Fulcrum Wealth Advisors LLC Buys New Position in Unum Group $UNM

Key Points

• Fulcrum Wealth Advisors bought a new stake of 30,525 Unum Group shares in Q4 valued at about $2.37 million, making UNM its 21st-largest holding (≈1.9% of Fulcrum's portfolio).
• Insiders have been net sellers recently — 33,852 shares sold in the last 90 days (≈$2.55 million) — while institutional investors own roughly 86.57% of UNM.
• Unum beat quarterly EPS estimates ($2.14 vs. $2.07), set FY2026 guidance of 8.60–8.90 EPS, and declared a $0.46 quarterly dividend (annualized yield ≈2.3%).

Fulcrum Wealth Advisors LLC bought a new stake in Unum Group (NYSE:UNM - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 30,525 shares of the financial services provider's stock, valued at approximately $2,366,000. Unum Group accounts for about 1.9% of Fulcrum Wealth Advisors LLC's investment portfolio, making the stock its 21st biggest position.

A number of other large investors have also recently made changes to their positions in the company. Laurel Wealth Advisors LLC purchased a new position in shares of Unum Group during the 4th quarter worth approximately $25,000. Triumph Capital Management purchased a new position in shares of Unum Group during the 3rd quarter worth approximately $31,000. Ancora Advisors LLC raised its stake in shares of Unum Group by 385.2% during the 3rd quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider's stock worth $33,000 after buying an additional 339 shares in the last quarter. Danske Bank A S purchased a new position in shares of Unum Group during the 3rd quarter worth approximately $47,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Unum Group during the 4th quarter worth approximately $48,000. 86.57% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Unum Group news, 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 completion of the sale, the executive vice president owned 29,453 shares of the company's stock, valued at approximately $2,150,069. The trade was a 10.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Cynthia Egan sold 9,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $73.00, for a total value of $657,000.00. Following the sale, the director directly owned 42,846 shares of the company's stock, valued at approximately $3,127,758. This trade represents a 17.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 33,852 shares of company stock valued at $2,552,414 in the last 90 days. 1.00% of the stock is owned by corporate insiders.

Unum Group Price Performance

UNM stock opened at $80.23 on Tuesday. Unum Group has a 52-week low of $68.28 and a 52-week high of $83.13. The stock's fifty day simple moving average is $74.95 and its 200-day simple moving average is $75.74. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.35. The stock has a market capitalization of $12.91 billion, a price-to-earnings ratio of 17.44, a price-to-earnings-growth ratio of 0.82 and a beta of 0.24.

Unum Group (NYSE:UNM - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The financial services provider reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.07 by $0.07. Unum Group had a return on equity of 12.60% and a net margin of 5.86%.The business had revenue of $3.36 billion for the quarter, compared to analysts' expectations of $2.91 billion. During the same quarter last year, the firm earned $2.04 earnings per share. The business's revenue was up 8.5% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. Equities research analysts expect that Unum Group will post 8.72 EPS for the current year.

Unum Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 24th will be given a dividend of $0.46 per share. This represents a $1.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Friday, April 24th. Unum Group's payout ratio is 40.00%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on UNM shares. Wall Street Zen raised Unum Group from a "sell" rating to a "hold" rating in a research note on Saturday, April 11th. JPMorgan Chase & Co. reduced their price objective on Unum Group from $92.00 to $90.00 and set a "neutral" rating on the stock in a research report on Friday, February 6th. UBS Group upped their price objective on Unum Group from $81.00 to $85.00 and gave the company a "neutral" rating in a research report on Thursday, April 9th. Weiss Ratings downgraded Unum Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, March 27th. Finally, Zacks Research upgraded Unum Group from a "strong sell" rating to a "hold" rating in a research report on Monday, April 6th. 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 company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $93.17.

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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