Oak Thistle LLC Reduces Stock Holdings in Unum Group $UNM

Key Points

• Oak Thistle LLC reduced its stake in Unum Group by 83.0% in Q4, selling 13,742 shares and retaining 2,810 shares valued at about $218,000.
• Unum missed Q4 EPS ($1.92 vs. $2.11 expected) and revenue slightly missed analysts' estimates, but set FY2026 EPS guidance of 8.600–8.900 while analysts project roughly 9.14 EPS for the year.
• The company announced a quarterly dividend of $0.46 per share (about a 2.4% yield), even as insiders sold roughly 21,852 shares over the past three months and institutional investors own about 86.6% of the stock.

Oak Thistle LLC reduced its stake in Unum Group (NYSE:UNM - Free Report) by 83.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,810 shares of the financial services provider's stock after selling 13,742 shares during the period. Oak Thistle LLC's holdings in Unum Group were worth $218,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Triumph Capital Management purchased a new position in Unum Group in the third quarter valued at approximately $31,000. Ancora Advisors LLC increased its stake in Unum Group by 385.2% in the third quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider's stock valued at $33,000 after purchasing an additional 339 shares during the last quarter. True Wealth Design LLC increased its stake 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 valued at $46,000 after purchasing an additional 156 shares during the last quarter. SJS Investment Consulting Inc. increased its stake in Unum Group by 2,350.0% in the third quarter. SJS Investment Consulting Inc. now owns 588 shares of the financial services provider's stock valued at $46,000 after purchasing an additional 564 shares during the last quarter. Finally, Danske Bank A S purchased a new position in Unum Group in the third quarter valued at approximately $47,000. 86.57% of the stock is currently owned by hedge funds and other institutional investors.

Unum Group Stock Performance

Shares of UNM opened at $76.74 on Friday. 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 has a market cap of $12.57 billion, a PE ratio of 18.06, a price-to-earnings-growth ratio of 1.67 and a beta of 0.19. The company's 50 day simple moving average is $73.54 and its 200-day simple moving average is $75.65. Unum Group has a 12-month low of $68.28 and a 12-month high of $83.13.

Unum Group (NYSE:UNM - Get Free Report) last announced its 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 business had revenue of $3.25 billion for the quarter, compared to analysts' expectations of $3.29 billion. Unum Group had a return on equity of 12.62% and a net margin of 5.65%.The business's revenue was up .2% on a year-over-year basis. During the same quarter last year, the business posted $2.03 earnings per share. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. As a group, equities analysts predict that Unum Group will post 9.14 EPS for the current year.

Unum Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, April 24th will be given a dividend of $0.46 per share. The ex-dividend date is Friday, April 24th. This represents a $1.84 dividend on an annualized basis and a dividend yield of 2.4%. Unum Group's dividend payout ratio (DPR) is 43.29%.

Key Stories Impacting Unum Group

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

• Positive Sentiment: UBS raised its price target to $85 (from $81), signaling modestly improved analyst optimism and implying roughly a mid‑teens upside from current levels. Unum Group NYSE: UNM Given New $85.00 Price Target at UBS Group
• Positive Sentiment: Wells Fargo cut its target slightly to $99 (from $102) but kept an "overweight" rating — that still implies a sizeable (~29%) upside from current prices and acts as a strong bullish endorsement. Wells Fargo Lowers Price Target to $99
• Positive Sentiment: Unum announced a quarterly dividend of $0.46 per share (ex-dividend April 24; payable May 15), implying about a 2.4% yield — dividend income supports investor demand and helps underpin the share price.
• Negative Sentiment: Zacks trimmed Q1 and FY2028 EPS estimates modestly (Q1: $2.74 → $2.70; FY2028: $10.72 → $10.59) and remains at a "Hold" view, which could cap upside until clearer earnings momentum or guidance appears. Zacks Lowers Estimates for Unum

Insider Buying and Selling at Unum Group

In other news, EVP Lisa G. Iglesias sold 3,500 shares of the firm's stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $73.00, for a total transaction of $255,500.00. Following the transaction, the executive vice president directly 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 sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Christopher W. Pyne sold 4,852 shares of the firm's stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $72.47, for a total transaction of $351,624.44. Following the transaction, the executive vice president owned 52,268 shares in the company, valued at approximately $3,787,861.96. This trade represents a 8.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 21,852 shares of company stock valued at $1,590,734. 0.92% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Citigroup reiterated a "market perform" rating on shares of Unum Group in a research note on Thursday, December 18th. Wells Fargo & Company dropped their price target on shares of Unum Group from $102.00 to $99.00 and set an "overweight" rating on the stock in a research note on Friday. Weiss Ratings lowered shares of Unum Group from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, March 27th. Wall Street Zen upgraded shares of Unum Group from a "sell" rating to a "hold" rating in a research note on Saturday. Finally, UBS Group increased 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. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $94.50.

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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