UTG INC
UTGN · Life Insurance · 3.1M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $171K (gross $648K, SBC $477K)
Reference price $54.96 · est. market cap ~$173M — last insider purchase, 2026-05-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C66UTG Inc — small life-insurance/investment holding company.
Strengths
- High net margin (94th pct) and ROA (94th)
- Investment-portfolio-driven earnings
Risks
- Negative operating cash margin (6th pct)
- Sub-scale; investment-results volatility
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
40.3%
Return on equity
7.4%
Return on assets
3.5%
Revenue growth (QoQ)
-50.1%
Net-income growth
-65.8%
Tangible book value
$232M
Cash & investments
$31M
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-18 | CORRELL JESSE T | Buy | 4.8K | $54.96 |
| 2026-05-18 | FIRST SOUTHERN FUNDING LLC | Buy | 4.8K | $54.96 |
| 2026-03-06 | CORRELL JESSE T | Buy | 5.2K | — |
| 2026-02-04 | Roberts Daniel T | Grant | 1.4K | $52.01 |
| 2025-12-24 | Ditto Douglas Paul | Gift | 1.5K | $59.80 |
| 2025-12-22 | Ochs Peter L | Grant | 334 | $59.80 |
| 2025-12-22 | Molnar Gabriel John | Grant | 397 | $59.80 |
| 2025-12-22 | Harmon Thomas Eugene | Grant | 334 | $59.80 |
| 2025-12-22 | Dayton Howard Lape JR | Grant | 271 | $59.80 |
| 2025-12-22 | DARDEN THOMAS F II | Grant | 397 | $59.80 |
| 2025-12-22 | Cortines John | Grant | 397 | $59.80 |
| 2025-12-22 | CORRELL PRESTON HOWARD | Grant | 334 | $59.80 |
| 2025-12-22 | Perry Charles Wesley | Grant | 209 | $59.80 |
| 2025-11-18 | Cortines John | Sell | 1.2K | $55.00 |
| 2025-07-18 | CORRELL JESSE T | Buy | 12K | — |
| 2025-06-18 | Abel Julie Ann | Sell | 350 | $37.01 |
| 2025-05-30 | CORRELL JESSE T | Buy | 22K | — |
| 2025-05-06 | CORRELL JESSE T | Buy | 87K | $40.00 |
| 2025-05-06 | FIRST SOUTHERN FUNDING LLC | Buy | 87K | $40.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-05-13 | 2026-03-31 | 0000832480-26-000013 ↗ |
| 10-K | 2026-03-25 | 2025-12-31 | 0000832480-26-000011 ↗ |
| 8-K | 2026-02-06 | 2026-02-04 | 0000832480-26-000005 ↗ |
| 10-Q | 2025-11-14 | 2025-09-30 | 0000832480-25-000056 ↗ |
| 8-K | 2025-09-04 | 2025-09-04 | 0000832480-25-000031 ↗ |
| 8-K | 2025-09-02 | 2025-09-02 | 0000832480-25-000027 ↗ |
| 10-Q | 2025-08-12 | 2025-06-30 | 0000832480-25-000025 ↗ |
| 8-K | 2025-06-27 | 2025-06-27 | 0000832480-25-000017 ↗ |
| 10-Q | 2025-05-13 | 2025-03-31 | 0000832480-25-000013 ↗ |
| 10-K | 2025-03-26 | 2024-12-31 | 0000832480-25-000006 ↗ |
| 8-K | 2025-02-04 | 2025-02-04 | 0000832480-25-000003 ↗ |
| 8-K | 2024-12-27 | 2024-12-27 | 0000832480-24-000022 ↗ |