Universal Technical Institute (UTI)

UTI Holdings, Inc. • Universal Technical Institute of Arizona, Inc. • Universal Technical Institute of California, Inc. • Universal Technical Institute of Massachusetts, Inc. • Universal Technical Institute of North Carolina, Inc. • Universal Technical Institute of Northern Texas, LLC • Universal Technical Institute of Pennsylvania, Inc. • Universal Technical Institute of Phoenix, Inc. • Universal Technical Institute of Southern California, LLC • Universal Technical Institute of Texas, Inc. ...

IRS number

860226984

UTI stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$25.60

Low target

$22.00

High target

$30.00

Northland Capital Markets

Latest filings (excl ownership)

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8-K

Universal Technical Institute Reports Fiscal Year 2024 Fourth Quarter and Year-End Results

20 Nov 24

8-K

Entry into a Material Definitive Agreement

26 Sep 24

8-K

Universal Technical Institute, Inc. Announces CFO Transition

9 May 24

Registration of securities for employees

26 Mar 24

8-K

Departure of Directors or Certain Officers

8 Feb 24

Universal Technical Institute Reports Fiscal Year 2024 First Quarter Results

7 Feb 24

ARS

2023 FY

Annual report to shareholders

23 Jan 24

DEFA14A

Additional proxy soliciting materials

23 Jan 24

Transcripts

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UTI

Earnings call transcript

2024 Q4

20 Nov 24

UTI

Earnings call transcript

2024 Q3

6 Aug 24

UTI

Earnings call transcript

2024 Q2

8 May 24

UTI

Earnings call transcript

2024 Q1

7 Feb 24

UTI

Earnings call transcript

2023 Q4

15 Nov 23

UTI

Earnings call transcript

2023 Q3

8 Aug 23

UTI

Earnings call transcript

2023 Q3

8 Aug 23

UTI

Earnings call transcript

2023 Q2

9 May 23

UTI

Earnings call transcript

2023 Q1

8 Feb 23

UTI

Earnings call transcript

2022 Q4

12 Dec 22

Latest ownership filings

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Christopher E. Kevane

Financial summary

Financial statements Chart UTI financial data

Quarter (USD)	Mar 24	Dec 23	Sep 23	Jun 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 23	Sep 22	Sep 21	Sep 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	120.55 mm	120.55 mm	120.55 mm	120.55 mm	120.55 mm	120.55 mm
Cash burn (monthly)	9.43 mm	337.25 k	(no burn)	(no burn)	830.33 k	(no burn)
Cash used (since last report)	82.56 mm	2.95 mm	n/a	n/a	7.27 mm	n/a
Cash remaining	37.99 mm	117.59 mm	n/a	n/a	113.27 mm	n/a
Runway (months of cash)	4.0	348.7	n/a	n/a	136.4	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2024

UTI institutional ownership history Ownership history

72.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	91	143	-36.4%
Opened positions	34	63	-46.0%
Closed positions	86	17	+405.9%
Increased positions	22	44	-50.0%
Reduced positions	26	25	+4.0%

13F shares	Current	Prev Q	Change
Total value	352.59 bn	429.83 bn	-18.0%
Total shares	24.56 mm	31.25 mm	-21.4%
Total puts	181.60 k	67.70 k	+168.2%
Total calls	108.50 k	72.90 k	+48.8%
Total put/call ratio	1.7	0.9	+80.2%

Largest owners	Shares	Value	Change
Coliseum Capital Management	9.33 mm	$146.83 bn	NEW
Park West Asset Management	2.36 mm	$37.15 bn	NEW
PVAM Perlus Microcap Fund	1.39 mm	$9.00 mm	0.0%
Alyeska Investment	1.29 mm	$20.31 bn	NEW
MS Morgan Stanley	874.81 k	$13.76 bn	-56.2%
STT State Street	826.63 k	$13.00 bn	+20.7%
Kennedy Capital Management	613.10 k	$9.64 bn	+679.6%
AWM Investment	579.90 k	$9.12 bn	NEW
Bridgeway Capital Management	576.56 k	$9.07 bn	-5.8%
HNNA Hennessy Advisors	574.20 k	$9.03 bn	NEW

Largest transactions	Shares	Bought/sold	Change
Coliseum Capital Management	9.33 mm	+9.33 mm	NEW
BLK BlackRock	0.00	-2.98 mm	EXIT
Washington University	0.00	-2.60 mm	EXIT
Vanguard	0.00	-2.38 mm	EXIT
Park West Asset Management	2.36 mm	+2.36 mm	NEW
Dimensional Fund Advisors	0.00	-1.97 mm	EXIT
Alyeska Investment	1.29 mm	+1.29 mm	NEW
Renaissance Technologies	0.00	-1.27 mm	EXIT
Punch & Associates Investment Management	0.00	-1.18 mm	EXIT
Cannell Capital	0.00	-1.17 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UTI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Dec 24	William J Lennox JR	Common Stock, $0.0001 par value	Gift	Dispose G	No	No	0	3,800	0.00	115,290
17 Dec 24	Todd A Hitchcock	Common Stock, $0.0001 par value	Payment of exercise	Dispose F	No	No	25.77	4,440	114.42 k	108,021
17 Dec 24	Lori B Smith	Common Stock, $0.0001 par value	Payment of exercise	Dispose F	No	No	25.77	2,709	69.81 k	91,219
17 Dec 24	Jerome Alan Grant	Common Stock, $0.0001 par value	Payment of exercise	Dispose F	No	No	25.77	22,788	587.25 k	401,116
17 Dec 24	Sherrell Smith	Common Stock, $0.0001 par value	Payment of exercise	Dispose F	No	No	25.77	6,314	162.71 k	264,131
13 Dec 24	Todd A Hitchcock	Common Stock, $0.0001 par value	Grant	Acquire A	No	No	0	13,615	0.00	112,461
13 Dec 24	Lori B Smith	Common Stock, $0.0001 par value	Grant	Acquire A	No	No	0	9,725	0.00	93,928
13 Dec 24	Jerome Alan Grant	Common Stock, $0.0001 par value	Grant	Acquire A	No	No	0	55,110	0.00	423,904
13 Dec 24	Sherrell Smith	Common Stock, $0.0001 par value	Grant	Acquire A	No	No	0	15,174	0.00	270,445