Unum (UNM) Short-term Investments (2009 - 2026)
Unum (UNM) posted Short-term Investments of $1.9 billion for Q2 2026, down 8.76% sequentially from $2.1 billion in Q1 2026, and down 17.99% YoY from $2.3 billion in Q2 2025.
Unum (UNM) Short-term Investments (2009 - 2026) Analysis & Trends
Unum has reported Short-term Investments for 18 years, with the latest figure at $1.9 billion in Q2 2026.
- Quarterly Short-term Investments fell 17.99% year-over-year to $1.9 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $1.9 billion (down 17.99% YoY) and the FY2025 annual result came in at $3.0 billion, up 18.73% from the prior year.
- Short-term Investments declined to $1.9 billion in Q2 2026 per UNM's latest filing, from $2.1 billion in the prior quarter.
- Over five years, Short-term Investments peaked at $3.0 billion in Q4 2025 and troughed at $1.2 billion in Q3 2022.
- A 5-year average of $1.9 billion and a median of $1.7 billion in 2023 frame the typical range for Short-term Investments.
- The sharpest annual moves came in 2025 and 2026: Short-term Investments soared 85.16% in 2025, then plunged 30.69% in 2026.
- Over 5 years, Short-term Investments stood at $1.4 billion in 2022, then grew by 15.48% to $1.6 billion in 2023, then jumped by 57.71% to $2.5 billion in 2024, then grew by 18.73% to $3.0 billion in 2025, then slumped by 37.83% to $1.9 billion in 2026.
- According to Business Quant data, Short-term Investments over the past three periods registered $1.9 billion, $2.1 billion, and $3.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Manulife Financial | 70.91 Bn | 51.00 Bn | - |
| 2 | Metlife | 60.57 Bn | 33.25 Bn | 7.82 Bn |
| 3 | Aflac | 58.53 Bn | -44.47 Bn | 2.27 Bn |
| 4 | Prudential | 36.24 Bn | 27.92 Bn | - |
| 5 | Unum | 13.96 Bn | 4.41 Bn | 1.38 Bn |
| 6 | Primerica | 9.20 Bn | 8.57 Bn | 717.74 Mn |
| 7 | Jackson Financial | 9.15 Bn | 3.17 Bn | - |
| 8 | Lincoln National | 8.14 Bn | -3.54 Bn | 2.62 Bn |
| 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 | 1.88 Bn |
| Mar 31, 2026 | 2.06 Bn |
| Dec 31, 2025 | 3.02 Bn |
| Sep 30, 2025 | 2.60 Bn |
| Jun 30, 2025 | 2.29 Bn |
| Mar 31, 2025 | 2.97 Bn |
| Dec 31, 2024 | 2.54 Bn |
| Sep 30, 2024 | 1.99 Bn |
| Jun 30, 2024 | 1.79 Bn |
| Mar 31, 2024 | 1.60 Bn |
| Dec 31, 2023 | 1.61 Bn |
| Sep 30, 2023 | 1.49 Bn |
| Jun 30, 2023 | 1.65 Bn |
| Mar 31, 2023 | 1.32 Bn |
| Dec 31, 2022 | 1.39 Bn |
| Sep 30, 2022 | 1.18 Bn |
| Jun 30, 2022 | 1.34 Bn |
| Mar 31, 2022 | 1.30 Bn |
| Dec 31, 2021 | 1.39 Bn |
| Sep 30, 2021 | 1.47 Bn |