Company / Return on Equity (ROE)
Unum Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
6.6%
FY2025
5-year range
6.6% / 16.3%
FY2021-FY2025
Trend
-59.1%
vs FY2024
Sector context
#298 of 388
Financials
What the data says
Unum's return on equity (roe) of 6.6% is lower than 77% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 6.1% in FY2018 to 16.3% in FY2021.
Based on SEC 10-K filings.
6.6% in FY2025 with a 5-year CAGR of -0.7%.
Declined from 13.3% to 6.6% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -9.5pp
- 5-Year Change
- -0.7pp
- 10-Year Change
- -
Sector benchmark
Bottom 23% in FinancialsTop 77% of 388This company 6.6% Sector average 16.4%
▼
-59.4% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 59.1% year-over-year.
- Currently 9.7pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2021.
- Lowest return on equity (roe) in the period was in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.47 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 6.6% | -59.1% |
| FY2024 | 16.2% | +22.0% |
| FY2023 | 13.3% | -17.4% |
| FY2022 | 16.1% | -0.9% |
| FY2021 | 16.3% | +123.0% |
| FY2020 | 7.3% | -34.0% |
| FY2019 | 11.0% | +81.9% |
| FY2018 | 6.1% | -41.5% |
| FY2017 | 10.4% | -0.1% |
| FY2016 | 10.4% | +3.8% |
As of FY2025 · SEC 10-K · Updated Mar 29, 2026