Unum (UNM) Return on Invested Capital (2010 - 2026)
Unum (UNM) reported Return on Invested Capital of 0.02% for Q1 2026, down 2.0% on a YoY basis from 0.02% in Q1 2025, and up 44.05% sequentially from 0.02% in Q4 2025.
Unum (UNM) Return on Invested Capital (2010 - 2026) Analysis & Trends
Unum (UNM) has 16 years of Return on Invested Capital data on file, last reported at 0.02% in Q1 2026.
- For the quarter ending Q1 2026, Return on Invested Capital fell 2.0% year-over-year to 0.02%; the trailing twelve-month figure through Mar 2026 stood at 0.02% (down 2.0% YoY), and the FY2019 full-year result was 0.06%, up 1.0% from the prior year.
- Return on Invested Capital rose to 0.02% in Q1 2026, from 0.02% in the prior quarter.
- In the past five years, Return on Invested Capital ranged from a high of 5.7% in Q2 2024 to a low of 0.02% in Q4 2025.
- A 4-year average of 2.07% and a median of 2.38% in 2023 frame the typical range for Return on Invested Capital.
- Across the five-year window, Return on Invested Capital soared 237 bps in 2024 and slumped 567 bps in 2025, its largest moves.
- Tracing UNM's Return on Invested Capital over 4 years: stood at 2.45% in 2023, then surged by 133 bps to 5.7% in 2024, then tumbled by 100 bps to 0.02% in 2025, then soared by 44 bps to 0.02% in 2026.
- Business Quant data shows UNM's Return on Invested Capital at 0.02% in Q1 2026, 0.02% in Q4 2025, and 0.02% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Prudential | 76.88 Bn | 68.56 Bn | - | 0.00% |
| 2 | Manulife Financial | 73.77 Bn | 73.77 Bn | - | - |
| 3 | Aflac | 64.62 Bn | 58.96 Bn | 2.51 Bn | 0.00% |
| 4 | Metlife | 62.25 Bn | 46.10 Bn | 256.00 Mn | 0.00% |
| 5 | Unum | 14.22 Bn | 4.26 Bn | 1.40 Bn | 0.02% |
| 6 | Primerica | 10.05 Bn | 9.37 Bn | 770.81 Mn | - |
| 7 | Jackson Financial | 8.48 Bn | 2.94 Bn | - | 0.12% |
| 8 | Lincoln National | 8.07 Bn | -824.13 Mn | 3.25 Bn | 0.09% |
| 9 | F&G Annuities & Life | 3.99 Bn | 1.67 Bn | 1.15 Bn | - |
| 10 | Genworth Financial | 3.85 Bn | 1.73 Bn | 553.00 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.02% |
| Dec 31, 2025 | 0.02% |
| Sep 30, 2025 | 0.02% |
| Jun 30, 2025 | 0.03% |
| Mar 31, 2025 | 0.04% |
| Jun 30, 2024 | 5.70% |
| Mar 31, 2024 | 3.40% |
| Dec 31, 2023 | 2.45% |
| Sep 30, 2023 | 2.38% |
| Jun 30, 2023 | 3.32% |
| Mar 31, 2023 | 5.43% |
| 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% |
| Jun 30, 2019 | 0.04% |
| Mar 31, 2019 | 0.03% |