22,553 Shares in Unum Group $UNM Acquired by Quantbot Technologies LP

Key Points

• Quantbot Technologies LP acquired a new stake of 22,553 shares in Unum Group (NYSE: UNM) during Q3, valued at roughly $1.75 million.
• Company insiders have been net sellers recently — a total of 14,400 shares (~$1.05 million) were sold in the last three months, including Director Timothy F. Keaney's sale of 4,500 shares.
• Unum authorized a $1.0 billion share buyback (up to 8.2% of shares) and pays a $0.46 quarterly dividend (≈2.5% yield), while it missed Q results (EPS $1.92 vs. $2.11 consensus) but set FY2026 guidance of 8.60–8.90 EPS.

Quantbot Technologies LP acquired a new stake in shares of Unum Group (NYSE:UNM - Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 22,553 shares of the financial services provider's stock, valued at approximately $1,754,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. OneDigital Investment Advisors LLC grew its holdings in shares of Unum Group by 4.2% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,484 shares of the financial services provider's stock valued at $271,000 after acquiring an additional 141 shares in the last quarter. NDVR Inc. grew its stake in Unum Group by 3.3% in the second quarter. NDVR Inc. now owns 4,526 shares of the financial services provider's stock valued at $366,000 after purchasing an additional 145 shares in the last quarter. True Wealth Design LLC increased its position in 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 purchasing an additional 156 shares during the last quarter. Arizona State Retirement System raised its stake in shares of Unum Group by 0.3% during the 3rd quarter. Arizona State Retirement System now owns 49,017 shares of the financial services provider's stock worth $3,813,000 after purchasing an additional 160 shares in the last quarter. Finally, Savant Capital LLC raised its stake in shares of Unum Group by 0.3% during the 2nd quarter. Savant Capital LLC now owns 46,440 shares of the financial services provider's stock worth $3,750,000 after purchasing an additional 161 shares in the last quarter. Hedge funds and other institutional investors own 86.57% of the company's stock.

Insiders Place Their Bets

In other news, Director Timothy F. Keaney sold 4,500 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $72.58, for a total value of $326,610.00. Following the completion of the sale, the director directly owned 38,592 shares of the company's stock, valued at approximately $2,801,007.36. This represents a 10.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Walter Lynn Rice, Jr. sold 900 shares of the firm's stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $73.50, for a total transaction of $66,150.00. Following the completion of the sale, the chief accounting officer owned 8,940 shares in the company, valued at approximately $657,090. The trade was a 9.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,400 shares of company stock valued at $1,049,760 in the last three months. Company insiders own 0.92% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Zacks Research downgraded Unum Group from a "hold" rating to a "strong sell" rating in a report on Wednesday, February 25th. Barclays restated an "overweight" rating on shares of Unum Group in a research note on Friday, February 6th. JPMorgan Chase & Co. reduced their price objective on shares of Unum Group from $92.00 to $90.00 and set a "neutral" rating for the company in a research note on Friday, February 6th. Citigroup reiterated a "market perform" rating on shares of Unum Group in a report on Thursday, December 18th. Finally, Evercore set a $103.00 target price on Unum Group in a report on Friday, February 6th. One 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 assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $94.40.

Unum Group Stock Performance

NYSE:UNM opened at $73.34 on Thursday. The firm has a market capitalization of $12.01 billion, a PE ratio of 17.26, a PEG ratio of 1.58 and a beta of 0.20. Unum Group has a 1 year low of $66.81 and a 1 year high of $84.48. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.34. The firm's fifty day simple moving average is $75.54 and its 200 day simple moving average is $75.34.

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

Unum Group announced that its board has authorized a stock buyback plan on Thursday, December 4th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the financial services provider to reacquire up to 8.2% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company's board believes its shares are undervalued.

Unum Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 20th. Shareholders of record on Friday, January 30th were given a $0.46 dividend. This represents a $1.84 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Unum Group's payout ratio is currently 43.29%.

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.

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