Unum (UNM) Return on Invested Capital (2010 - 2026)
Unum (UNM) posted Return on Invested Capital of 0.05% for Q2 2026, up 62.58% sequentially from 0.03% in Q1 2026, and up 2.0% YoY from 0.05% in Q2 2025.
Unum (UNM) Return on Invested Capital (2010 - 2026) Analysis & Trends
Unum has reported Return on Invested Capital for 16 years, with the latest figure at 0.05% in Q2 2026.
- Quarterly Return on Invested Capital rose 2.0% year-over-year to 0.05% in Q2 2026, while the trailing twelve-month figure through Jun 2026 was 0.05% (up 2.0% YoY) and the FY2019 annual result came in at 0.06%, up 1.0% from the prior year.
- Return on Invested Capital advanced to 0.05% in Q2 2026 per UNM's latest filing, from 0.03% in the prior quarter.
- Over five years, Return on Invested Capital peaked at 5.23% in Q1 2023 and troughed at 0.02% in Q3 2025.
- A 4-year average of 1.73% and a median of 1.05% in 2023 frame the typical range for Return on Invested Capital.
- The sharpest annual moves came in 2024 and 2025: Return on Invested Capital soared 183 bps in 2024, then sank 497 bps in 2025.
- Over 4 years, Return on Invested Capital stood at 2.12% in 2023, then soared by 135 bps to 4.99% in 2024, then tumbled by 100 bps to 0.02% in 2025, then soared by 127 bps to 0.05% in 2026.
- According to Business Quant data, Return on Invested Capital over the past three periods registered 0.05%, 0.03%, and 0.02% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 70.91 Bn | 51.00 Bn | - | - |
| 2 | Metlife | 60.57 Bn | 33.25 Bn | 7.82 Bn | 0.00% |
| 3 | Aflac | 58.53 Bn | -44.47 Bn | 2.27 Bn | 0.00% |
| 4 | Prudential | 36.24 Bn | 27.92 Bn | - | 0.00% |
| 5 | Unum | 13.96 Bn | 4.41 Bn | 1.38 Bn | 0.05% |
| 6 | Primerica | 9.20 Bn | 8.57 Bn | 717.74 Mn | - |
| 7 | Jackson Financial | 9.15 Bn | 3.17 Bn | - | -1.31% |
| 8 | Lincoln National | 8.14 Bn | -3.54 Bn | 2.62 Bn | 0.05% |
| 9 | Genworth Financial | 3.77 Bn | 1.78 Bn | 668.00 Mn | - |
| 10 | Brighthouse Financial | 3.00 Bn | -5.06 Bn | 1.03 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.05% |
| Mar 31, 2026 | 0.03% |
| Dec 31, 2025 | 0.02% |
| Sep 30, 2025 | 0.02% |
| Jun 30, 2025 | 0.02% |
| Mar 31, 2025 | 0.04% |
| Jun 30, 2024 | 4.99% |
| Mar 31, 2024 | 2.99% |
| Dec 31, 2023 | 2.12% |
| Sep 30, 2023 | 2.05% |
| Jun 30, 2023 | 3.16% |
| Mar 31, 2023 | 5.23% |
| Jun 30, 2021 | 0.07% |
| Mar 31, 2021 | 0.03% |
| Dec 31, 2020 | 0.02% |
| Sep 30, 2020 | 0.01% |
| Jun 30, 2020 | 0.01% |
| Mar 31, 2020 | 0.02% |
| Dec 31, 2019 | 0.03% |
| Sep 30, 2019 | 0.04% |