Utg (UTGN) Tax Rate (2010 - 2026)
Utg (UTGN) posted Tax Rate of 20.80% for Q2 2026, down 0.30 percentage points from the prior quarter.
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Analysis
Utg (UTGN) Tax Rate (2010 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Utg was 20.60%, down 0.62 percentage points year-over-year; for FY2025, it was 21.50%, up 0.82 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +8.18 percentage points (FY2020 to FY2025).
- In prior years, Utg's Tax Rate was 20.68% in FY2024 (+19.19 pp), 1.49% in FY2023 (-20.30 pp), 21.79% in FY2022 (+4.28 pp) and 17.50% in FY2021 (+4.19 pp).
- Quarterly Tax Rate has run from a low of 9.23% in Q3 2023 to a high of 54.78% in Q2 2023 over five years.
- On a year-over-year basis, Tax Rate increased in two of the last five quarters, with an average year-over-year change of +0.96 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q3 2024, with a gain of 11.61 percentage points; the weakest was Q2 2024, with a drop of 35.90 percentage points.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 21.39% |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | - |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 21.74% |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 21.96% |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 21.03% |
| 10 | Utg | 181.94 Mn | -10.08 Mn | - | 20.80% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.80% |
| Mar 31, 2026 | 21.10% |
| Sep 30, 2025 | 18.05% |
| Mar 31, 2025 | 22.64% |
| Dec 31, 2024 | 19.82% |
| Sep 30, 2024 | 20.84% |
| Jun 30, 2024 | 18.89% |
| Mar 31, 2024 | 21.92% |
| Dec 31, 2023 | 23.04% |
| Sep 30, 2023 | 9.23% |
| Jun 30, 2023 | 54.78% |
| Dec 31, 2022 | 20.73% |
| Sep 30, 2022 | 23.94% |
| Mar 31, 2022 | 22.28% |
| Dec 31, 2021 | 21.81% |
| Jun 30, 2021 | 16.11% |
| Mar 31, 2021 | 20.76% |
| Dec 31, 2020 | 20.11% |
| Jun 30, 2020 | 17.57% |
| Jun 30, 2019 | 19.03% |
API Access
Utg Tax Rate 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=tax-rate&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();