Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 9.45% is in line with its 5-year average of 9.62%, near the high end of its 5-year range (4.10%–10.61%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.64% below its 12-month average of 9.81%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.45%.
RETURN ON EQUITY (ROE)
9.45%
RETURN ON EQUITY (ROE) AVG TTM
9.81%
RETURN ON EQUITY (ROE) AVG 3Y
9.74%
RETURN ON EQUITY (ROE) AVG 5Y
9.62%
RETURN ON EQUITY (ROE) AVG 10Y
6.76%
RETURN ON EQUITY (ROE) AVG 15Y
7.77%
RETURN ON EQUITY (ROE) AVG 20Y
6.83%
CURRENT VS TTM AVG
-3.64%
CURRENT VS 3Y AVG
-2.91%
CURRENT VS 5Y AVG
-1.75%
CURRENT VS 10Y AVG
+39.84%
CURRENT VS 15Y AVG
+21.67%
CURRENT VS 20Y AVG
+38.32%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+0.46%
vs the sector median at left
Market Cap
$20.95B
Return on Equity (ROE)
10.50%
TTM Avg
11.95%
3Y Avg
11.90%
5Y Avg
13.62%
Market Cap
$21.60B
Return on Equity (ROE)
21.90%
TTM Avg
17.93%
3Y Avg
12.55%
5Y Avg
10.37%
Market Cap
$17.28B
Return on Equity (ROE)
10.85%
TTM Avg
10.45%
3Y Avg
10.55%
5Y Avg
10.73%
Market Cap
$22.89B
Return on Equity (ROE)
17.49%
TTM Avg
48.40%
3Y Avg
30.44%
5Y Avg
35.48%
Market Cap
$25.43B
Return on Equity (ROE)
8.41%
TTM Avg
7.13%
3Y Avg
6.25%
5Y Avg
4.20%
Market Cap
$25.46B
Return on Equity (ROE)
9.53%
TTM Avg
9.49%
3Y Avg
9.75%
5Y Avg
7.58%
Market Cap
$25.70B
Return on Equity (ROE)
8.87%
TTM Avg
7.92%
3Y Avg
5.45%
5Y Avg
6.46%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NiSource Inc (NI) | $19.69B | 9.45% | 9.81% | 9.74% | 9.62% |
| Evergy, Inc. (EVRG)vs › | $18.64B | 9.06% | 8.57% | 8.16% | 8.21% |
| CMS Energy Corporation (CMS)vs › | $20.95B | 10.50% | 11.95% | 11.90% | 13.62% |
| Edison International (EIX)vs › | $21.60B | 21.90% | 17.93% | 12.55% | 10.37% |
| Alliant Energy Corporation (LNT)vs › | $17.28B | 10.85% | 10.45% | 10.55% | 10.73% |
| NRG Energy, Inc. (NRG)vs › | $22.89B | 17.49% | 48.40% | 30.44% | 35.48% |
| PPL Corporation (PPL)vs › | $25.43B | 8.41% | 7.13% | 6.25% | 4.20% |
| CenterPoint Energy, Inc. (CNP)vs › | $25.46B | 9.53% | 9.49% | 9.75% | 7.58% |
| Eversource Energy (ES)vs › | $25.70B | 8.87% | 7.92% | 5.45% | 6.46% |
| Talen Energy Corporation (TLN)vs › | $13.01B | -11.45% | 25.96% | 75.45% | 33.38% |
ROE
9.5%
ROA
2.4%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 9.45% |
| 2026-03-31 | 9.96% |
| 2025-12-31 | 9.84% |
| 2025-09-30 | 9.82% |
| 2025-06-30 | 9.98% |
| 2025-03-31 | 9.78% |
| 2024-12-31 | 8.76% |
| 2024-09-30 | 9.27% |
| 2024-06-30 | 9.83% |
| 2024-03-31 | 9.45% |
| 2023-12-31 | 8.64% |
| 2023-09-30 | 10.00% |
| 2023-06-30 | 9.71% |
| 2023-03-31 | 9.26% |
| 2022-12-31 | 10.61% |
| 2022-09-30 | 10.08% |
| 2022-06-30 | 10.01% |
| 2022-03-31 | 9.94% |
| 2021-12-31 | 8.42% |
| 2021-09-30 | 7.75% |
| 2021-06-30 | 4.10% |
| 2021-03-31 | 3.41% |
| 2020-12-31 | -0.31% |
| 2020-09-30 | -4.45% |
| 2020-06-30 | -1.09% |
| 2020-03-31 | 4.18% |
| 2019-12-31 | 6.40% |
| 2019-09-30 | 8.73% |
| 2019-06-30 | 2.75% |
| 2019-03-31 | -1.87% |
| 2018-12-31 | -0.88% |
| 2018-09-30 | -1.80% |
| 2018-06-30 | 4.80% |
| 2018-03-31 | 4.29% |
| 2017-12-31 | 2.97% |
| 2017-09-30 | 6.18% |
| 2017-06-30 | 6.86% |
| 2017-03-31 | 8.49% |
| 2016-12-31 | 7.97% |
| 2016-09-30 | 7.74% |
| 2016-06-30 | 6.90% |
| 2016-03-31 | 5.11% |
| 2015-12-31 | 7.45% |
| 2015-09-30 | 10.03% |
| 2015-06-30 | 6.42% |
| 2015-03-31 | 8.16% |
| 2014-12-31 | 8.58% |
| 2014-09-30 | 8.78% |
| 2014-06-30 | 9.03% |
| 2014-03-31 | 8.95% |
| 2013-12-31 | 9.04% |
| 2013-09-30 | 9.02% |
| 2013-06-30 | 8.51% |
| 2013-03-31 | 8.49% |
| 2012-12-31 | 7.49% |
| 2012-09-30 | 5.59% |
| 2012-06-30 | 6.22% |
| 2012-03-31 | 5.65% |
| 2011-12-31 | 5.99% |
| 2011-09-30 | 6.26% |
| 2011-06-30 | 6.21% |
| 2011-03-31 | 5.98% |
| 2010-12-31 | 5.93% |
| 2010-09-30 | 7.14% |
| 2010-06-30 | 6.12% |
| 2010-03-31 | 5.41% |
| 2009-12-31 | 4.48% |
| 2009-09-30 | -7.62% |
| 2009-06-30 | -6.80% |
| 2009-03-31 | -11.05% |
| 2008-12-31 | -12.11% |
| 2008-09-30 | -0.34% |
| 2008-06-30 | -0.52% |
| 2008-03-31 | 4.03% |
| 2007-12-31 | 6.33% |
| 2007-09-30 | 6.33% |
| 2007-06-30 | 6.54% |
| 2007-03-31 | 6.36% |
| 2006-12-31 | 5.65% |
| 2006-09-30 | 6.01% |
| 2006-06-30 | 5.26% |
| 2006-03-31 | 5.48% |
| 2005-12-31 | 6.11% |
| 2005-09-30 | 7.98% |
| 2005-06-30 | 8.71% |
| 2005-03-31 | 8.54% |
| 2004-12-31 | 8.96% |
| 2004-09-30 | 9.10% |
| 2004-06-30 | 8.81% |
| 2004-03-31 | 0.96% |
| 2003-12-31 | 1.91% |
| 2003-09-30 | 0.63% |
| 2003-06-30 | 0.81% |
