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UTG53270Hold5.5·$38.30+0.87%
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53270 (UTG) Stock Analysis

HoldValueGrowthQualityModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $38.30, but acceptable to hold if already in. Reasons: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0); Weak growth.

Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities... Read more

$38.30+4.3% A.UpsideScore 5.5/10#129 of 236 Asset Management
QualityF-score4 / 9FCF yield0.30%
IncomeYield6.64%(5y avg 7.23%)Payout17.23%sustainable
Stop $36.98Target $39.94(resistance)A.R:R 0.0:1

Hold if already holding. Not a fresh buy at $38.30, but acceptable to hold if already in. Reasons: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0); Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.5/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-09-05

Recent Developments — 53270

Latest news

Generated 2026-09-05T21:12:06Z.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Margin of safety: 82%
Risks
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0)
Weak growth

Key Metrics

P/E (TTM)2.8
P/E (Fwd)
Mkt Cap$3.5B
EV/EBITDA
Profit Mgn1373.1%
ROE36.1%
Rev Growth-3.8%
Beta0.86
Dividend6.64%
Rating analysts

Quality Signals

Piotroski F4/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Revenue shrinking — -3.8% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.6
Declining revenue: -4%
Low model confidence on this dimension (33%).
GatesMomentum 4.6<5.5 (soft — BUY_NOW allowed but watch)A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 4.6>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
28 · Oversold
20D MA 50D MA 200D MAGOLDEN CROSSSupport $37.29Resistance $40.75

Price Targets

$37
$40
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Analyst Consensus

Analysts0
Consensus
Avg Target

Earnings

We could not retrieve earnings history for UTG.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is UTG stock a buy right now?

Hold if already holding. Not a fresh buy at $38.30, but acceptable to hold if already in. Reasons: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0); Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $39.94 (+4.3%), stop $36.98 (−3.6%), A.R:R 0.0:1. Score 5.5/10, moderate confidence.

What is the UTG stock price target?

Take-profit target: $39.94 (+4.3% upside). Target $39.94 (+4.3%), stop $36.98 (−3.6%), A.R:R 0.0:1. Stop-loss: $36.98.

What are the risks of investing in UTG?

V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0); Weak growth.

Is UTG overvalued or undervalued?

53270 trades at a P/E of 2.8 (forward N/A). TrendMatrix value score: 8.0/10. Verdict: Hold.

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What does 53270 do?Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc....

Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations. It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.

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