UTG
Reaves Utility Income Fund
NYSE AmericanUSDEQUITY
Financial Services
DELAYED
Sell
-28/100
Last price
36.56
▲ 1.27 (3.60%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
—
Prev close
35.29
Day high
36.56
Day low
35.58
Volume
440.46K
Market cap
$3.34B
P/E (TTM)
2.74
52W range
33.53 – 43.90
Trailing performance
Returnvs SPY
1W
+6.62%
+4.7%
1M
-4.54%
-5.7%
3M
-8.12%
-12.6%
6M
-9.19%
-27.4%
YTD
-0.05%
-14.3%
1Y
-9.15%
-25.6%
3Y
+48.32%
-33.9%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on UTG open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
26.71K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Jun 26, 26 | RHAME JOSEPH BURNS III Divisional Officer |
BUY | 500 | $20.60K | Direct |
| Jun 24, 26 | LEGG JOELLEN L Director |
BUY | 580 | $24.72K | Direct |
| Oct 23, 25 | RHAME JOSEPH BURNS III Affiliate of Investment Advisor |
BUY | 2.70K | $102.06K | Direct |
| Dec 16, 24 | LEGG JOELLEN L Director |
BUY | 298 | $9.81K | Direct |
| Nov 15, 24 | LEGG JOELLEN L Director |
BUY | 294 | $9.80K | Direct |
| Oct 15, 24 | LEGG JOELLEN L Director |
BUY | 300 | $9.79K | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
LEGG JOELLEN L |
Director | 4.09K | Purchase |
RHAME JOSEPH BURNS III |
Divisional Officer | 14.67K | Purchase |
Fundamentals
Market cap$3.34B
Enterprise value—
Revenue (TTM)$91.39M
Gross profit$91.39M
EBITDA—
Net income$1.25B
EPS (TTM)$13.32
Free cash flow$10.61M
Total cash—
Total debt$950.00M
Book value / share$44.00
Shares outstanding91.43M
Float—
Short % of float0.17%
Dividend yield6.89%
Beta (5Y)0.85
Valuation & profitability ratios
Trailing P/E2.74
Forward P/E—
PEG ratio—
Price / sales—
Price / book0.83
EV / revenue—
EV / EBITDA—
Gross margin100.00%
Operating margin67.91%
Profit margin1373.09%
Return on equity36.07%
Return on assets0.89%
Debt / equity23.44
Current ratio0.01
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $775.14M | $870.21M | -$69.89M | -$214.48M | — | -10.9% |
| Operating revenue | $775.14M | $870.21M | -$69.89M | -$214.48M | — | -10.9% |
| Selling, general & admin | $5.99M | $4.92M | $4.46M | $7.45M | — | +21.9% |
| Total operating expense | $5.99M | $4.92M | $4.48M | $7.53M | — | +21.9% |
| Pre-tax income | $769.15M | $865.29M | -$74.37M | -$222.02M | — | -11.1% |
| Net income | $769.15M | $865.29M | -$74.37M | -$222.02M | — | -11.1% |
| Net income to common | $769.15M | $865.29M | -$74.37M | -$222.02M | — | -11.1% |
| Basic EPS | — | — | -0.90 | -3.10 | 4.52 | — |
| Diluted EPS | — | 10.35 | -0.90 | -3.10 | 4.52 | — |
| Basic shares | — | 83.60M | 82.63M | 71.62M | 55.27M | — |
| Diluted shares | — | — | 82.63M | 71.62M | 55.27M | — |
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | — | — | $994.52K | $625.82K | $1.36M | — |
| Total assets | $4.40B | $3.51B | $2.43B | $2.50B | — | +25.3% |
| Total debt | $875.00M | $650.00M | $520.00M | $500.00M | — | +34.6% |
| Total liabilities | $879.22M | $653.34M | $531.55M | $503.06M | — | +34.6% |
| Retained earnings | $1.09B | $526.70M | -$151.40M | $93.18M | — | +106.8% |
| Shareholder equity | $3.52B | $2.86B | $1.89B | $1.99B | — | +23.2% |
| Net tangible assets | $3.52B | $2.86B | $1.89B | $1.99B | — | +23.2% |
| Shares issued | 90.68M | 87.77M | 77.20M | 71.98M | — | +3.3% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | $769.15M | $865.29M | -$74.37M | -$222.02M | -11.1% |
| Change in working capital | $891.45K | -$1.68M | -$1.57M | -$343.49K | +153.2% |
| Operating cash flow | -$114.49M | -$233.12M | $4.84M | -$111.42M | +50.9% |
| Dividends paid | -$202.83M | -$179.33M | -$162.39M | -$151.70M | -13.1% |
| Financing cash flow | $118.84M | $232.12M | -$4.47M | $110.68M | -48.8% |
| Free cash flow | -$114.49M | -$233.12M | $4.84M | -$111.42M | +50.9% |
| End cash position | $4.34M | $0 | $994.52K | $625.82K | — |
No filings published for this symbol yet.
Newly listed companies often have nothing on file until their first annual report.
Newly listed companies often have nothing on file until their first annual report.
| Line item | 2025-10-31 | 2025-04-30 | YoY |
|---|---|---|---|
| Total assets | $4.40B | — | — |
| Total debt | $875.00M | $710.00M | +23.2% |
| Total liabilities | $879.22M | — | — |
| Retained earnings | $1.09B | — | — |
| Shareholder equity | $3.52B | — | — |
| Net tangible assets | $3.52B | $2.91B | +21.2% |
| Shares issued | 90.68M | — | — |
No filings published for this symbol yet.
Newly listed companies often have nothing on file until their first annual report.
Newly listed companies often have nothing on file until their first annual report.
Options analytics
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | — | — | $0 | — |
| Next quarter | — | — | $0 | — |
| Current year | — | — | $0 | — |
| Next year | — | — | $0 | — |
Analyst targets & ownership
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
ConsensusNONE
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders0.03%
Held by institutions15.14%
Institutions holding288
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
34.92
+4.69% from price
SMA 20
35.83
+2.04% from price
SMA 50
37.56
-2.65% from price
SMA 100
39.30
-6.97% from price
SMA 200
39.52
-7.48% from price
EMA 12
35.44
+3.17% from price
EMA 26
36.19
+1.03% from price
EMA 50
37.26
-1.89% from price
RSI (14)
52.9
Neutral
MACD (12,26,9)
-0.75
Hist 0.17
ATR (14)
0.71
1.93% of price
Realised vol 30D
22.4%
Annualised
Bollinger upper
38.27
20, 2σ
Bollinger lower
33.39
20, 2σ
50 / 200 cross
Death
37.56 vs 39.52
Trend bias
Below 200
-7.48%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
0.71
Less volatile than market
Correlation to SPY
0.47
Loosely linked
Realised vol 30D
22.4%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-22.4%
Peak to trough
Max drawdown 5Y
-33.6%
Peak to trough
ATR 14
0.71
1.93% of price
Beta (reported)
0.85
5Y monthly, from filing
Short interest
Shares short
160.93K
Prior 63.65K
Change vs prior
+152.8%
Shorts adding
% of float
0.17%
Normal
% of shares out
0.17%
Against total outstanding
Days to cover
0.5
Liquid
Float
—
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Dividends & splits
Forward rate$2.52 / yr
Forward yield6.89%
5-year avg yield7.10%
Payout ratio17.25%
Ex-dividend dateSep 17, 2026
Next pay dateMar 29, 2019
Last split—
Split date—
SEC filings
Monthly Portfolio Investments Report on Form N- PORT (Public)
NPORT-P · 2026-09-28
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
N-PX · 2026-08-07
Periodic Reports
N-CSRS · 2026-07-02
Monthly Portfolio Investments Report on Form N- PORT (Public)
NPORT-P · 2026-06-26
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
40-17G · 2026-06-12
Monthly Portfolio Investments Report on Form N- PORT (Public)
NPORT-P · 2026-03-31
Proxy Statements
DEF 14A · 2026-02-13
Annual Report for Registered Investment Companies
N-CEN · 2026-01-14
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PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.