Capitolis Liquid Global Markets LLC Purchases Shares of 164,200 Unum Group $UNM

Capitolis Liquid Global Markets LLC acquired a new stake in shares of Unum Group (NYSE:UNM) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 164,200 shares of the financial services provider’s stock, valued at approximately $12,771,000. Capitolis Liquid Global Markets LLC owned 0.10% of Unum Group at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. OneDigital Investment Advisors LLC increased its position in Unum Group by 4.2% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,484 shares of the financial services provider’s stock valued at $271,000 after buying an additional 141 shares in the last quarter. NDVR Inc. boosted its holdings in Unum Group by 3.3% in the second quarter. NDVR Inc. now owns 4,526 shares of the financial services provider’s stock worth $366,000 after acquiring an additional 145 shares in the last quarter. True Wealth Design LLC boosted its holdings in Unum Group by 36.2% in the third 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. Arizona State Retirement System grew its stake in Unum Group by 0.3% in the third quarter. Arizona State Retirement System now owns 49,017 shares of the financial services provider’s stock valued at $3,813,000 after acquiring an additional 160 shares during the period. Finally, Vermillion & White Wealth Management Group LLC grew its stake in Unum Group by 44.0% in the second 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 during the period. Institutional investors own 86.57% of the company’s stock.

Insider Transactions at Unum Group

In related news, Director Cynthia Egan sold 9,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $73.00, for a total transaction of $657,000.00. Following the transaction, the director directly owned 42,846 shares of the company’s stock, valued at $3,127,758. This trade represents a 17.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Lisa G. Iglesias sold 3,500 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $73.00, for a total transaction of $255,500.00. Following the transaction, the executive vice president owned 29,453 shares in the company, valued at approximately $2,150,069. This trade represents a 10.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 17,000 shares of company stock worth $1,239,110 in the last quarter. 0.92% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts have recently commented on UNM shares. Morgan Stanley decreased their price objective on Unum Group from $85.00 to $80.00 and set an “equal weight” rating for the company in a report on Tuesday, March 3rd. UBS Group reduced their price target on shares of Unum Group from $85.00 to $81.00 and set a “neutral” rating for the company in a research report on Friday, February 20th. Citigroup restated a “market perform” rating on shares of Unum Group in a research note on Thursday, December 18th. Barclays restated an “overweight” rating on shares of Unum Group in a report on Friday, February 6th. Finally, Zacks Research lowered shares of Unum Group from a “hold” rating to a “strong sell” rating in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $94.40.

Unum Group Stock Down 0.8%

UNM stock opened at $72.14 on Friday. Unum Group has a twelve month low of $66.81 and a twelve month high of $84.48. The company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.34. The stock’s 50 day moving average is $74.82 and its 200-day moving average is $75.52. The firm has a market capitalization of $11.81 billion, a PE ratio of 16.97, a P/E/G ratio of 1.56 and a beta of 0.20.

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

Unum Group declared that its board has approved a stock buyback program on Thursday, December 4th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the financial services provider to reacquire up to 8.2% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Unum Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, January 30th were paid a $0.46 dividend. The ex-dividend date was Friday, January 30th. This represents a $1.84 annualized dividend and a dividend yield of 2.6%. Unum Group’s dividend payout ratio is presently 43.29%.

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.