UTZ at a glance
Utz Brands, Inc. (UTZ, SEC CIK 1739566) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as April 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Utz Brands, Inc. (UTZ) reported revenue of $1.4 billion (up 2.1% from FY2024) and net income of $800,000. Diluted EPS was $0.01.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Utz Brands, Inc. (UTZ) shares worth $278.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +2.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $278.7M · +2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Revenue $371.8M, up 1.4% YoY from $366.7M, driven by 3.6% price realization offset by 2.2% volume/mix decline
- Gross margin 25.9% vs 26.0% YoY; operating loss $5.5M vs operating income $6.4M
- Best performer Boulder Canyon retail sales growth 65.5%; worst Non-Branded & Non-Salty Snacks net sales down 12.1%
- Variable-rate debt $685.1M vs $687.5M; $8.4M swap proceeds and new $425.0M interest-rate swap
- No 2026 outlook; transaction expected to close in fourth quarter, with promotional intensity and fuel, freight, and labor costs as headwinds
Risk Factors
- New merger-pendency risk triggered by July 20, 2026 Merger Agreement
- Merger restrictions limit debt incurrence and capital expenditures, constraining strategic execution
- Regulatory and legal risk from governmental orders or securities litigation delaying or preventing closing
- Failed Merger risk includes unrecoverable transaction costs and potential $50 million termination fee
- Competitive and operational disruption risk from customer, supplier, and employee uncertainty during the transaction
AI summary of the UTZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 28, 2026 results announced by Utz Brands
- Press release furnished as Exhibit 99.1 contains the financial results and investor-relevant detail
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Bylaw amendment effective upon Implementation Agreement execution, linking governance changes to the pending merger
- Authorized board committee gains power to call special stockholder meetings
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Proposed transaction remains subject to stockholder and regulatory approvals, financing, and other closing conditions
- Transaction uncertainty may affect UTZ’s stock price, employee and commercial relationships, and management focus
Item 1.01: Entry into a Material Definitive Agreement
- Intersnack Group agreed to acquire Utz Brands for $14.25 cash per Class A share, taking Utz private as an indirect wholly owned subsidiary
- Transaction requires majority approval of all shares and a majority of votes cast by unaffiliated stockholders, creating a meaningful closing hurdle
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Filing text contains transaction-related disclosure rather than specific officer departure or director election details
- Proposed transaction remains subject to stockholder and regulatory approvals
Item 8.01: Other Events
- Utz and Intersnack Group executed a merger agreement on July 21, 2026
- Intersnack-related entities Idaho USA and Idaho Merger Sub are transaction parties
Item EX-99.1: Item EX-99.1
- Intersnack to acquire Class A shares for $14.25 cash, a 91% premium to July 20 closing price
- Transaction implies approximately $2.9 billion enterprise value and takes Utz private
AI summaries of UTZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UTZ
Don't miss the next UTZ filing
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- Fund moves. Which tracked funds opened, added or cut UTZ, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stewart Pamela J | A | Apr 23, 2026 | 16,927 | - |
| DEROMEDI ROGER K | A | Apr 23, 2026 | 16,927 | - |
| Choi Christina | A | Apr 23, 2026 | 16,927 | - |
| Fernandez Antonio F. | A | Apr 23, 2026 | 16,927 | - |
| Altmeyer John W | A | Apr 23, 2026 | 16,927 | - |
| Giordano Jason K | A | Apr 23, 2026 | 16,927 | - |
| Lissette Dylan | A | Apr 23, 2026 | 16,927 | - |
| Lindeman Bruce John | A | Apr 23, 2026 | 16,927 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.4B | $1.4B | $1.4B |
| Gross Profit | - | $494.8M | $358.3M |
| Operating Income | - | $58.9M | $19.5M |
| Net Income | - | $16.0M | $800K |
| Gross Margin | - | 35.1% | 24.9% |
| Op. Margin | - | 4.2% | 1.4% |
| Net Margin | - | 1.1% | 0.1% |
| Balance Sheet | |||
| Total Assets | - | $2.7B | $2.8B |
| Equity | $669.5M | $702.5M | $713.7M |
| ROE | - | 2.3% | 0.1% |
| Per Share | |||
| EPS | - | $0.19 | $0.01 |
| Cash Flow | |||
| Operating CF | - | $106.2M | $112.2M |
| CapEx | - | $98.6M | $102.8M |
Source: XBRL data in Utz Brands, Inc. (UTZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UTZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $278.7M |
| Q1 2026 | 29 | $252.6M |
| Q4 2025 | 26 | $388.9M |
| Q3 2025 | 26 | $598.4M |
| Q2 2025 | 28 | $549.0M |
| Q1 2025 | 25 | $452.1M |
| Q4 2024 | 22 | $311.4M |
| Q3 2024 | 16 | $193.5M |
- Goldman Sachs Group+1.21M (+137%)
- Citadel Advisors LLC+1.14M (+620%)
- Two Sigma Investments+689.6K (+40%)
- AQR Capital Management+671.4K (+341%)
- BlackRock+477.5K (+8%)
- JPMorgan Chase & Co−625.8K (-15%)
- Bank of America Corp−228.1K (-29%)
- Millennium Management−182.2K (-15%)
- Dimensional Fund Advisors−101.1K (-5%)
- FMR LLC (Fidelity)−75.3K (-6%)
- Renaissance Technologies LLC+161.6K
- Allstate+56.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UTZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 29, 2026 | Analysis | |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
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UTZ SEC filings: frequently asked questions
Which institutions hold UTZ stock?
As of June 30, 2026, the largest Utz Brands, Inc. (UTZ) holders among the 13F filers tracked by SignalX were BlackRock ($47.1 million), Vanguard Portfolio Management LLC ($31.3 million), JPMorgan Chase & Co ($27.1 million), Vanguard Capital Management LLC ($25.2 million), Two Sigma Investments ($18.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UTZ's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Utz Brands, Inc. (UTZ) reported revenue of $1.4 billion (up 2.1% from FY2024) and net income of $800,000. Diluted EPS was $0.01. The figures come from the XBRL data in the 10-K.
What did UTZ report in its latest 8-K?
Utz Brands, Inc. (UTZ) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended June 28, 2026 results announced by Utz Brands.
What are the latest UTZ SEC filings?
Utz Brands, Inc. (UTZ) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on April 27, 2026.
What is UTZ's SEC CIK number?
Utz Brands, Inc. (UTZ)'s SEC Central Index Key (CIK) is 1739566. EDGAR lists every UTZ filing under that number.
Ask anything about UTZ
The research agent reads UTZ's filings, financials, insider trades and 13F holders, then answers with sources.