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Today's Featured Content 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 its price retreated to a 52-week and multi-year low. This well-timed insider activity suggests strong internal confidence in the company's long-term trajectory. At roughly $10, UTZ shares are trading near levels not seen before the COVID-19 pandemic. However, the company's size has doubled since then, making the current price look deeply discounted. If the stock were to return to pre-pandemic valuation levels, it could rise by 100% or more. Attractive Valuation Points to Long-Term Upside Looking for better stock ideas? Sign-up to receive The Early Bird Stock of the Day. Each day, MarketBeat's team of expert research analysts identifies one compelling stock and provides both a bull case and a bear case for each company. Get The Early Bird's Stock of the Day (Free) UTZ stock trades at approximately 10 times projected 2025 earnings, a low-end valuation within the consumer staples sector. Looking further ahead, long-term projections anticipate mid-single-digit revenue growth, which—combined with margin improvement—supports the case for meaningful upside potential. 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%. Institutions, 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 attractive value, yield, and growth outlook. 
Utz Brands: Slow, Steady, Profitable Growth Utz Brands' outlook anticipates gradual, steady growth and margin improvement over time. The consensus tracked by InsiderTrades forecasts a modest single-digit revenue compound annual growth rate (CAGR) with earnings growing at a low-double-digit pace through the middle of the next decade. Key drivers include territorial expansion—such as the recent decision to expand in California—and deeper market penetration. The company has been gaining share in salty snacks, positioning it for sustainable growth and making it an attractive acquisition target for larger staple businesses. Its portfolio of well-known brands would benefit from a larger company's distribution network, and an acquisition could unlock cost savings for both parties. Potential suitors include Hostess and PepsiCo, the largest snack company by revenue, which dominates the salty snack category. The Q3 earnings results validated much of the investment thesis. Utz posted a 3.4% revenue increase, with salty snack sales rising 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 continued distribution growth expected. The payout is roughly 30% of expected earnings, earnings are forecast to grow, and the balance sheet remains healthy. Q3 highlights included higher debt balanced by asset gains and relatively low leverage, with total liabilities running just over 1.5 times equity. The company has increased the payout each year since its initial public offering (IPO) and has achieved an aggressive 35% distribution CAGR through 2025. Utz Brands: Can Its Share Price Rebound? Despite insider confidence and improving fundamentals, UTZ shares remain stagnant, trading near $10. That reflects a broader lack of near-term catalysts. The next earnings release or macro shifts—such as interest-rate cuts or easing recession fears—could spark a recovery. If the Federal Reserve continues with rate reductions as expected and the U.S. avoids a recession, Utz stock 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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