your badges 52W Range $23–$28 37% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

UTF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $25.17
52W Range $23–$28

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Stock splits 1
Ex-date Split Type
Sept. 22, 2025 1017-for-1000 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$1.98Paid monthly
5Y Div CAGR≈0.00%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 8, 2026$0.17USD≈7.8%
Aug 11, 2026$0.17USD≈7.6%
Jul 14, 2026$0.17USD≈7.4%
Jun 9, 2026$0.17USD≈7.6%
May 12, 2026$0.17USD≈7.4%
Apr 14, 2026$0.17USD≈7.0%
Mar 10, 2026$0.16USD≈7.8%
Feb 10, 2026$0.16USD≈7.5%
Jan 13, 2026$0.16USD≈8.2%
Dec 9, 2025$0.16USD≈8.4%
Nov 12, 2025$0.16USD≈7.5%
Oct 2, 2025$0.16USD≈8.2%
Sep 9, 2025$0.15USD≈7.6%
Aug 12, 2025$0.15USD≈7.3%
Jul 15, 2025$0.15USD≈7.5%
Jun 10, 2025$0.15USD≈7.6%
May 13, 2025$0.15USD≈7.8%
Apr 8, 2025$0.15USD≈8.8%
Mar 11, 2025$0.15USD≈8.1%
Feb 11, 2025$0.15USD≈8.1%

Institutional owners (13F) 268 filers · $628.7M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 268
Value held $628.7M
New positions 28
Exited positions 21
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
28 (-2 vs prior Q) 21 (-2 vs prior Q) 88 (-4 vs prior Q) 56 (-7 vs prior Q) -687K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Paralel Advisors LLC $75,872,499 2,750,000 12.07% Shares
MORGAN STANLEY $62,815,505 2,276,748 9.99% Shares
WELLS FARGO & COMPANY/MN $54,405,510 1,971,928 8.65% Shares
UBS Group AG $41,678,722 1,510,646 6.63% Shares
McGowan Group Asset Management, Inc. $38,370,646 1,390,745 6.10% Shares
ROYAL BANK OF CANADA $25,655,000 929,882 4.08% Shares
RAYMOND JAMES FINANCIAL INC $25,555,975 926,277 4.06% Shares
BANK OF AMERICA CORP /DE/ $24,946,919 904,201 3.97% Shares
Bluespring Wealth Management, LLC $24,216,240 877,718 3.85% Shares
LPL Financial LLC $20,110,591 728,909 3.20% Shares
OSAIC HOLDINGS, INC. $13,228,491 479,412 2.10% Shares
CAPTRUST FINANCIAL ADVISORS $12,068,642 437,428 1.92% Shares
STIFEL FINANCIAL CORP $11,537,846 418,188 1.84% Shares
SRH ADVISORS, LLC $11,267,007 408,373 1.79% Shares
AMERIPRISE FINANCIAL INC $8,341,659 302,343 1.33% Shares
Bedell Frazier Investment Counselling, LLC $8,008,851 309,461 1.27% Shares
C2C Wealth Management, LLC $7,631,946 276,620 1.21% Shares
Kestra Advisory Services, LLC $6,818,233 247,127 1.08% Shares
Sanctuary Advisors, LLC $6,651,204 241,073 1.06% Shares
Cetera Investment Advisers $4,898,997 177,564 0.78% Shares
Karpus Management, Inc. $4,679,457 169,607 0.74% Shares
Atria Investments, Inc $4,550,612 164,937 0.72% Shares
TRUIST FINANCIAL CORP $4,344,214 157,456 0.69% Shares
MATRIX PRIVATE CAPITAL GROUP LLC $4,088,642 148,193 0.65% Shares
Advisory Services Network, LLC $3,824,730 138,627 0.61% Shares
CONNING INC. $3,643,453 132,057 0.58% Shares
INDEPENDENT FINANCIAL GROUP, LLC $3,557,902 128,956 0.57% Shares
FIRST TRUST ADVISORS LP $3,524,899 127,760 0.56% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,941,410 106,612 0.47% Shares
Smith Asset Management Co., LLC $2,589,763 93,866 0.41% Shares
Rathbones Group PLC $2,426,016 87,931 0.39% Shares
Private Advisor Group, LLC $2,345,940 85,029 0.37% Shares
Mariner, LLC $2,333,670 84,584 0.37% Shares
NWF Advisory Services Inc. $2,283,833 82,777 0.36% Shares
GOLDMAN SACHS GROUP INC $2,193,757 79,513 0.35% Shares
Advisory Advocates, LLC $2,161,401 78,340 0.34% Shares
Venture Visionary Partners LLC $1,934,721 70,124 0.31% Shares
Accel Wealth Management $1,891,608 73,092 0.30% Shares
HighTower Advisors, LLC $1,815,598 65,806 0.29% Shares
GRIFFIN ASSET MANAGEMENT, INC. $1,732,348 62,789 0.28% Shares
World Investment Advisors $1,679,794 64,907 0.27% Shares
J.W. COLE ADVISORS, INC. $1,616,930 58,606 0.26% Shares
Aviance Capital Partners, LLC $1,604,177 58,143 0.26% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $1,602,813 58,094 0.25% Shares
NewEdge Advisors, LLC $1,573,120 57,017 0.25% Shares
Atria Wealth Solutions, Inc. $1,559,138 57,853 0.25% Shares
PMG Family Office LLC $1,419,588 51,453 0.23% Shares
Creative Planning $1,389,878 50,376 0.22% Shares
&PARTNERS $1,354,100 49,099 0.22% Shares
BLUEFIN CAPITAL MANAGEMENT, LLC $1,343,081 48,680 0.21% Shares

Show all 268 institutional owners →

Activists & 5%+ owners 5 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
WESTERN INVESTMENT LLC, ARTHUR D. LIPSON, WESTERN INVESTMENT HEDGED PARTNERS L.P., WESTERN INVESTMENT ACTIVISM PARTNERS LLC, WESTERN INVESTMENT TOTAL RETURN PARTNERS L.P. ×6 filings Aug. 7, 2008 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person April 18, 2008 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 7, 2008 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 4, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Oct. 9, 2007 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 17 insiders · 1 officers · 6 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Benjamin Morton Vice President Oct. 16, 2025 A 836 0 0 $0
Ramona Lynn Rogers-Windsor Director Oct. 16, 2025 A 1,000 0 0 $0
Gerald J. Maginnis Director Oct. 16, 2025 A 1,861 0 0 $0
Dean Junkans Director Oct. 16, 2025 A 1,484 0 0 $0
Michael G Clark Director Oct. 16, 2025 A 1,878 0 0 $0
Adam M Derechin Director Oct. 16, 2025 A 6,097 0 0 $0
Jane F. Magpiong Director Dec. 14, 2023 P 510 0 0 $0
Edward C Ward Jr · Oct. 27, 2020 S 0 0 0 $0
Yigal Dan Jhirad · Dec. 20, 2019 A 775 0 0 $0
Robert Hamilton Steers · May 19, 2015 S 0 0 0 $0
Robert Becker · Feb. 14, 2014 P 1,000 0 0 $0
Francis C Poli · Oct. 2, 2012 S 0 0 0 $0
Willard H Smith JR · July 22, 2011 S 50,000 0 0 $0
COHEN & STEERS CAPITAL MANAGEMENT INC · Nov. 4, 2010 S 0 0 0 $0
Richard Edward Kroon · March 12, 2010 A 513 0 0 $0
Martin Cohen · March 12, 2010 A 25,489 0 0 $0
Richard J Norman · March 12, 2010 A 3,673 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

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