Utg (UTGN) Non Operating Investment Income (2010 - 2026)
Utg (UTGN) reported Non Operating Investment Income of $2.25 million for Q2 2026, compared with -$1.26 million a year earlier and down 92.0% from the prior quarter.
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Analysis
Utg (UTGN) Non Operating Investment Income (2010 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Utg's Non Operating Investment Income came in at $37.01 million, down 31.6% year-over-year; for FY2025, it was $21.58 million, down 62.0% from FY2024.
- Non Operating Investment Income has a five-year compound annual growth rate of 28.3% (FY2020 to FY2025).
- By year, Non Operating Investment Income came in at $56.84 million in FY2024, -$2.86 million in FY2023, $33.69 million in FY2022 (+138.6%) and $14.12 million in FY2021 (+127.5%).
- Five-year quarterly Non Operating Investment Income spans a low of -$9.38 million in Q3 2021 and a high of $33.79 million in Q3 2024.
- Year over year, Non Operating Investment Income gained in three of the last four quarters, with growth averaging 14.6%.
- The high point for year-over-year Non Operating Investment Income in five years was Q4 2022 (growth of 514.8%); the low point was Q4 2023 (a decline of 77.4%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $28.21 million (Q1 2026), -$4.15 million (Q4 2025) and $10.69 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non-Op. Investment Inc. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 16.08 Bn |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 162.00 Mn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 588.00 Mn |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | -5.00 Mn |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 60.00 Mn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | -428.00 Mn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | - |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | - |
| 10 | Utg | 181.90 Mn | 182.40 Mn | - | 2.25 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.25 Mn |
| Mar 31, 2026 | 28.21 Mn |
| Dec 31, 2025 | -4.15 Mn |
| Sep 30, 2025 | 10.69 Mn |
| Jun 30, 2025 | -1.26 Mn |
| Mar 31, 2025 | 16.29 Mn |
| Dec 31, 2024 | 5.31 Mn |
| Sep 30, 2024 | 33.79 Mn |
| Jun 30, 2024 | 5.36 Mn |
| Mar 31, 2024 | 12.38 Mn |
| Dec 31, 2023 | 4.35 Mn |
| Sep 30, 2023 | -23,403.00 |
| Jun 30, 2023 | 1.46 Mn |
| Mar 31, 2023 | -8.65 Mn |
| Dec 31, 2022 | 19.23 Mn |
| Sep 30, 2022 | 7.10 Mn |
| Jun 30, 2022 | -790,338.00 |
| Mar 31, 2022 | 8.15 Mn |
| Dec 31, 2021 | 3.13 Mn |
| Sep 30, 2021 | -9.38 Mn |
API Access
Utg Non Operating 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=non-operating-investment-income&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "non-operating-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=non-operating-investment-income&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();