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DisclosuresTermsPrivacy

Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. EDGAR/calls is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

EEDGAR/calls
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Home›Stocks›UTG

UTG

REAVES UTILITY INCOME FUND

Sell
$40.80
▼ -1.31%
$40.80▲ +22.52%
over 1Y
L $33.30EODHDH $43.25
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-1.3%
1W-4.1%
1M-4.2%
3M+5.0%
YTD+12.7%
1Y+22.5%
OverviewValuationQualityTimelineFilings
Rating
Sell
Quality
—
Valuation
Fair value
Filings
Flagged
Sell
Conviction
Horizon
Medium (3–12mo)

Mixed signals in the latest filings.

REAVES UTILITY INCOME FUND shows limited reported revenue.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Red flag in recent filings — agreement terminated (2022-09-19). Worth a closer look.
  1. DEF 14A Proxy statement2026-02-13
  2. DEF 14A Proxy statement2025-02-14
  3. 8-K Auditor change2024-03-12
  4. DEF 14A Proxy statement2024-02-16
  5. 8-K Material agreement2024-02-06
  6. DEF 14A Proxy statement2023-02-15
  7. 8-K Agreement terminated2022-09-19
  8. DEF 14A Proxy statement2022-02-14
  9. DEF 14A Proxy statement2021-02-22

Recent filings

all on EDGAR ↗
NPORT-PPeriod ending 2026-04-302026-06-26open ↗4Period ending 2025-11-302026-06-26open ↗4Period ending 2026-06-242026-06-25open ↗40-17GFiling2026-06-12open ↗NPORT-PPeriod ending 2026-01-312026-03-31open ↗DEF 14APeriod ending 2026-04-022026-02-13open ↗N-CENPeriod ending 2025-10-312026-01-14open ↗N-CSRPeriod ending 2025-10-312026-01-06open ↗NPORT-PPeriod ending 2025-10-312025-12-29open ↗4Period ending 2025-10-302025-11-12open ↗4/APeriod ending 2024-11-302025-10-27open ↗4Period ending 2024-12-022025-10-27open ↗

Quality score

—
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
Momentum—
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is REAVES UTILITY INCOME FUND (UTG) a buy?
UTG currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.

Sources: SEC EDGAR (CIK 0001263994, latest NPORT-P filed 2026-06-26) · EODHD · as of 6/28/2026, 3:36:43 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 2 open-market buys · 0 sales

2026-06-26
Rhame Joseph Burns III
Insider
Buy500.00 @ $41.20$20.6K
2026-06-24
Legg JoEllen
Director
Buy580.00 @ $42.62$24.7K
2026-05-31
Rhame Joseph Burns III
Insider
Acquired (J)45.39 @ $42.45$1.93K
2026-05-31
Rhame Joseph Burns III
Insider
Acquired (J)20.61 @ $42.45$874.68
2026-04-30
Rhame Joseph Burns III
Insider
Acquired (J)45.90 @ $42.94$1.97K
2026-04-30
Rhame Joseph Burns III
Insider
Acquired (J)20.83 @ $42.94$894.61
2026-03-31
Rhame Joseph Burns III
Insider
Acquired (J)48.73 @ $39.28$1.91K
2026-03-31
Rhame Joseph Burns III
Insider
Acquired (J)22.12 @ $39.28$868.76
2026-02-28
Rhame Joseph Burns III
Insider
Acquired (J)45.86 @ $41.80$1.92K
2026-02-28
Rhame Joseph Burns III
Insider
Acquired (J)20.82 @ $41.80$870.15
2026-01-31
Rhame Joseph Burns III
Insider
Acquired (J)49.97 @ $38.20$1.91K
2026-01-31
Rhame Joseph Burns III
Insider
Acquired (J)22.68 @ $38.20$866.49

Dividends

Monthly
Yield (TTM)
7.4%
Annual / share
$3.03
Last ex-date
2026-09-17
Last amount
$0.21
ex 2026-09-17paid 2026-09-30$0.21
ex 2026-08-18paid 2026-08-31$0.21
ex 2026-07-17paid 2026-07-31$0.21
ex 2026-06-17paid 2026-06-30$0.20
ex 2026-05-18paid 2026-05-29$0.20
ex 2026-04-17paid 2026-04-30$0.20

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Recent news

market news →
Daily Dividend Report: SPGI,AIT,KFY,RITM,UTGBullish
nasdaq.com· 2026-06-23
Reaves Utility Income Fund Increases Its Monthly Distribution 5% to $0.21 Per ShareBullish
finance.yahoo.com· 2026-06-23
What a $2 Million Dividend Portfolio Actually Pays After Taxes in CaliforniaBullish
finance.yahoo.com· 2026-06-20
Reaves Utility Income Fund Section 19(a) NoticeBullish
finance.yahoo.com· 2026-05-29
Reaves Utility Income Fund Section 19(a) NoticeBullish
finance.yahoo.com· 2026-04-30
Unite Group Q1 Earnings Call HighlightsBullish
finance.yahoo.com· 2026-04-13

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score— vs 67
Revenue growth— vs 7.1%
Net margin— vs 10.5%
Return on equity— vs 12.3%
P/E— vs 25.5

News sentiment

EODHD · 4d
Bullish
+0.17
vs typical · 5 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.