Unum Group $UNM Shares Purchased by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC boosted its position in Unum by 1,167.7% in Q4 to 153,696 shares (≈$11.9M), while institutional investors collectively own about 86.57% of the company.
• Unum's board authorized a $1.00 billion share buyback (up to 8.2% of shares) and set FY2026 guidance of 8.600–8.900 EPS, but the company missed the latest quarter with EPS of $1.92 versus $2.11 consensus and revenue slightly below expectations.
• Unum pays a quarterly dividend of $0.46 (annualized $1.84, ~2.5% yield), and insiders sold 21,852 shares worth about $1.59M over the last quarter.

SG Americas Securities LLC increased its position in shares of Unum Group (NYSE:UNM - Free Report) by 1,167.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 153,696 shares of the financial services provider's stock after purchasing an additional 141,572 shares during the period. SG Americas Securities LLC owned 0.09% of Unum Group worth $11,911,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the business. Brighton Jones LLC acquired a new stake in Unum Group during the 4th quarter worth $247,000. American Century Companies Inc. increased its stake in Unum Group by 27.6% in the second quarter. American Century Companies Inc. now owns 497,002 shares of the financial services provider's stock valued at $40,138,000 after purchasing an additional 107,448 shares during the period. Global Retirement Partners LLC purchased a new stake in shares of Unum Group in the second quarter valued at about $673,000. Steward Partners Investment Advisory LLC raised its holdings in shares of Unum Group by 28.2% in the second quarter. Steward Partners Investment Advisory LLC now owns 1,005 shares of the financial services provider's stock valued at $81,000 after buying an additional 221 shares during the last quarter. Finally, J.W. Cole Advisors Inc. boosted its stake in shares of Unum Group by 8.2% during the second quarter. J.W. Cole Advisors Inc. now owns 6,404 shares of the financial services provider's stock worth $517,000 after buying an additional 485 shares during the period. Hedge funds and other institutional investors own 86.57% of the company's stock.

Unum Group Stock Performance

Unum Group stock opened at $72.87 on Friday. The stock has a fifty day moving average price of $73.77 and a 200 day moving average price of $75.67. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.34. Unum Group has a 52 week low of $66.81 and a 52 week high of $83.21. The firm has a market capitalization of $11.93 billion, a P/E ratio of 17.15, a PEG ratio of 1.58 and a beta of 0.20.

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

Unum Group announced that its Board of Directors has authorized a share 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 purchase up to 8.2% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's management believes its shares are undervalued.

Unum Group Dividend Announcement

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

Insider Activity

In related news, EVP Christopher W. Pyne sold 4,852 shares of the stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $72.47, for a total value of $351,624.44. Following the completion of the transaction, the executive vice president owned 52,268 shares of the company's stock, valued at approximately $3,787,861.96. This represents a 8.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, 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 value of $255,500.00. Following the sale, the executive vice president owned 29,453 shares of the company's stock, valued at approximately $2,150,069. This trade represents a 10.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 21,852 shares of company stock worth $1,590,734. Corporate insiders own 0.92% of the company's stock.

Trending Headlines about Unum Group

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

• Positive Sentiment: Keefe, Bruyette & Woods reaffirmed a "moderate buy" on UNM and maintained a $95 price target (implies ~30% upside versus current levels), supporting a longer‑term constructive view. KBW reaffirmation
• Positive Sentiment: Consensus analyst positioning: several outlets report a consensus "moderate buy" thread among analysts, which can provide support versus more bearish lone ratings. Consensus recommendation
• Neutral Sentiment: Zacks Research raised its FY2028 EPS view modestly (to $10.72 from $10.58) — a longer‑horizon improvement but unlikely to offset near‑term concerns by itself. Zacks FY2028 note
• Negative Sentiment: Zacks Research cut multiple near‑term quarterly and annual EPS estimates and reiterated a "Strong Sell" rating: Q1 2026 to $2.08 (from $2.11), Q2 2026 to $2.18 (from $2.21), Q3 2026 to $2.23 (from $2.25), Q4 2026 to $2.28 (from $2.31/2.34 reported in notes), FY2026 to $8.76 (from $8.88), and FY2027 to $9.72 (from $9.84). Those downgrades increase near‑term earnings risk and are the primary reason for downward stock pressure. Zacks cuts

Analyst Ratings Changes

Several analysts have recently weighed in on UNM shares. Weiss Ratings cut Unum Group from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday. Barclays reaffirmed an "overweight" rating on shares of Unum Group in a report on Friday, February 6th. Jefferies Financial Group reissued a "buy" rating and issued a $115.00 target price on shares of Unum Group in a report on Monday, January 5th. Citigroup restated a "market perform" rating on shares of Unum Group in a research report on Thursday, December 18th. Finally, Zacks Research cut shares of Unum Group from a "hold" rating to a "strong sell" rating in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Unum Group has a consensus rating of "Moderate Buy" and an average target price of $94.40.

About Unum Group

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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