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For the quarter ending 2026-03-31, UTGN made $36,493,614 in revenue. $23,436,868 in net income. Net profit margin of 64.22%.

Income Overview

Revenue
$36,493,614
Net Income
$23,436,868
Net Profit Margin
64.22%
EPS
$7.42
Unit: Dollar
Revenue Breakdown
    • Change in fair value of equity s...
    • Other realized investment gains,...
    • Net investment income
    • Others

Income Statement
2026-03-31
2025-12-31
2025-09-30
2025-06-30
Total revenue
36,493,614 -300,823 17,348,939 3,394,431
Life
6,830,388 1,787,546 2,803,113 3,371,390
Ceded reinsurance benefits and claims
2,898,288 413,815 392,861 231,645
Annuity
252,993 255,551 251,372 250,213
Dividends to policyholders
74,310 65,783 58,374 76,489
Commissions
-22,822* --
Interest expense
-0* 0 0
Commissions and amortization of deferred policy acquisition costs
-26,049 --30,851 -23,385
Amortization of cost of insurance acquired
152,537 153,541 153,542 153,541
Operating expenses
2,373,577 2,914,332 1,973,282 1,971,646
Total benefits and other expenses
6,759,468 4,740,116 4,815,971 5,568,249
Income before income taxes
29,734,146 -5,040,939 12,532,968 -2,173,818
Income tax expense
6,272,638 -884,256 2,262,683 -428,854
Net income
23,461,508 -4,156,683 10,270,285 -1,744,964
Net income attributable to noncontrolling interests
24,640 20,570 18,494 24,342
Net income attributable to common shareholders
23,436,868 -4,177,253 10,251,791 -1,769,306
Basic EPS
7.46 -1.329 3.26 -0.56
Diluted EPS
7.42 -1.323 3.25 -0.56
Basic Average Shares
3,141,417 3,143,368 3,148,721 3,153,773
Diluted Average Shares
3,159,110 3,156,759 3,149,650 3,153,773
Unit: Dollar. Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Income Statement

DownloadDownload image
Change in fair value ofequity securities$28,213,466 (73.19%↑ Y/Y)Other realizedinvestment gains, net$3,548,793 (263.69%↑ Y/Y)Net investmentincome$3,295,336 (5.66%↑ Y/Y)Premiums and policy fees$1,796,689 (-6.14%↓ Y/Y)Other income$64,606 (-2.38%↓ Y/Y)Total net investmentlosss$31,762,259 (83.96%↑ Y/Y)Revenue before netinvestment gains$4,731,355 (2.04%↑ Y/Y)Ceded reinsurancepremiums and policy fees$425,276 (-8.01%↓ Y/Y)Total revenue$36,493,614 (66.61%↑ Y/Y)Income before incometaxes$29,734,146 (79.67%↑ Y/Y)Total benefits andother expenses$6,759,468 (26.25%↑ Y/Y)Ceded reinsurancebenefits and claims$2,898,288 (370.21%↑ Y/Y)Commissions andamortization of deferred...-$26,049 (12.26%↑ Y/Y)Net income$23,461,508 (83.32%↑ Y/Y)Income tax expense$6,272,638 (67.23%↑ Y/Y)Life$6,830,388 (100.83%↑ Y/Y)Operating expenses$2,373,577 (11.94%↑ Y/Y)Annuity$252,993 (3.70%↑ Y/Y)Amortization of cost ofinsurance acquired$152,537 (-0.65%↓ Y/Y)Dividends topolicyholders$74,310 (-8.43%↓ Y/Y)Net incomeattributable to common...$23,436,868 (83.46%↑ Y/Y)Net incomeattributable to...$24,640 (4.53%↑ Y/Y)

UTG INC (UTGN)

UTG INC (UTGN)