Event-Driven Stocks

UNIVERSAL TECHNICAL INSTITUTE INC

UTINYSE

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Signs5 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$835.6M$732.7M$607.4M$418.8M$335.1M$300.8M
Operating income$83.5M$58.9M$21.4M$22.4M$14.9M−$3.9M
Net income$63.0M$42.0M$12.3M$25.8M$14.6M$8.0M
Total assets$826.1M$744.6M$740.7M$552.9M$512.6M$442.0M
Total liabilities$498.0M$484.3M$514.7M$337.5M$324.0M$265.5M
Equity$328.1M$260.2M$226.0M$215.4M$188.5M$176.5M
EPS (diluted)$1.13$0.75$0.13$0.38$0.17$0.05
Shares out.54.4M54.0M34.1M33.8M32.8M32.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
10.0%
Net margin
7.5%
Return on equity
19.2%
Return on assets
7.6%
Return on capital (ROCE)
14.0%
Liabilities / assets
60.3%
Debt / equity
1.52×
Book value / share
$6.03
Revenue growth (YoY)
14.0%
Net income growth (YoY)
50.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
1.91grey zone
Accruals / assets
4.2%clean
Piotroski F-Score
7/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
83
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 warning5 good
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
6 acquisitions6 disposalsnet 60,086 shares · last 12
InsiderDateTypeSharesPrice
Lorenz Tracy KayOfficer — SVP and UTI Division PresidentMay 25, 2026Grant42,243$0.00
Srere Linda JDirectorMay 11, 2026Sell15,000$36.59
Kevane Christopher E.Officer — EVP and Chief Legal OfficerMar 27, 2026Sell23,654$37.55
Brochick George W.DirectorMar 17, 2026Sell5,000$36.59
Okinaka Shannon LeiDirectorMar 6, 2026Sell10,000$34.74
Okinaka Shannon LeiDirectorMar 5, 2026Grant3,565$0.00
Slubowski Michael A.DirectorMar 5, 2026Grant3,565$0.00
Brochick George W.DirectorMar 5, 2026Grant3,565$0.00
Hitchcock Todd AOfficer — EVP/COOMar 4, 2026Sell16,500$37.33
Smith SherrellOfficer — EVP, Chief Academic OfficerMay 12, 2025Sell50,000$33.84
Srere Linda JDirectorMar 5, 2026Grant3,565$0.00
Sanchez Loretta LydiaDirectorMar 5, 2026Grant3,565$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20263.3M3.6+16.9%
Apr 30, 20262.8M6.6-3.5%
Apr 15, 20262.9M5.4-19.3%
Mar 31, 20263.6M5.1+3.6%
Mar 13, 20263.5M5.0+2.7%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)