026-10-20 |
| 20 | XSLV Invesco S&P SmallCap Low Volatility ETF | Invesco | 0.99% | $2.3M | — | 2026-10-20 |
| 21 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.03% | $2.3M | $6.6B | 2026-10-20 |
| 22 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.1M | — | 2026-10-20 |
| 23 | VIOV Vanguard S&P Small-Cap 600 Value ETF | Vanguard | 0.10% | $1.9M | — | 2026-09-30 |
| 24 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.06% | $1.8M | $3.1B | 2026-10-20 |
| 25 | ESML iShares ESG Aware MSCI USA Small-Cap ETF | iShares (BlackRock) | 0.05% | $1.5M | $2.7B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
17.42
TTM Diluted EPS
$3.16
TTM Revenue
$582.10M
TTM Net Income
$55.60M
TTM Op. Cash Flow
$129.30M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $216.90M | $33.20M | $1.85 | $50.10M |
| Q4 '25 | 2025-12-31 | $161.50M | $18.70M | $1.08 | $21.40M |
| Q3 '25 | 2025-09-30 | $101.10M | $-300.00K | $-0.02 | $15.60M |
| Q2 '25 | 2025-06-30 | $102.60M | $4.00M | $0.25 | $42.20M |
| Q1 '25 | 2025-03-31 | $170.80M | $27.50M | $1.69 | $52.10M |
| Q4 '24 | 2024-12-31 | $127.50M | $15.60M | $0.97 | $23.30M |
| Q3 '24 | 2024-09-30 | $92.90M | — | — | $26.10M |
| Q2 '24 | 2024-06-30 | $95.70M | $4.30M | $0.27 | $49.90M |
| Q1 '24 | 2024-03-31 | $178.70M | $27.20M | $1.69 | $26.60M |
| Q4 '23 | 2023-12-31 | $129.60M | $15.50M | $0.97 | $28.30M |
| Q3 '23 | 2023-09-30 | $103.90M | $1.40M | $0.09 | $16.30M |
| Q2 '23 | 2023-06-30 | $103.40M | $4.20M | $0.25 | $47.10M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-04
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
17.42
P/B
1.47
P/S
1.60
EV/EBITDA
7.69
EV/Sales
2.66
ROE
8.7%
ROA
2.6%
Div Yield
3.34%
FCF Yield
13.85%
Debt/Equity
0.99
Current Ratio
—
Market Cap
$933.56M
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
749.33K
SI % of Float
4.20%
Days to Cover
4.54
Short Vol Ratio
61.4%
Free Float
17.84M
Float %
97.8%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-09