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 largest 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 US, Unum International, and Colonial Life. The majority of the revenue is earned from the Unum US segment. The firm markets its products primarily through brokers.
Employees: 10,812
0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
112% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 43
7% more funds holding
Funds holding: 572 [Q2] → 614 (+42) [Q3]
9% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $49.2M
2% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 217
0% less capital invested
Capital invested by funds: $8.48B [Q2] → $8.45B (-$29.2M) [Q3]
11.04% less ownership
Funds ownership: 87.63% [Q2] → 76.6% (-11.04%) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 6 (-2) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$64
15%
downside
Avg. target
$80
7%
upside
High target
$96
28%
upside
9 analyst ratings
6 positive
67%
3 neutral
33%
0 negative
0%
BMO Capital Jack Matten 25% 1-year accuracy 1 / 4 met price target | 21%upside $91 | Outperform Initiated | 23 Jan 2025 |
Wells Fargo Elyse Greenspan 66% 1-year accuracy 69 / 105 met price target | 8%upside $81 | Overweight Maintained | 14 Jan 2025 |
JP Morgan Jimmy Bhullar 54% 1-year accuracy 20 / 37 met price target | 5%upside $79 | Neutral Downgraded | 7 Jan 2025 |
Barclays Alex Scott 63% 1-year accuracy 43 / 68 met price target | 13%upside $85 | Overweight Maintained | 6 Jan 2025 |
Piper Sandler John Barnidge 78% 1-year accuracy 32 / 41 met price target | 9%upside $82 | Overweight Maintained | 18 Dec 2024 |
Financial journalist opinion
Based on 11 articles about UNM published over the past 30 days
Positive
Seeking Alpha
1 week ago
Unum Group: Strong Market Presence, Improving Economy And Undervalued, Buy
I am bullish on Unum Group due to its strong market presence, growth potential, and significant undervaluation, justifying a buy rating. UNM has demonstrated resilience with stable revenue and profit margins, even amid economic challenges, highlighting its reliability and operational efficiency. The company's diverse product portfolio and strong market penetration position it well to capitalize on global economic growth and improving macro conditions.
Positive
Seeking Alpha
1 week ago
Unum Group Stock Seems To Be Undervalued
Unum Group has shown strong operational performance and consistent business growth, leading to a positive outlook and undervalued shares. Despite a relatively low dividend yield, Unum's share buybacks and improving fundamentals make it a compelling value investment. Unum's liquidity and conservative leverage profile support a robust capital return policy, with significant share repurchases and growing dividends expected.
Positive
Zacks Investment Research
1 week ago
Are Investors Undervaluing Unum Group (UNM) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
2 weeks ago
Will Unum (UNM) Beat Estimates Again in Its Next Earnings Report?
Unum (UNM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
Zacks Investment Research
2 weeks ago
Why Unum (UNM) is a Top Momentum Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
Business Wire
2 weeks ago
Unum Group Declares Quarterly Dividend of $0.420 Per Share of its Common Stock
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Effective January 9, 2025, the Unum Group (NYSE: UNM) Board of Directors declared a quarterly dividend of $0.420 per share on its common stock to be paid February 14, 2025, to stockholders of record as of January 24, 2025. About Unum Group Unum Group (NYSE: UNM), a leading international provider of workplace benefits and services, has been helping workers and their families thrive for more than 175 years. Through its Unum and Colonial Life brands, the compan.
Positive
Zacks Investment Research
2 weeks ago
Unum Group Rallies 46% in 6 Months: Here's How to Play the Stock
UNM stock rallies on improved premium income, higher sales, strong persistency, favorable benefits experience, as well as effective capital deployment.
Neutral
Business Wire
2 weeks ago
Unum Group to Release Fourth Quarter 2024 Results, Provide 2025 Outlook and Host Conference Call
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) will release its fourth quarter 2024 results on February 4, 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 February 5, 2025, at 8:00 a.m. ET to discuss fourth quarter operations results and 2025 outl.
Positive
Zacks Investment Research
3 weeks ago
Unum (UNM) is a Top-Ranked Value Stock: Should You Buy?
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Positive
Seeking Alpha
3 weeks ago
The Zen Ten - My Top Picks For 2025
I've been publishing the Zen Ten list since 2008, consistently beating the market by an average of 9.1% per year since 2000. My methodology involves a rigorous three-step screening process using Zacks Investment Research, LSEG StarMine, and StockRover, narrowing 8,000 stocks to just 10. The screening process focuses on earnings growth, value, quality, financial stability, profitability, sustainability, and margin of safety, ensuring a diversified and robust selection.
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