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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
109% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 43
7% more funds holding
Funds holding: 573 [Q2] → 614 (+41) [Q3]
9% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $49.2M
1% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 218
0% less capital invested
Capital invested by funds: $8.48B [Q2] → $8.45B (-$29.6M) [Q3]
11.04% less ownership
Funds ownership: 87.64% [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
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Piper Sandler John Barnidge 75% 1-year accuracy 33 / 44 met price target | 13%upside $87 | Overweight Maintained | 6 Feb 2025 |
BMO Capital Jack Matten 100% 1-year accuracy 4 / 4 met price target | 18%upside $91 | Outperform Initiated | 23 Jan 2025 |
Wells Fargo Elyse Greenspan 67% 1-year accuracy 72 / 107 met price target | 5%upside $81 | Overweight Maintained | 14 Jan 2025 |
JP Morgan Jimmy Bhullar 57% 1-year accuracy 20 / 35 met price target | 3%upside $79 | Neutral Downgraded | 7 Jan 2025 |
Barclays Alex Scott 59% 1-year accuracy 45 / 76 met price target | 10%upside $85 | Overweight Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 12 articles about UNM published over the past 30 days









