10,000 Shares in Unum Group $UNM Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. purchased a new position in shares of Unum Group (NYSE:UNM) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 10,000 shares of the financial services provider’s stock, valued at approximately $775,000.

A number of other institutional investors have also recently added to or reduced their stakes in the business. First Trust Advisors LP boosted its position in Unum Group by 4.0% during the 3rd quarter. First Trust Advisors LP now owns 5,734,937 shares of the financial services provider’s stock worth $446,063,000 after purchasing an additional 223,095 shares during the period. Dimensional Fund Advisors LP boosted its position in Unum Group by 5.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,777,880 shares of the financial services provider’s stock worth $293,837,000 after purchasing an additional 179,401 shares during the period. Allianz Asset Management GmbH boosted its position in Unum Group by 63.7% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,516,126 shares of the financial services provider’s stock worth $195,704,000 after purchasing an additional 978,937 shares during the period. AQR Capital Management LLC boosted its position in Unum Group by 35.1% in the 3rd quarter. AQR Capital Management LLC now owns 2,339,289 shares of the financial services provider’s stock valued at $181,622,000 after buying an additional 607,684 shares during the last quarter. Finally, UBS Group AG boosted its position in Unum Group by 5.4% in the 4th quarter. UBS Group AG now owns 1,356,916 shares of the financial services provider’s stock valued at $105,161,000 after buying an additional 68,957 shares during the last quarter. 86.57% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have weighed in on UNM shares. Weiss Ratings cut shares of Unum Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 27th. Wall Street Zen raised shares of Unum Group from a “sell” rating to a “hold” rating in a research report on Saturday, April 11th. Evercore set a $103.00 price objective on shares of Unum Group in a research report on Friday, February 6th. JPMorgan Chase & Co. decreased their price objective on shares of Unum Group from $92.00 to $90.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Finally, Wells Fargo & Company upped their price objective on shares of Unum Group from $99.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $93.83.

Insider Buying and Selling

In related news, EVP Elizabeth Claire Ahmed sold 12,000 shares of the stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $80.14, for a total transaction of $961,680.00. Following the sale, the executive vice president owned 42,587 shares in the company, valued at $3,412,922.18. This represents a 21.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Lisa G. Iglesias sold 3,500 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $73.00, for a total transaction of $255,500.00. Following the sale, the executive vice president owned 29,453 shares in the company, valued at approximately $2,150,069. This trade represents a 10.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 20,352 shares of company stock worth $1,568,804 over the last quarter. 1.00% of the stock is owned by company insiders.

Unum Group Stock Performance

Shares of UNM stock opened at $83.24 on Friday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.35 and a current ratio of 0.35. Unum Group has a one year low of $68.28 and a one year high of $85.27. The company’s 50-day simple moving average is $78.56 and its 200-day simple moving average is $76.63. The stock has a market capitalization of $13.30 billion, a price-to-earnings ratio of 18.10, a PEG ratio of 0.84 and a beta of 0.24.

Unum Group (NYSE:UNM) last issued its quarterly earnings results on Tuesday, April 28th. The financial services provider reported $2.14 EPS for the quarter, topping the consensus estimate of $2.07 by $0.07. Unum Group had a net margin of 5.86% and a return on equity of 12.60%. The business had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $2.91 billion. During the same quarter last year, the company posted $2.04 earnings per share. The company’s quarterly revenue was up 8.5% compared to the same quarter last year. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. Equities analysts anticipate that Unum Group will post 8.76 earnings per share for the current fiscal year.

Unum Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, April 24th were paid a dividend of $0.46 per share. The ex-dividend date was Friday, April 24th. This represents a $1.84 annualized dividend and a yield of 2.2%. Unum Group’s dividend payout ratio is 40.00%.

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.