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UTGN · Utg Inc

Track UTGN — free
$54.18 At close · Aug 27
Market Cap
$169.73M
Shares
3.13M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$54.18 Open$59.75 Day$54.18–59.75 52W close$43.05–62.00 Avg vol 30d500 Short int15 · 0.0% float · 1.0d Short vol31% DataJan 2020–Aug 2026 Filing10-Q · Aug 12

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 12, 2026

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Fair Quant / Vol High
Market backdrop VIX 14.4 · calm Equity put/call 0.62
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +35%
above
Price vs 50-day avg −3%
below
RSI (14) 45
neutral
MACD trend Positive
52-week position 59%
mid-range
Momentum
relative strength
Strong
1-month return +1%
trailing
6-month return +83%
trailing
YTD return −2%
this year
Relative strength +68%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $56 › 200d $40 — 50d above 200d
Institutional flow Flat
0% holders QoQ
Insider flow Accumulating
Net +$686.8K over 90 days · 0% sells
Short interest Falling
0.00% of float · ▼ -85.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
2 holders — near 4-yr high, broad support
Squeeze score 25
low risk · 0–100
Fundamentals
Fair
Revenue growth −50%
Y/Y
EPS growth −66%
Y/Y
Free cash flow $-6.5M
Valuation P/E 4.8
below peers
Buyback $26.0M
authorized
Balance sheet $73.4M
net cash
Quant / Vol
risk profile
High
Volatility 71%
annualized · 1-yr
Max drawdown −36%
past year
ATR 3.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+35% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
45 Neutral
MACD trend
Positive Bullish
52-week position
59% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $56 › 200d $40 — 50d above 200d
Institutional flow Flat
0% holders QoQ
Insider flow Accumulating
Net +$686.8K over 90 days · 0% sells
Short interest Falling
0.00% of float · ▼ -85.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
2 holders — near 4-yr high, broad support
Price context
position in its 52-week range
Range low $43 Now $54 · 59% Range high $62
vs 200-day avg +35% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Insurance - Life — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
UTGN
Utg Inc
this stock
$169.73M -1.7% -50.1% 4.8 0.0%
CILJF
China Life Insurance Co Ltd
$105.43B +8.7% 0.0%
MFC
Manulife Financial Corp
$71.71B +17.9% 1.3%
MET
Metlife Inc
$61.16B +22.3% +8.6% 18.4 1.8%
AFL
Aflac Inc
$58.42B +5.7% -9.3% 12.6 2.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders
Holders
2
% held
0.1%
Net QoQ
0 sh
Top holder
Bartlett & Co. LLC
Held Float
View
Short & Settlement
Short Interest Falling
Shares short
15
Days to cover
1.0d
Change
-87 sh
View
Short Volume
Short vol %
31%
As of
Aug 27, 2026
Short Total
View
Fails to Deliver
FTD shares
184
Value
$10.4K
As of
Jun 9, 2026
View
Off-Exchange
Off-exchange %
100.0%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$686.8K
Buyers / Sellers
2 / 0
Buyers Sellers
View
Congressional Trades Sell
Member
Harley E. Rouda
Amount
$1.0K–$15.0K
Traded
Mar 20, 2019
View
Financials
Financials
Revenue (FY)
$42.3M
Net income (FY)
$17.1M
EPS diluted
$5.42
View
Buybacks
Authorized
$26.0M
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 12, 2026
This year
6
View

Performance

5D 20D 120D MTD YTD
UTGN -6.6% +0.7% +82.7% -6.6% -1.7%
SPY +1.1% +4.0% +14.7% +3.2% +13.1%
vs SPY -7.7% -3.3% +68.1% -9.8% -14.8%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
$26.00M
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 832480 CUSIP 90342M109 Visit website Investor relations