53270
UTG
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- UTG operates in the asset management industry, which is expected to benefit from increasing global wealth and investment opportunities.
- The company has a trailing P/E ratio of 2.74, indicating it may be undervalued compared to its peers.
- UTG's earnings growth stands at 4.69%, showcasing its ability to improve profitability despite recent revenue challenges.
- The asset management sector is facing intense competition, which may pressure margins and growth potential.
- UTG reported a revenue decline of 3.8% over the last year, indicating potential struggles in maintaining market share.
- The company's current ratio is 0.008, suggesting significant liquidity issues that could impact its operational stability.
Fundamentals
| Market cap | $3.31B | Enterprise value | — | Trailing P/E | 2.62 | Forward P/E | — |
| PEG | — | Price / book | 0.82 | Beta | 0.85 | Dividend yield | 6.96% |
| Revenue growth | -3.8% | Earnings growth | 468.7% | Gross margin | 100.0% | Operating margin | 67.9% |
| Profit margin | 13.7% | ROE | 36.1% | ROA | 0.9% | Debt / equity | 0.23 |
| Current ratio | 0.01 | Free cash flow | $10.61M | Analyst recommendation | none | Mean target | — |
| 52w high | $43.90 | 52w low | $33.53 |
Quarterly
No data yet.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $775M | $870M | -$69.9M | -$214M | — |
| Op margin | — | — | — | — | — |
| Net income | $769M | $865M | -$74.4M | -$222M | — |
| Gross margin | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · You Don’t Need $2 Million to Collect $7,550 a Month in Dividends. Here’s the Portfolio
2026-10-07 · You Don’t Need $2 Million to Collect $7,550 a Month in Dividends. Here’s the Portfolio
2026-10-07 · Reaves Utility Income Fund Announces Regular Monthly Distributions of $0.21 per Share
2026-10-04 · How to Build $4,850 a Month in Tax-Free Dividend Income Inside a Roth IRA
2026-10-03 · How Much Does a 70-Year-Old Need Invested to Collect $12,900 a Month for Life?
2026-09-30 · How Much Does a 67-Year-Old Need Invested to Collect $3,850 a Month on Top of Social Security?
2026-09-30 · Reaves Utility Income Fund Section 19(a) Notice
2026-09-27 · How to Build a $6,850 Monthly Paycheck From Dividends
2026-09-23 · How Large Does Your Portfolio Need to Be to Generate $7,050 a Month Without Selling a Single Share?
2026-09-23 · How to Build $5,350 a Month in Tax-Free Dividend Income Inside a Roth IRA
2026-09-17 · The Portfolio Blueprint for Building $23,000 a Month in Dividend Income
2026-09-17 · Reaves Utility Income Fund's Dividend Analysis
Price (daily)
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