Unum Group $UNM Shares Purchased by CoreCap Advisors LLC

CoreCap Advisors LLC grew its position in shares of Unum Group (NYSE:UNM) by 23.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 59,061 shares of the financial services provider’s stock after buying an additional 11,117 shares during the period. CoreCap Advisors LLC’s holdings in Unum Group were worth $4,577,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in shares of Unum Group in the 2nd quarter worth about $1,113,353,000. Allianz Asset Management GmbH grew its position in shares of Unum Group by 63.7% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,516,126 shares of the financial services provider’s stock valued at $195,704,000 after buying an additional 978,937 shares during the last quarter. AQR Capital Management LLC raised its stake in Unum Group by 35.1% during the third quarter. AQR Capital Management LLC now owns 2,339,289 shares of the financial services provider’s stock worth $181,622,000 after acquiring an additional 607,684 shares during the period. Two Sigma Investments LP lifted its holdings in Unum Group by 127.3% in the third quarter. Two Sigma Investments LP now owns 864,485 shares of the financial services provider’s stock worth $67,240,000 after acquiring an additional 484,107 shares during the last quarter. Finally, Moore Capital Management LP boosted its stake in Unum Group by 195.0% in the third quarter. Moore Capital Management LP now owns 658,912 shares of the financial services provider’s stock valued at $51,250,000 after acquiring an additional 435,552 shares during the period. Institutional investors and hedge funds own 86.57% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Morgan Stanley cut their price target on Unum Group from $85.00 to $80.00 and set an “equal weight” rating on the stock in a report on Tuesday, March 3rd. Wells Fargo & Company dropped their target price on Unum Group from $104.00 to $102.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. Zacks Research cut Unum Group from a “hold” rating to a “strong sell” rating in a research note on Wednesday, February 25th. Keefe, Bruyette & Woods restated a “moderate buy” rating and set a $95.00 price target on shares of Unum Group in a research report on Thursday. Finally, Citigroup reaffirmed a “market perform” rating on shares of Unum Group in a report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Unum Group has a consensus rating of “Moderate Buy” and a consensus target price of $94.40.

Insider Activity

In other news, EVP Lisa G. Iglesias sold 3,500 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $73.00, for a total value of $255,500.00. Following the completion of the sale, the executive vice president owned 29,453 shares in the company, valued at $2,150,069. This represents a 10.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Timothy F. Keaney sold 4,500 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $72.58, for a total value of $326,610.00. Following the completion of the sale, the director directly owned 38,592 shares of the company’s stock, valued at approximately $2,801,007.36. This trade represents a 10.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 21,852 shares of company stock valued at $1,590,734. 0.92% of the stock is currently owned by insiders.

Unum Group Stock Down 2.1%

NYSE UNM opened at $72.87 on Friday. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.37 and a quick ratio of 0.37. The company has a market capitalization of $11.93 billion, a P/E ratio of 17.15, a PEG ratio of 1.61 and a beta of 0.20. Unum Group has a 12 month low of $66.81 and a 12 month high of $83.21. The company’s 50 day simple moving average is $73.77 and its 200 day simple moving average is $75.66.

Unum Group (NYSE:UNM) last announced its quarterly earnings data on Thursday, February 5th. The financial services provider reported $1.92 EPS for the quarter, missing analysts’ consensus estimates of $2.11 by ($0.19). Unum Group had a net margin of 5.65% and a return on equity of 12.62%. The company had revenue of $3.25 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same quarter last year, the company posted $2.03 EPS. Unum Group’s revenue was up .2% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. Equities research analysts expect that Unum Group will post 9.14 earnings per share for the current fiscal year.

Unum Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, January 30th were given a $0.46 dividend. This represents a $1.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Unum Group’s dividend payout ratio (DPR) is 43.29%.

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

Trending Headlines about Unum Group

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

• Positive Sentiment: Keefe, Bruyette & Woods reaffirmed a “moderate buy” on UNM and maintained a $95 price target (implies ~30% upside versus current levels), supporting a longer‑term constructive view. KBW reaffirmation
• Positive Sentiment: Consensus analyst positioning: several outlets report a consensus “moderate buy” thread among analysts, which can provide support versus more bearish lone ratings. Consensus recommendation
• Neutral Sentiment: Zacks Research raised its FY2028 EPS view modestly (to $10.72 from $10.58) — a longer‑horizon improvement but unlikely to offset near‑term concerns by itself. Zacks FY2028 note
• Negative Sentiment: Zacks Research cut multiple near‑term quarterly and annual EPS estimates and reiterated a “Strong Sell” rating: Q1 2026 to $2.08 (from $2.11), Q2 2026 to $2.18 (from $2.21), Q3 2026 to $2.23 (from $2.25), Q4 2026 to $2.28 (from $2.31/2.34 reported in notes), FY2026 to $8.76 (from $8.88), and FY2027 to $9.72 (from $9.84). Those downgrades increase near‑term earnings risk and are the primary reason for downward stock pressure. Zacks cuts

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.