Unum (UNM) Return on Assets [ROA] (2011 - 2026)
Unum (UNM) recorded Return on Assets [ROA] of 1.11% in Q2 2026, down 1.31 percentage points from 2.42% a year earlier and down 0.12 percentage points from the prior quarter.
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Analysis
Unum (UNM) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Unum reported Return on Assets [ROA] of 1.18%, down 1.66 percentage points from FY2024.
- Annual Return on Assets [ROA] has a five-year change of +0.02 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at 2.84% in FY2024 (+0.78 pp), 2.06% in FY2023 (-0.08 pp), 2.14% in FY2022 (+0.75 pp) and 1.39% in FY2021 (+0.24 pp).
- The Q2 2026 figure is the lowest quarterly Return on Assets [ROA] since Q2 2021.
- On a year-over-year basis, Return on Assets [ROA] has declined for four consecutive quarters, with an average year-over-year change of -0.42 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 1.18 percentage points in Q3 2022, against a drop of 1.66 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 1.24% (Q1 2026), 1.16% (Q4 2025) and 1.44% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | 6.84% |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 4.13% |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | 9.46% |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | 6.88% |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | 5.81% |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | 0.91% |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 0.49% |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | 1.97% |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | 7.61% |
| 10 | Unum | 13.94 Bn | 4.39 Bn | 1.38 Bn | 1.11% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.11% |
| Mar 31, 2026 | 1.24% |
| Dec 31, 2025 | 1.16% |
| Sep 30, 2025 | 1.44% |
| Jun 30, 2025 | 2.42% |
| Mar 31, 2025 | 2.53% |
| Dec 31, 2024 | 2.82% |
| Sep 30, 2024 | 2.79% |
| Jun 30, 2024 | 2.12% |
| Mar 31, 2024 | 2.10% |
| Dec 31, 2023 | 2.08% |
| Sep 30, 2023 | 2.04% |
| Jun 30, 2023 | 2.49% |
| Mar 31, 2023 | 2.47% |
| Dec 31, 2022 | 2.32% |
| Sep 30, 2022 | 2.32% |
| Jun 30, 2022 | 1.91% |
| Mar 31, 2022 | 1.55% |
| Dec 31, 2021 | 1.39% |
| Sep 30, 2021 | 1.13% |
API Access
Unum Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=UNM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=UNM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();