Universal Technical Institute, Inc.
- Open
- 21.25
- Day high
- 21.42
- Day low
- 20.86
- Prev close
- 21.13
- Volume
- 47K
- Mkt cap
- $1.2B
- P/E (TTM)
- 33.4
- EPS (TTM)
- $0.63
- P/B
- 3.4
- P/S
- 1.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$128.2M over the last 3 months (4 open-market buys, 5 sales)
- 🏛Institutions accumulating (13F)
Universal Technical Institute, Inc. (UTI) is a Consumer Defensive company listed on NYSE. The stock is down 23% over the past year. Over the trailing 3 months, insiders filed 4 open-market buys and 5 sales (SEC Form 4). Drillr has 1 published research article covering UTI.
Universal Technical Institute, Inc. (UTI) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
UTI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $0.02 | $0.04 | +73.2% | $219M | -0.7% |
| May 6, 2026 | $-0.00 | $0.01 | +556.6% | $221M | -0.1% |
| Feb 4, 2026 | $0.15 | $0.23 | +53.3% | $221M | -0.1% |
| Nov 19, 2025 | $0.26 | $0.34 | +30.1% | $222M | +1.5% |
| Feb 5, 2025 | $0.18 | $0.40 | +122.2% | $201M | +2.0% |
| Nov 20, 2024 | $0.30 | $0.34 | +13.3% | $196M | +2.7% |
| Feb 7, 2024 | $0.04 | $0.17 | +286.4% | $175M | +3.8% |
| Nov 15, 2023 | $0.06 | $0.10 | +66.7% | $170M | +2.6% |
| Feb 8, 2023 | $-0.03 | $0.10 | +433.3% | $120M | +1.6% |
| Dec 12, 2022 | $0.02 | $0.18 | +666.6% | $111M | -0.8% |
| Aug 3, 2022 | $-0.10 | $0.13 | +230.0% | $101M | +5.0% |
| May 4, 2022 | $0.01 | $0.12 | +850.1% | $102M | +4.3% |
UTI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 31, 2026 | DEVINCENZI ROBERT THOMASdirector | Buy | 1,000 | $21.80 |
| Aug 27, 2026 | DEVINCENZI ROBERT THOMASdirector | Buy | 1,000 | $21.77 |
| Aug 14, 2026 | DEVINCENZI ROBERT THOMASdirector | Buy | 1,000 | $25.95 |
| Aug 12, 2026 | DEVINCENZI ROBERT THOMASdirector | Buy | 8,000 | $28.21 |
| Jun 30, 2026 | Grant Jerome Alandirector, officer: Chief Executive Officer | Sell | 45,539 | $41.15 |
| Jun 30, 2026 | Grant Jerome Alandirector, officer: Chief Executive Officer | Sell | 48,961 | $41.63 |
| Jun 24, 2026 | Prehn Kevinofficer: Concorde Division President | Sell | 4,545 | $40.00 |
| Jun 10, 2026 | Coliseum Capital Management, LLCdirector | Sell | 3,000,000 | $41.40 |
| Jun 8, 2026 | Kline Christineofficer: Senior Vice President and CAO | Sell | 3,500 | $44.42 |
| May 27, 2026 | Lorenz Tracy Kayofficer: SVP and UTI Division President | Tax | 18,720 | $40.06 |
| May 27, 2026 | Lorenz Tracy Kayofficer: SVP and UTI Division President | Grant | 42,243 | — |
| May 27, 2026 | Lorenz Tracy Kayofficer: SVP and UTI Division President | Tax | 3,353 | $40.06 |
| May 13, 2026 | SRERE LINDA Jdirector | Sell | 15,000 | $36.59 |
| Mar 31, 2026 | Kevane Christopher E.officer: EVP and Chief Legal Officer | Sell | 23,654 | $37.55 |
| Mar 18, 2026 | Brochick George W.director | Sell | 5,000 | $36.59 |
Source: UTI SEC Form 4 filings, latest Aug 31, 2026. For informational purposes only — not investment advice.
See the full UTI insider & 13F page →Universal Technical Institute, Inc. company profile
Overview
Universal Technical Institute, Inc. (NASDAQ:UTI) is a leading provider of postsecondary technical education in the United States, founded in 1965 and headquartered in Phoenix, Arizona. The company has evolved from a single automotive training institution into a diversified technical education provider serving multiple industries including transportation, skilled trades, and healthcare. Through strategic acquisitions and organic expansion, UTI has built a comprehensive portfolio of career-focused educational programs designed to meet the growing demand for skilled technicians across various sectors. The company went public in 2003 and currently operates multiple campuses nationwide under several brand names.
Business
Universal Technical Institute operates in the postsecondary technical education industry, providing specialized training programs that prepare students for careers as professional technicians in high-demand fields. The company's educational model focuses on hands-on, practical training rather than traditional four-year degree programs, targeting students who want to enter the workforce quickly with marketable skills. The company operates through two primary divisions that together generated $732.7 million in fiscal 2024 revenue. The UTI Division represents approximately 66% of total revenue ($486.4 million) and includes the flagship Universal Technical Institute brand, Motorcycle Mechanics Institute (MMI), Marine Mechanics Institute, and NASCAR Technical Institute. This division specializes in transportation-related technical training, offering programs in automotive technology, diesel mechanics, collision repair, motorcycle and marine mechanics, and related fields. Students learn to service and repair vehicles using industry-standard equipment and receive manufacturer-specific training from partners like Ford, BMW, Mercedes-Benz, and Tesla. The Concorde Division accounts for approximately 34% of revenue ($246.3 million) and was acquired in 2022 to diversify into healthcare education. Concorde Career Colleges operates multiple campuses offering programs in nursing, dental hygiene, medical assisting, surgical technology, and other allied health fields. This division provides both diploma and degree programs, with many programs including clinical rotations at healthcare facilities to provide real-world experience. Both divisions offer certificate, diploma, and associate degree programs typically ranging from 7 months to 2 years in duration. The educational approach emphasizes practical, hands-on learning using industry-standard equipment and facilities designed to simulate real workplace environments. Many programs include manufacturer-specific advanced training components, where automotive manufacturers or healthcare employers sponsor additional specialized training for students.
Revenue model
Universal Technical Institute generates revenue primarily through tuition and fees paid by students enrolled in its various technical training programs. The company operates on a traditional educational institution business model where students pay tuition either upfront, through federal financial aid programs, or via payment plans. Tuition rates vary by program length and complexity, with most programs ranging from several thousand to tens of thousands of dollars in total cost. The company's revenue streams include base tuition for core programs, fees for specialized manufacturer-specific training courses, and additional charges for books, supplies, and equipment. A significant portion of students finance their education through federal Title IV financial aid programs, including Pell Grants and federal student loans, making the company's revenue partially dependent on continued federal education funding and regulatory compliance. Key factors that can increase UTI's profitability include growing enrollment driven by strong job market demand for skilled technicians, successful marketing and recruitment efforts, operational efficiencies from higher campus utilization rates, and expansion into new geographic markets or program areas. The company benefits from demographic trends showing increased interest in career-focused education as an alternative to traditional four-year colleges, particularly given the strong return on investment for technical careers. Factors that could pressure margins include increased competition from other technical schools, changes in federal financial aid policies or regulations, economic downturns that reduce employer demand for graduates, rising operational costs including instructor salaries and equipment expenses, and challenges in student recruitment and retention. The company is also sensitive to regulatory changes in the for-profit education sector, which has faced increased scrutiny over student outcomes and debt levels. Additionally, the company must continuously invest in updating equipment and curricula to keep pace with technological changes in the industries it serves.
Competitive moat
Universal Technical Institute's competitive moat is moderate and primarily built on several key advantages, though the company faces meaningful competitive pressures. The company's strongest moat elements include its established relationships with major industry employers and equipment manufacturers, which provide both credibility and direct pathways to employment for graduates. These partnerships with companies like Ford, BMW, Tesla, and various healthcare systems create a network effect where employers actively recruit UTI graduates, enhancing the school's value proposition. The company also benefits from regulatory barriers to entry in the form of accreditation requirements and state licensing for educational institutions, which create hurdles for new competitors. UTI's track record of regulatory compliance and accreditation across multiple states provides some protection against new entrants. Additionally, the company has built specialized facilities with expensive industry-standard equipment that would be costly for competitors to replicate. However, UTI's moat faces several vulnerabilities. The technical education market is highly competitive, with numerous regional competitors, community colleges offering similar programs at lower costs, and employer-sponsored apprenticeship programs that provide alternative pathways into these careers. Community colleges in particular pose a significant competitive threat as they often offer similar training programs at substantially lower tuition rates due to public funding. The company's dependence on federal financial aid programs creates regulatory risk, as changes in government policy could significantly impact student access to funding. The for-profit education sector has faced increased scrutiny over student debt levels and employment outcomes, creating ongoing regulatory uncertainty. Additionally, rapid technological changes in the automotive and healthcare industries require continuous curriculum updates and facility investments, creating ongoing capital requirements that could pressure profitability. While UTI has built a recognizable brand and operational expertise, these advantages are not insurmountable, and the company must continuously execute well on student outcomes, employer relationships, and regulatory compliance to maintain its competitive position.
Risks & safety
UTI demonstrates a moderate margin of safety with generally stable financial metrics but some areas of concern regarding cash flow volatility and debt levels. • **Liquidity and Solvency**: Strong cash position with $96 million in cash and short-term investments as of Q2 2025, providing adequate liquidity buffer. Current ratio of 1.07 indicates tight but manageable short-term liquidity. • **Debt Management**: Debt-to-equity ratio of 0.79 represents moderate leverage levels. The company carries significant liabilities relative to assets, with total liabilities of $427 million against total assets of $720 million. • **Cash Flow Concerns**: Operating cash flow turned negative at -$0.8 million in Q2 2025, and free cash flow was negative -$11.7 million, indicating potential working capital pressures during expansion phase. • **Valuation Metrics**: Trading at 30.5x P/E ratio and 11.8x EV/EBITDA, suggesting relatively high valuation multiples that leave limited margin for execution missteps. • **Operational Stability**: Revenue growth has been consistent at 12.6% year-over-year, with EBITDA margins around 15-16%, providing reasonable operational cushion. • **Regulatory Risk**: As a for-profit educational institution, faces ongoing regulatory scrutiny and potential policy changes that could impact federal financial aid access.
Recent development
Over the past several years, Universal Technical Institute has undergone significant strategic transformation through its "North Star Strategy," which focuses on diversification, expansion, and operational excellence. The most significant development was the 2022 acquisition of Concorde Career Colleges, which added healthcare education to UTI's portfolio and contributed $246.3 million in revenue by fiscal 2024, representing a major diversification away from pure transportation-focused education. The company has entered "Phase 2" of its North Star Strategy with ambitious expansion targets including launching a minimum of six new programs annually and opening at least two new campuses per year starting in fiscal 2026. Recent program expansions have included HVAC, electrical electronics, aviation, and various healthcare specialties. Notable partnerships have been established, including a co-branded campus arrangement with Heartland Dental and the addition of Tesla as a manufacturer-specific training partner. Geographic expansion has been a key focus, with new campuses opened in Austin, Texas, Miramar, Florida, and plans announced for Atlanta, Georgia (UTI's first Georgia location). The company has also been consolidating operations for efficiency, such as relocating the Aurora campus to Denver and consolidating Houston campus operations. UTI has significantly increased its marketing and recruitment investments, particularly targeting high school students and military veterans as alternatives to the more challenging adult learner market. The company has also been exploring merger and acquisition opportunities, particularly in the healthcare education space, to accelerate growth in nursing and allied health programs. Financial targets have been raised multiple times, with management now targeting $1 billion in revenue by 2029 and EBITDA margins approaching 20%. The company expects to invest heavily in fiscal 2026-2027 for expansion, with significant profit acceleration anticipated in 2028-2029 as these investments mature.
UTI company profile · for informational purposes only — not investment advice.
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