Reaves Utility Income Fund (UTG) Stock Price & Analysis
Reaves Utility Income Fund (UTG) is trading at USD 33.83, down 0.73% today, as of October 23, 2026 at 15:31 UTC (US market open; quotes may be delayed), according to Nexqual market data.
UTG last closed at USD 34.08; today's session has ranged USD 33.51–33.92 on volume of 140,999 shares. Market capitalization is $3.09B, with a 52-week range of USD 33.51–43.9 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 15:31 UTC.
Also available as compact Markdown for AI agents: nexqual.com/UTG.md
Key facts (UTG)
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $45K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: None.
- Total return with dividends: 1Y -4.7% vs S&P 500 +14.8%; 5Y +43.2% vs S&P 500 +77.6%.
Insider purchases (SEC Form 4, open-market, last ~7 months) (UTG)
2 purchases, $45K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-26 | Rhame Joseph Burns Iii | 500 | $21K | 41.2 | Too little history (no open-market trades in 2024) | |
| 2026-06-24 | Legg Joellen | Director | 580 | $25K | 42.62 | Too little history (no open-market trades in 2023 or 2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (UTG)
Consensus None.
Total return (dividends reinvested) (UTG)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -4.7% | +43.2% |
| S&P 500 (SPY) | +14.8% | +77.6% |
| Per year | -4.7% | +7.5% |
| Volatility (annualized) | 19.2% | 19.9% |
| Max drawdown | -20.3% (May 2026→Sep 2026) | -25.2% (Mar 2022→Oct 2022) |
UTG analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |
Key Statistics (as of October 23, 2026 at 15:31 UTC)
| Price | USD 33.83 |
|---|---|
| Change | ▼ 0.73% (down) |
| Previous Close | USD 34.08 |
| Open | USD 33.85 |
| Day Range | USD 33.51 – 33.92 |
| 52-Week Range | USD 33.51 – 43.9 |
| Volume | 140,999 shares |
| Market Cap | $3.09B |
| Exchange | NYQ |
Technical Analysis (UTG)
Nexqual's technical model rates UTG "SELL" based on 2 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 15:31 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 28.61 (oversold) |
| vs SMA50 | Below (USD 36.62) |
| MACD | -0.62 (negative) |
Analyst Ratings (UTG)
Wall Street analysts rate UTG "None", per Nexqual as of October 23, 2026 at 15:31 UTC.
| Consensus Rating | None |
|---|
Earnings (UTG)
Source: Nexqual, October 23, 2026 at 15:31 UTC.
Financials & Fundamentals (UTG)
| Total Revenue | $91.39M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -3.80% |
| Gross Margin | +100.00% |
| Operating Margin | +67.91% |
| Profit Margin | +1373.09% |
| ROE | +36.07% |
| Debt / Equity | 0.23 |
| Current Ratio | 0.01 |
| Total Debt | $950.00M |
Source: Nexqual, October 23, 2026 at 15:31 UTC.
Financial Health Score (UTG)
Nexqual rates Reaves Utility Income Fund's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 15:31 UTC.
| Growth | Weak — Revenue -4% YoY (latest Q), declining |
|---|---|
| Profitability | Strong — Operating margin 68% |
| Balance Sheet | Solid — Debt/Equity 0.2x |
| Cash Flow | Weak — Operating cash flow -$132M (TTM) |
| Efficiency | Strong — ROE 36%, ROA 0.9% |
Ownership (UTG)
| Insider Ownership | +0.03% |
|---|---|
| Institutional Ownership | +15.11% |
| Shares Outstanding | 91.43M |
| Short % of Float | +0.03% |
Source: Nexqual, October 23, 2026 at 15:31 UTC.
Leadership (UTG)
Reaves Utility Income Fund is led by Jeremy Oppegard May, Chairman of the Board of Trustee,President & Principal Financial Officer of ALPS Mutual Fund Svcs In, per Nexqual as of October 23, 2026 at 15:31 UTC.
| Chairman of the Board of Trustee,President & Principal Financial Officer of ALPS Mutual Fund Svcs In | Jeremy Oppegard May |
|---|
Major Backers & Investors (UTG)
Notable institutional backers of Reaves Utility Income Fund include Bank of America Corporation, Morgan Stanley, LPL Financial LLC, according to Nexqual as of October 23, 2026 at 15:31 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Bank of America Corporation | 1.43% |
| Morgan Stanley | 1.32% |
| LPL Financial LLC | 0.96% |
| Wells Fargo & Company | 0.76% |
| Raymond James Financial, Inc. | 0.6% |
| Royal Bank of Canada | 0.58% |
| Commonwealth Equity Services, LLC | 0.48% |
| CAPTRUST Financial Advisors | 0.42% |
Source: Nexqual, October 23, 2026 at 15:31 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 23.73 | ▼ 0.77% |
| VCTR | Victory Capital Holdings, Inc. | USD 107.14 | ▼ 0.23% |
| PDI | PIMCO Dynamic Income Fund | USD 14.34 | ▲ 0.25% |
| AMG | Affiliated Managers Group, Inc. | USD 389.69 | ▼ 1.48% |
| SEIC | SEI Investments Company | USD 103.04 | ▼ 1.4% |
| IVZ | Invesco Ltd | USD 28.51 | ▼ 0.97% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 15:31 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt