Unum (UNM) Tax Rate (2009 - 2026)
Unum (UNM) recorded Tax Rate of 22.03% in Q2 2026, up 2.51 percentage points from 19.52% a year earlier but down 1.32 percentage points from the prior quarter.
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Analysis
Unum (UNM) Tax Rate (2009 - 2026) Analysis & Trends
On a TTM basis, Unum's Tax Rate came in at 22.36% as of Jun 30, 2026, up 1.45 percentage points year-over-year; for FY2025, it was 20.89%, down 0.09 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +3.15 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 20.97% in FY2024 (-0.75 pp), 21.72% in FY2023 (+2.14 pp), 19.59% in FY2022 (-2.59 pp) and 22.18% in FY2021 (+4.44 pp).
- Quarterly Tax Rate has ranged from 16.37% in Q2 2022 to 27.16% in Q3 2025 over the past five years.
- On a year-over-year basis, Tax Rate rose in four of the last eight quarters, with an average year-over-year change of +0.68 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 27.28 percentage points in Q4 2021, against a drop of 13.98 percentage points in Q2 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at 23.36% (Q1 2026), 20.28% (Q4 2025) and 27.16% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 24.15% |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | - |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 24.73% |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 21.96% |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 21.74% |
| 10 | Unum | 13.89 Bn | 4.34 Bn | 1.38 Bn | 22.03% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.03% |
| Mar 31, 2026 | 23.36% |
| Dec 31, 2025 | 20.28% |
| Sep 30, 2025 | 27.16% |
| Jun 30, 2025 | 19.52% |
| Mar 31, 2025 | 22.37% |
| Dec 31, 2024 | 21.73% |
| Sep 30, 2024 | 20.73% |
| Jun 30, 2024 | 21.39% |
| Mar 31, 2024 | 20.27% |
| Dec 31, 2023 | 22.88% |
| Sep 30, 2023 | 22.81% |
| Jun 30, 2023 | 21.17% |
| Mar 31, 2023 | 20.61% |
| Dec 31, 2022 | 22.57% |
| Sep 30, 2022 | 20.46% |
| Jun 30, 2022 | 16.37% |
| Mar 31, 2022 | 18.70% |
| Dec 31, 2021 | 18.70% |
| Sep 30, 2021 | 19.83% |
API Access
Unum Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=UNM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "UNM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=UNM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();