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Saturday's Featured Story 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 just around $10, UTZ shares are trading near levels not seen before the COVID-19 pandemic. The company, however, is much larger today—roughly double in size since then—making the current price look deeply discounted. If the stock returned to pre-pandemic valuation levels, it could rise by 100% or more. Attractive Valuation Points to Long-Term Upside The escalating U.S.-China trade tensions are reshaping the AI landscape. Companies like Nvidia are facing significant revenue hits with the U.S. imposing new export restrictions on advanced AI chips to China.
This shift opens doors for U.S.-based AI companies poised to fill the gap. I've identified 9 under-the-radar AI stocks - get your copy today UTZ stock trades at roughly 10 times projected 2025 earnings, near the low end of the consumer staples spectrum. Longer-term forecasts point to a multiple in the mid-single-digits, which supports the case for meaningful upside. 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 compelling value, yield, and growth outlook. 
Utz Brands: Slow, Steady, Profitable Growth Utz Brands' outlook calls for 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. Drivers include geographic expansion—most recently into 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 companies. 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 buyers include Hostess and PepsiCo; PepsiCo is the largest snack company by revenue and dominates much of the salty snack category. The Q3 earnings results supported 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 distribution growth expected. The payout is roughly 30% of projected earnings, supporting dividend sustainability. Earnings growth is in the forecast, and the balance sheet remains healthy. At the end of Q3, debt had increased but was offset by asset gains; leverage remained modest, with total liabilities just over 1.5 times equity. On distribution growth, 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 purchases and improving fundamentals, UTZ shares remain stagnant, hovering near $10. That reflects a broader lack of near-term buying catalysts. The next earnings release or macroeconomic 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 is likely to trade sideways, offering an entry point for long-term investors seeking value, income, and moderate growth.
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