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Featured Content from MarketBeat.com 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 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 since the COVID-19 pandemic. However, the company's scale has roughly doubled since then, making the current price appear highly 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 Utz stock trades at approximately 10 times projected 2025 earnings, a low-end valuation for the consumer staples sector. Longer-term forecasts suggest a multiple in the mid-single-digit range, supporting 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 roughly 15%. Institutional investors, which own a large portion 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 points to gradual, steady growth and improving margins 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, such as plans to grow in California, and deeper market penetration. The company has been gaining market share in salty snacks, positioning it for sustainable growth and making it an attractive acquisition target for larger consumer staples firms. Its portfolio of recognizable 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, the latter of which is currently the largest snack company by revenue and commands a large share of the salty snack category. The Q3 earnings validated 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 offers a dividend yield of about 2.4% and pays a consistent dividend, with distribution growth expected. The payout ratio is roughly 30% of projected earnings, earnings growth is in the forecast, and the balance sheet is healthy. Q3 highlights included higher debt levels offset by asset gains and relatively low leverage, with total liabilities a little over 1.5 times equity. Since its IPO the company has increased its payout each year 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, 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 concerns—could spark a recovery. If the Federal Reserve follows through with expected rate reductions 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 focused on value, income, and moderate growth.
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