Unum (UNMA) Tax Rate (2009 - 2026)
Unum's (UNMA) quarterly Tax Rate came in at 23.36% in Q1 2026, down 965.0% year-on-year from 2.7% in Q1 2025, and up 15.15% quarter-over-quarter from 20.28% in Q4 2025.
Unum (UNMA) Tax Rate (2009 - 2026) Analysis & Trends
Unum has disclosed Tax Rate across 18 years of filings, most recently posting 23.36% for Q1 2026.
- Tax Rate for Q1 2026 came in at 23.36%, down 965.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.12% (down 2017.0% YoY), and the FY2025 annual result was 20.89%, down 9.0% from the prior year.
- Tax Rate came in at 23.36% for Q1 2026 at Unum, up from 20.28% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 33.0% in Q1 2025 to a low of 358.17% in Q3 2025.
- The 5-year median for Tax Rate is 21.73% (2024), against an average of 0.36%.
- Peak annual rise in Tax Rate reached 1539 bps in 2025, while the deepest fall reached 36990 bps in 2025.
- Unum's Tax Rate stood at 22.57% in 2022, then fell by 27 bps to 16.4% in 2023, then surged by 33 bps to 21.73% in 2024, then fell by 7 bps to 20.28% in 2025, then rose by 15 bps to 23.36% in 2026.
- The last three Tax Rate figures came in at 23.36% (Q1 2026), 20.28% (Q4 2025), and 358.17% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 568.62 Bn | 568.62 Bn | - | - |
| 2 | Aflac | 59.20 Bn | 53.55 Bn | 1.48 Bn | 16.82% |
| 3 | Metlife | 55.45 Bn | 39.51 Bn | 256.00 Mn | 22.89% |
| 4 | Unum | 14.44 Bn | 4.48 Bn | 1.40 Bn | 23.36% |
| 5 | Globe Life | 12.48 Bn | 11.80 Bn | 1.45 Bn | 19.04% |
| 6 | Primerica | 8.62 Bn | 8.62 Bn | 770.81 Mn | 23.78% |
| 7 | Jackson Financial | 7.51 Bn | 1.67 Bn | - | -5.00% |
| 8 | Lincoln National | 6.79 Bn | -8.89 Bn | 3.25 Bn | 30.08% |
| 9 | CNO Financial | 4.58 Bn | 4.24 Bn | 754.30 Mn | 22.11% |
| 10 | Unum | - | - | 1.40 Bn | 23.36% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 23.36% |
| Mar 31, 2026 | 23.36% |
| Dec 31, 2025 | 20.28% |
| Dec 31, 2025 | 20.28% |
| Sep 30, 2025 | -358.17% |
| Sep 30, 2025 | -358.17% |
| Jun 30, 2025 | 19.52% |
| Jun 30, 2025 | 19.52% |
| Mar 31, 2025 | 33.00% |
| Mar 31, 2025 | 33.00% |
| Dec 31, 2024 | 21.73% |
| Dec 31, 2024 | 21.73% |
| Sep 30, 2024 | 11.74% |
| Sep 30, 2024 | 11.74% |
| Jun 30, 2024 | 26.82% |
| Jun 30, 2024 | 26.82% |
| Mar 31, 2024 | 17.61% |
| Mar 31, 2024 | 17.61% |
| Dec 31, 2023 | 16.40% |
| Dec 31, 2023 | 16.40% |