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UTG53270Sell4.4·$40.82+1.72%
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53270 (UTG) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Momentum 2.6/10 is below the 5.0 floor at $40.82 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Weak overall score: 4.4/10; 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

$40.82+3.9% A.UpsideScore 4.4/10#103 of 109 Asset Management
QualityF-score3 / 9FCF yield0.37%
IncomeYield5.98%(5y avg 7.23%)Payout24.85%sustainable
Stop $39.17Target $42.43(resistance)A.R:R 0.0:1

Sell if holding. Momentum 2.6/10 is below the 5.0 floor at $40.82 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Weak overall score: 4.4/10; Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.4/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

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

Recent developments

updated 2026-06-12

Recent Developments — 53270

Latest news

Generated 2026-06-15T18:11:47Z.

Thesis

Rewards
Margin of safety: 69%
Risks
Weak overall score: 4.4/10
Weak growth
Negative momentum

Key Metrics

P/E (TTM)4.7
P/E (Fwd)
Mkt Cap$3.7B
EV/EBITDA
Profit Mgn824.5%
ROE24.1%
Rev Growth-5.6%
Beta0.86
Dividend5.98%
Rating analysts

Quality Signals

Piotroski F3/9MoatNarrow

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

2 floor-breakers·1 ceiling hit

Revenue shrinking — -5.6% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.1
Earnings Growth
1.8
Declining revenue: -6%

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
4.0
Rsi
8.0
Uptrend pullback (RSI 35) - buy opportunityVolume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.6<4.5A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
35 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $39.25Resistance $43.30

Price Targets

$39
$42
A.Upside+3.9%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 2.6 (below the engine's 4.5 threshold)

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?

Sell if holding. Momentum 2.6/10 is below the 5.0 floor at $40.82 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Weak overall score: 4.4/10; Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $39.17. Score 4.4/10, moderate confidence.

What is the UTG stock price target?

Take-profit target: $42.43 (+3.9% upside). Prior stop was $39.17. Stop-loss: $39.17.

What are the risks of investing in UTG?

Weak overall score: 4.4/10; Weak growth; Negative momentum.

Is UTG overvalued or undervalued?

53270 trades at a P/E of 4.7 (forward N/A). TrendMatrix value score: 5.0/10. Verdict: Sell.

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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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Latest news

Latest News

Benzinga67d ago