Unum (UNM) Tax Rate (2009 - 2026)

Unum (UNM) reported Tax Rate of 12.49% for Q1 2026, down 989.0% on a YoY basis from 1.4% in Q1 2025, and down 72.0% sequentially from 44.6% in Q4 2025.

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

Unum (UNM) has 18 years of Tax Rate data on file, last reported at 12.49% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate fell 989.0% year-over-year to 12.49%; the trailing twelve-month figure through Mar 2026 stood at 23.31% (up 767.0% YoY), and the FY2025 full-year result was 7.68%, down 1151.0% from the prior year.
  • Tax Rate slipped to 12.49% in Q1 2026, from 44.6% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 44.6% in Q4 2025 to a low of 11.74% in Q3 2024.
  • A 5-year average of 21.2% and a median of 20.46% in 2022 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate plunged 1153 bps in 2023 and jumped 3187 bps in 2025, its largest moves.
  • Tracing UNM's Tax Rate over 5 years: stood at 24.02% in 2022, then slumped by 32 bps to 16.4% in 2023, then fell by 22 bps to 12.73% in 2024, then soared by 250 bps to 44.6% in 2025, then plunged by 72 bps to 12.49% in 2026.
  • Business Quant data shows UNM's Tax Rate at 12.49% in Q1 2026, 44.6% in Q4 2025, and 27.16% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Prudential 75.05 Bn 67.97 Bn - 41.35%
2 Aflac 63.80 Bn 58.14 Bn 2.51 Bn 16.82%
3 Metlife 60.34 Bn 44.39 Bn 256.00 Mn 22.89%
4 Manulife Financial 52.65 Bn 53.78 Bn - -
5 Unum 14.19 Bn 4.23 Bn 1.40 Bn 12.49%
6 Primerica 9.76 Bn 9.08 Bn 770.81 Mn 23.78%
7 Jackson Financial 8.17 Bn 3.03 Bn - -5.00%
8 Lincoln National 7.81 Bn -1.09 Bn 3.25 Bn 30.08%
9 F&G Annuities & Life 3.87 Bn 1.67 Bn 1.15 Bn -2.61%
10 Genworth Financial 3.84 Bn 2.75 Bn 553.00 Mn 27.93%

Historic Data

Download Data
DateValue
Mar 31, 2026 12.49%
Mar 31, 2026 12.49%
Mar 31, 2026 12.49%
Dec 31, 2025 44.60%
Dec 31, 2025 44.60%
Dec 31, 2025 44.60%
Sep 30, 2025 27.16%
Sep 30, 2025 27.16%
Sep 30, 2025 27.16%
Jun 30, 2025 19.52%
Jun 30, 2025 19.52%
Jun 30, 2025 19.52%
Mar 31, 2025 22.37%
Mar 31, 2025 22.37%
Mar 31, 2025 22.37%
Dec 31, 2024 12.73%
Dec 31, 2024 12.73%
Dec 31, 2024 12.73%
Sep 30, 2024 11.74%
Sep 30, 2024 11.74%