Utg (UTGN) Retained Earnings (2010 - 2026)
Utg's Retained Earnings was $228.17 million in Q2 2026, up 18.4% from $192.68 million a year earlier and up 2.8% from the prior quarter.
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Analysis
Utg (UTGN) Retained Earnings (2010 - 2026) Analysis & Trends
At the end of FY2025, Retained Earnings at Utg came in at $198.42 million, up 9.4% from FY2024.
- Retained Earnings shows a five-year compound annual growth rate of 17.6% (FY2020 to FY2025).
- In earlier years, Retained Earnings was $181.34 million in FY2024 (+38.1%), $131.33 million in FY2023 (-0.5%), $131.99 million in FY2022 (+35.1%) and $97.73 million in FY2021 (+11.0%).
- The Q2 2026 figure marks the highest quarterly Retained Earnings in data going back to Q4 2010.
- Compared with a year earlier, Retained Earnings has increased for ten straight quarters, with growth averaging 24.5% over the last eight quarters.
- The best year-over-year quarter for Retained Earnings over five years was Q4 2024 (growth of 38.1%); the worst was Q4 2023 (a decline of 0.5%).
- Per Business Quant data, UTGN's Retained Earnings in the three quarters before Q2 2026 was $221.85 million (Q1 2026), $198.42 million (Q4 2025) and $201.89 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 798.96 Bn |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 71.68 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 32.26 Bn |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 29.16 Bn |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 58.35 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | - |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 6.59 Bn |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 82.00 Mn |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 67.50 Bn |
| 10 | Utg | 181.94 Mn | -10.08 Mn | - | 228.17 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 228.17 Mn |
| Mar 31, 2026 | 221.85 Mn |
| Dec 31, 2025 | 198.42 Mn |
| Sep 30, 2025 | 201.89 Mn |
| Jun 30, 2025 | 192.68 Mn |
| Mar 31, 2025 | 194.29 Mn |
| Dec 31, 2024 | 181.34 Mn |
| Sep 30, 2024 | 175.43 Mn |
| Jun 30, 2024 | 149.12 Mn |
| Mar 31, 2024 | 142.64 Mn |
| Dec 31, 2023 | 131.33 Mn |
| Sep 30, 2023 | 129.88 Mn |
| Jun 30, 2023 | 124.67 Mn |
| Mar 31, 2023 | 124.59 Mn |
| Dec 31, 2022 | 131.99 Mn |
| Sep 30, 2022 | 114.21 Mn |
| Jun 30, 2022 | 106.16 Mn |
| Mar 31, 2022 | 106.92 Mn |
| Dec 31, 2021 | 97.73 Mn |
| Sep 30, 2021 | 95.02 Mn |
API Access
Utg Retained Earnings 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=retained-earnings&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "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=retained-earnings&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();