Root (ROOT) Interest & Investment Income (2019 - 2026)
Root's Interest & Investment Income came in at $5 million for Q2 2026, down 46.8% from $9.4 million a year earlier and down 42.5% from the prior quarter.
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Analysis
Root (ROOT) Interest & Investment Income (2019 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Root reported Interest & Investment Income of $29.3 million, down 15.8% year-over-year; for FY2025, it was $33.7 million, down 6.1% from FY2024.
- Interest & Investment Income carries a five-year compound annual growth rate of 44.2% (FY2020 to FY2025).
- Going back by year, Interest & Investment Income was $35.9 million in FY2024 (+18.9%), $30.2 million in FY2023 (+387.1%), $6.2 million in FY2022 (+24.0%) and $5 million in FY2021 (-7.4%).
- The Q2 2026 figure represents the lowest quarterly Interest & Investment Income since Q4 2022.
- Year-over-year, Interest & Investment Income increased in 1 of the last eight quarters, with an average decline of 8.8%.
- The fastest year-over-year change in Interest & Investment Income over five years came in Q3 2023 (growth of 900.0%), and the weakest in Q2 2026 (a decline of 46.8%).
- Business Quant data shows ROOT's Interest & Investment Income at $8.7 million (Q1 2026), $8.6 million (Q4 2025) and $7 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 1.76 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 8.00 Mn |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 1.07 Bn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 3.52 Bn |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 6.70 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | - |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 5.00 Mn |
| 10 | Root | 633.76 Mn | -1.82 Bn | - | 5.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.00 Mn |
| Mar 31, 2026 | 8.70 Mn |
| Dec 31, 2025 | 8.60 Mn |
| Sep 30, 2025 | 7.00 Mn |
| Jun 30, 2025 | 9.40 Mn |
| Mar 31, 2025 | 8.70 Mn |
| Dec 31, 2024 | 8.70 Mn |
| Sep 30, 2024 | 8.00 Mn |
| Jun 30, 2024 | 10.00 Mn |
| Mar 31, 2024 | 9.20 Mn |
| Dec 31, 2023 | 7.70 Mn |
| Sep 30, 2023 | 9.00 Mn |
| Jun 30, 2023 | 6.80 Mn |
| Mar 31, 2023 | 6.70 Mn |
| Dec 31, 2022 | 4.00 Mn |
| Sep 30, 2022 | 900,000.00 |
| Jun 30, 2022 | 700,000.00 |
| Mar 31, 2022 | 600,000.00 |
| Dec 31, 2021 | 2.40 Mn |
| Sep 30, 2021 | 1.00 Mn |
API Access
Root Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=ROOT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "ROOT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=ROOT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();