Unum Group $UNM Shares Sold by AlphaQuest LLC

AlphaQuest LLC decreased its position in Unum Group (NYSE:UNM) by 65.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,180 shares of the financial services provider’s stock after selling 11,858 shares during the quarter. AlphaQuest LLC’s holdings in Unum Group were worth $481,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Legacy Investment Solutions LLC purchased a new stake in shares of Unum Group in the second quarter valued at $30,000. Vermillion & White Wealth Management Group LLC lifted its position in Unum Group by 44.0% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 537 shares of the financial services provider’s stock worth $43,000 after buying an additional 164 shares during the period. Hantz Financial Services Inc. boosted its stake in Unum Group by 1,123.4% in the 2nd quarter. Hantz Financial Services Inc. now owns 575 shares of the financial services provider’s stock worth $46,000 after buying an additional 528 shares during the last quarter. True Wealth Design LLC grew its holdings in Unum Group by 36.2% in the 3rd quarter. True Wealth Design LLC now owns 587 shares of the financial services provider’s stock valued at $46,000 after buying an additional 156 shares during the period. Finally, SJS Investment Consulting Inc. increased its stake in shares of Unum Group by 2,350.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 588 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 564 shares during the last quarter. 86.57% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CAO Walter Lynn Rice, Jr. sold 900 shares of Unum Group stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $73.50, for a total transaction of $66,150.00. Following the sale, the chief accounting officer owned 8,940 shares of the company’s stock, valued at $657,090. The trade was a 9.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Steven Andrew Zabel sold 7,500 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $76.38, for a total transaction of $572,850.00. Following the completion of the transaction, the executive vice president directly owned 113,807 shares of the company’s stock, valued at approximately $8,692,578.66. The trade was a 6.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.92% of the stock is currently owned by company insiders.

Unum Group Trading Down 1.6%

NYSE:UNM opened at $75.74 on Friday. The business’s 50-day moving average is $77.05 and its two-hundred day moving average is $75.52. The firm has a market capitalization of $12.67 billion, a PE ratio of 14.76, a price-to-earnings-growth ratio of 1.37 and a beta of 0.20. Unum Group has a 12 month low of $66.81 and a 12 month high of $84.48. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.36 and a quick ratio of 0.36.

Unum Group (NYSE:UNM) last announced its earnings results on Thursday, February 5th. The financial services provider reported $1.92 EPS for the quarter, missing the consensus estimate of $2.11 by ($0.19). The company had revenue of $3.25 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Unum Group had a net margin of 6.99% and a return on equity of 13.09%. The business’s quarterly revenue was up .2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.03 earnings per share. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. Research analysts predict that Unum Group will post 9.14 earnings per share for the current fiscal year.

Unum Group declared that its board has approved a stock buyback plan on Thursday, December 4th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the financial services provider to repurchase up to 8.2% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Unum Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Stockholders of record on Friday, January 30th will be paid a $0.46 dividend. The ex-dividend date is Friday, January 30th. This represents a $1.84 annualized dividend and a dividend yield of 2.4%. Unum Group’s dividend payout ratio is 35.87%.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on UNM. JPMorgan Chase & Co. lowered their target price on shares of Unum Group from $94.00 to $92.00 and set a “neutral” rating for the company in a report on Tuesday, November 4th. Wells Fargo & Company boosted their price objective on shares of Unum Group from $98.00 to $104.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Unum Group in a research report on Monday, December 29th. Evercore ISI boosted their price target on Unum Group from $96.00 to $99.00 and gave the company an “outperform” rating in a research report on Wednesday, November 5th. Finally, Morgan Stanley set a $85.00 price target on Unum Group in a research note on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $97.08.

Unum Group News Roundup

Here are the key news stories impacting Unum Group this week:

• Positive Sentiment: Brokerage sentiment remains constructive — Unum has an average analyst recommendation of “Moderate Buy,” which could limit downside if forward results stabilize. Unum Group Receives Average Recommendation of “Moderate Buy”
• Neutral Sentiment: Company press release and report provide detail on Q4 and outlook; investors should read the release for segment-level trends and reserve commentary that might affect forward earnings quality. Press Release
• Neutral Sentiment: Pre-earnings analyst previews flagged key metrics and areas of focus (claims trends, investment income), useful context for assessing whether the miss was one-off or structural. Wall Street’s Insights on Key Metrics
• Negative Sentiment: Q4 EPS missed estimates ($1.92 reported vs. $2.11–$2.12 expected) and revenue was slightly below consensus ($3.25B vs. ~$3.29B); net income declined to $174.1M — the earnings miss is the primary driver of the stock weakness. UNM Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Management set FY 2026 EPS guidance at $8.60–$8.90, just below the Street consensus (~$8.91). The slightly lower guidance versus expectations increases near-term uncertainty about upside to estimates. (Company guidance announced 2/5/2026.)
• Negative Sentiment: Declining quarterly profitability metrics and the guidance shortfall could pressure valuation multiple near term despite a reasonable P/E (~14.8) and low leverage; monitor subsequent analyst revisions and commentary on claim trends and investment yield. Unum Group Reports Q4 2025 Results and 2026 Outlook

Unum Group Company Profile

Unum Group (NYSE: UNM) is a leading provider of employee benefits in the United States and selected international markets, specializing in disability, life, accident and critical illness insurance. Through both fully insured and self-funded arrangements, the company offers group coverage designed to protect income and mitigate financial hardship for employees and their families. Its portfolio includes short-term and long-term disability plans, group life and accidental death & dismemberment (AD&D) policies, as well as critical illness and hospital indemnity products.

In addition to its core product lines, Unum Group markets voluntary benefits under its Colonial Life brand, allowing employees to purchase supplemental insurance such as accident, cancer, and dental coverage directly through payroll deductions.