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Monday's Bonus 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 notably purchased nearly $600,000 in company stock in early November as the price fell to 52-week and multi-year lows. That concentrated insider buying signals strong internal confidence in the company's long-term prospects. At roughly $10 a share, UTZ is trading near levels not seen since before the COVID-19 pandemic. The company, however, has roughly doubled in size since then, which makes the current price look discounted. If the stock returned 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 within the consumer staples sector. Some long-term forecasts suggest that sustained earnings growth could support multiple expansion over time, reinforcing 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, bringing insider ownership to about 15%. Institutional investors, who own a majority of the float, resumed buying in Q3 after earlier selling and appear positioned to keep building exposure given the stock's value, yield, and growth outlook. 
Utz Brands: Slow, Steady, Profitable Growth Utz Brands' outlook points to 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 expanding at a low-double-digit pace through the middle of the next decade. Key drivers include geographic expansion—such as the recent move 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 could benefit from a bigger acquirer's distribution network, and a deal could unlock cost savings for both parties. Potential buyers often mentioned include Hostess and PepsiCo, the latter being the largest snack company by revenue and dominant in 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% increase in adjusted net income, a 9.5% rise 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 ratio is roughly 30% of projected earnings, earnings growth is forecast, and the balance sheet is healthy. Q3 highlights included increased debt alongside asset gains and modest leverage, with total liabilities running just over 1.5 times equity. On distribution growth, the company has raised its payout each year since its IPO and has delivered an aggressive 35% distribution CAGR through 2025. Utz Brands: Can Its Share Price Rebound? Despite insider buying and improving fundamentals, UTZ shares remain stagnant near $10, reflecting a lack of near-term catalysts. The next earnings release or macro shifts—such as interest-rate cuts or easing recession fears—could trigger a recovery. If the Federal Reserve begins cutting rates as expected and the U.S. avoids a recession, Utz could benefit from a sector-wide revaluation. Until then, the stock may trade sideways, offering an attractive entry point for long-term investors focused on value, income, and moderate growth.
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