Utg annual return on equity
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Utg Return on Equity (ROE) Growth & History (UTGN)
Utg's return on equity was 7.61% for fiscal 2025.
View full Utg company overviewUtg annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 7.61% | −18.87 pp |
| 2024 | 2024-12-31 | 26.49% | +24.82 pp |
| 2023 | 2023-12-31 | 1.67% | −21.30 pp |
| 2022 | 2022-12-31 | 22.97% | +16.00 pp |
| 2021 | 2021-12-31 | 6.97% | +5.40 pp |
| 2020 | 2020-12-31 | 1.56% | −12.15 pp |
| 2019 | 2019-12-31 | 13.71% | +2.23 pp |
| 2018 | 2018-12-31 | 11.48% | +6.72 pp |
| 2017 | 2017-12-31 | 4.76% | +3.37 pp |
| 2016 | 2016-12-31 | 1.40% | +0.23 pp |
| 2015 | 2015-12-31 | 1.17% | −7.84 pp |
| 2014 | 2014-12-31 | 9.01% | +4.64 pp |
| 2013 | 2013-12-31 | 4.38% | −8.37 pp |
| 2012 | 2012-12-31 | 12.74% | +2.30 pp |
| 2011 | 2011-12-31 | 10.44% | — |
Utg quarterly return on equity
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Q1.13
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Q3.13
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Q4.17
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Q3.18
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Q1.19
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Q1.20
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Q1.25
Q2.25
Q3.25
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Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 2.44% | +3.16 pp |
| Q1 2026 | 2026-03-31 | 9.60% | +3.71 pp |
| Q4 2025 | 2025-12-31 | −1.95% | −5.74 pp |
| Q3 2025 | 2025-09-30 | 4.51% | −9.95 pp |
| Q2 2025 | 2025-06-30 | −0.72% | −3.81 pp |
| Q1 2025 | 2025-03-31 | 5.89% | +0.30 pp |
| Q4 2024 | 2024-12-31 | 3.79% | +1.05 pp |
| Q3 2024 | 2024-09-30 | 14.46% | +11.05 pp |
| Q2 2024 | 2024-06-30 | 3.09% | +3.04 pp |
| Q1 2024 | 2024-03-31 | 5.59% | +10.06 pp |
| Q4 2023 | 2023-12-31 | 2.74% | −9.26 pp |
| Q3 2023 | 2023-09-30 | 3.41% | −2.44 pp |
| Q2 2023 | 2023-06-30 | 0.05% | +0.60 pp |
| Q1 2023 | 2023-03-31 | −4.47% | −10.95 pp |
| Q4 2022 | 2022-12-31 | 12.01% | +10.07 pp |
| Q3 2022 | 2022-09-30 | 5.86% | +12.12 pp |
| Q2 2022 | 2022-06-30 | −0.55% | −1.77 pp |
| Q1 2022 | 2022-03-31 | 6.48% | −3.58 pp |
| Q4 2021 | 2021-12-31 | 1.94% | −3.95 pp |
| Q3 2021 | 2021-09-30 | −6.26% | −4.40 pp |
| Q2 2021 | 2021-06-30 | 1.22% | −8.13 pp |
| Q1 2021 | 2021-03-31 | 10.06% | +22.15 pp |
| Q4 2020 | 2020-12-31 | 5.88% | +3.55 pp |
| Q3 2020 | 2020-09-30 | −1.87% | −0.99 pp |
| Q2 2020 | 2020-06-30 | 9.36% | +7.18 pp |
| Q1 2020 | 2020-03-31 | −12.09% | −22.30 pp |
| Q4 2019 | 2019-12-31 | 2.34% | +11.54 pp |
| Q3 2019 | 2019-09-30 | −0.87% | −11.11 pp |
| Q2 2019 | 2019-06-30 | 2.18% | −5.13 pp |
| Q1 2019 | 2019-03-31 | 10.20% | +7.77 pp |
| Q4 2018 | 2018-12-31 | −9.21% | −16.17 pp |
| Q3 2018 | 2018-09-30 | 10.24% | +10.10 pp |
| Q2 2018 | 2018-06-30 | 7.31% | — |
| Q1 2018 | 2018-03-31 | 2.44% | — |
| Q4 2017 | 2017-12-31 | 6.97% | +6.67 pp |
| Q3 2017 | 2017-09-30 | 0.14% | −0.20 pp |
| Q4 2016 | 2016-12-31 | 0.30% | +3.78 pp |
| Q3 2016 | 2016-09-30 | 0.34% | −1.99 pp |
| Q2 2016 | 2016-06-30 | −0.80% | +0.12 pp |
| Q1 2016 | 2016-03-31 | 1.62% | −1.34 pp |
| Q4 2015 | 2015-12-31 | −3.48% | −10.15 pp |
| Q3 2015 | 2015-09-30 | 2.32% | −1.66 pp |
| Q2 2015 | 2015-06-30 | −0.93% | −0.95 pp |
| Q1 2015 | 2015-03-31 | 2.96% | +5.04 pp |
| Q4 2014 | 2014-12-31 | 6.68% | +4.29 pp |
| Q3 2014 | 2014-09-30 | 3.99% | +1.78 pp |
| Q2 2014 | 2014-06-30 | 0.02% | −1.19 pp |
| Q1 2014 | 2014-03-31 | −2.08% | −0.87 pp |
| Q4 2013 | 2013-12-31 | 2.39% | −0.92 pp |
| Q3 2013 | 2013-09-30 | 2.21% | +2.03 pp |
| Q2 2013 | 2013-06-30 | 1.21% | −0.90 pp |
| Q1 2013 | 2013-03-31 | −1.21% | −8.82 pp |
| Q4 2012 | 2012-12-31 | 3.30% | −6.28 pp |
| Q3 2012 | 2012-09-30 | 0.18% | +8.01 pp |
| Q2 2012 | 2012-06-30 | 2.10% | −0.24 pp |
| Q1 2012 | 2012-03-31 | 7.61% | — |
| Q4 2011 | 2011-12-31 | 9.58% | — |
| Q3 2011 | 2011-09-30 | −7.83% | — |
| Q2 2011 | 2011-06-30 | 2.34% | — |
Utg return on equity trends
Over the last five fiscal years, Utg's return on equity increased from 1.56% to 7.61%, a change of +6.05 percentage points. The latest reported quarter, Q2 2026, shows 2.44%.
About the metric
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.
Calculation and source
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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