Utg (UTGN) Interest & Investment Income (2009 - 2026)
Utg's Interest & Investment Income was $4.87 million in Q3 2026, up 21.5% from $4.01 million a year earlier and up 3.2% from the prior quarter.
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Analysis
Utg (UTGN) Interest & Investment Income (2009 - 2026) Analysis & Trends
On a trailing twelve-month basis, Utg's Interest & Investment Income was $16.13 million through Sep 30, 2026, up 1.7% year-over-year; for FY2025, it was $13.85 million, down 13.9% from FY2024.
- Interest & Investment Income shows a five-year compound annual growth rate of 7.8% (FY2020 to FY2025).
- In earlier years, Interest & Investment Income was $16.09 million in FY2024 (+14.5%), $14.05 million in FY2023 (-32.5%), $20.81 million in FY2022 (+130.0%) and $9.05 million in FY2021 (-5.0%).
- The Q3 2026 figure marks the highest quarterly Interest & Investment Income since Q4 2024.
- Compared with a year earlier, Interest & Investment Income has increased for three straight quarters, with growth averaging 6.6% over the last eight quarters.
- The best year-over-year quarter for Interest & Investment Income over five years was Q3 2022 (growth of 193.6%); the worst was Q3 2023 (a decline of 45.2%).
- Per Business Quant data, UTGN's Interest & Investment Income in the three quarters before Q3 2026 was $4.72 million (Q2 2026), $3.3 million (Q1 2026) and $3.25 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn | 5.51 Bn |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn | 1.79 Bn |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn | 1.04 Bn |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - | 10.00 Mn |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn | 1.10 Bn |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - | 3.63 Bn |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn | - |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - | 24.00 Mn |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn | 1.18 Bn |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - | 4.87 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.87 Mn |
| Jun 30, 2026 | 4.72 Mn |
| Mar 31, 2026 | 3.30 Mn |
| Dec 31, 2025 | 3.25 Mn |
| Sep 30, 2025 | 4.01 Mn |
| Jun 30, 2025 | 3.48 Mn |
| Mar 31, 2025 | 3.12 Mn |
| Dec 31, 2024 | 5.26 Mn |
| Sep 30, 2024 | 3.55 Mn |
| Jun 30, 2024 | 4.33 Mn |
| Mar 31, 2024 | 2.95 Mn |
| Dec 31, 2023 | 4.06 Mn |
| Sep 30, 2023 | 3.43 Mn |
| Jun 30, 2023 | 3.24 Mn |
| Mar 31, 2023 | 3.32 Mn |
| Dec 31, 2022 | 5.65 Mn |
| Sep 30, 2022 | 6.27 Mn |
| Jun 30, 2022 | 4.44 Mn |
| Mar 31, 2022 | 4.46 Mn |
| Dec 31, 2021 | 2.87 Mn |
API Access
Utg 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=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "UTGN", "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=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();