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Here's What Key Metrics Tell Us About Unum (UNM) Q1 Earnings

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Unum (UNM - Free Report) reported $3.3 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 3%. EPS of $2.04 for the same period compares to $2.12 a year ago.

The reported revenue represents a surprise of -1.05% over the Zacks Consensus Estimate of $3.33 billion. With the consensus EPS estimate being $2.19, the EPS surprise was -6.85%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Unum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Benefit Ratio - Unum US Group Life and Accidental Death & Dismemberment: 69.3% versus the four-analyst average estimate of 69.5%.
  • Benefit Ratio - Colonial Life Segment: 47.7% compared to the 48.9% average estimate based on four analysts.
  • Other Expense Ratio - Unum US Supplemental and Voluntary: 22.2% versus the four-analyst average estimate of 21.9%.
  • Other Expense Ratio - Unum US Group Life and Accidental Death & Dismemberment: 12.7% versus 12% estimated by four analysts on average.
  • Revenue- Other income: $82.30 million versus $75.94 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +5.9% change.
  • Revenue- Net investment income: $513.20 million compared to the $531.60 million average estimate based on seven analysts. The reported number represents a change of -0.1% year over year.
  • Revenue- Premium Income: $2.70 billion versus $2.73 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +3.6% change.
  • Adjusted Operating Revenue- Unum US Segment- Net Investment Income: $148.90 million compared to the $157.70 million average estimate based on five analysts. The reported number represents a change of -5.2% year over year.
  • Adjusted Operating Revenue- Unum US Segment- Other Income: $71.90 million versus the five-analyst average estimate of $61.18 million. The reported number represents a year-over-year change of +18.7%.
  • Adjusted Operating Revenue- Unum International Segment- Net Investment Income: $28.50 million versus the five-analyst average estimate of $30.40 million. The reported number represents a year-over-year change of +9.2%.
  • Adjusted Operating Revenue- Colonial Life Segment- Net Investment Income: $42.20 million compared to the $41.59 million average estimate based on five analysts. The reported number represents a change of +7.4% year over year.
  • Adjusted Operating Revenue- Corporate Segment- Net investment income: $23.90 million versus $13.78 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +32.8% change.
View all Key Company Metrics for Unum here>>>

Shares of Unum have returned -3% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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