Pacer Advisors Inc. trimmed its holdings in Unum Group (NYSE:UNM – Free Report) by 39.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 18,082 shares of the financial services provider’s stock after selling 11,851 shares during the period. Pacer Advisors Inc.’s holdings in Unum Group were worth $1,401,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Laurel Wealth Advisors LLC acquired a new position in shares of Unum Group during the 4th quarter worth approximately $25,000. Triumph Capital Management acquired a new stake in Unum Group during the 3rd quarter valued at $31,000. Ancora Advisors LLC boosted its position in Unum Group by 385.2% during 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. Danske Bank A S bought a new position in Unum Group during the third quarter worth $47,000. Finally, Thurston Springer Miller Herd & Titak Inc. acquired a new position in shares of Unum Group in the fourth quarter valued at $48,000. 86.57% of the stock is currently owned by institutional investors.
More Unum Group News
Here are the key news stories impacting Unum Group this week:
- Positive Sentiment: Zacks Research increased its Q2 2027 EPS estimate to $2.53 from $2.49 and lifted its Q4 2027 EPS estimate to $2.36 from $2.26, signaling improved expectations for later-period profitability.
- Positive Sentiment: The analyst firm’s FY2027 EPS estimate remains at a healthy $9.55, while FY2028 EPS is projected at $10.50, suggesting continued earnings growth over the next several years.
- Neutral Sentiment: Zacks Research maintained a Hold rating on Unum Group, indicating the updated estimates do not point to a strong bullish upgrade.
- Neutral Sentiment: The current-year consensus EPS estimate remains $8.73, slightly above Zacks’ FY2026 view of $8.68, which suggests forecasts are broadly steady rather than dramatically changing.
- Negative Sentiment: Several estimates were lowered, including Q2 2026 EPS to $2.11 from $2.17, Q3 2026 to $2.21 from $2.22, Q4 2026 to $2.22 from $2.25, and FY2028 to $10.50 from $10.59, which may temper enthusiasm.
- Negative Sentiment: Zacks also cut Q1 2027, Q3 2027, and Q1 2028 EPS forecasts, showing some caution around near- and medium-term earnings momentum.
Insider Buying and Selling at Unum Group
Unum Group Trading Up 0.6%
Shares of Unum Group stock opened at $80.90 on Friday. The firm has a 50-day moving average of $76.34 and a 200-day moving average of $76.02. The stock has a market cap of $12.93 billion, a PE ratio of 17.59, a PEG ratio of 0.82 and a beta of 0.24. Unum Group has a 52-week low of $68.28 and a 52-week high of $83.13. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.35 and a current ratio of 0.35.
Unum Group (NYSE:UNM – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The financial services provider reported $2.14 EPS for the quarter, topping 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 analyst estimates of $2.91 billion. During the same period last year, the firm earned $2.04 earnings per share. Unum Group’s revenue for the quarter was up 8.5% compared to the same quarter last year. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. As a group, sell-side analysts forecast that Unum Group will post 8.73 EPS for the current year.
Unum Group Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, April 24th will be paid a $0.46 dividend. This represents a $1.84 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Friday, April 24th. Unum Group’s payout ratio is 40.00%.
Analyst Ratings Changes
Several brokerages have recently weighed in on UNM. Zacks Research raised shares of Unum Group from a “strong sell” rating to a “hold” rating in a research report on Monday, April 6th. UBS Group upped their price target on shares of Unum Group from $81.00 to $85.00 and gave the company a “neutral” rating in a research note on Thursday, April 9th. Truist Financial raised their price objective on shares of Unum Group from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Keefe, Bruyette & Woods restated a “moderate buy” rating and set a $95.00 price objective on shares of Unum Group in a report on Thursday, March 26th. Finally, Wells Fargo & Company upped their target price on Unum Group from $99.00 to $100.00 and gave the company an “overweight” rating in a research report on Tuesday, May 5th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Unum Group has a consensus rating of “Moderate Buy” and an average target price of $93.25.
View Our Latest Stock Report on UNM
Unum Group 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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