Utg (UTGN) Return on Assets [ROA] (2011 - 2026)
Utg (UTGN) reported Return on Assets [ROA] of 6.87% for Q2 2026, down 2.70 percentage points from 9.57% a year earlier but up 1.34 percentage points from the prior quarter.
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Analysis
Utg (UTGN) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Utg posted Return on Assets [ROA] of 3.55%, down 7.36 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of +3.02 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at 10.91% in FY2024 (+10.29 pp), 0.62% in FY2023 (-7.13 pp), 7.76% in FY2022 (+5.48 pp) and 2.28% in FY2021 (+1.75 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of 0.53% in Q2 2022 and a high of 11.12% in Q1 2025.
- Year over year, Return on Assets [ROA] has now declined in each of the last four quarters, with an average year-over-year change of +0.93 percentage points over the last eight quarters.
- The high point for year-over-year Return on Assets [ROA] in five years was Q4 2024 (a gain of 9.90 percentage points); the low point was Q4 2023 (a drop of 7.32 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 5.53% (Q1 2026), 3.53% (Q4 2025) and 6.00% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 6.84% |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 4.13% |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 9.46% |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 6.90% |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 5.81% |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 0.47% |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 1.97% |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 7.61% |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 10.69% |
| 10 | Utg | 181.94 Mn | -10.08 Mn | - | 6.87% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.87% |
| Mar 31, 2026 | 5.53% |
| Dec 31, 2025 | 3.53% |
| Sep 30, 2025 | 6.00% |
| Jun 30, 2025 | 9.57% |
| Mar 31, 2025 | 11.12% |
| Dec 31, 2024 | 10.55% |
| Sep 30, 2024 | 10.21% |
| Jun 30, 2024 | 5.58% |
| Mar 31, 2024 | 4.34% |
| Dec 31, 2023 | 0.65% |
| Sep 30, 2023 | 3.92% |
| Jun 30, 2023 | 4.59% |
| Mar 31, 2023 | 4.21% |
| Dec 31, 2022 | 7.96% |
| Sep 30, 2022 | 4.66% |
| Jun 30, 2022 | 0.53% |
| Mar 31, 2022 | 1.11% |
| Dec 31, 2021 | 2.29% |
| Sep 30, 2021 | 3.52% |
API Access
Utg Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();