UBS Group AG Has $105.16 Million Stock Holdings in Unum Group $UNM

Key Points

• UBS Group AG boosted its holding in Unum to 1,356,916 shares—about $105.16 million in value—after buying 68,957 shares in Q4, representing roughly 0.81% ownership.
• Unum beat Q1 expectations with $2.14 EPS (vs. $2.07 est.) and $3.36B revenue (vs. $2.91B est.), and set FY2026 guidance of 8.60–8.90 EPS (analysts’ consensus ~8.72).
• The company declared a quarterly dividend of $0.46 ($1.84 annualized, ~2.3% yield), and about 86.6% of the stock is held by institutional investors.

UBS Group AG boosted its stake in Unum Group (NYSE:UNM - Free Report) by 5.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,356,916 shares of the financial services provider's stock after purchasing an additional 68,957 shares during the quarter. UBS Group AG owned about 0.81% of Unum Group worth $105,161,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the stock. Algebris UK Ltd. raised its stake in Unum Group by 95.7% in the third quarter. Algebris UK Ltd. now owns 389,463 shares of the financial services provider's stock valued at $30,269,000 after purchasing an additional 190,454 shares in the last quarter. State of Alaska Department of Revenue raised its stake in Unum Group by 53.5% in the third 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 in the last quarter. SG Americas Securities LLC raised its stake in Unum Group by 1,167.7% in the fourth quarter. SG Americas Securities LLC now owns 153,696 shares of the financial services provider's stock valued at $11,911,000 after purchasing an additional 141,572 shares in the last quarter. Allianz Asset Management GmbH raised its stake in Unum Group by 63.7% in the third quarter. Allianz Asset Management GmbH now owns 2,516,126 shares of the financial services provider's stock valued at $195,704,000 after purchasing an additional 978,937 shares in the last quarter. Finally, Vest Financial LLC raised its stake in Unum Group by 5.5% in the third quarter. Vest Financial LLC now owns 653,527 shares of the financial services provider's stock valued at $50,831,000 after purchasing an additional 33,807 shares in the last quarter. 86.57% of the stock is currently owned by institutional investors and hedge funds.

Unum Group Stock Performance

NYSE:UNM opened at $80.80 on Friday. The stock has a market cap of $13.01 billion, a P/E ratio of 17.57, a price-to-earnings-growth ratio of 0.82 and a beta of 0.24. The firm's fifty day simple moving average is $74.95 and its 200 day simple moving average is $75.74. Unum Group has a twelve month low of $68.28 and a twelve month high of $83.13. The company has a quick ratio of 0.37, a current ratio of 0.35 and a debt-to-equity ratio of 0.35.

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

Unum Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, April 24th will be issued a $0.46 dividend. The ex-dividend date is Friday, April 24th. This represents a $1.84 annualized dividend and a yield of 2.3%. Unum Group's payout ratio is 40.00%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on UNM shares. Evercore set a $103.00 target price on shares of Unum Group in a research note on Friday, February 6th. UBS Group raised their target price on shares of Unum Group from $81.00 to $85.00 and gave the company a "neutral" rating in a research note on Thursday, April 9th. Jefferies Financial Group reiterated a "buy" rating and set a $115.00 price target on shares of Unum Group in a research report on Monday, January 5th. Bank of America reduced their price target on shares of Unum Group from $83.00 to $77.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 14th. Finally, JPMorgan Chase & Co. reduced their price target on shares of Unum Group from $92.00 to $90.00 and set a "neutral" rating on the stock in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Unum Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $93.17.

Insiders Place Their Bets

In other Unum Group news, EVP Elizabeth Claire Ahmed sold 12,000 shares of the firm's stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $80.14, for a total transaction of $961,680.00. Following the completion of the transaction, the executive vice president owned 42,587 shares of the company's stock, valued at approximately $3,412,922.18. This trade represents a 21.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Lisa G. Iglesias sold 3,500 shares of the firm's stock in a transaction on Monday, March 9th. The shares were sold at an average price of $73.00, for a total value of $255,500.00. Following the transaction, the executive vice president directly owned 29,453 shares of the company's stock, valued at $2,150,069. This represents a 10.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 33,852 shares of company stock valued at $2,552,414 over the last quarter. 1.00% of the stock is owned by company insiders.

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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