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Just For You Utz Insiders Signal Value With November BuysWritten by Thomas Hughes. Published 11/10/2025. 
Key Points - Utz Brands insiders bought shares in a conspicuous vote of confidence, even as the shares traded at long-term lows.
- Analysts and institutions signal deep value in this stock.
- The dividend is reliable and growing, expected to increase at a modest double-digit pace for the foreseeable future.
Utz (NYSE: UTZ) insiders conspicuously purchased nearly $600,000 in shares of company stock in early November as the price retreated to 52-week and multi-year lows. That well-timed insider activity suggests strong internal confidence in the company's long-term trajectory. At roughly $10 per share, UTZ is trading near levels not seen before the COVID-19 pandemic. The company, however, has roughly doubled in size since then, which makes the current price look notably discounted. If the stock returned to pre-pandemic valuation multiples, it could rise by 100% or more. Attractive Valuation Points to Long-Term Upside UTZ stock trades at about 10 times projected 2025 earnings, a low-end valuation for the consumer staples sector. Longer-term forecasts imply a multiple in the mid-single digits, supporting the case for meaningful upside over time. Who bought UTZ stock in November and why? Buyers included the CEO, a director, two executive vice presidents, and a major 10% shareholder (the Utz founding family investment entity). Together they spent just under $600,000, pushing insider ownership to about 15%. Institutional investors, which own a large majority of the float, resumed buying in Q3 after earlier selling and appear positioned to continue building exposure given the stock's value, yield, and growth outlook. 
Utz Brands: Slow, Steady, Profitable Growth Utz Brands projects gradual, steady growth with margin improvement over time. Consensus estimates tracked by InsiderTrades forecast a modest single-digit revenue compound annual growth rate (CAGR) and low-double-digit earnings growth through the middle of the next decade. Drivers include territorial expansion — notably a recent push into California — and deeper market penetration. The company has been gaining share in salty snacks, positioning it for sustainable organic growth and making it an attractive acquisition target for larger consumer-staples companies. Its portfolio of recognizable brands would benefit from a larger acquirer's distribution network, and a strategic deal could unlock cost savings. Potential buyers include Hostess and PepsiCo, the latter of which dominates the salty snack category by revenue. The Q3 earnings results validated the investment thesis: Utz posted a 3.4% revenue increase, with salty snack sales up 5.8%. Adjusted gross margin expanded by 210 basis points, contributing to a 13.2% rise in adjusted net income, a 9.5% increase in earnings per share (EPS), and strong positive cash flow. As of mid-November, Utz Brands yields about 2.4% and pays a reliable dividend with distribution growth expected. The payout equates to roughly 30% of projected earnings, earnings growth is included in consensus forecasts, and the balance sheet appears healthy. Q3 highlights included increased debt balanced by asset gains and relatively low leverage, with total liabilities running just over 1.5 times equity. On distributions, the company has increased its payout each year since the IPO and has achieved an aggressive 35% distribution CAGR through 2025. Utz Brands: Can Its Share Price Rebound? Despite insider buying and improving fundamentals, UTZ shares remain muted near $10, reflecting a broader lack of near-term catalysts. The next earnings release or macroeconomic developments — such as interest rate cuts or easing recession concerns — could trigger a recovery. If the Federal Reserve follows expected rate reductions and the U.S. avoids a recession, Utz could benefit from a sector-wide revaluation. Until then, the stock may trade sideways, presenting an entry point for long-term investors focused on value, income, and moderate growth.
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