Strs Ohio Has $314,000 Position in Unum Group $UNM

Strs Ohio trimmed its position in Unum Group (NYSE:UNM) by 90.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,042 shares of the financial services provider’s stock after selling 40,318 shares during the quarter. Strs Ohio’s holdings in Unum Group were worth $314,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. TrueMark Investments LLC acquired a new position in Unum Group during the second quarter worth about $5,063,000. State of Alaska Department of Revenue lifted its stake in Unum Group by 53.5% in the 3rd quarter. State of Alaska Department of Revenue now owns 69,128 shares of the financial services provider’s stock valued at $5,376,000 after purchasing an additional 24,101 shares during the last quarter. Swedbank AB acquired a new stake in Unum Group in the third quarter valued at approximately $14,644,000. Intech Investment Management LLC increased its holdings in shares of Unum Group by 22.1% during the second quarter. Intech Investment Management LLC now owns 126,330 shares of the financial services provider’s stock worth $10,202,000 after buying an additional 22,863 shares in the last quarter. Finally, Wedge Capital Management L L P NC lifted its stake in shares of Unum Group by 20.4% in the 3rd quarter. Wedge Capital Management L L P NC now owns 502,222 shares of the financial services provider’s stock valued at $39,063,000 after acquiring an additional 84,938 shares during the last quarter. 86.57% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Unum Group news, EVP Christopher W. Pyne sold 4,000 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $78.04, for a total transaction of $312,160.00. Following the transaction, the executive vice president directly owned 51,372 shares in the company, valued at approximately $4,009,070.88. This represents a 7.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Steven Andrew Zabel sold 7,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $76.38, for a total transaction of $572,850.00. Following the sale, the executive vice president directly owned 113,807 shares of the company’s stock, valued at approximately $8,692,578.66. This trade represents a 6.18% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 12,400 shares of company stock worth $951,160. 0.93% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on UNM. Jefferies Financial Group reaffirmed a “buy” rating and issued a $115.00 target price on shares of Unum Group in a report on Monday, January 5th. Barclays reiterated an “overweight” rating on shares of Unum Group in a research report on Thursday, January 8th. Evercore ISI upped their price target on shares of Unum Group from $96.00 to $99.00 and gave the company an “outperform” rating in a research report on Wednesday, November 5th. JPMorgan Chase & Co. dropped their price target on shares of Unum Group from $94.00 to $92.00 and set a “neutral” rating for the company in a research note on Tuesday, November 4th. Finally, Citigroup reissued a “market perform” rating on shares of Unum Group in a research note on Thursday, December 18th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $97.08.

Key Headlines Impacting Unum Group

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

• Neutral Sentiment: Quarterly earnings scheduled: Unum is expected to announce quarterly results on Thursday, making the report the immediate catalyst to resolve uncertainty around recent estimate cuts. Unum Group (UNM) Expected to Announce Quarterly Earnings on Thursday
• Negative Sentiment: Zacks lowered multiple near-term EPS forecasts — a broad set of modest downgrades across quarters and years: Q4 2025 (2.14 ? 2.10), Q1 2026 (2.18 ? 2.17), Q2 2026 (2.28 ? 2.27), Q3 2026 (2.31 ? 2.29), Q4 2026 (2.37 ? 2.35), FY2026 (9.13 ? 9.08), Q1–Q4 2027 minor cuts and FY2027 (10.06 ? 9.99). The aggregate effect is reduced earnings momentum and a lower bar for future results. Unum (UNM) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Negative Sentiment: Zacks also flagged that Unum “doesn’t possess the right combination” of factors for a likely earnings beat, raising the risk of a disappointed print or cautious guidance that could drive further downside in UNM near-term. Unum (UNM) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release

Unum Group Trading Down 0.5%

NYSE:UNM opened at $75.92 on Monday. Unum Group has a 52 week low of $66.81 and a 52 week high of $84.48. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.36 and a current ratio of 0.36. The firm’s fifty day moving average is $77.03 and its 200-day moving average is $75.57. The firm has a market cap of $12.70 billion, a P/E ratio of 14.80, a P/E/G ratio of 1.35 and a beta of 0.20.

Unum Group (NYSE:UNM) last released its earnings results on Monday, November 3rd. The financial services provider reported $2.09 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.15 by ($0.06). Unum Group had a net margin of 6.99% and a return on equity of 13.09%. The firm had revenue of $3.25 billion during the quarter, compared to analyst estimates of $3.31 billion. During the same quarter in the previous year, the firm earned $2.13 EPS. Unum Group’s quarterly revenue was up 5.0% on a year-over-year basis. Equities analysts expect that Unum Group will post 9.14 earnings per share for the current year.

Unum Group announced that its Board of Directors has approved a stock buyback plan on Thursday, December 4th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the financial services provider to repurchase up to 8.2% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Unum Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Investors of record on Friday, January 30th will be paid a dividend of $0.46 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $1.84 annualized dividend and a yield of 2.4%. Unum Group’s dividend payout ratio (DPR) is currently 35.87%.

Unum Group Company 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.