Unum Group (UNMA)
Company Info
| ISIN | US91529Y6014 |
|---|---|
| CUSIP | 91529Y601 |
Highlights
| Market Cap | $5.62B |
|---|---|
| PE Ratio | 5.16 |
| Total Revenue (TTM) | $12.69B |
| Gross Profit (TTM) | $12.21B |
| EBITDA (TTM) | $113.10M |
| Year Range | $20.17 - $25.54 |
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 3.32% year-to-date (YTD) and 16.63% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.32% | 15.91% |
| 1 month | 0.83% | 3.41% |
| 6 months | 3.68% | 8.87% |
| 1 year | 16.63% | 22.44% |
| 5 years (annualized) | 4.47% | 13.23% |
| 10 years (annualized) | N/A | 10.69% |
Monthly Returns
The table below presents the monthly returns of UNMA, 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 | -0.28% | -0.47% | 1.78% | -0.96% | 0.90% | 4.46% | -3.96% | 2.06% | 3.32% | ||||
| 2023 | 5.01% | -3.98% | 5.86% | -1.11% | -2.79% | 0.00% | 1.26% | -3.53% | -2.54% | 0.63% | 6.96% | 7.13% | 12.64% |
| 2022 | -0.15% | 0.16% | 3.30% | -4.36% | -1.58% | -2.44% | 8.40% | -5.15% | 2.88% | -10.15% | 12.14% | -3.55% | -2.47% |
| 2021 | -3.07% | -0.21% | 1.25% | -0.26% | 3.10% | -0.44% | 1.45% | -0.07% | 0.52% | 0.96% | -2.57% | -0.27% | 0.24% |
| 2020 | 2.67% | -5.80% | -11.19% | 5.51% | 1.90% | 2.36% | 6.34% | 2.21% | -1.92% | 1.69% | 4.42% | 1.58% | 8.68% |
| 2019 | 11.87% | 0.45% | 4.19% | -0.08% | 0.87% | 1.39% | 3.19% | 2.68% | 0.62% | -0.72% | -2.35% | 2.23% | 26.42% |
| 2018 | -0.32% | 0.96% | 2.35% | -0.24% | -0.79% | -3.01% | -5.19% | -6.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of UNMA is 87, placing it in the top 13% 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 (UNMA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Unum Group granted a 6.28% dividend yield in the last twelve months. The annual payout for that period amounted to $1.56 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.56 | $1.56 | $1.56 | $1.56 | $1.56 | $1.56 | $0.85 |
Dividend yield | 6.28% | 6.19% | 6.53% | 5.98% | 5.65% | 5.79% | 3.75% |
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 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.17 | |||
| 2023 | $0.00 | $0.00 | $0.39 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.56 |
| 2022 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.56 |
| 2021 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.56 |
| 2020 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.56 |
| 2019 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.56 |
| 2018 | $0.46 | $0.00 | $0.00 | $0.39 | $0.00 | $0.85 |
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 41.65%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.
The current Unum Group drawdown is 2.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.65% | Feb 11, 2020 | 29 | Mar 23, 2020 | 101 | Aug 14, 2020 | 130 |
| -15.17% | Nov 5, 2021 | 251 | Nov 3, 2022 | 272 | Dec 5, 2023 | 523 |
| -11.96% | Aug 31, 2018 | 81 | Dec 27, 2018 | 10 | Jan 11, 2019 | 91 |
| -5.78% | Jan 6, 2021 | 5 | Jan 12, 2021 | 95 | May 28, 2021 | 100 |
| -5.62% | Aug 27, 2020 | 19 | Sep 23, 2020 | 38 | Nov 16, 2020 | 57 |
Volatility
Volatility Chart
The current Unum Group volatility is 2.21%, 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
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 | — |