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| Date | Value |
|---|---|
| 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% |