Universal Technical Institute (UTI)

• Market cap: $1.45B
• 1 day: 2.23%
• 5 days: 9.20%
• 1 month: 1.41%
• 3 months: 61.97%
• 6 months: 46.45%
• Year to date: 4.60%
• 1 year: 93.31%
• 5 years: 255.35%
• 10 years: 218.32%
• Sector: Consumer Discretionary
• Industry: Educational Services

About: Universal Technical Institute Inc is an educational institution. It provides undergraduate degree, as well as certificate programs for technicians in the automotive, diesel, collision repair, motorcycle and marine fields. The company's reportable segment which includes Universal Technical Institute (UTI) and Concorde Career Colleges, Corporate. Majority of the revenue is generated from UTI segment which provides different kinds of degree and non-degree transportation and skilled trades technical training programs under brands such as Universal Technical Institute, Motorcycle Mechanics Institute, Marine Mechanics Institute and others. It also provides dealer technician training or instructor staffing services to manufacturers.

Employees: 3,700

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 176 [Q2] → 182 (+6) [Q3]

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

4% more capital invested

Capital invested by funds: $732M [Q2] → $760M (+$27.3M) [Q3]

0.24% more ownership

Funds ownership: 86.54% [Q2] → 86.78% (+0.24%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

5% less call options, than puts

Call options by funds: $661K | Put options by funds: $693K

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $22 17% downside
• Avg. target: $27 2% upside
• High target: $30 13% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Barrington Research Alexander Paris 77% 1-year accuracy 85 / 110 met price target	13% upside $30	Outperform Maintained	17 Jan 2025
Northland Capital Markets Mike Grondahl 63% 1-year accuracy 27 / 43 met price target	13% upside $30	Outperform Maintained	19 Dec 2024
Rosenblatt Steve Frankel 76% 1-year accuracy 22 / 29 met price target	13% upside $30	Buy Maintained	26 Nov 2024
Truist Securities Jasper Bibb 79% 1-year accuracy 11 / 14 met price target	2% downside $26	Buy Maintained	21 Nov 2024
Lake Street Eric Martinuzzi 50% 1-year accuracy 11 / 22 met price target	17% downside $22	Buy Maintained	21 Nov 2024