Utz Brands, Inc. (UTZ)
NYSE · Miscellaneous Food Preparations & Kindred Products · Manufacturing · CIK 1739566 · fiscal year ends in Jan
Closing price $14.28 on 29 Oct 2026; 52-week range $6.80 to $14.33.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $1.5B
- Revenue growth
- 1.9%
- Net income, last twelve months
- -$29.0M
- Earnings per share
- -$0.33
- Gross margin
- 25.4%
- Operating margin
- 0.7%
- Net margin
- -2.0%
- Free cash flow
- $51.1M
- Return on equity
- -4.2%
- Market value
- $1.3B
- Cash
- $58.6M
- Debt
- $856.8M
- Debt to equity
- 1.23
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 28 Dec 2025 | $1.4B | $19.5M | $800.0K | $0.01 | $9.4M | 10-K filed 12 Feb 2026 |
| FY2024 | 29 Dec 2024 | $1.4B | $58.9M | $15.9M | $0.19 | $7.5M | 10-K filed 20 Feb 2025 |
| FY2023 | 31 Dec 2023 | $1.4B | $16.0M | -$24.9M | -$0.31 | $20.9M | 10-K filed 29 Feb 2024 |
| FY2022 | 1 Jan 2023 | $1.4B | $5.3M | -$392.0K | $0.00 | -$39.8M | 10-K filed 2 Mar 2023 |
| FY2021 | 2 Jan 2022 | $1.2B | $10.6M | $20.6M | $0.25 | $16.6M | 10-K filed 3 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 28 Jun 2026 | $371.8M | -$10.1M | -$0.11 |
| Q1 FY2026 | 29 Mar 2026 | $361.3M | -$1.7M | -$0.02 |
| Q4 FY2025 | 28 Dec 2025 | $342.2M | -$2.5M | -$0.03 |
| Q3 FY2025 | 28 Sep 2025 | $377.8M | -$14.7M | -$0.17 |
| Q2 FY2025 | 29 Jun 2025 | $366.7M | $10.5M | $0.12 |
| Q1 FY2025 | 30 Mar 2025 | $352.1M | $7.5M | $0.09 |
| Q4 FY2024 | 29 Dec 2024 | $341.0M | $2.3M | $0.03 |
| Q3 FY2024 | 29 Sep 2024 | $365.5M | -$2.2M | -$0.03 |
Company events
The newest 8-K filings of 82 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 5 Aug 2026 | 8-K | Results | 2.02, 9.01 |
| 22 Jul 2026 | 8-K | Material agreement, Bylaws or fiscal year change | 1.01, 5.03, 9.01 |
| 21 Jul 2026 | 8-K | Other events | 8.01, 9.01 |
| 28 May 2026 | 8-K | Leadership change, Investor update | 5.02, 7.01 |
| 6 May 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 27 Apr 2026 | 8-K | Shareholder vote | 5.07 |
| 18 Feb 2026 | 8-K | Investor update | 7.01, 9.01 |
| 12 Feb 2026 | 8-K | Results, Investor update, Other events | 2.02, 7.01, 8.01, 9.01 |
| 3 Feb 2026 | 8-K | Results | 2.02, 9.01 |
| 12 Jan 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 30 Oct 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 31 Jul 2025 | 8-K | Results, Leadership change, Investor update | 2.02, 5.02, 7.01, 9.01 |
Every filing
The newest filings with the SEC of 207 held.
| Filed | Form | Period |
|---|---|---|
| 2 Oct 2026 | DEFM14A | – |
| 1 Oct 2026 | CT ORDER | – |
| 1 Oct 2026 | CT ORDER | – |
| 24 Sep 2026 | PRER14A | – |
| 24 Aug 2026 | PREM14A | 24 Aug 2026 |
| 5 Aug 2026 | 10-Q | 28 Jun 2026 |
| 5 Aug 2026 | 8-K | 5 Aug 2026 |
| 22 Jul 2026 | DEFA14A | – |
| 22 Jul 2026 | 8-K | 20 Jul 2026 |
| 21 Jul 2026 | DEFA14A | – |
| 21 Jul 2026 | DEFA14A | – |
| 21 Jul 2026 | DEFA14A | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 31 Dec 2025 | Shea Theresa Robbins, EVP, Chief Legal Officer | Plan purchase | 702 | $9.86 | $6.9K | 55,667 | 6 Jan 2026 |
| 31 Dec 2025 | Sponaugle James, EVP & Chief People Officer | Plan purchase | 679 | $9.86 | $6.7K | 52,017 | 6 Jan 2026 |
| 24 Nov 2025 | Series R Of Um Partners, Llc, 10% owner | Purchase | 1,406 | $9.51 | $13.4K | 630,000 | 24 Nov 2025 |
| 24 Nov 2025 | Series U Of Um Partners, Llc, 10% owner | Purchase | 7,971 | $9.51 | $75.8K | 3,570,000 | 24 Nov 2025 |
| 21 Nov 2025 | Series R Of Um Partners, Llc, 10% owner | Purchase | 12,420 | $9.60 | $119.2K | 628,594 | 24 Nov 2025 |
| 21 Nov 2025 | Series U Of Um Partners, Llc, 10% owner | Purchase | 70,379 | $9.60 | $675.6K | 3,562,029 | 24 Nov 2025 |
| 20 Nov 2025 | Series R Of Um Partners, Llc, 10% owner | Purchase | 1,174 | $9.53 | $11.2K | 616,174 | 24 Nov 2025 |
| 20 Nov 2025 | Series U Of Um Partners, Llc, 10% owner | Purchase | 6,650 | $9.53 | $63.4K | 3,491,650 | 24 Nov 2025 |
| 18 Nov 2025 | Lissette Dylan, Director | Purchase | 7,010 | $9.99 | $70.0K | 160,694 | 19 Nov 2025 |
| 7 Nov 2025 | Lissette Dylan, Director | Purchase | 7,901 | $9.99 | $78.9K | 153,684 | 10 Nov 2025 |
| 3 Nov 2025 | Series U Of Um Partners, Llc, 10% owner | Purchase | 85,000 | $10.48 | $890.8K | 3,485,000 | 4 Nov 2025 |
| 3 Nov 2025 | Series R Of Um Partners, Llc, 10% owner | Purchase | 15,000 | $10.48 | $157.2K | 615,000 | 4 Nov 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 9 Oct 2026 | Glazer Capital, LLC | 13G | 5% | 4.4M |
| 22 Jul 2026 | Series U of UM Partners, LLC | 13D amended | 37.3% | 50.6M |
| 15 May 2026 | Ameriprise Financial, Inc. | 13G amended | 2.2% | 1.9M |
| 13 May 2026 | JPMORGAN CHASE & CO | 13G amended | 4.6% | 4.1M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 17 Feb 2026 | Ameriprise Financial, Inc. | 13G amended | 6.1% | 5.3M |
| 23 Jan 2026 | JPMORGAN CHASE & CO. | 13G amended | 6% | 5.3M |
| 20 Jan 2026 | Integrated Core Strategies (US) LLC | 13G amended | 2.9% | 2.5M |
Trades by members of the House
From each member's periodic transaction report.
| Traded | Member | Type | Amount | Disclosed |
|---|---|---|---|---|
| 8 Dec 2025 | Josh Gottheimer (NJ05) | Sale | $1,001 - $15,000 | 14 Jan 2026 |
| 15 May 2025 | Gilbert Cisneros (CA31) | Purchase | $1,001 - $15,000 | 6 Jun 2025 |
| 24 Mar 2025 | Gilbert Cisneros (CA31) | Purchase | $1,001 - $15,000 | 7 Apr 2025 |
| 16 Oct 2023 | Josh Gottheimer (NJ05) | Purchase | $1,001 - $15,000 | 11 Nov 2023 |
| 15 Sep 2023 | Josh Gottheimer (NJ05) | Sale | $1,001 - $15,000 | 15 Oct 2023 |
| 14 Apr 2023 | Josh Gottheimer (NJ05) | Purchase | $1,001 - $15,000 | 19 May 2023 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 4.6M | -37.46% | 2.36 |
| 30 Sep 2026 | 7.3M | -20.45% | 4.87 |
| 15 Sep 2026 | 9.2M | +30.1% | 5.67 |
| 31 Aug 2026 | 7.1M | -1.22% | 2.99 |
| 14 Aug 2026 | 7.2M | -3.85% | 3.18 |
| 31 Jul 2026 | 7.4M | -16.7% | 1 |
| 15 Jul 2026 | 8.9M | +12.14% | 5.12 |
| 30 Jun 2026 | 8.0M | -8.39% | 3.94 |
Funds that hold it
From each fund's latest Form 13F.
267 funds held it at 30 Jun 2026: 135 added and 56 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 6,122,796 | $47.1M | +477,516 |
| Vanguard Portfolio Management LLC | 4,066,303 | $31.3M | +35,473 |
| Copeland Capital Management, LLC | 3,958,637 | $30.5M | -104,924 |
| JPMorgan Chase & Co. | 3,471,373 | $27.1M | -625,811 |
| Vanguard Capital Management LLC | 3,273,514 | $25.2M | +112,582 |
| First Eagle Investment Management, LLC | 2,637,500 | $20.3M | – |
| Two Sigma Investments, LP | 2,415,524 | $18.6M | +689,560 |
| Focus Partners Wealth | 2,389,800 | $18.4M | +397,972 |
| Goldman Sachs Group Inc. | 2,094,349 | $16.1M | +1,211,226 |
| Geode Capital Management, LLC | 1,983,856 | $15.3M | +172,524 |
Peers
Companies in the same industry.
- McCormick & Co. Inc. (MKC): revenue $7.7B, market value $12.6B