Unum Group (UNM)
Company Info
Highlights
$14.12B
$8.48
9.47
2.50
$12.73B
$12.50B
$2.21B
$47.17 - $84.03
$94.08
2.70%
1.82
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Unum Group (UNM) returned 11.16% year-to-date (YTD) and 56.15% over the past 12 months. Over the past 10 years, UNM delivered an annualized return of 12.27%, outperforming the S&P 500 benchmark at 10.64%.
UNM
11.16%
8.84%
11.79%
56.15%
36.93%
45.76%
12.27%
^GSPC (Benchmark)
-0.63%
13.31%
-1.23%
9.83%
14.42%
14.61%
10.64%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.99% | 7.92% | -1.01% | -4.16% | 3.40% | 11.16% | |||||||
| 2024 | 7.73% | 2.30% | 8.51% | -4.85% | 6.23% | -5.11% | 13.45% | -3.55% | 7.12% | 8.70% | 19.82% | -5.03% | 66.31% |
| 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% | -6.49% | -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% | 6.58% | -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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, UNM is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Unum Group provided a 2.09% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The company has been increasing its dividends for 20 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.68 | $1.57 | $1.39 | $1.26 | $1.17 | $1.14 | $1.09 | $0.98 | $0.86 | $0.77 | $0.70 | $0.62 |
Dividend yield | 2.09% | 2.15% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% | 1.78% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.84 | |||||||
| 2024 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $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 |
Dividend Yield & Payout
Dividend Yield
Unum Group has a dividend yield of 2.09%, which is quite average when compared to the overall market.
Payout Ratio
Unum Group has a payout ratio of 20.10%, which is below the market average. This means Unum Group returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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.
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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 3.13%.
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 |
| -48.26% | Feb 17, 1987 | 205 | Dec 7, 1987 | 321 | Mar 15, 1989 | 526 |
| -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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Unum Group over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Unum Group, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -6.8%.
Valuation
The Valuation section provides an overview of how Unum Group is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for UNM, comparing it with other companies in the Insurance - Life industry. Currently, UNM has a P/E ratio of 9.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for UNM compared to other companies in the Insurance - Life industry. UNM currently has a PEG ratio of 2.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UNM relative to other companies in the Insurance - Life industry. Currently, UNM has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for UNM in comparison with other companies in the Insurance - Life industry. Currently, UNM has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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