Unum Group $UNM Shares Sold by Machina Capital S.A.S.

Posted by Brenda Bartman on Nov 13th, 2026

Machina Capital S.A.S. lessened its holdings in Unum Group (NYSE:UNM – Free Report) by 56.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,878 shares of the financial services provider’s stock after selling 14,026 shares during the period. Machina Capital S.A.S.’s holdings in Unum Group were worth $954,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Dimensional Fund Advisors LP grew its stake in shares of Unum Group by 7.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,084,382 shares of the financial services provider’s stock worth $298,287,000 after buying an additional 292,670 shares in the last quarter. Canada Pension Plan Investment Board purchased a new stake in shares of Unum Group during the 2nd quarter valued at about $84,097,000. Donald Smith & CO. Inc. bought a new position in shares of Unum Group in the 2nd quarter valued at about $58,064,000. Bank of America Corp DE bought a new position in shares of Unum Group in the 2nd quarter valued at about $55,273,000. Finally, Quantinno Capital Management LP lifted its holdings in shares of Unum Group by 14.6% in the 1st quarter. Quantinno Capital Management LP now owns 754,335 shares of the financial services provider’s stock valued at $55,089,000 after acquiring an additional 96,123 shares during the last quarter. Hedge funds and other institutional investors own 86.57% of the company’s stock.

Analyst Upgrades and Downgrades

UNM has been the subject of several recent research reports. Weiss Ratings lowered Unum Group from a “buy (b)” rating to a “hold (c+)” rating in a research report on Tuesday. Morgan Stanley decreased their price objective on Unum Group from $92.00 to $85.00 and set an “equal weight” rating on the stock in a research report on Tuesday. Wells Fargo & Company lowered their price objective on Unum Group from $102.00 to $91.00 and set an “overweight” rating for the company in a research note on Thursday. JPMorgan Chase & Co. upgraded Unum Group from a “neutral” rating to an “overweight” rating and dropped their target price for the stock from $98.00 to $90.00 in a report on Monday. Finally, Barclays dropped their target price on Unum Group from $109.00 to $101.00 and set an “overweight” rating for the company in a report on Wednesday, November 4th. Eight analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $94.75.

View Our Latest Research Report on UNM

Unum Group Trading Down 2.8%

Shares of UNM opened at $79.11 on Friday. The company’s fifty day simple moving average is $90.34 and its 200-day simple moving average is $84.13. The company has a market cap of $12.26 billion, a P/E ratio of 56.11, a P/E/G ratio of 0.88 and a beta of 0.25. The company has a current ratio of 0.34, a quick ratio of 0.34 and a debt-to-equity ratio of 0.35. Unum Group has a twelve month low of $69.02 and a twelve month high of $96.77.

Unum Group (NYSE:UNM – Get Free Report) last released its quarterly earnings results on Tuesday, November 3rd. The financial services provider reported $2.20 EPS for the quarter, topping analysts’ consensus estimates of $2.16 by $0.04. The firm had revenue of $3.40 billion during the quarter, compared to analysts’ expectations of $2.97 billion. Unum Group had a net margin of 1.94% and a return on equity of 12.57%. During the same period in the previous year, the company earned $2.09 EPS. As a group, analysts expect that Unum Group will post 8.37 EPS for the current year.

Unum Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 20th. Shareholders of record on Friday, October 30th will be paid a $0.5050 dividend. The ex-dividend date of this dividend is Friday, October 30th. This represents a $2.02 annualized dividend and a yield of 2.6%. Unum Group’s dividend payout ratio (DPR) is presently 143.26%.

Unum Group declared that its board has initiated a share buyback plan on Wednesday, August 26th that allows the company to repurchase $1 billion in outstanding shares. This buyback authorization allows the financial services provider to buy up to 7% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Insiders Place Their Bets

In other Unum Group news, CAO Lynn Jr sold 2,188 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $94.31, for a total transaction of $206,350.28. Following the completion of the transaction, the chief accounting officer owned 8,154 shares in the company, valued at $769,003.74. The trade was a 21.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Timothy F. Keaney sold 4,300 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $94.02, for a total value of $404,286.00. Following the transaction, the director owned 36,502 shares of the company’s stock, valued at $3,431,918.04. This trade represents a 10.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 10,488 shares of company stock valued at $988,396 over the last 90 days. Insiders own 1.00% of the company’s stock.

About Unum Group

(Free Report)

Unum Group is an insurance holding company that provides employee benefits and related services, primarily to employers and their workers. Its offerings include group disability and life insurance, accident and critical illness coverage, and services that help employers manage employee leave and workplace absence. Through its Unum and Colonial Life businesses, the company also provides voluntary benefits that employees can elect through their workplaces. In the United Kingdom, Unum offers workplace benefits including income protection, life insurance and critical illness coverage.