Utz Brands, Inc.
UTZNYSEConsumer Staples · Miscellaneous Food Preparations & Kindred Products · DE · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.41B | $1.41B | $1.18B | $325.6M | $638.7M |
| Operating income | $19.5M | $58.9M | $5.3M | $10.6M | −$958,000 | $32.8M |
| Net income | $800,000 | $16.0M | −$392,000 | $20.6M | −$99.9M | $3.4M |
| Total assets | $2.79B | $2.73B | $2.75B | $2.72B | $2.58B | — |
| Total liabilities | $1.45B | $1.34B | $1.36B | $1.28B | $1.20B | — |
| Equity | $713.7M | $702.5M | $669.5M | $679.7M | $552.9M | $1.29B |
| EPS (diluted) | $0.01 | $0.19 | $0.00 | $0.25 | $-1.64 | — |
| Shares out. | 87.8M | 85.4M | 80.1M | 81.1M | 61.1M | — |
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
- 1.4%
- Net margin
- 0.1%
- Return on equity
- 0.1%
- Return on assets
- 0.0%
- Return on capital (ROCE)
- 0.8%
- Liabilities / assets
- 51.9%
- Debt / equity
- 2.03×
- Book value / share
- $8.13
- Revenue growth (YoY)
- 2.1%
- Net income growth (YoY)
- −95.0%
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)
- 0.33distress
- Accruals / assets
- −4.0%clean
- Piotroski F-Score
- 4/9mixed
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 ScoreOur 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 severe● 4 good- Altman Z″ in the distress zone
- Operating margin is positive
- 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- Ameriprise Financial IncPassive (13G)May 15, 2026
- Jpmorgan Chase & CoPassive (13G)May 13, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Integrated Core Strategies (Us) LlcPassive (13G)Jan 20, 2026
- Deromedi Roger KPassive (13G)Oct 10, 2025
- Giordano Jason KPassive (13G)Oct 10, 2025
- T. Rowe Price Investment Management, Inc.Passive (13G)May 14, 2025
- Champlain Investment Partners, LlcPassive (13G)May 14, 2025
- Blackrock, Inc.Passive (13G)Apr 24, 2025
- Millennium Management LlcPassive (13G)Apr 7, 2025
- Neuberger Berman Group LlcPassive (13G)Feb 4, 2025
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| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Werzyn William Jr.Director | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Deromedi Roger KDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Stewart Pamela JDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Lindeman Bruce JohnDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Brown TimothyDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Steeneck Craig D.Director | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Choi ChristinaDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Giordano Jason KDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Altmeyer John WDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Fernandez Antonio F.Director | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Lissette DylanDirector | Apr 23, 2026 | Grant | 16,927 | $0.00 |
| Friedman Howard AOfficer — CEO | Mar 9, 2026 | Grant | 132,498 | $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| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 9.0M | 3.8 | +17.1% |
| Apr 30, 2026 | 7.7M | 4.7 | +14.5% |
| Apr 15, 2026 | 6.7M | 3.7 | -9.1% |
| Mar 31, 2026 | 7.4M | 3.7 | +10.3% |
| Mar 13, 2026 | 6.7M | 3.5 | +9.0% |
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- Director / officer change · Regulation FD disclosureMay 28, 2026
- Results of operations · Regulation FD disclosureMay 6, 2026
- Shareholder voteApr 27, 2026
- Regulation FD disclosureFeb 18, 2026
- Results of operations · Regulation FD disclosure · Other material eventFeb 12, 2026
- Results of operationsFeb 3, 2026
- Results of operations · Regulation FD disclosureJan 12, 2026
- Results of operations · Regulation FD disclosureOct 30, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.