Utz Brands, Inc. (UTZ) Stock Price & Analysis
Utz Brands, Inc. (UTZ) closed at USD 14.29 on Wednesday, October 28, 2026, down 0.07% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 14.3; the Oct 28, 2026 session ranged USD 14.28–14.32 on volume of 3,865,168 shares. Market capitalization is $2.06B, with a 52-week range of USD 6.78–14.36 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 06:57 UTC.
Also available as compact Markdown for AI agents: nexqual.com/UTZ.md
Key facts (UTZ)
- Last four reported quarters (through Jun 28, 2026): revenue $1.45B, net income -$29.0M (-2.0% margin), free cash flow $51.1M (SEC filings).
- 2 of 80 tracked superinvestors hold UTZ (13F, Q2 2026): 1 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.80 on a 1–5 scale) (10 analysts), mean target USD 14.31 (range 14–15).
- Total return with dividends: 1Y +23.0% vs S&P 500 +13.6%; 5Y +0.3% vs S&P 500 +79.8%.
- Next earnings: 2026-11-06, EPS estimate USD 0.23, revenue estimate $384M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (UTZ)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.18B | $1.41B | $1.44B | $1.41B | $1.44B | $1.45B |
| Gross profit | $384M | $449M | $351M | $369M | $358M | — |
| Operating income | $10.6M | $5.3M | $16.0M | $58.9M | $19.5M | $9.7M |
| Net income | $20.6M | -$392K | -$24.9M | $15.9M | $800K | -$29.0M |
| EPS (diluted) | $0.25 | $0.00 | -$0.31 | $0.19 | $0.01 | — |
| Free cash flow | $16.6M | -$39.8M | $20.9M | $7.6M | $9.4M | $51.1M |
| Gross margin | 32.5% | 31.9% | 24.4% | 26.2% | 24.9% | — |
| Operating margin | 0.9% | 0.4% | 1.1% | 4.2% | 1.4% | 0.7% |
| Net margin | 1.7% | 0.0% | -1.7% | 1.1% | 0.1% | -2.0% |
| Revenue growth | — | +19.3% | +2.1% | -2.0% | +2.1% | — |
| Cash + short-term investments | $41.9M | $72.9M | $52.0M | $56.1M | $120M | — |
| Total debt | $842M | $912M | $900M | $769M | $850M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 28, 2026) (UTZ)
P/S 1.4x · EV/EBITDA 36.0x · EV/Sales 1.9x · P/FCF 40.3x · P/B 3.0x · FCF yield 2.48% · Earnings yield -1.41% · Dividend yield (paid, TTM) 1.09% · Net debt $780M · EV $2.84B
P/E at fiscal year-ends: Dec 2025 1138.9x, Dec 2024 84.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (UTZ)
2 of 80 tracked investors hold UTZ. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.02% | $10.2M | Added +16.7% |
| Lee Ainslie | Maverick Capital | 0.02% | $2.0M | New position |
Analysts (UTZ)
Consensus Hold (mean 2.80 on a 1–5 scale), 10 analysts; mean target USD 14.31 (low 14, high 15).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-23 | Piper Sandler | Downgrade | Overweight → Neutral | $10 → $14.25 |
| 2026-07-22 | DA Davidson | Downgrade | Buy → Neutral | $15 → $14.25 |
| 2026-07-21 | Barclays | Downgrade | Overweight → Equal-Weight | $14 |
| 2026-07-21 | Stephens & Co. | Downgrade | Overweight → Equal-Weight | |
| 2026-07-16 | UBS | Target lowered | Neutral | $8.5 → $8 |
Total return (dividends reinvested) (UTZ)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +23.0% | +0.3% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +23.1% | +0.1% |
| Volatility (annualized) | 76.6% | 46.4% |
| Max drawdown | -42.3% (Oct 2025→Jun 2026) | -61.9% (Apr 2024→May 2026) |
UTZ major shareholder filing: Schedule 13D/A, Jul 22, 2026
Series U of UM Partners, LLC, Series R of UM Partners LLC, Rice Family Foundation filed a Schedule 13D/A with the SEC on Jul 22, 2026, reporting up to 37.30% of the class. A Schedule 13D is filed by an owner of more than 5% who may seek to influence the company. Item 4 (Purpose of Transaction), quoted from the filing:
Merger Agreement; Merger Consideration and Treatment of Equity Awards As summarized under Item 3 above, on July 20, 2026, the Issuer, Acquiror, Merger Sub and Parent entered into the Merger Agreement. The Issuer's board of directors, acting on the unanimous recommendation of a special committee of the Issuer's board of directors, consisting only of directors that the Issuer's board of directors determined to each be a "disinterested director" (as defined in Section 144 of the General Corporation Law of the State of Delaware, as amended (the "DGCL")), with respect to the contemplated transactions (the "Special Committee"), has unanimously of all voting, among other things, (i) determined that the Merger Agreement, the other Transaction Agreements and the transactions contemplated thereby are fair to, and in the best interests of, the Issuer and its stockholders, including (x) the holders of the outstanding shares of Class A Common Stock par value $0.0001 per share, of the Issuer ("Class A Common Stock"), excluding (a) Parent, Acquiror and Merger Sub and their respective controlled Affiliates (if applicable), (b) Series U and Series R, (c) the parties to the Voting Agreement (as defined below) (other than Acquiror and the Issuer) and their respective controlled Affiliates, (d) certain other persons identified in the Merger Agreement and (e) any person that the Issuer's Board of Directors has determined to be an "officer" of the Issuer within the meaning of Rule 16a-1(f) of the …
Source: SEC EDGAR, Schedule 13D/A filed Jul 22, 2026. Quoted word for word; Nexqual adds no interpretation.
UTZ earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 5, 2026 | Quarter ended Jun 30, 2026 | $0.19 | $0.20 | Miss −5.0% | +0.4% |
| May 6, 2026 | Quarter ended Mar 31, 2026 | $0.15 | $0.14 | Beat +7.1% | +0.4% |
| Feb 12, 2026 | Quarter ended Dec 31, 2025 | $0.26 | $0.25 | Beat +4.0% | -16.0% |
| Feb 3, 2026 | Quarter ended Dec 31, 2025 | $0.26 | $0.25 | Beat +4.0% | -1.6% |
| Jan 12, 2026 | Quarter ended Dec 31, 2025 | $0.26 | $0.25 | Beat +4.0% | +4.1% |
| Oct 30, 2025 | Quarter ended Sep 30, 2025 | $0.23 | $0.23 | In line | -11.9% |
| Jul 31, 2025 | — | — | — | — | -2.1% |
| May 1, 2025 | — | — | — | — | -10.4% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
UTZ recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 9, 2026 | Schedule 13G | Glazer Capital, LLC, Paul J. Glazer: 5.0% of shares, passive 5%+ holder |
| Aug 5, 2026 | 10-Q | Quarterly report · period ended Jun 28, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results |
| Jul 22, 2026 | Schedule 13D/A | Series U of UM Partners, LLC, Series R of UM Partners LLC: 37.3% of shares, 5%+ holder that may seek to influence the company (amended) “Merger Agreement; Merger Consideration and Treatment of Equity Awards As summarized under Item 3 above, on July 20, 2026, the Issuer, Acquiror, Merger Sub and Parent entered into the Merger Agreement. The Issuer's board of directors, acting on the unanimous recommendation of a…” |
| Jul 22, 2026 | DEFA14A | Additional proxy material |
| Jul 22, 2026 | 8-K | Entered a material agreement; Bylaws or fiscal-year change “Merger Agreement On July 20, 2026, Utz Brands, Inc., a Delaware corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Idaho USA, Inc. a Delaware corporation ("Acquiror"), Idaho Merger Sub, Inc., a Delaware corporation and direct or indirect wholly-owned subsidiary of Acquiror ("Merger Sub"), and Intersnack Group GmbH & Co. KG, a German limited partnership ( Kommanditgesellschaft ) ("Parent"). The Merger Agreement provides that, on the terms and subject to the…” |
| Jul 21, 2026 | DEFA14A | Additional proxy material |
| Jul 21, 2026 | DEFA14A | Additional proxy material |
| Jul 21, 2026 | DEFA14A | Additional proxy material |
| Jul 21, 2026 | 8-K | Other material event “On July 21, 2026, Utz Brands, Inc., a Delaware corporation (the "Company"), and Intersnack Group GmbH & Co. KG, a German limited partnership ( Kommanditgesellschaft ) ("Parent"), issued a joint press release announcing the execution of an Agreement and Plan of Merger, by and among the Company, Parent, Idaho USA, Inc., a Delaware corporation ("Acquiror"), and Idaho Merger Sub, Inc., a Delaware corporation and direct or indirect wholly-owned subsidiary of Acquiror. A copy of the press release is attached as Exhibit…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
UTZ suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | PepsiCo (PEP) | “Our principal identified competitors include PepsiCo, Campbell's, Mars, General Mills, Grupo Bimbo, Hershey's, Hain Celestial, and Arca Continental, among others.” |
Quoted from the company's 10-K filed Feb 12, 2026.
UTZ customer concentration
In the period ended Dec 28, 2025, a single direct customer accounted for 13% of revenue, per the company's 10-K filed Feb 12, 2026. The company does not name it.
UTZ company outlook (results filed Aug 5, 2026)
- “Due to the pending take private transaction, the Company will not be providing further updates to forward-looking guidance for 2026.”
Quoted word-for-word from the SEC 8-K results press release.
UTZ analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.23 | $0.23 | +0.0% | $384.5M | 10 |
| Next quarter (ends Dec 2026) | $0.22 | $0.22 | -0.3% | $375.0M | 10 |
| Current fiscal year (ends Dec 2026) | $0.78 | $0.78 | -0.0% | $1.49B | 10 |
| Next fiscal year (ends Dec 2027) | $0.83 | $0.84 | -0.2% | $1.51B | 9 |
UTZ options: expected move
Options price a move of about ±5.9% (±$0.84) by Jan 15, 2027, which includes earnings on Nov 6, 2026. Over the last 8 reports the stock moved ±5.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Jan 15, 2027 | 79 | 8.2% | ±5.9% |
| Mar 19, 2027 | 142 | 6.1% | ±5.9% |
30-day implied volatility 20.9% vs 1.7% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 06:57 UTC)
| Price | USD 14.29 |
|---|---|
| Change | ▼ 0.07% (down) |
| Previous Close | USD 14.3 |
| Open | USD 14.3 |
| Day Range | USD 14.28 – 14.32 |
| 52-Week Range | USD 6.78 – 14.36 |
| Volume | 3,865,168 shares |
| Market Cap | $2.06B |
| Exchange | NYQ |
Technical Analysis (UTZ)
Nexqual's technical model rates UTZ "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 06:57 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 49.86 (neutral) |
| vs SMA50 | Above (USD 14.25) |
| MACD | 0.04 (positive) |
Analyst Ratings (UTZ)
Wall Street analysts rate UTZ "Hold" based on 10 analysts, with a mean price target of USD 14.31 (range USD 14–15), per Nexqual as of October 29, 2026 at 06:57 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 14.31 |
| High Target | USD 15 |
| Low Target | USD 14 |
| Buy / Hold / Sell | 1 / 9 / 0 |
Earnings (UTZ)
| Next Earnings Date | 2026-11-06 |
|---|---|
| EPS Estimate | USD 0.23 |
| Revenue Estimate | $384.49M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.19 vs est 0.2 ▼ miss |
| 2026-03-31 | USD 0.15 vs est 0.14 ▲ beat |
| 2025-12-31 | USD 0.26 vs est 0.25 ▲ beat |
| 2025-09-30 | USD 0.23 vs est 0.23 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:57 UTC.
Financials & Fundamentals (UTZ)
| Total Revenue | $1.45B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +1.40% |
| Gross Margin | +25.61% |
| Operating Margin | +2.15% |
| Profit Margin | -2.00% |
| ROE | -3.11% |
| Debt / Equity | 0.79 |
| Current Ratio | 1.06 |
| Total Cash | $58.60M |
| Total Debt | $1.03B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $51.10M (3.5% of revenue) |
Source: Nexqual, October 29, 2026 at 06:57 UTC.
Financial Health Score (UTZ)
Nexqual rates Utz Brands, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 06:57 UTC.
| Growth | Mixed — Revenue +2.1% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 25%, operating 1% (last 4 quarters to Jun 2026, SEC; the Mar 2026 quarter alone accounts for 80% of operating income) |
| Balance Sheet | Mixed — $59M cash and investments vs $839M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $51M (last 4 quarters to Jun 2026, SEC), slim 3.5% margin |
| Efficiency | Critical — ROE -4%, ROA -1.0% (last 4 quarters, SEC) |
Ownership (UTZ)
| Insider Ownership | +17.42% |
|---|---|
| Institutional Ownership | +88.21% |
| Shares Outstanding | 88.61M |
| Float | 73.12M |
| Short % of Float | +5.92% |
Source: Nexqual, October 29, 2026 at 06:57 UTC.
Leadership (UTZ)
Utz Brands, Inc. is led by Howard A. Friedman, CEO, Principal Operating Officer & Director, per Nexqual as of October 29, 2026 at 06:57 UTC.
| CEO, Principal Operating Officer & Director | Howard A. Friedman |
|---|---|
| Executive VP & CFO | William J. Kelley |
| Executive VP & Chief Marketing Officer | Jennifer Bentz |
| Senior Vice President of Investor Relations & Head of Corporate Finance | Trevor Martin C.F.A. |
| Executive Vice President of Manufacturing | Shannan Redcay |
Major Backers & Investors (UTZ)
Notable institutional backers of Utz Brands, Inc. include JPMorgan, Two Sigma Investments, LP, Focus Partners Wealth, according to Nexqual as of October 29, 2026 at 06:57 UTC.
Active Investors
| Investor | Stake |
|---|---|
| JPMorgan | 3.92% |
| Two Sigma Investments, LP | 2.73% |
| Focus Partners Wealth | 2.7% |
| Goldman Sachs | 2.36% |
| Diamond Hill Capital Management Inc | 2.12% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | 1.16% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.28% |
| BlackRock | 6.91% |
| Geode Capital | 2.24% |
| Dimensional Fund Advisors | 2.14% |
Source: Nexqual, October 29, 2026 at 06:57 UTC.
From Utz Brands, Inc.'s Latest SEC 10-K Filing (filed 2026-02-12)
Key Strengths & Strategy (as disclosed to the SEC)
- Our direct-to-consumer shipments primarily originate from orders received via our company website (www.utzsnacks.com) or select third party retailer sites, including Amazon and Sam's Club, which extend our reach to virtually every household in America.
- Our in-house production capabilities across a range of products also enable us to rapidly respond to evolving consumer needs and preferences and to better create new innovative products to delight consumers.
- We believe our expanded presence across key salty snack sub-categories will enhance our competitive position with customers and allow us to leverage our existing manufacturing and distribution infrastructure.
- Our broad in-house manufacturing capabilities across different product forms and packaging allow us to develop and commercialize new products quickly, and we have the manufacturing flexibility to handle many types of ingredients, including on-trend BFY oils such as avocado and olive.
Partnerships
- Within potato chips, Utz offered a Lemonade flavored limited time offering in partnership with Alex's Lemonade Stand, a foundation committed to fighting childhood cancer.
Legal & Regulatory Risks (Item 1A, quoted)
- Climate change or legal, regulatory or market measures to address climate change may negatively affect our business and operations or damage our reputation.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| INGR | Ingredion Incorporated | USD 94.25 | ▼ 0.49% |
| CPB | The Campbell's Company | USD 20.59 | ▼ 0.44% |
| PPC | Pilgrim's Pride Corporation | USD 26.38 | ▼ 2.62% |
| CAG | ConAgra Brands, Inc. | USD 13.92 | ▼ 2.25% |
| SFD | Smithfield Foods, Inc. | USD 18.46 | ▲ 0.71% |
| LW | Lamb Weston Holdings, Inc. | USD 53.49 | ▼ 0.54% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:57 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