Utg (UTGN) Return on Equity [ROE] (2009 - 2026)
Utg's Return on Equity [ROE] was 12.23% in Q3 2026, down 0.38 percentage points from 12.61% a year earlier and down 1.47 percentage points from the prior quarter.
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Analysis
Utg (UTGN) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at Utg came in at 7.64%, down 18.84 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of +5.99 percentage points (FY2020 to FY2025).
- In earlier years, Return on Equity [ROE] was 26.47% in FY2024 (+24.74 pp), 1.73% in FY2023 (-21.23 pp), 22.97% in FY2022 (+15.96 pp) and 7.01% in FY2021 (+5.36 pp).
- Quarterly Return on Equity [ROE] has moved between 1.58% (Q2 2022) and 24.41% (Q3 2024) over five years.
- Compared with a year earlier, Return on Equity [ROE] has declined for five straight quarters, with an average year-over-year change of -0.88 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q4 2024 (a gain of 22.00 percentage points); the worst was Q4 2023 (a drop of 21.37 percentage points).
- Per Business Quant data, UTGN's Return on Equity [ROE] in the three quarters before Q3 2026 was 13.70% (Q2 2026), 11.30% (Q1 2026) and 7.31% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn | 10.23% |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn | 13.98% |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn | 33.78% |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - | 27.18% |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn | 26.83% |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - | 15.17% |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn | 7.14% |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - | 40.29% |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn | 367.00% |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - | 12.23% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 12.23% |
| Jun 30, 2026 | 13.83% |
| Mar 31, 2026 | 11.44% |
| Dec 31, 2025 | 7.52% |
| Sep 30, 2025 | 12.89% |
| Jun 30, 2025 | 20.52% |
| Mar 31, 2025 | 24.12% |
| Dec 31, 2024 | 23.76% |
| Sep 30, 2024 | 24.41% |
| Jun 30, 2024 | 13.98% |
| Mar 31, 2024 | 11.41% |
| Dec 31, 2023 | 1.76% |
| Sep 30, 2023 | 10.61% |
| Jun 30, 2023 | 12.49% |
| Mar 31, 2023 | 11.71% |
| Dec 31, 2022 | 23.13% |
| Sep 30, 2022 | 13.97% |
| Jun 30, 2022 | 1.58% |
| Mar 31, 2022 | 3.36% |
| Dec 31, 2021 | 6.95% |
API Access
Utg Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();