Amalgamated Financial Return on Equity (ROE) Growth & History (AMAL)
Amalgamated Financial's return on equity was 13.91% for fiscal 2025.
View full Amalgamated Financial company overviewAmalgamated Financial annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 13.91% | −2.56 pp |
| 2024 | 2024-12-31 | 16.46% | +0.38 pp |
| 2023 | 2023-12-31 | 16.08% | +0.89 pp |
| 2022 | 2022-12-31 | 15.19% | +5.56 pp |
| 2021 | 2021-12-31 | 9.63% | +0.63 pp |
| 2020 | 2020-12-31 | 9.00% | −1.15 pp |
| 2019 | 2019-12-31 | 10.15% | — |
Amalgamated Financial quarterly return on equity
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 4.23% | +0.74 pp |
| Q1 2026 | 2026-03-31 | 3.15% | −0.32 pp |
| Q4 2025 | 2025-12-31 | 3.39% | −0.09 pp |
| Q3 2025 | 2025-09-30 | 3.50% | −0.65 pp |
| Q2 2025 | 2025-06-30 | 3.49% | −0.75 pp |
| Q1 2025 | 2025-03-31 | 3.47% | −1.07 pp |
| Q4 2024 | 2024-12-31 | 3.48% | −0.53 pp |
| Q3 2024 | 2024-09-30 | 4.16% | +0.01 pp |
| Q2 2024 | 2024-06-30 | 4.24% | +0.11 pp |
| Q1 2024 | 2024-03-31 | 4.53% | +0.38 pp |
| Q4 2023 | 2023-12-31 | 4.01% | −0.96 pp |
| Q3 2023 | 2023-09-30 | 4.15% | −0.50 pp |
| Q2 2023 | 2023-06-30 | 4.13% | +0.30 pp |
| Q1 2023 | 2023-03-31 | 4.15% | +1.55 pp |
| Q4 2022 | 2022-12-31 | 4.97% | +2.13 pp |
| Q3 2022 | 2022-09-30 | 4.66% | +2.05 pp |
| Q2 2022 | 2022-06-30 | 3.83% | +1.92 pp |
| Q1 2022 | 2022-03-31 | 2.60% | +0.33 pp |
| Q4 2021 | 2021-12-31 | 2.84% | +0.16 pp |
| Q3 2021 | 2021-09-30 | 2.61% | — |
| Q2 2021 | 2021-06-30 | 1.91% | — |
| Q1 2021 | 2021-03-31 | 2.27% | — |
| Q4 2020 | 2020-12-31 | 2.69% | — |
Amalgamated Financial return on equity trends
Over the last five fiscal years, Amalgamated Financial's return on equity increased from 9.00% to 13.91%, a change of +4.90 percentage points. The latest reported quarter, Q2 2026, shows 4.23%.
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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