Unum Group (UNM)
Company Info
Highlights
$13.26B
$9.21
7.88
2.50
$12.79B
$12.40B
$2.44B
$40.75 - $73.62
$74.18
1.41%
1.59
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Unum Group, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Unum Group had a return of 65.38% year-to-date (YTD) and 75.55% in the last 12 months. Over the past 10 years, Unum Group had an annualized return of 11.56%, while the S&P 500 benchmark had an annualized return of 11.13%, indicating that Unum Group performed slightly bigger than the benchmark.
UNM
65.38%
15.34%
39.24%
75.55%
24.27%
11.56%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of UNM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 7.73% | 2.30% | 8.51% | -4.85% | 6.23% | -5.11% | 13.45% | -3.55% | 7.12% | 8.70% | 65.38% | ||
| 2023 | 3.26% | 6.00% | -11.20% | 7.55% | 2.96% | 9.78% | 2.67% | 1.19% | -0.00% | 0.17% | -12.07% | 5.16% | 13.72% |
| 2022 | 4.49% | 10.01% | 12.86% | -2.21% | 19.43% | -6.67% | -4.42% | 17.58% | 2.51% | 18.38% | -7.48% | -2.73% | 73.56% |
| 2021 | 2.45% | 13.99% | 5.10% | 2.56% | 9.59% | -8.30% | -2.47% | -2.85% | -5.86% | 2.78% | -9.31% | 6.36% | 11.87% |
| 2020 | -7.51% | -12.66% | -35.61% | 18.53% | -13.18% | 9.50% | 5.51% | 7.25% | -8.93% | 6.77% | 25.88% | 3.19% | -16.22% |
| 2019 | 19.22% | 7.48% | -9.45% | 9.92% | -14.71% | 6.54% | -3.93% | -20.47% | 16.96% | -6.41% | 11.62% | -5.14% | 2.63% |
| 2018 | -2.69% | -4.19% | -6.57% | 2.10% | -19.78% | -4.69% | 8.13% | -7.17% | 5.94% | -6.50% | -0.97% | -18.18% | -45.22% |
| 2017 | 3.87% | 7.48% | -3.97% | -0.77% | -2.91% | 3.67% | 8.02% | -3.89% | 6.12% | 2.22% | 8.80% | -3.06% | 27.19% |
| 2016 | -13.39% | -0.38% | 8.38% | 11.25% | 7.92% | -13.89% | 5.74% | 6.59% | -0.84% | 0.83% | 19.41% | 3.93% | 35.16% |
| 2015 | -10.49% | 8.05% | 0.51% | 1.77% | 2.34% | 2.26% | 0.76% | -6.42% | -4.35% | 8.62% | 5.86% | -9.24% | -2.56% |
| 2014 | -7.80% | 8.01% | 1.52% | -5.52% | 2.08% | 2.51% | -0.77% | 5.65% | -5.21% | -2.21% | -0.72% | 5.00% | 1.26% |
| 2013 | 12.59% | 4.98% | 15.45% | -0.80% | 2.12% | 3.13% | 8.23% | -6.67% | 3.08% | 4.76% | 5.77% | 4.50% | 71.84% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of UNM is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Unum Group (UNM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Unum Group provided a 2.16% dividend yield over the last twelve months, with an annual payout of $1.57 per share. The company has been increasing its dividends for 19 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.57 | $1.39 | $1.26 | $1.17 | $1.14 | $1.09 | $0.98 | $0.86 | $0.77 | $0.70 | $0.62 | $0.55 |
Dividend yield | 2.16% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% | 1.78% | 1.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Unum Group. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $1.57 | |
| 2023 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $1.39 |
| 2022 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $1.26 |
| 2021 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.17 |
| 2020 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $1.14 |
| 2019 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $1.09 |
| 2018 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.98 |
| 2017 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.86 |
| 2016 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.77 |
| 2015 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.70 |
| 2014 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.62 |
| 2013 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.55 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Unum Group. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Unum Group was 89.38%, occurring on Mar 11, 2003. Recovery took 3463 trading sessions.
The current Unum Group drawdown is 0.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.38% | Jan 11, 1999 | 1046 | Mar 11, 2003 | 3463 | Dec 8, 2016 | 4509 |
| -81.06% | Jan 16, 2018 | 550 | Mar 23, 2020 | 823 | Jun 29, 2023 | 1373 |
| -48.25% | Feb 20, 1987 | 202 | Dec 7, 1987 | 321 | Mar 15, 1989 | 523 |
| -41.31% | Jul 18, 1990 | 59 | Oct 9, 1990 | 84 | Feb 7, 1991 | 143 |
| -37.92% | Aug 18, 1993 | 321 | Nov 22, 1994 | 283 | Jan 8, 1996 | 604 |
Volatility
Volatility Chart
The current Unum Group volatility is 9.68%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Unum Group compared to its peers in the Insurance - Life industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for UNM in comparison to other companies of the Insurance - Life industry. Currently, UNM has a PE value of 7.9. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for UNM in comparison to other companies of the Insurance - Life industry. Currently, UNM has a PEG value of 2.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Unum Group.
Loading data...
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |