Unum Group $UNM Shares Sold by Inceptionr LLC

Posted by Stanley Muller on Jul 27th, 2026

Inceptionr LLC reduced its stake in Unum Group (NYSE:UNM – Free Report) by 51.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,495 shares of the financial services provider’s stock after selling 5,876 shares during the quarter. Inceptionr LLC’s holdings in Unum Group were worth $401,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC purchased a new stake in shares of Unum Group in the fourth quarter valued at about $247,000. EverSource Wealth Advisors LLC raised its stake in Unum Group by 157.4% during the second quarter. EverSource Wealth Advisors LLC now owns 1,851 shares of the financial services provider’s stock worth $149,000 after purchasing an additional 1,132 shares during the period. Baird Financial Group Inc. raised its stake in Unum Group by 26.6% during the second quarter. Baird Financial Group Inc. now owns 7,939 shares of the financial services provider’s stock worth $641,000 after purchasing an additional 1,666 shares during the period. Brown Advisory Inc. boosted its holdings in Unum Group by 13.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,445 shares of the financial services provider’s stock valued at $520,000 after purchasing an additional 753 shares during the last quarter. Finally, Cresset Asset Management LLC boosted its holdings in Unum Group by 6.1% in the 2nd quarter. Cresset Asset Management LLC now owns 6,715 shares of the financial services provider’s stock valued at $542,000 after purchasing an additional 386 shares during the last quarter. 86.57% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on UNM shares. Bank of America cut their price target on shares of Unum Group from $83.00 to $77.00 and set a “neutral” rating for the company in a report on Tuesday, April 14th. Truist Financial increased their price objective on Unum Group from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Wolfe Research cut their target price on Unum Group from $102.00 to $100.00 and set an “outperform” rating for the company in a research note on Monday, July 6th. JPMorgan Chase & Co. lifted their target price on Unum Group from $90.00 to $101.00 and gave the company a “neutral” rating in a research report on Tuesday, July 21st. Finally, UBS Group set a $94.00 price target on shares of Unum Group in a research note on Tuesday, July 7th. Eight investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $98.17.

View Our Latest Stock Report on UNM

Unum Group Trading Down 0.0%

Shares of NYSE UNM opened at $86.22 on Monday. The company has a current ratio of 0.35, a quick ratio of 0.35 and a debt-to-equity ratio of 0.35. The stock has a market capitalization of $13.78 billion, a PE ratio of 18.74, a PEG ratio of 0.86 and a beta of 0.25. Unum Group has a twelve month low of $68.28 and a twelve month high of $93.21. The stock has a fifty day simple moving average of $87.88 and a 200-day simple moving average of $80.08.

Unum Group (NYSE:UNM – Get Free Report) last posted its earnings results on Tuesday, April 28th. The financial services provider reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.07 by $0.07. Unum Group had a return on equity of 12.60% and a net margin of 5.86%.The firm had revenue of $3.36 billion for the quarter, compared to analyst estimates of $2.91 billion. During the same quarter in the prior year, the company earned $2.04 EPS. Unum Group’s revenue was up 8.5% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. On average, equities analysts forecast that Unum Group will post 8.75 earnings per share for the current year.

Unum Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 24th will be issued a $0.505 dividend. This represents a $2.02 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from Unum Group’s previous quarterly dividend of $0.46. The ex-dividend date is Friday, July 24th. Unum Group’s dividend payout ratio (DPR) is presently 43.91%.

Insider Buying and Selling at Unum Group

In related news, EVP Elizabeth Claire Ahmed sold 12,000 shares of the company’s stock in a transaction that occurred on 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 directly owned 42,587 shares of the company’s stock, valued at $3,412,922.18. This represents a 21.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.00% of the company’s stock.

Unum Group Profile

(Free Report)

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.