Unum (UNM)

• Market cap: $12.8B
• 1 day: 0.35%
• 5 days: 0.48%
• 1 month: 9.89%
• 3 months: -3.91%
• 6 months: -6.82%
• Year to date: 3.33%
• 1 year: 34%
• 5 years: 312.71%
• 10 years: 138.25%
• Sector: Financials
• Industry: Life Insurance

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

6.69% more ownership

Funds ownership: 80.34% [Q1] → 87.03% (+6.69%) [Q2]

6% more capital invested

Capital invested by funds: $11.6B [Q1] → $12.3B (+$694M) [Q2]

1% more funds holding

Funds holding: 718 [Q1] → 727 (+9) [Q2]

1% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 270

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 10 [Q1] → 7 (-3) [Q2]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $79
• Avg. target: $92
• High target: $100

9 analyst ratings

• positive: 6 67%
• neutral: 3 33%
• negative: 0 0%

Wolfe Research Tracy Benguigui	$91	Outperform Initiated	16 Sep 2025
Morgan Stanley Nigel Dally	$79	Equal-Weight Maintained	18 Aug 2025
Wells Fargo Elyse Greenspan	$100	Overweight Maintained	31 Jul 2025
Keefe, Bruyette & Woods Ryan Krueger	$95	Outperform Reiterated	31 Jul 2025
UBS Michael Ward	$87	Neutral Maintained	30 Jul 2025