Vanguard Group Inc. Sells 481,251 Shares of Unum Group $UNM

Vanguard Group Inc. trimmed its holdings in shares of Unum Group (NYSE:UNM) by 2.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,660,134 shares of the financial services provider’s stock after selling 481,251 shares during the period. Vanguard Group Inc. owned about 10.96% of Unum Group worth $1,451,385,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the business. Legacy Investment Solutions LLC purchased a new position in Unum Group during the second quarter valued at approximately $30,000. Vermillion & White Wealth Management Group LLC boosted its position in Unum Group by 44.0% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 537 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 164 shares in the last quarter. Hantz Financial Services Inc. increased its holdings in shares of Unum Group by 1,123.4% in the 2nd quarter. Hantz Financial Services Inc. now owns 575 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 528 shares during the period. True Wealth Design LLC raised its position in shares of Unum Group by 36.2% in the 3rd quarter. True Wealth Design LLC now owns 587 shares of the financial services provider’s stock worth $46,000 after acquiring an additional 156 shares in the last quarter. Finally, SJS Investment Consulting Inc. lifted its stake in shares of Unum Group by 2,350.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 588 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 564 shares during the last quarter. Institutional investors own 86.57% of the company’s stock.

Unum Group News Roundup

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

• Positive Sentiment: Institutional/hedge-fund interest — An article highlights why hedge funds favor Unum, which can support demand for the shares and provide a catalyst for outperformance if funds increase positions or spotlight the name for other investors. What Makes Unum Group (UNM) Highly Favored by Hedge Funds
• Neutral Sentiment: Directors still hold sizable equity despite recent sales — While two directors trimmed positions, both remain substantial shareholders (tens of thousands of shares), which limits the immediate governance/insider-control impact and suggests sales may be for diversification or personal liquidity rather than a lack of confidence. Cynthia Egan Form 4 Timothy F. Keaney Form 4
• Negative Sentiment: Insider sales disclosed — Director Cynthia Egan sold 9,000 shares (~17% haircut to her position) at an average $73.00 and Director Timothy Keaney sold 4,500 shares (~10% haircut) at ~$72.58. Large/timed insider sales can be interpreted negatively by investors, especially when coupled with downward analyst revisions. Cynthia Egan Form 4 Timothy F. Keaney Form 4
• Negative Sentiment: Zacks Research cuts EPS estimates across multiple quarters and fiscal years — Zacks lowered Q1–Q4 2026 and FY2026 estimates and also trimmed FY2027 and quarterly projections. The downward revisions (FY2026 to $8.88 from $9.08; FY2027 to $9.84 from $9.99) increase near-term earnings risk versus consensus and could pressure the stock multiple if others follow. (Source: Zacks research notes)

Analyst Ratings Changes

A number of equities analysts have commented on UNM shares. JPMorgan Chase & Co. reduced their target price on shares of Unum Group from $92.00 to $90.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Wells Fargo & Company boosted their price objective on shares of Unum Group from $98.00 to $104.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Evercore set a $103.00 target price on shares of Unum Group in a research report on Friday, February 6th. UBS Group lowered their target price on shares of Unum Group from $85.00 to $81.00 and set a “neutral” rating for the company in a research note on Friday. Finally, Barclays reaffirmed an “overweight” rating on shares of Unum Group in a research report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $96.75.

Unum Group Trading Up 0.3%

Shares of Unum Group stock opened at $73.66 on Friday. The firm’s 50 day simple moving average is $76.57 and its two-hundred day simple moving average is $75.18. The firm has a market capitalization of $12.06 billion, a price-to-earnings ratio of 17.33, a PEG ratio of 1.64 and a beta of 0.20. Unum Group has a 12-month low of $66.81 and a 12-month high of $84.48. The company has a current ratio of 0.37, a quick ratio of 0.36 and a debt-to-equity ratio of 0.34.

Unum Group (NYSE:UNM) last posted its quarterly earnings data on Thursday, February 5th. The financial services provider reported $1.92 EPS for the quarter, missing the consensus estimate of $2.11 by ($0.19). Unum Group had a return on equity of 12.62% and a net margin of 5.65%.The company had revenue of $3.25 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same quarter in the previous year, the firm posted $2.03 earnings per share. The company’s quarterly revenue was up .2% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. Analysts predict that Unum Group will post 9.14 EPS for the current year.

Unum Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, January 30th were paid a $0.46 dividend. This represents a $1.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Friday, January 30th. Unum Group’s dividend payout ratio (DPR) is presently 43.29%.

Unum Group announced that its Board of Directors has authorized a stock repurchase program on Thursday, December 4th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to repurchase up to 8.2% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other Unum Group news, Director Cynthia Egan sold 9,000 shares of Unum Group stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $73.00, for a total transaction of $657,000.00. Following the completion of the sale, the director directly owned 42,846 shares in the company, valued at approximately $3,127,758. The trade was a 17.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Timothy F. Keaney sold 4,500 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $72.58, for a total transaction of $326,610.00. Following the completion of the sale, the director directly owned 38,592 shares in the company, valued at $2,801,007.36. This trade represents a 10.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 14,400 shares of company stock valued at $1,049,760 over the last quarter. 0.92% of the stock is currently owned by company insiders.

About Unum Group

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.