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(UTES) Virtus Reaves Utilities - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US26923G8069 • Utilities

UTES: Electricity, Gas, Water, Utilities

The Virtus Reaves Utilities ETF (NYSE ARCA:UTES) is a non-diversified exchange-traded fund that primarily invests in equity securities of companies operating within the Utility Sector. The fund allocates at least 80% of its net assets (including borrowings for investment purposes) to Utility Sector Companies. A company is classified as a Utility Sector Company if at least 50% of its assets, customers, or revenues are tied to the generation or distribution of electricity, gas, or water. This targeted focus allows the fund to concentrate its holdings in a specific industry, which may result in higher volatility compared to diversified funds. For more information, visit http://www.virtus.com.

As of the latest data, the fund has an Average Volume 20d of 112,828 shares and a Last Price of $65.42. The funds technical indicators show an SMA 20 of $69.21, SMA 50 of $67.63, and SMA 200 of $60.68, with an ATR of 1.74. The funds Assets Under Management (AUM) stand at $424.47 million, reflecting its scale in the utilities sector.

3-Month Forecast: Based on the provided and , the fund is expected to face headwinds in the near term. The SMA 20 and SMA 50 are above the Last Price, indicating potential resistance levels. However, the SMA 200 remains below the current price, suggesting long-term upward momentum. The ATR of 1.74 signals moderate volatility, which could amplify price movements. With an AUM of $424.47 million, the fund maintains liquidity, but short-term price action may remain choppy. Overall, the outlook is neutral to slightly bearish for the next three months, with a potential range between $63 and $68.

Additional Sources for UTES ETF

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

UTES ETF Overview

Market Cap in USD	428m
Category	Utilities
TER	0.49%
IPO / Inception	2015-09-23

UTES ETF Ratings

Growth Rating	83.4
Fundamental	-
Dividend Rating	44.7
Rel. Strength	13.1
Analysts	-
Fair Price Momentum	72.20 USD
Fair Price DCF	-

UTES Dividends

Dividend Yield 12m	1.45%
Yield on Cost 5y	3.03%
Annual Growth 5y	2.71%
Payout Consistency	86.3%

UTES Growth Ratios

Growth Correlation 3m	-20.5%
Growth Correlation 12m	78.3%
Growth Correlation 5y	88%
CAGR 5y	16.82%
CAGR/Max DD 5y	0.82
Sharpe Ratio 12m	1.39
Alpha	22.64
Beta	0.926
Volatility	24.87%
Current Volume	142.6k
Average Volume 20d	54.6k

What is the price of UTES stocks?
As of May 09, 2025, the stock is trading at USD 68.97 with a total of 142,596 shares traded.
Over the past week, the price has changed by +1.92%, over one month by +15.35%, over three months by -0.70% and over the past year by +32.81%.

Is Virtus Reaves Utilities a good stock to buy?
Yes. Based on ValueRay Analyses, Virtus Reaves Utilities (NYSE ARCA:UTES) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 83.42 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UTES as of May 2025 is 72.20. This means that UTES is currently overvalued and has a potential downside of 4.68%.

Is UTES a buy, sell or hold?
Virtus Reaves Utilities has no consensus analysts rating.

What are the forecast for UTES stock price target?
According to ValueRays Forecast Model, UTES Virtus Reaves Utilities will be worth about 81.6 in May 2026. The stock is currently trading at 68.97. This means that the stock has a potential upside of +18.37%.

Issuer	Forecast	Upside
Wallstreet Target Price	-	-
Analysts Target Price	-	-
ValueRay Target Price	81.6	18.4%