Burney Co. Has $2.53 Million Stock Holdings in Unum Group $UNM

Posted by Francis Steltz on Jul 8th, 2026

Burney Co. trimmed its position in Unum Group (NYSE:UNM – Free Report) by 51.8% during the first quarter, Holdings Channel reports. The institutional investor owned 34,683 shares of the financial services provider’s stock after selling 37,272 shares during the quarter. Burney Co.’s holdings in Unum Group were worth $2,533,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Laurel Wealth Advisors LLC bought a new stake in shares of Unum Group during the fourth quarter worth $25,000. SHP Wealth Management acquired a new position in shares of Unum Group during the fourth quarter valued at $25,000. MBM Wealth Consultants LLC bought a new position in Unum Group in the first quarter valued at about $29,000. Triumph Capital Management acquired a new stake in Unum Group in the third quarter worth about $31,000. Finally, Ancora Advisors LLC increased its position in Unum Group by 385.2% in the third quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 339 shares during the period. 86.57% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Elizabeth Claire Ahmed sold 12,000 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $80.14, for a total value of $961,680.00. Following the completion of 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 1.00% of the company’s stock.

Unum Group Price Performance

Unum Group stock opened at $89.23 on Wednesday. The firm has a market capitalization of $14.26 billion, a P/E ratio of 19.40, a PEG ratio of 0.91 and a beta of 0.25. Unum Group has a 1 year low of $68.28 and a 1 year high of $93.21. The business has a 50-day moving average of $85.85 and a 200-day moving average of $79.20. 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 (NYSE:UNM – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The financial services provider reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $2.91 billion. During the same period last year, the company posted $2.04 EPS. Unum Group’s revenue for the quarter 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 anticipate that Unum Group will post 8.77 EPS for the current year.

Unum Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, April 24th were issued a $0.46 dividend. The ex-dividend date was Friday, April 24th. This represents a $1.84 annualized dividend and a yield of 2.1%. Unum Group’s dividend payout ratio (DPR) is 40.00%.

Analyst Ratings Changes

A number of research analysts have issued reports on UNM shares. Bank of America cut their target price on shares of Unum Group from $83.00 to $77.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 14th. UBS Group set a $94.00 price target on shares of Unum Group in a research report on Tuesday. Wolfe Research dropped their price target on shares of Unum Group from $102.00 to $100.00 and set an “outperform” rating for the company in a research note on Monday. Morgan Stanley increased their price objective on shares of Unum Group from $80.00 to $87.00 and gave the company an “equal weight” rating in a report on Thursday, May 21st. Finally, Barclays increased their price objective on shares of Unum Group from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Monday. Eight equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $97.27.

Check Out Our Latest Stock Report on UNM

Unum Group News Summary

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

Positive Sentiment: Barclays raised its price target on Unum Group to $110 from $105 and kept an overweight rating, signaling continued confidence in upside potential. Article Link
Positive Sentiment: Wolfe Research reiterated an outperform rating and only trimmed its target to $100 from $102, implying the stock still has room to run. Article Link
Positive Sentiment: Unum announced a $3.8 billion long-term care reinsurance deal with Fortitude Re, a move that cuts its LTC statutory reserve exposure and could reduce balance-sheet risk over time. Article Link
Neutral Sentiment: Several market recaps and transcript posts covered the Fortitude Re transaction, but they did not add materially new information beyond the deal announcement. Article Link
Neutral Sentiment: A Zacks piece highlighted Unum as a possible high-growth dividend stock, which is supportive for sentiment but unlikely to be a major near-term catalyst. Article Link

About Unum Group

(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.