Unum UNM
NYSE UNM
$81.36 +0.15 (+0.18%)
At close: Nov 11, 2026 · 4:00 PM EST

Unum (UNM) Return on Equity [ROE] (2009 - 2026)

Updated

Unum (UNM) reported Return on Equity [ROE] of 6.48% for Q2 2026, down 7.01 percentage points from 13.48% a year earlier and down 0.62 percentage points from the prior quarter.

Analysis

Unum (UNM) Return on Equity [ROE] (2009 - 2026) Analysis & Trends

For FY2025, Unum posted Return on Equity [ROE] of 6.69%, down 10.57 percentage points from FY2024.

  • Return on Equity [ROE] has a five-year change of -0.92 percentage points (FY2020 to FY2025).
  • By year, Return on Equity [ROE] came in at 17.26% in FY2024 (+3.30 pp), 13.96% in FY2023 (-5.09 pp), 19.06% in FY2022 (+7.45 pp) and 11.61% in FY2021 (+3.99 pp).
  • The Q2 2026 figure ranks as the lowest quarterly Return on Equity [ROE] since Q2 2019.
  • Year over year, Return on Equity [ROE] has now declined in each of the last four quarters, with an average year-over-year change of -3.00 percentage points over the last eight quarters.
  • The high point for year-over-year Return on Equity [ROE] in five years was Q2 2022 (a gain of 10.54 percentage points); the low point was Q4 2025 (a drop of 9.53 percentage points).
  • Per Business Quant data, the three quarters before Q2 2026 came in at 7.10% (Q1 2026), 6.71% (Q4 2025) and 8.22% (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROE (Qtr)
1 Berkshire Hathaway 1,248.67 Bn -185.49 Bn 56.71 Bn 10.23%
2 Chubb 141.22 Bn 92.15 Bn 8.67 Bn 13.98%
3 Progressive 134.26 Bn 109.78 Bn 8.29 Bn 33.78%
4 Marsh & Mclennan Companies 98.32 Bn 90.72 Bn - 27.18%
5 Travelers Companies 82.09 Bn 59.57 Bn 5.93 Bn 26.83%
6 Manulife Financial 75.36 Bn -19.02 Bn - 15.17%
7 Arthur J. Gallagher 72.54 Bn 67.17 Bn 3.33 Bn 7.14%
8 Aon 71.33 Bn 50.56 Bn - 40.29%
9 Allstate 65.04 Bn 22.10 Bn -9.85 Bn 367.00%
10 Unum 12.59 Bn 3.92 Bn -2.16 Bn 2.26%
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2026 2.26%
Jun 30, 2026 6.48%
Mar 31, 2026 7.10%
Dec 31, 2025 6.71%
Sep 30, 2025 8.22%
Jun 30, 2025 13.48%
Mar 31, 2025 14.19%
Dec 31, 2024 16.24%
Sep 30, 2024 16.45%
Jun 30, 2024 12.74%
Mar 31, 2024 13.29%
Dec 31, 2023 13.32%
Sep 30, 2023 13.17%
Jun 30, 2023 16.77%
Mar 31, 2023 16.96%
Dec 31, 2022 16.42%
Sep 30, 2022 17.72%
Jun 30, 2022 17.07%
Mar 31, 2022 16.54%
Dec 31, 2021 11.44%
API Access

Unum Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=UNM&period=max&api_key=YOUR_API_KEY