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
DateValue
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%