Unum (UNM) Interest & Investment Income (2009 - 2026)
Unum's Interest & Investment Income came in at $478.4 million for Q2 2026, down 14.7% from $560.7 million a year earlier and down 1.0% from the prior quarter.
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Analysis
Unum (UNM) Interest & Investment Income (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Unum reported Interest & Investment Income of $1.92 billion, down 10.5% year-over-year; for FY2025, it was $2.03 billion, down 4.6% from FY2024.
- Interest & Investment Income carries a five-year compound annual growth rate of -2.9% (FY2020 to FY2025).
- Going back by year, Interest & Investment Income was $2.13 billion in FY2024 (+1.6%), $2.1 billion in FY2023 (-1.2%), $2.12 billion in FY2022 (-4.1%) and $2.21 billion in FY2021 (-6.2%).
- The five-year range for quarterly Interest & Investment Income is $476.8 million (Q3 2025) to $560.7 million (Q2 2025).
- Year-over-year, Interest & Investment Income has declined for four consecutive quarters, with an average decline of 4.5% over the last eight quarters.
- The fastest year-over-year change in Interest & Investment Income over five years came in Q2 2025 (growth of 2.9%), and the weakest in Q2 2026 (a decline of 14.7%).
- Business Quant data shows UNM's Interest & Investment Income at $483.4 million (Q1 2026), $482 million (Q4 2025) and $476.8 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 5.51 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 1.79 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 1.04 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 10.00 Mn |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 1.10 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 3.63 Bn |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | - |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 24.00 Mn |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 1.18 Bn |
| 10 | Unum | 12.59 Bn | 3.92 Bn | -2.16 Bn | 522.40 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 522.40 Mn |
| Jun 30, 2026 | 478.40 Mn |
| Mar 31, 2026 | 483.40 Mn |
| Dec 31, 2025 | 482.00 Mn |
| Sep 30, 2025 | 476.80 Mn |
| Jun 30, 2025 | 560.70 Mn |
| Mar 31, 2025 | 513.20 Mn |
| Dec 31, 2024 | 543.60 Mn |
| Sep 30, 2024 | 527.80 Mn |
| Jun 30, 2024 | 545.10 Mn |
| Mar 31, 2024 | 513.50 Mn |
| Dec 31, 2023 | 530.80 Mn |
| Sep 30, 2023 | 526.00 Mn |
| Jun 30, 2023 | 531.10 Mn |
| Mar 31, 2023 | 508.80 Mn |
| Dec 31, 2022 | 524.40 Mn |
| Sep 30, 2022 | 511.60 Mn |
| Jun 30, 2022 | 559.00 Mn |
| Mar 31, 2022 | 527.20 Mn |
| Dec 31, 2021 | 550.80 Mn |
API Access
Unum Interest & Investment Income 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=interest-and-investment-income&ticker=UNM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "UNM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=UNM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();