Unum Group $UNM Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. trimmed its stake in shares of Unum Group (NYSE:UNM) by 2.5% during the 3rd quarter, Holdings Channel reports. The fund owned 18,660,134 shares of the financial services provider’s stock after selling 481,251 shares during the quarter. Vanguard Group Inc. owned approximately 0.11% of Unum Group worth $1,451,385,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. Brighton Jones LLC purchased a new position in shares of Unum Group during the 4th quarter valued at approximately $247,000. Sequoia Financial Advisors LLC grew its position in Unum Group by 15.1% during the second quarter. Sequoia Financial Advisors LLC now owns 3,056 shares of the financial services provider’s stock valued at $247,000 after buying an additional 401 shares during the period. Stratos Wealth Partners LTD. grew its position in Unum Group by 9.4% during the second quarter. Stratos Wealth Partners LTD. now owns 4,161 shares of the financial services provider’s stock valued at $336,000 after buying an additional 359 shares during the period. Ethic Inc. increased its holdings in Unum Group by 62.2% in the second quarter. Ethic Inc. now owns 31,565 shares of the financial services provider’s stock valued at $2,540,000 after buying an additional 12,110 shares in the last quarter. Finally, First Citizens Bank & Trust Co. raised its position in shares of Unum Group by 200.2% in the second quarter. First Citizens Bank & Trust Co. now owns 20,160 shares of the financial services provider’s stock worth $1,628,000 after acquiring an additional 13,444 shares during the period. 86.57% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Unum Group

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

• Positive Sentiment: Institutional/hedge-fund interest — An article highlights why hedge funds favor Unum, which can support demand for the shares and provide a catalyst for outperformance if funds increase positions or spotlight the name for other investors. What Makes Unum Group (UNM) Highly Favored by Hedge Funds
• Neutral Sentiment: Directors still hold sizable equity despite recent sales — While two directors trimmed positions, both remain substantial shareholders (tens of thousands of shares), which limits the immediate governance/insider-control impact and suggests sales may be for diversification or personal liquidity rather than a lack of confidence. Cynthia Egan Form 4 Timothy F. Keaney Form 4
• Negative Sentiment: Insider sales disclosed — Director Cynthia Egan sold 9,000 shares (~17% haircut to her position) at an average $73.00 and Director Timothy Keaney sold 4,500 shares (~10% haircut) at ~$72.58. Large/timed insider sales can be interpreted negatively by investors, especially when coupled with downward analyst revisions. Cynthia Egan Form 4 Timothy F. Keaney Form 4
• Negative Sentiment: Zacks Research cuts EPS estimates across multiple quarters and fiscal years — Zacks lowered Q1–Q4 2026 and FY2026 estimates and also trimmed FY2027 and quarterly projections. The downward revisions (FY2026 to $8.88 from $9.08; FY2027 to $9.84 from $9.99) increase near-term earnings risk versus consensus and could pressure the stock multiple if others follow. (Source: Zacks research notes)

Insider Transactions at Unum Group

In other Unum Group news, Director Cynthia Egan sold 9,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $73.00, for a total transaction of $657,000.00. Following the transaction, the director owned 42,846 shares of the company’s stock, valued at approximately $3,127,758. The trade was a 17.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Walter Lynn Rice, Jr. sold 900 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $73.50, for a total value of $66,150.00. Following the completion of the sale, the chief accounting officer directly owned 8,940 shares of the company’s stock, valued at $657,090. This trade represents a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,400 shares of company stock worth $1,049,760 in the last ninety days. Insiders own 0.92% of the company’s stock.

Unum Group Stock Up 0.3%

NYSE UNM opened at $73.66 on Friday. The business has a fifty day moving average price of $76.57 and a 200 day moving average price of $75.18. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.36 and a current ratio of 0.37. The company has a market cap of $12.06 billion, a P/E ratio of 17.33, a P/E/G ratio of 1.64 and a beta of 0.20. Unum Group has a one year low of $66.81 and a one year high of $84.48.

Unum Group (NYSE:UNM) last released its earnings results on Thursday, February 5th. The financial services provider reported $1.92 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.11 by ($0.19). The business had revenue of $3.25 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Unum Group had a return on equity of 12.62% and a net margin of 5.65%.Unum Group’s quarterly revenue was up .2% compared to the same quarter last year. During the same period in the previous year, the company earned $2.03 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. Research analysts anticipate that Unum Group will post 9.14 EPS for the current fiscal year.

Unum Group declared that its board has authorized a stock repurchase plan on Thursday, December 4th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to purchase up to 8.2% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Unum Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 20th. Shareholders of record on Friday, January 30th were paid a $0.46 dividend. This represents a $1.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Unum Group’s dividend payout ratio (DPR) is 43.29%.

Analysts Set New Price Targets

A number of research firms have recently commented on UNM. UBS Group dropped their target price on Unum Group from $85.00 to $81.00 and set a “neutral” rating on the stock in a research report on Friday. Evercore set a $103.00 price objective on Unum Group in a report on Friday, February 6th. Wells Fargo & Company upped their target price on Unum Group from $98.00 to $104.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. JPMorgan Chase & Co. decreased their target price on Unum Group from $92.00 to $90.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Finally, Morgan Stanley set a $85.00 price target on shares of Unum Group in a report on Monday, December 15th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $96.75.

Unum Group Company 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.