Quantinno Capital Management LP lifted its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 14.6% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 754,335 shares of the financial services provider’s stock after acquiring an additional 96,123 shares during the period. Quantinno Capital Management LP’s holdings in Unum Group were worth $55,089,000 at the end of the most recent quarter.
Several other hedge funds have also recently modified their holdings of the stock. SummitTX Capital L.P. purchased a new position in shares of Unum Group in the 1st quarter valued at approximately $2,112,000. Lazard Asset Management LLC grew its position in Unum Group by 346.6% during the 1st quarter. Lazard Asset Management LLC now owns 251,221 shares of the financial services provider’s stock worth $18,347,000 after purchasing an additional 194,965 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund purchased a new stake in Unum Group during the 1st quarter worth approximately $5,691,000. Renaissance Technologies LLC acquired a new position in Unum Group during the 1st quarter valued at approximately $7,047,000. Finally, Arrowstreet Capital Limited Partnership increased its stake in Unum Group by 21.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 631,694 shares of the financial services provider’s stock valued at $46,133,000 after purchasing an additional 110,342 shares in the last quarter. Institutional investors and hedge funds own 86.57% of the company’s stock.
Unum Group Stock Performance
Shares of NYSE UNM opened at $83.50 on Thursday. The company has a current ratio of 0.35, a quick ratio of 0.35 and a debt-to-equity ratio of 0.35. Unum Group has a 12 month low of $68.28 and a 12 month high of $93.21. The company has a 50 day simple moving average of $88.06 and a two-hundred day simple moving average of $80.22. The stock has a market cap of $13.34 billion, a price-to-earnings ratio of 19.46, a PEG ratio of 0.92 and a beta of 0.25.
Unum Group Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 24th will be issued 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 yield of 2.4%. Unum Group’s dividend payout ratio is currently 47.09%.
Analyst Upgrades and Downgrades
A number of research firms have issued reports on UNM. Weiss Ratings raised shares of Unum Group from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday. Atlantic Securities set a $88.00 target price on Unum Group in a research report on Wednesday, July 15th. Wolfe Research reduced 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. Evercore reaffirmed an “outperform” rating and set a $106.00 price target on shares of Unum Group in a research report on Tuesday, July 7th. Finally, UBS Group set a $94.00 price target on Unum Group in a research note on Tuesday, July 7th. Eight investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $98.17.
Read Our Latest Report on Unum Group
Unum Group News Roundup
Here are the key news stories impacting Unum Group this week:
- Positive Sentiment: Unum reported second-quarter adjusted operating earnings of $2.16 per share, in line with consensus and above the prior-year figure of $1.92. Revenue of approximately $3.37 billion-$3.39 billion exceeded estimates of roughly $2.90 billion, helped by premium growth and strong performance in core insurance businesses. UNM Q2 Earnings and Revenues Beat Estimates on Solid Premium Growth
- Positive Sentiment: Premium income increased to $2.82 billion from $2.75 billion a year earlier. Unum also repurchased 2.5 million shares for $202.1 million during the quarter, supporting per-share results and signaling continued capital returns. The company reported strong liquidity and an estimated 480% risk-based capital ratio. Unum Reports Q2 Net Income of $256.9 Million as Revenue Hits $3.37 Billion
- Neutral Sentiment: Some valuation commentary suggests UNM may be about 14% undervalued based on earnings and buybacks, potentially providing longer-term support if operating execution remains strong. Unum Group Could Be 14% Undervalued
- Negative Sentiment: Unum’s FY 2026 adjusted operating EPS guidance of $8.60-$8.90 has a midpoint of $8.75, below the approximately $8.78 consensus estimate. The cautious outlook appears to have outweighed the quarterly beats. Unum Stock Dips as 2026 Guidance Trails Consensus
- Negative Sentiment: GAAP net income fell to $256.9 million, or $1.61 per diluted share, from $335.6 million, or $1.92 per share, a year earlier. Lower investment income and higher costs also weighed on results, raising concerns about earnings quality and future profitability. Unum Reports Q2 Earnings: Key Metrics
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.
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