Services-Educational Services · SIC 8200

UNIVERSAL TECHNICAL INSTITUTE INC

UTI

Watch

Latest revenue

$221.4M

as of 2026-03-31

Latest net income

$433.0K

as of 2026-03-31

Net margin

0.2%

as of 2026-03-31

Price · 5Y

+46.1% / yr 32.4 pts / yr vs S&P 500 562.1% total
Compare:

Live market

delayed ≤15 min
$40.06
9.45%
Market cap
$2.21B
Enterprise value
$2.21B
P/E (trailing)
35.0×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$41.53
52-wk low
$21.29
Beta
Shares out
55.1M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Overview Universal Technical Institute, Inc., which together with its subsidiaries is referred to as the “Company,” “we,” “us” or “our,” was founded in 1965 and is a leading workforce education provider for transportation, skilled trades, energy and healthcare programs serving students, partners, and communities nationwide. The company offers high-quality training programs and support services for in-demand careers through its two reportable segments (also referred to as “divisions”): Universal Technical Institute and Concorde Career Colleges. We offer the majority of our programs in a hands-on learning model through labs and clinical placements, as well as classroom…

AI summary unavailable — showing raw filing excerpt

Generated from UTI's filing dated 2025-11-26

Key risks

AI

ITEM 1A. RISK FACTORS We provide the following cautionary discussion of risks and uncertainties relevant to our business. These are factors that, individually or in the aggregate, could cause our actual results to differ materially from expected and historical results. We note these factors for investors within the meaning of Section 21E of the Exchange Act and Section 27A of the Securities Act. You should understand that it is not possible to predict or identify all such factors. Consequently, you should not consider the following to be a complete discussion of all potential risks or uncertainties. You should consider carefully the risks and uncertainties described below in addition to…

AI summary unavailable — showing raw filing excerpt

Generated from UTI's filing dated 2025-11-26

Profitability

Operating margin

10.0%

24.3%

Net margin

7.5%

31.6%

Return on equity

19.2%

19.0%

Return on assets

7.6%

35.2%

Leverage

Debt / equity

1.52×

18.4%

Long-term debt / equity

0.26×

45.7%

Debt / assets

60.3%

7.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$221.4M+6.7%$433.0K-96.2%0.2%

Q4 2025

2025-12-31

$220.8M+9.6%$12.8M-42.1%5.8%

Q3 2025

2025-09-30

$222.4M+13.3%$18.8M-0.4%8.4%

Q2 2025

2025-06-30

$204.3M+15.1%$10.7M+113.9%5.2%

Q1 2025

2025-03-31

$207.4M+12.6%$11.4M+47.0%5.5%

Q4 2024

2024-12-31

$201.4M+15.3%$22.2M+113.2%11.0%

Q3 2024

2024-09-30

$196.4M$18.8M9.6%

Q2 2024

2024-06-30

$177.5M+15.8%$5.0M+1079.4%2.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Educational Services · SIC 8200

No data yet for industry average

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Insider activity

Insider buying

$31.1M

Insider selling

$24.2M

Net activity

+$6.9M

Distinct insiders

10

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Linda J Srere

Director

Sale15,000$36.59$548.8K
2026-03-27

Christopher E. Kevane

EVP and Chief Legal Officer

Sale23,654$37.55$888.1K
2026-03-17

George W. Brochick

Director

Sale5,000$36.59$182.9K
2026-03-06

Shannon Lei Okinaka

Director

Sale10,000$34.74$347.4K
2026-03-04

Todd A Hitchcock

EVP/COO

Sale16,500$37.33$615.9K
2026-03-02

Sherrell Smith

EVP, Chief Academic Officer

Sale30,000$36.99$1.1M
2026-03-02

Sherrell Smith

EVP, Chief Academic Officer

Sale22,671$37.10$841.2K
2026-02-27

Jerome Alan Grant

Chief Executive Officer

Sale60,040$34.95$2.1M
2026-02-13

Carolyn Ann Frank

SVP/Chief HR Officer

Sale1,750$30.08$52.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns UTI

Institutional value

$783.2M

Total shares held

24.0M

Distinct holders

138

-90 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.6M$130.8M-7.4K (-0.2%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC2.2M$78.4MNew
3CONGRESS ASSET MANAGEMENT CO2.2M$77.7M+458.8K (+27.1%)Added
4WASATCH ADVISORS LP2.0M$71.4M+223.9K (+12.8%)Added
5DIMENSIONAL FUND ADVISORS LP1.3M$46.8M+9.2K (+0.7%)Added
6Conestoga Capital Advisors, LLC1.3M$46.6M+1.2M (+1366.0%)Added
7Nuveen, LLC1.1M$40.7M+132.9K (+13.3%)Added
8ROYCE & ASSOCIATES LP1.0M$37.2M+347.1K (+50.8%)Added
9Clearbridge Investments, LLC602.3K$21.7M+46.8K (+8.4%)Added
10BAILLIE GIFFORD & CO566.9K$20.5M-28.0K (-4.7%)Trimmed
11VANGUARD PORTFOLIO MANAGEMENT LLC536.0K$19.3MNew
12First Eagle Investment Management, LLC472.1K$17.0M+24.9K (+5.6%)Added
13VANGUARD FIDUCIARY TRUST CO347.7K$12.6MNew
14KENNEDY CAPITAL MANAGEMENT LLC307.2K$11.1M+1.5K (+0.5%)Added
15FEDERATED HERMES, INC.300.0K$10.8M+279.3K (+1348.8%)Added
16UBS Group AG203.4K$7.3M-28.3K (-12.2%)Trimmed
17Militia Capital Management LLC200.0K$7.2MNew
18ENVESTNET ASSET MANAGEMENT INC189.3K$6.8M+45.5K (+31.6%)Added
19GREAT LAKES ADVISORS, LLC180.3K$6.5M-189 (-0.1%)Trimmed
20Universal- Beteiligungs- und Servicegesellschaft mbH158.5K$5.7M+145.1K (+1082.7%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once UTI's latest filing finishes processing.