Unum Group $UNM Shares Acquired by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans grew its holdings in shares of Unum Group (NYSE:UNM) by 15.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 65,079 shares of the financial services provider’s stock after purchasing an additional 8,917 shares during the period. Thrivent Financial for Lutherans’ holdings in Unum Group were worth $5,061,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Legacy Investment Solutions LLC purchased a new stake in Unum Group in the second quarter valued at about $30,000. Vermillion & White Wealth Management Group LLC raised its position in shares of Unum Group by 44.0% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 537 shares of the financial services provider’s stock valued at $43,000 after purchasing an additional 164 shares during the last quarter. 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 purchasing an additional 528 shares in the last quarter. True Wealth Design LLC grew its position in Unum Group by 36.2% during the 3rd quarter. True Wealth Design LLC now owns 587 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 156 shares during the last quarter. Finally, SJS Investment Consulting Inc. increased its stake in 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 purchasing an additional 564 shares in the last quarter. 86.57% of the stock is currently owned by hedge funds and other institutional investors.

Unum Group Stock Down 1.3%

Shares of UNM opened at $74.67 on Friday. The stock’s 50-day moving average price is $77.02 and its 200-day moving average price is $75.48. The company has a quick ratio of 0.36, a current ratio of 0.36 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $12.49 billion, a price-to-earnings ratio of 17.57, a PEG ratio of 1.35 and a beta of 0.20. Unum Group has a 52 week low of $66.81 and a 52 week high of $84.48.

Unum Group (NYSE:UNM) last released its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $3.29 billion. Unum Group had a return on equity of 12.61% and a net margin of 5.65%.The company’s revenue for the quarter was up .2% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.03 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. On average, sell-side analysts predict that Unum Group will post 9.14 EPS for the current year.

Unum Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 20th. Shareholders of record on Friday, January 30th will be issued a $0.46 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $1.84 dividend on an annualized basis and a yield of 2.5%. Unum Group’s payout ratio is presently 35.87%.

Unum Group declared that its board has authorized a share buyback program on Thursday, December 4th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the financial services provider to purchase up to 8.2% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on UNM shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Unum Group in a report on Monday, December 29th. Evercore ISI set a $103.00 price target on Unum Group in a research note on Friday. Citigroup reissued a “market perform” rating on shares of Unum Group in a report on Thursday, December 18th. Evercore set a $103.00 target price on Unum Group in a report on Friday. Finally, Barclays reiterated an “overweight” rating on shares of Unum Group in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Unum Group has a consensus rating of “Moderate Buy” and a consensus price target of $97.69.

Insider Transactions at Unum Group

In other news, EVP Steven Andrew Zabel sold 7,500 shares of the 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 sale, the executive vice president directly owned 113,807 shares of the company’s stock, valued at $8,692,578.66. This represents a 6.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Walter Lynn Rice, Jr. sold 900 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $73.50, for a total value of $66,150.00. Following the sale, the chief accounting officer owned 8,940 shares in the company, valued at $657,090. This trade represents a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.92% of the company’s stock.

Unum Group News Summary

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

• Positive Sentiment: Premiums grew ~2% year‑over‑year, showing continued revenue traction in its core benefits businesses. UNM Q4 Earnings and Revenues Miss Estimates, Premiums Rise Y/Y
• Positive Sentiment: Some analysts note the stock’s valuation is cheap relative to peers, which could limit downside and attract value buyers if underwriting trends stabilize. Unum: Underwriting Disappoints Again, But Valuation Is Low
• Neutral Sentiment: Management issued FY‑2026 EPS guidance of $8.60–$8.90 (consensus ~$8.91) — a formal outlook that reduces uncertainty but sits just below Street expectations. Unum Group Reports Q4 2025 Results and 2026 Outlook
• Neutral Sentiment: Full Q4 earnings call transcript and presentation are available for investors to assess management commentary and drivers (useful for gauging remediation plans for underwriting). UNM Q4 2025 Earnings Call Transcript Q4 Results Presentation
• Negative Sentiment: Q4 EPS missed materially ($1.92 vs. $2.11 expected) and revenue slightly missed estimates ($3.25B vs. $3.29B), with net income down year‑over‑year — an earnings shortfall that pressured the stock. Unum Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Segment profits fell and underwriting performance disappointed again, driven by higher benefits and expenses — this margin pressure is the main negative catalyst highlighted by analysts. Underwriting Disappoints
• Negative Sentiment: Market reaction: several outlets reported shares tumbled after the earnings miss and weaker guidance, amplifying near‑term selling pressure. Shares Tumble After Weak Guidance, Earnings Miss

Unum Group 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.