Unum (UNMA) Equity Ratio (2009 - 2026)

Unum's (UNMA) quarterly Equity Ratio came in at 0.17 in Q1 2026, down 3.26% year-on-year from 0.18 in Q1 2025, and down 0.78% quarter-over-quarter from 0.18 in Q4 2025.

Unum (UNMA) Equity Ratio (2009 - 2026) Analysis & Trends

Unum has disclosed Equity Ratio across 18 years of filings, most recently posting 0.17 for Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.17, down 3.26% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.17 (down 3.26% YoY), and the FY2025 annual result was 0.18, down 16.01% from the prior year.
  • Equity Ratio came in at 0.17 for Q1 2026 at Unum, down from 0.18 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.22 in Q1 2023 to a low of 0.06 in Q2 2022.
  • The 5-year median for Equity Ratio is 0.17 (2025), against an average of 0.13.
  • Peak annual rise in Equity Ratio reached 491.06% in 2022, while the deepest fall reached 136.97% in 2022.
  • Unum's Equity Ratio stood at 0.21 in 2022, then retreated by 29.0% to 0.15 in 2023, then jumped by 36.6% to 0.21 in 2024, then decreased by 16.01% to 0.18 in 2025, then decreased by 0.78% to 0.17 in 2026.
  • The last three Equity Ratio figures came in at 0.17 (Q1 2026), 0.18 (Q4 2025), and 0.17 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 Manulife Financial 568.62 Bn 568.62 Bn - 0.05
2 Aflac 59.20 Bn 53.55 Bn 1.48 Bn 0.26
3 Metlife 55.45 Bn 39.51 Bn 256.00 Mn 0.04
4 Unum 14.44 Bn 4.48 Bn 1.40 Bn 0.17
5 Globe Life 12.48 Bn 11.80 Bn 1.45 Bn 0.20
6 Primerica 8.62 Bn 8.62 Bn 770.81 Mn 0.17
7 Jackson Financial 7.51 Bn 1.67 Bn - 0.03
8 Lincoln National 6.79 Bn -8.89 Bn 3.25 Bn 0.03
9 CNO Financial 4.58 Bn 4.24 Bn 754.30 Mn 0.06
10 Unum - - 1.40 Bn 0.17

Historic Data

Download Data
DateValue
Mar 31, 2026 0.17
Dec 31, 2025 0.18
Sep 30, 2025 0.17
Jun 30, 2025 0.03
Mar 31, 2025 0.18
Dec 31, 2024 0.21
Sep 30, 2024 0.17
Jun 30, 2024 0.19
Mar 31, 2024 -0.05
Dec 31, 2023 0.15
Sep 30, 2023 0.16
Jun 30, 2023 -0.06
Mar 31, 2023 0.22
Dec 31, 2022 0.21
Sep 30, 2022 0.14
Jun 30, 2022 -0.06
Mar 31, 2022 0.18
Dec 31, 2021 0.17
Sep 30, 2021 0.16
Jun 30, 2021 0.16