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Unum UNM Closed Block — Net Investment Income

Other segment segments

Unum US
$158.3M+6.3%
Colonial Life
$46.8M+10.9%
Unum International
$29.6M+3.9%
Corporate
$19.6M-18.0%

Similar metrics at other companies

Prudential Financial logo
PRUClosed Block division — Net Investment Income
$514.25M+0.4%
Everest Group logo
EGInsurance — Net Investment Income
$164.5M+8.8%
Everest Group logo
EGOther — Net Investment Income
$22.5M-4.3%
Prudential Financial logo
PRUGroup Insurance — Supplementary Insurance Information Net Investment Income
$135.75M+2.3%
W.R. Berkley logo
WRBInvestment Income — Net Investment Income
$143.95M+2.1%
Everest Group logo
EGInsurance — Supplementary Insurance Information Net Investment Income
$60M-29.8%

Other financials

Income statement

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Revenue$3.4B+8.5%
Operating income$501.8M+2.4%
Net income$232.0M+22.7%
EPS (diluted)$1.41+33.0%

Balance sheet

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Cash & equivalents$192.6M-19.0%
Total debt$3.8B+0.5%
Total equity$10.9B-2.9%
Total assets$62.7B+0.4%

Cash flow

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Operating cash flow$340.8M-3.6%
CapEx$39.6M+10.6%
Free cash flow$301.2M-5.2%

Valuation

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Market cap$14.38B-17.0%
Enterprise value$17.95B-13.3%
P/E18.4×+7.4×
P/S1.1×-0.3×

Profitability

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Net margin5.9%-6.5pp
FCF margin11.2%+1.4pp

Returns & leverage

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Return on equity7.1%-7.6pp
Debt / equity0.3×0.0×

Where this comes from

Reported directly by Unum in its filing.

Tagged under the XBRL concept us-gaap:NetInvestmentIncome.

The official record: Unum’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Unum's closed block — net investment income?
Unum (UNM) reported closed block — net investment income of $229.1M in Q1 2026.
How has Unum's closed block — net investment income changed year-over-year?
Unum's closed block — net investment income decreased by 15.1% year-over-year, from $269.7M to $229.1M.
What is the long-term trend for Unum's closed block — net investment income?
Over 4 years (2021 to 2025), Unum's closed block — net investment income has grown at a -3.2% compound annual growth rate (CAGR), from $1.16B to $1.02B.
What does closed block — net investment income mean?
The profit earned from the company's investment portfolio.
How do you interpret closed block — net investment income?
Higher net investment income improves overall profitability and helps cover insurance obligations more effectively.
How does closed block — net investment income compare across companies?
Standard profitability metric for insurance companies with significant investment assets.