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

03
Price $19.38
Market Cap (MRQ) $1.07B
P/E (TTM) 31.8
EPS (TTM) $0.61
Revenue (TTM) $884M
ROE (TTM) 10.5%
Debt/Equity (MRQ) 0.5
52W Range $18–$51

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About Universal Technical Institute Inc Common Stock Company overview from Wikipedia

05 · wikidata

Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.

History

UTI was founded in 1965 by Robert Sweet to provide career-focused technical training for the transportation industry. The company expanded over the following decades with new programs and campuses, and in 1980 began offering continuing education and training for corporate clients.

In 1998, UTI acquired Clinton Harley Corporation and Clinton Education Group, Inc., which operated Motorcycle Mechanics Institute and Marine Mechanics Institute.

Universal Technical Institute has also expanded training programs to U.S. military bases. As of 2021, it operated BMW MSTEP at Ft. Liberty, N.C. and Marine Corps Base Camp Pendleton, California, and Premier Truck Group Technician Training at Ft. Bliss in Texas.

UTI has continued to grow through acquisitions. In 2021, UTI acquired MIAT College of Technology, a technical school offering programs in aviation, energy and manufacturing. The acquisition of Concorde Career Colleges followed in 2022.

As of 2023, approximately 350,000 students have graduated from UTI and its divisions.

Academics

UTI provides diploma, certificate and associate degree programs, depending on the campus and area of study. Programs focus on hands-on, industry-aligned training and, in most cases, require less than one year to complete. UTI’s automotive, diesel, marine, and motorcycle training takes a blended-learning approach, including both online lectures along with in-person, hands-on training.

Each UTI campus is accredited by the Accrediting Commission of Career Schools and Colleges (ACCSC).

Campus locations

UTI operates 17 trade school campuses across ten states:

Arizona: UTI-Avondale and UTI-Phoenix

California: UTI-Long Beach, UTI-Rancho Cucamonga and UTI-Sacramento

Florida: UTI-Miramar and UTI-Orlando

Georgia: UTI-Atlanta

Illinois: UTI-Lisle

Michigan: UTI-Canton

New Jersey: UTI-Bloomfield

North Carolina: UTI-Mooresville

Pennsylvania: UTI-Exton

Texas: UTI-Austin, UTI-Dallas/Fort Worth, UTI-Houston and UTI-San Antonio

Student services

UTI student services include academic advising, tutoring, disability services, financial aid, veteran support and career services. Career Services provides resume development, interview preparation, and job search assistance for current students and alumni.

Military and veteran support services include military-specific admissions reps, military-only campus orientations and lounge areas for veterans. Many UTI programs are also approved for GI Bill funding.

UTI participates in the Department of Defense SkillBridge program as well, offering eligible service members career training opportunities at Fort Bliss, Camp Pendleton, and Fort Bragg.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorDiversified Consumer Services industryDiversified Consumer Services employees4,100 countryUS

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

06
Revenue$836M
2016-09-30 → 2025-09-30
EPS$1.13
2016-09-30 → 2025-09-30
Free Cash Flow$55M
2016-09-30 → 2025-09-30
Net margin3.9%
2016-09-30 → 2025-09-30
Valuation & Ratios 07–12

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

Metric 5Y trend UTI 5Y avg Peer Median Verdict
P/E (TTM) 31.85Y avg ≈33.8 ≈33.8 19.3 Overvalued
P/S (TTM) 1.25Y avg ≈1.0 ≈1.0 1.7 Overvalued
P/B (MRQ) 3.15Y avg ≈2.4 ≈2.4 2.7 Overvalued
EV / EBITDA (TTM) 13.05Y avg ≈9.4 ≈9.4 12.4 Overvalued
Price / FCF (TTM) -46.75Y avg ≈-6.4 ≈-6.4 · ·
Price / Cash Flow (TTM) 14.35Y avg ≈8.4 ≈8.4 11.1 Overvalued
EV / Revenue (TTM) 1.25Y avg ≈0.9 ≈0.9 · ·
EV / FCF (TTM) -46.25Y avg ≈-3.7 ≈-3.7 · ·
Price / Tangible Book (MRQ) 3.35Y avg ≈2.8 ≈2.8 · ·
PEG Ratio ≈0.4 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

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

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

13
Annualized Payout≈$0.08Paid quarterly
Ex-dateAmountCurrencyYield
Mar 17, 2016$0.02USD≈3.4%
Dec 2, 2015$0.02USD≈5.9%
Sep 24, 2015$0.02USD≈8.7%
Jun 17, 2015$0.10USD≈4.8%
Mar 18, 2015$0.10USD≈4.0%
Dec 4, 2014$0.10USD≈4.0%
Sep 17, 2014$0.10USD≈3.8%
Jun 18, 2014$0.10USD≈3.5%
Mar 13, 2014$0.10USD≈3.1%
Dec 6, 2013$0.10USD≈2.7%
Sep 18, 2013$0.10USD≈3.3%
Jun 19, 2013$0.10USD≈3.6%
Mar 13, 2013$0.10USD≈3.4%
Dec 5, 2012$0.10USD≈4.0%
Sep 19, 2012$0.10USD≈2.3%
Jun 14, 2012$0.10USD≈1.6%
Mar 13, 2012$0.10USD≈0.75%
Jul 1, 2010$1.50USD≈6.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 49.8%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 11, 2026 $0.04 $0.02 116.2%
March 31, 2026 $0.01 $0.02 -55.0%
Dec. 31, 2025 $0.23 $0.14 66.2%
Sept. 30, 2025 $0.34 $0.26 28.9%
June 30, 2025 $0.19 $0.11 69.2%
March 31, 2025 $0.21 $0.12 73.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $836M$733M$607M$419M$335M$301M$332M$317M$324M$347M$363M$378M
SG&A Expense $332M$289M$256M$189M$153M$149M$161M$170M$145M$171M$165M$172M
Operating Expenses $752M$674M$586M$396M$320M$305M$339M$352M$326M$366M$372M$372M
Operating Income $83M$59M$21M$22M$15M$-4M$-8M$-35M$-2M$-19M$-9M$6M
Interest Expense ··$10M$2M$365.0K$10.0K$3M$3M$3M$3M$2M$2M
Interest Income $6M$6M$6M$507.0K$83.0K$1M$1M$1M$900.0K$243.0K$215.0K$223.0K
Other Non-op $265.0K$496.0K$483.0K$-438.0K$518.0K$135.0K$1M$1M$1M$-49.0K$140.0K$563.0K
Pretax Income $84M$56M$18M$20M$15M$-3M$-8M$-36M$-3M$-22M$-11M$6M
Income Tax $21M$14M$6M$-5M$602.0K$-11M$203.0K$-3M$5M$26M$-2M$4M
Net Income $63M$42M$12M$26M$15M$8M$-8M$-33M$-8M$-48M$-9M$2M
EPS (Basic) $1.16$0.77$0.13$0.39$0.17$0.05$-0.52$-1.51$-0.54$-2.02$-0.38$0.08
EPS (Diluted) $1.13$0.75$0.13$0.38$0.17$0.05$-0.52$-1.51$-0.54$-2.02$-0.38$0.08
Shares (Basic) 54,301,00049,429,00033,985,00033,218,00032,766,00029,812,00025,438,00025,115,00024,712,00024,313,00024,391,00024,640,000
Shares (Diluted) 55,615,00050,851,00034,479,00033,743,00033,123,00030,113,00025,438,00025,115,00024,712,00024,313,00024,391,00024,920,000
EBITDA $116M$88M$47M$22M$15M$-4M$5M$-22M$12M$-4M$8M$25M
Balance Sheet 30
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $127M$162M$152M$66M$134M$77M$65M$58M$50M$119M$29M$39M
Short-term Investments $42M···········
Receivables $46M$31M$25M$16M$17M$35M$18M$21M$15M$15M$22M$12M
Prepaid Expense $13M$12M$9M$6M$7M$6M$7M$10M$9M$20M$18M$17M
Other Current Assets $6M$5M$7M$9M$8M$6M$7M$8M$9M···
Current Assets $247M$222M$205M$136M$183M$180M$118M$117M$147M$162M$108M$128M
PP&E (Net) ······$104M$115M$107M$114M$124M$107M
PP&E (Gross) ······$306M$309M$290M$286M$284M$256M
Accum. Depreciation ······$202M$194M$184M$172M$160M$149M
Goodwill $28M$28M$28M$17M$8M$8M$8M$8M$9M$9M$8M$21M
Intangibles $17M$18M$19M$14M$124.0K·······
Other Non-current Assets $24M$13M$11M$6M$9M$9M$10M$11M$12M$12M$12M$10M
Total Assets $826M$745M$741M$553M$513M$442M$271M$282M$274M$297M$274M$288M
Accounts Payable $39M$26M$14M$22M$14M$12M$10M$9M$10M$12M$14M$13M
Accrued Liabilities $17M$17M$15M$13M$11M$11M$14M$16M$11M$8M$11M$8M
Current Liabilities $230M$205M$185M$138M$133M$122M$97M$92M$86M$95M$96M$102M
Capital Leases $175M$147M$165M$129M$153M$134M$39M$41M$42M$43M$44M$32M
Deferred Tax $4M$5M$663.0K$0$674.0K$674.0K$329.0K$329.0K$3M$3M$0·
Other Non-current Liabilities $5M$5M$5M$4M$8M$9M$10M$10M$10M$11M$9M$10M
Total Liabilities $498M$484M$515M$338M$324M$265M$156M$156M$148M$161M$161M$155M
Long-term Debt $87M$126M$162M$68M$31M$260.0K······
Total Debt $87M$126M$162M$68M$31M·······
Common Stock $5.0K$5.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K
Paid-in Capital $226M···········
Retained Earnings $102M$39M$6M$-1M$-22M$-33M$-45M$-32M$-31M$-17M$33M$50M
Treasury Stock $365.0K$365.0K$365.0K$365.0K$365.0K$365.0K$97M$97M$97M$97M$97M$91M
AOCI $912.0K$1M$2M$2M$-279.0K$0·$0$0$18.0K$20.0K$0
Stockholders' Equity $328M$260M$226M$215M$189M$177M$114M$127M$126M$137M$113M$133M
Liabilities + Equity $826M$745M$741M$553M$513M$442M$271M$282M$274M$297M$274M$288M
Shares Outstanding 54,430,00053,899,00034,157,00033,857,00032,915,00032,730,00032,499,00025,303,89825,007,53624,624,43424,233,29624,825,881
Cash Flow 18
Metric Trend 202520242023202220212020201920182017201620152014
D&A $33M$29M$25M$17M$14M$12M$13M$13M$14M$15M$17M$19M
Stock-based Comp $9M$9M$4M$4M$2M$2M$1M$2M$3M$5M$4M$6M
Deferred Tax $-1M$4M$5M$-6M$0$345.0K$0$-3M$0$28M$-5M$-4M
Amort. of Intangibles $900.0K$700.0K$600.0K$100.0K$35.5K·······
Other Non-cash $-6M$2M$3M···$15M$7M$-19M$7M$1M$4M
Operating Cash Flow $97M$86M$49M$46M$55M$11M$22M$-13M$1M$7M$8M$27M
CapEx $42M$24M$57M$79M$61M$9M$6M$21M$8M$7M$29M$12M
Investing Cash Flow $-88M$-24M$-44M$-135M$-23M$-46M$-6M$27M$-54M$17M$-3M$-9M
Debt Issued ···$38M$31M$0$0·····
Net Debt Issued ···$38M$31M·······
Stock Issued ···$0$0$49M$0$0····
Net Stock Activity ···$0$0$49M······
Dividends Paid ·······$0$0$1M$7M$10M
Financing Cash Flow $-43M$-51M$82M$13M$25M$43M$-7M$-7M$-7M$65M$-15M$-13M
Net Change in Cash $-33M$11M$87M$-76M$57M$8M$8M$7M$-69M$90M$-10M$4M
Taxes Paid $11M$11M$658.0K$859.0K········
Free Cash Flow $55M$62M$-8M$-33M$-6M$2M$15M$-34M$-18M$-111.0K$-21M$15M
Levered FCF ··$-14M$-36M$-7M$2M$12M$-37M$-28M$-8M$-23M$14M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 10.0%8.0%3.5%5.3%4.5%-1.3%-2.4%-11.1%-0.56%-5.4%-2.5%1.7%
Net Margin 7.5%5.7%2.0%6.2%4.3%2.7%-2.4%-10.3%-2.5%-13.7%-2.5%0.54%
Pretax Margin 10.1%7.7%3.0%4.9%4.5%-0.86%-2.3%-11.3%-0.84%-6.2%-2.9%1.5%
EBITDA Margin 13.9%12.0%7.7%5.3%4.5%-1.3%1.6%-7.0%3.8%-1.0%2.2%6.7%
ROA 8.0%5.7%1.9%4.9%3.1%2.2%-2.9%-11.8%-2.9%-16.7%-3.2%0.72%
ROE 20.3%16.8%5.5%12.1%8.0%4.6%-7.0%-24.6%-6.2%-38.1%-7.4%1.5%
ROIC 15.0%11.4%3.8%10.0%6.6%6.8%-7.0%-25.5%-4.3%-30.2%-7.0%1.7%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.11.11.11.01.41.51.21.31.71.71.11.2
Quick Ratio 0.80.91.00.61.10.90.90.90.81.40.50.5
Debt / Equity 0.30.50.70.30.2·······
LT Debt / Equity 0.30.50.70.30.2·······
Interest Coverage ··2.211.241.0-387.1-2.4-10.7-0.5-5.4-3.93.4
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.11.00.90.80.70.81.21.11.11.21.31.3
Receivables Turnover 21.726.029.224.912.811.317.017.521.318.421.031.2
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $6.03$4.84$6.63$6.38$5.74$5.41$4.46$5.00$5.03$5.55·$5.37
Revenue / Share $15.03$14.41$17.62$12.41$10.12$9.99$13.03$12.62$13.12$14.28$14.87$15.18
Cash Flow / Share $1.75$1.69$1.43$1.36$1.67$0.37$0.85$-0.54$-0.40$0.30$0.34$1.09
Cash / Share $2.34$3.01$4.45$1.97$4.07$2.35$2.55$2.30$2.00$4.83·$1.57
Dividend / Share ········$0.00$0.04$0.32$0.40
EPS (TTM) $1.13$0.75$0.13$0.38$0.17$0.05$-0.52$-1.51$-0.54$-2.02$-0.38$0.08
Growth Rates 9
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 14.1%20.6%45.1%25.0%11.4%·······
Revenue CAGR 3Y 25.9%29.8%26.4%·········
Revenue CAGR 5Y 22.7%···········
EPS YoY 50.7%476.9%-65.8%123.5%240.0%·······
EPS CAGR 3Y 43.8%64.0%37.5%·········
EPS CAGR 5Y 86.6%···········
Net Income YoY 50.0%240.9%-52.3%77.3%82.1%·······
Net Income CAGR 3Y 34.6%42.3%15.4%·········
Net Income CAGR 5Y 51.1%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $836M$733M$607M$419M$335M$301M$332M$317M$324M$347M$363M$378M
Net Income TTM $63M$42M$12M$26M$15M$8M$-8M$-33M$-8M$-48M$-9M$2M
Market Cap $1.77B$875M$286M$184M$222M$166M$139M$67M$87M$44M$0$232M
Enterprise Value $1.73B$839M$296M$185M$119M·······
P/E 28.821.764.514.339.8101.6-10.5-1.8-6.4-0.9-9.2116.9
P/S 2.11.20.50.40.70.60.40.20.30.10.00.6
P/B 5.43.41.30.91.20.91.20.50.70.3·1.7
P / Tangible Book 6.34.11.61.01.21.0······
P / Cash Flow 18.210.25.84.04.015.06.4-5.0-8.75.90.08.6
P / FCF 32.014.2-37.9-5.5-34.793.79.1-2.0-4.8-394.90.015.4
EV / EBITDA 14.99.56.48.38.0·······
EV / FCF 31.313.6-39.3-5.5-18.6·······
EV / Revenue 2.11.10.50.40.4·······
Dividend Yield ·······0.00%0.00%3.3%·4.2%
Earnings Yield 3.5%4.6%1.6%7.0%2.5%0.98%-9.6%-56.8%-15.6%-113.5%-10.8%0.86%
Payout Ratio ·······0.00%0.00%-3.0%-79.9%484.8%
Annual Payout ·······$0$0$1M$7M$10M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-09-302024-09-302023-09-302022-09-302021-09-30
Revenue $836M $733M $607M $419M $335M
Operating Margin % 10.0% 8.0% 3.5% 5.3% 4.5%
Net Income $63M $42M $12M $26M $15M
Diluted EPS $1.13 $0.75 $0.13 $0.38 $0.17

Institutional owners (13F) 289 filers · $2.6B total · As of June 30, 2026

17

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 289
Value held $2.6B
New positions 53
Exited positions 30
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
53 (-11 vs prior Q) 30 (-4 vs prior Q) 107 (+24 vs prior Q) 75 (-9 vs prior Q) +4.2M

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
BlackRock, Inc. $323,080,091 7,553,895 12.53% Shares
CONGRESS ASSET MANAGEMENT CO $128,335,448 3,000,595 4.98% Shares
Driehaus Capital Management LLC $106,911,699 2,499,689 4.15% Shares
VANGUARD CAPITAL MANAGEMENT LLC $94,571,270 2,211,159 3.67% Shares
VANGUARD GROUP INC $89,048,897 3,407,918 3.45% Shares
STATE STREET CORP $80,873,879 1,890,902 3.14% Shares
WASATCH ADVISORS LP $71,433,814 1,978,776 2.77% Shares
Hood River Capital Management LLC $66,636,002 1,558,008 2.59% Shares
Praetorian PR LLC $57,739,500 1,350,000 2.24% Shares
DIMENSIONAL FUND ADVISORS LP $55,057,852 1,287,425 2.14% Shares
AMERICAN CENTURY COMPANIES INC $53,913,339 1,260,541 2.09% Shares
GEODE CAPITAL MANAGEMENT, LLC $53,021,718 1,239,433 2.06% Shares
ROYCE & ASSOCIATES LP $51,244,619 1,198,144 1.99% Shares
Conestoga Capital Advisors, LLC $50,531,044 1,181,460 1.96% Shares
NEEDHAM INVESTMENT MANAGEMENT LLC $48,330,100 1,130,000 1.87% Shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $46,879,256 1,096,078 1.82% Shares
Alyeska Investment Group, L.P. $46,010,726 1,075,771 1.78% Shares
GILDER GAGNON HOWE & CO LLC $44,540,849 1,041,404 1.73% Shares
Coliseum Capital Management, LLC $41,548,489 971,440 1.61% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $40,907,324 956,449 1.59% Shares
NEXT CENTURY GROWTH INVESTORS LLC $40,604,939 949,379 1.58% Shares
Shannon River Fund Management LLC $38,070,133 890,113 1.48% Shares
Point72 Asset Management, L.P. $34,645,454 810,041 1.34% Shares
MORGAN STANLEY $34,090,778 797,071 1.32% Shares
Nuveen, LLC $31,667,292 740,409 1.23% Shares
RAYMOND JAMES FINANCIAL INC $30,901,753 722,511 1.20% Shares
Clearbridge Investments, LLC $25,923,998 606,126 1.01% Shares
WELLINGTON MANAGEMENT GROUP LLP $24,896,759 582,108 0.97% Shares
LOOMIS SAYLES & CO L P $24,797,532 579,788 0.96% Shares
First Eagle Investment Management, LLC $24,388,951 570,235 0.95% Shares
FMR LLC $24,299,233 568,137 0.94% Shares
GOLDMAN SACHS GROUP INC $24,129,080 564,159 0.94% Shares
BAILLIE GIFFORD & CO $21,714,329 507,700 0.84% Shares
Rockefeller Capital Management L.P. $21,529,606 503,381 0.84% Shares
NORTHERN TRUST CORP $21,224,143 496,239 0.82% Shares
AWM Investment Company, Inc. $20,918,721 489,098 0.81% Shares
RENAISSANCE TECHNOLOGIES LLC $20,359,803 476,030 0.79% Shares
RBF Capital, LLC $20,351,677 475,840 0.79% Shares
ROYAL BANK OF CANADA $20,322,000 475,137 0.79% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $19,919,999 465,747 0.77% Shares
JANE STREET GROUP, LLC $17,539,977 410,100 0.68% Call option
VANGUARD FIDUCIARY TRUST CO $15,345,406 358,789 0.60% Shares
Pillsbury Lake Capital LLC $13,752,950 321,556 0.53% Shares
BANK OF AMERICA CORP /DE/ $13,642,262 318,968 0.53% Shares
Baird Financial Group, Inc. $13,470,796 314,959 0.52% Shares
FEDERATED HERMES, INC. $12,831,000 300,000 0.50% Shares
KENNEDY CAPITAL MANAGEMENT LLC $12,474,084 291,655 0.48% Shares
Bank of New York Mellon Corp $12,134,776 283,722 0.47% Shares
UBS Group AG $11,991,211 280,365 0.47% Shares
Aberdeen Group plc $11,174,219 261,263 0.43% Shares

Show all 289 institutional owners →

Activists & 5%+ owners 6 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
Coliseum Capital Management, LLC, Coliseum Capital, LLC, Coliseum Capital Partners, L.P., Adam Gray, Christopher Shackelton ×15 filings June 10, 2026 1.76% Amendment · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., Teton Advisors, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli Aug. 13, 2015 · Initial filing · SEC
Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., Teton Advisors, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Mario J. Gabelli Feb. 12, 2013 · Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Aug. 20, 2010 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person April 6, 2009 · Initial filing Passive investment SEC
SCSF Equities, LLC, Sun Capital Securities Offshore Fund, Ltd., Sun Capital Securities Fund, LP, Sun Capital Securities Advisors, LP, Sun Capital Securities, LLC, Marc J. Leder, Rodger R. Krouse ×2 filings Nov. 19, 2007 · Initial filing · 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 61 insiders · 28 officers · 19 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jerome Alan Grant Chief Executive Officer June 29, 2026 S 335,715 0 3 $-6,010,574
Bruce Schuman Chief Financial Officer Dec. 17, 2025 F 39,577 0 0 $0
Bryce H Peterson EVP & CFO Dec. 11, 2017 F 131,820 0 0 $0
Eugene S Putnam JR President and CFO Sept. 22, 2016 F 328,614 0 0 $0
Kevin Prehn Concorde Division President June 22, 2026 S 27,025 0 1 $-181,800
Todd A Hitchcock EVP/COO March 4, 2026 S 104,084 0 1 $-615,945
Christine Kline Senior Vice President and CAO June 5, 2026 S 43,006 0 1 $-155,470
Tracy Kay Lorenz SVP and UTI Division President May 27, 2026 F 65,445 0 0 $0
Christopher E. Kevane EVP and Chief Legal Officer March 27, 2026 S 83,521 0 1 $-888,208
Carolyn Ann Frank SVP/Chief HR Officer Feb. 13, 2026 S 30,272 0 1 $-52,640
Adrienne Dawn Detray SVP and CIO Dec. 17, 2025 F 28,770 0 0 $0
Sherrell Smith EVP, Chief Academic Officer May 12, 2025 S 41,219 0 3 $-3,642,794
Lori B Smith SVP Chief Information Officer Dec. 17, 2024 F 91,219 0 0 $0
Piper P Jameson EVP & Chief Marketing Officer Dec. 16, 2019 F 65,933 0 0 $0
Chad Allen Freed EVP, Gen Counsel & Corp Dev June 11, 2019 F 146,395 0 0 $0
Rhonda R Turner SVP People Services Dec. 7, 2018 F 78,967 0 0 $0
Jeffry B May SVP Marketing Sept. 22, 2016 F 122,740 0 0 $0
Charles Barresi SVP Customer Solutions Sept. 22, 2016 F 84,214 0 0 $0
Kenneth J Cranston SVP Admissions Sept. 23, 2014 F 57,258 0 0 $0
Richard Crain SVP, Marketing and Strategy Nov. 8, 2012 M 555 0 0 $0
Thomas E Riggs SVP Marketing Oct. 5, 2012 M 5,052 0 0 $0
Robert K Adler SVP of Admissions June 15, 2010 F 15,605 0 0 $0
Joseph Cutler SVP-Field Admissions Feb. 28, 2009 F 14,876 0 0 $0
Roger L Speer Sr. VP, Custom Training Group Feb. 28, 2009 F 98,160 0 0 $0
Larry H Wolff Sr. VP, Chief Info Officer June 15, 2008 F 17,375 0 0 $0
Jennifer Haslip Sr. VP, Chief Fin Officer April 26, 2007 G 13,000 0 0 $0
David K Miller Sr VP of Sales April 2, 2007 S 51,837 0 0 $0
Larry A Eisel Corporate Controller Dec. 17, 2003 A 2,500 0 0 $0
Robert Thomas Devincenzi Director Sept. 28, 2026 P 153,330 6 0 $334,690
William J Lennox JR Director June 5, 2026 G 118,568 0 0 $0
Linda J Srere Director May 11, 2026 S 127,564 0 1 $-548,850
George W. Brochick Director March 17, 2026 S 27,516 0 1 $-182,950
Shannon Lei Okinaka Director March 6, 2026 S 19,808 0 1 $-347,400
Michael A. Slubowski Director March 5, 2026 A 20,675 0 0 $0
Loretta Lydia Sanchez Director March 5, 2026 A 21,590 0 0 $0
Kenneth R Trammell Director March 5, 2026 A 136,083 0 0 $0
Roderick R Paige Director Feb. 27, 2020 A 89,749 0 0 $0
John C White Director Feb. 27, 2020 A 151,633 0 0 $0
Roger S Penske Director Feb. 27, 2020 A 84,445 0 0 $0
Conrad A Conrad Director Feb. 27, 2019 A 89,586 0 0 $0
Alan Cabito Director March 2, 2016 A 30,114 0 0 $0
Richard A Caputo JR Director Feb. 22, 2012 A 222,817 0 0 $0
Allan D Gilmour Director Feb. 24, 2010 A 6,088 0 0 $0
Robert D Hartman Director Dec. 29, 2008 G 588,291 0 0 $0
Kevin P Knight Director Feb. 28, 2007 A 10,000 0 0 $0
John W Jordan II Director Dec. 22, 2003 Z 544,714 0 0 $0
STADIUM CAPITAL PARTNERS L P 10% owner March 20, 2017 S 2,405,964 0 0 $0
WHITES FAMILY CO LLC 10% owner Dec. 22, 2003 C 2,547,106 0 0 $0
WHITES DESCENDANTS TRUST 10% owner Dec. 22, 2003 C 2,547,106 0 0 $0
CHARLESBANK VOTING TRUST 10% owner Dec. 22, 2003 Z 0 0 0 $0
UTI TJC VOTING TRUST 10% owner Dec. 17, 2003 S 0 0 0 $0
JZ EQUITY PARTNERS PLC 10% owner Dec. 17, 2003 S 2,032,296 0 0 $0
David Blaszkiewicz · Feb. 28, 2024 A 119,723 0 0 $0
Troy R Anderson · Dec. 14, 2023 M 87,442 0 0 $0
Bart Fesperman · Sept. 15, 2023 M 19,067 0 0 $0
Sonia Claire Mason · Dec. 10, 2022 M 14,860 0 0 $0
Jami J. Frazier · Dec. 8, 2022 A · 0 0 $0
Eric Severson · Dec. 8, 2022 A 30,246 0 0 $0
Kimberly J Mcwaters · Sept. 23, 2020 S 74,461 0 0 $0
David B Pinkus · Feb. 25, 2010 F 9,343 0 0 $0
Michael R Eisenson · March 20, 2006 G 0 0 0 $0

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

ETF ownership Held by 43 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FYC · First Trust Exchange-Traded AlphaDE… 0.50% 164,148 NS July 31, 2026 N-PORT
PSCD · Invesco Exchange-Traded Fund Trust … 0.47% 5,570 SH Oct. 2, 2026 Daily
ESSC · Strategy Shares 0.27% 2,483 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.19% 6,180 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.18% 61,188 NS July 31, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.13% 59,119 SH Aug. 19, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.12% 177,180 SH Aug. 19, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.12% 51,438 SH Aug. 19, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.11% 27,134 SH Aug. 19, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.10% 14,869 NS July 31, 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0.10% 42,910 NS July 31, 2026 N-PORT
VCR · VANGUARD WORLD FUND 0.10% 166,988 SH Aug. 19, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.08% 8,544 SH Aug. 19, 2026 Daily
IWO · iShares Trust 0.06% 447,516 SH Sept. 11, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.06% 7,587 SH Oct. 2, 2026 Daily
RSSL · Global X Funds 0.06% 22,969 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.06% 276,128 SH Aug. 19, 2026 Daily
RILA · Spinnaker ETF Series 0.06% 645 NS July 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.05% 52,647 SH Oct. 2, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.05% 6,959 SH Oct. 2, 2026 Daily
DFAS · Dimensional ETF Trust 0.05% 180,829 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.04% 60,241 SH Sept. 11, 2026 Daily
ISCG · iShares Trust 0.04% 16,573 SH Sept. 11, 2026 Daily
IWM · iShares Trust 0.03% 1,227,916 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.02% 2,989 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.02% 581,379 SH Aug. 19, 2026 Daily
DFUV · Dimensional ETF Trust 0.01% 44,913 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 15,607 SH Oct. 2, 2026 Daily
WSML · iShares Trust 0.01% 3,540 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 124,288 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 6,191 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 12,567 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 2,283 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 15,381 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.00% 1,134 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 69,681 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 14,187 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 1,579,762 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3,986 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 3,090,513 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 217,018 SH Sept. 9, 2026 Daily
IJS · iShares Trust · 249,771 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 2,315 SH Sept. 11, 2026 Daily

UTI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 11 analysts BUY
Median target $40.00 +106.4%
2 18.2% Strong Buy
8 72.7% Buy
1 9.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-10-01

Mean target $40.83 +110.7%

← Below all targets Current price $19.38
Low$35.00 Mean$40.83 High$48.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
UTI $1.77B 28.8 14.1% 7.5% 20.3% ·
MH $2.62B 72.1 0.07% 1.7% 4.6% 80.9%
PRDO $1.83B 12.1 24.2% 18.9% 16.3% ·
STRA $1.84B 14.8 4.0% 10.0% 7.6% ·
COUR · -23.7 9.0% · · ·
PXED · · · · · ·
APEI $685M 27.8 3.9% 4.9% 11.1% ·
LINC $764M 37.7 17.8% 3.9% 10.5% ·
KLC $492M -4.4 2.6% -4.1% -13.4% ·
DUOL $8.18B 20.5 38.7% 39.9% 35.6% 72.2%

Latest News Recent headlines mentioning this company

23

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26

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Source: SEC 10-Q filed Aug 6, 2026