Public Employees Retirement System of Ohio Lowers Position in Unum Group $UNM

Public Employees Retirement System of Ohio decreased its holdings in shares of Unum Group (NYSE:UNM) by 54.6% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 52,178 shares of the financial services provider’s stock after selling 62,864 shares during the period. Public Employees Retirement System of Ohio’s holdings in Unum Group were worth $3,811,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in UNM. Laurel Wealth Advisors LLC purchased a new stake in shares of Unum Group in the 4th quarter valued at about $25,000. SHP Wealth Management bought a new position in shares of Unum Group in the fourth quarter worth approximately $25,000. MBM Wealth Consultants LLC purchased a new stake in Unum Group in the first quarter valued at approximately $29,000. Triumph Capital Management purchased a new stake in Unum Group in the third quarter valued at approximately $31,000. Finally, Ancora Advisors LLC lifted its position in Unum Group by 385.2% during the third quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 339 shares during the last quarter. 86.57% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Weiss Ratings raised shares of Unum Group from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. Wolfe Research lowered their price objective on shares of Unum Group from $102.00 to $100.00 and set an “outperform” rating on the stock in a research report on Monday, July 6th. Atlantic Securities set a $88.00 price objective on shares of Unum Group in a report on Wednesday, July 15th. Keefe, Bruyette & Woods cut their target price on shares of Unum Group from $110.00 to $108.00 and set an “outperform” rating for the company in a research report on Thursday. Finally, JPMorgan Chase & Co. increased their target price on Unum Group from $90.00 to $101.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Eight research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $99.25.

Unum Group Trading Up 3.7%

Shares of UNM stock opened at $86.74 on Friday. The business has a 50-day moving average of $88.11 and a 200 day moving average of $80.27. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.34 and a quick ratio of 0.35. Unum Group has a 1-year low of $68.28 and a 1-year high of $93.21. The stock has a market capitalization of $13.86 billion, a PE ratio of 20.22, a P/E/G ratio of 0.88 and a beta of 0.25.

Unum Group (NYSE:UNM) last announced its quarterly earnings results on Tuesday, July 28th. The financial services provider reported $2.16 EPS for the quarter, hitting analysts’ consensus estimates of $2.16. Unum Group had a return on equity of 12.60% and a net margin of 5.26%.The business had revenue of $3.39 billion for the quarter, compared to analysts’ expectations of $2.90 billion. During the same period in the previous year, the firm earned $1.92 EPS. The business’s quarterly revenue was up .3% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. As a group, sell-side analysts anticipate that Unum Group will post 8.72 earnings per share for the current year.

Unum Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 24th will be paid a $0.505 dividend. The ex-dividend date of this dividend is Friday, July 24th. This is a positive change from Unum Group’s previous quarterly dividend of $0.46. This represents a $2.02 annualized dividend and a dividend yield of 2.3%. Unum Group’s payout ratio is presently 47.09%.

More Unum Group News

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

• Positive Sentiment: Quarterly results exceeded expectations. Unum reported second-quarter earnings of $2.16 per share, in line with consensus, while revenue of $3.39 billion substantially exceeded estimates. Premium growth and solid performance in core businesses supported the results, and earnings increased from $1.92 per share a year earlier. UNM Q2 Earnings and Revenues Beat Estimates on Solid Premium Growth
• Positive Sentiment: Analyst remains bullish despite a modest target reduction. Keefe, Bruyette & Woods lowered its price target from $110 to $108 but maintained an “outperform” rating, implying substantial potential upside based on the current share price. Keefe, Bruyette & Woods Price Target Update
• Neutral Sentiment: Profitability trends remain mixed. Coverage points to strong premium growth and core operating performance, but lower investment income and higher costs limited the earnings benefit. Segment-level results and the effect of interest-rate actions are important factors in the outlook. UNM Q2 Deep Dive: Mixed Segment Trends and Rate Actions Shape Outlook
• Negative Sentiment: 2026 guidance disappointed relative to expectations. Unum’s full-year earnings guidance of $8.60–$8.90 per share has a midpoint below consensus, prompting concerns about profit durability even though second-quarter revenue and earnings were solid. Unum Stock Dips as 2026 Guidance Trails Consensus

Unum Group 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.