Unum
About: Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum USA, Unum International, Closed Block, Colonial Life, and Corporate. The majority of the revenue is earned from the Unum USA segment. The firm markets its products through brokers.
Employees: 11,063
0
Funds holding %
of 7,311 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
93% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 56
42% more call options, than puts
Call options by funds: $32.4M | Put options by funds: $22.9M
11% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 10 (+1) [Q1 2025]
6% more funds holding
Funds holding: 676 [Q4 2024] → 715 (+39) [Q1 2025]
3% more capital invested
Capital invested by funds: $11.2B [Q4 2024] → $11.5B (+$303M) [Q1 2025]
4.06% less ownership
Funds ownership: 84.16% [Q4 2024] → 80.1% (-4.06%) [Q1 2025]
16% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 269
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$83
2%
upside
Avg. target
$95
16%
upside
High target
$105
29%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Barclays Alex Scott | 18%upside $96 | Overweight Maintained | 7 Jul 2025 |
Piper Sandler John Barnidge | 13%upside $92 | Overweight Maintained | 3 Jul 2025 |
Wells Fargo Elyse Greenspan | 29%upside $105 | Overweight Maintained | 1 Jul 2025 |
UBS | 10%upside $89 | Neutral Maintained | 23 May 2025 |
Morgan Stanley Nigel Dally | 2%upside $83 | Equal-Weight Maintained | 19 May 2025 |
Financial journalist opinion
Based on 6 articles about UNM published over the past 30 days
Neutral
Business Wire
4 days ago
Unum Group to Release Second Quarter 2025 Results and Host Conference Call
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) will release its second quarter 2025 results on July 29, 2025, at approximately 4:15 p.m. ET. The earnings release and financial supplement will be available in the investors section of the company's website, which can be directly accessed at https://investors.unum.com. Members of Unum Group's senior management will host a conference call on July 30, 2025, at 8:00 a.m. ET to discuss second quarter operations results. Topics may include.
Neutral
Seeking Alpha
5 days ago
Unum: Another Key Milestone Supports Ongoing Multiple Expansion
Unum's reinsurance deal with Fortitude Re reduces long-term care risk, unlocking capital and accelerating its transformation beyond legacy insurance challenges. I value UNM based on its core business, excluding the Closed Block, and see $49 per share as the relevant book value for investors. Recent earnings were mixed due to higher claims and weak alternative investments, but I expect these issues to be temporary with improving returns ahead.
Neutral
Business Wire
6 days ago
Unum Group Closes $3.4 Billion Long-Term Care Reinsurance Transaction with Fortitude Re
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) announced today that its Unum Life Insurance Company of America subsidiary (Unum America) closed its previously announced reinsurance transaction with Fortitude Reinsurance Company Ltd. (Fortitude Re). “With the close of this transaction we have achieved a significant milestone in reducing the company's exposure to the legacy long-term care business,” said Richard P. McKenney, president and chief executive officer. “Looking forward, we.
Neutral
Business Wire
6 days ago
Fortitude Re Announces Closing of Long-Term Care and Individual Disability Insurance Reinsurance Agreement with Unum Group
HAMILTON, Bermuda--(BUSINESS WIRE)--FGH Parent, L.P., (together with its subsidiaries, “Fortitude Re”), a leading global reinsurance company, today announced the closing of the reinsurance transaction between its subsidiary, Fortitude Reinsurance Company Ltd. (“FRL”) and Unum Life Insurance Company of America (“Unum”), a subsidiary of Unum Group (NYSE: UNM). Consistent with the agreement announced Feb. 27, 2025, Unum will cede to FRL, effective as of January 1, 2025, $3.4 billion of individual.
Positive
Zacks Investment Research
3 weeks ago
5 Accident & Health Insurance Stocks to Watch as Exposure Increases
Accident & Health Insurers AFL, UNM, TRUP, GL and AMSF are set to gain from rising underwriting exposure, despite ongoing pricing pressure.
Positive
Zacks Investment Research
3 weeks ago
UNM Stock Trading at a Discount to Industry at 1.23X: Time to Hold?
Unum Group stock rallies on improved premium income, higher sales, strong persistency, favorable benefits experience, as well as effective capital deployment.
Positive
Zacks Investment Research
1 month ago
Unum (UNM) Up 3.8% Since Last Earnings Report: Can It Continue?
Unum (UNM) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
1 month ago
Is Unum Group Stock Worth Buying Post its Recent Dividend Hike
Unum Group boosts dividend 10% as it eyes $300-$330 million payout in 2025, but analysts remain cautious amid high valuation and tepid earnings outlook.
Neutral
Business Wire
1 month ago
Unum Group's Board of Directors Votes to Increase Common Stock Dividend
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) announced today that its board of directors has authorized an increase of approximately 10 percent in the quarterly dividend paid on its common stock. The new rate of 46 cents per common share, or $1.84 per share on an annual basis, will be effective with the dividend expected to be paid in the third quarter of 2025. Forward-Looking Statements Certain statements in this release constitute “forward-looking statements” within the meaning.
Neutral
Business Wire
2 months ago
Unum Group Names Shelia Anderson Executive Vice President, Chief Information and Digital Officer
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) has appointed Shelia Anderson as executive vice president and chief information and digital officer. In this role, Anderson will lead the company's digital transformation organization responsible for designing and building innovative technology solutions that drive growth and improve the lives of Unum's customers. Anderson will report to Rick McKenney, president and chief executive officer at Unum Group. “Our commitment to innovation e.
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