Unum UNM
NYSE UNM
$87.77 +0.82 (+0.94%)
At close: Aug 21, 2026 · 4:00 PM EDT

Unum (UNM) Tax Rate (2009 - 2026)

Unum (UNM) posted Tax Rate of 22.03% for Q2 2026, down 5.66% sequentially from 23.36% in Q1 2026, and up 67.0% YoY from 13.19% in Q2 2025.

Unum (UNM) Tax Rate (2009 - 2026) Analysis & Trends

Unum has reported Tax Rate for 18 years, with the latest figure at 22.03% in Q2 2026.

  • Quarterly Tax Rate rose 67.0% year-over-year to 22.03% in Q2 2026, while the trailing twelve-month figure through Jun 2026 was 0.84% (down 2350.0% YoY) and the FY2025 annual result came in at 20.89%, down 9.0% from the prior year.
  • Tax Rate declined to 22.03% in Q2 2026 per UNM's latest filing, from 23.36% in the prior quarter.
  • Over five years, Tax Rate peaked at 71.65% in Q3 2023 and troughed at 358.17% in Q3 2025.
  • A 5-year average of 5.29% and a median of 22.69% in 2026 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2023 and 2025: Tax Rate soared 4719 bps in 2023, then slumped 37890 bps in 2025.
  • Over 5 years, Tax Rate stood at 24.02% in 2022, then sank by 32 bps to 16.4% in 2023, then jumped by 33 bps to 21.73% in 2024, then decreased by 7 bps to 20.28% in 2025, then gained by 9 bps to 22.03% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 22.03%, 23.36%, and 20.28% for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Manulife Financial 70.91 Bn 51.00 Bn - -
2 Metlife 60.57 Bn 33.25 Bn 7.82 Bn 24.73%
3 Aflac 58.53 Bn -44.47 Bn 2.27 Bn 17.09%
4 Prudential 36.24 Bn 27.92 Bn - 12.40%
5 Unum 13.96 Bn 4.41 Bn 1.38 Bn 22.03%
6 Primerica 9.20 Bn 8.57 Bn 717.74 Mn 21.66%
7 Jackson Financial 9.15 Bn 3.17 Bn - 0.75%
8 Lincoln National 8.14 Bn -3.54 Bn 2.62 Bn 18.93%
9 Genworth Financial 3.77 Bn 1.78 Bn 668.00 Mn 23.85%
10 Brighthouse Financial 3.00 Bn -5.06 Bn 1.03 Bn 19.98%

Historic Data

Download Data
DateValue
Jun 30, 2026 22.03%
Jun 30, 2026 22.03%
Jun 30, 2026 22.03%
Mar 31, 2026 23.36%
Mar 31, 2026 23.36%
Mar 31, 2026 23.36%
Dec 31, 2025 20.28%
Dec 31, 2025 20.28%
Dec 31, 2025 20.28%
Sep 30, 2025 -358.17%
Sep 30, 2025 -358.17%
Sep 30, 2025 -358.17%
Jun 30, 2025 21.37%
Jun 30, 2025 21.37%
Jun 30, 2025 21.37%
Mar 31, 2025 33.00%
Mar 31, 2025 33.00%
Mar 31, 2025 33.00%
Dec 31, 2024 21.73%
Dec 31, 2024 21.73%