Unum Group $UNM Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its stake in Unum Group by 65.2% in Q4, selling 82,921 shares and leaving 44,221 shares valued at about $3.43 million.
• Unum beat quarterly estimates with $2.14 EPS and $3.36 billion in revenue (up 8.5% year-over-year) and issued FY2026 guidance of 8.60–8.90 EPS, near analysts' ~8.72 consensus.
• Institutional investors own 86.57% of UNM with several major funds increasing stakes, while insiders have sold roughly 33,852 shares (~$2.55M) over the past three months.

Mitsubishi UFJ Trust & Banking Corp lowered its position in shares of Unum Group (NYSE:UNM - Free Report) by 65.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,221 shares of the financial services provider's stock after selling 82,921 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in Unum Group were worth $3,427,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. First Trust Advisors LP raised its stake in Unum Group by 4.0% during the third quarter. First Trust Advisors LP now owns 5,734,937 shares of the financial services provider's stock valued at $446,063,000 after buying an additional 223,095 shares in the last quarter. Dimensional Fund Advisors LP raised its position in shares of Unum Group by 5.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,777,880 shares of the financial services provider's stock worth $293,837,000 after purchasing an additional 179,401 shares during the period. Allianz Asset Management GmbH raised its position in shares of Unum Group by 63.7% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,516,126 shares of the financial services provider's stock worth $195,704,000 after purchasing an additional 978,937 shares during the period. AQR Capital Management LLC raised its position in shares of Unum Group by 35.1% during the 3rd quarter. AQR Capital Management LLC now owns 2,339,289 shares of the financial services provider's stock worth $181,622,000 after purchasing an additional 607,684 shares during the period. Finally, UBS Group AG raised its position in shares of Unum Group by 5.4% during the 4th quarter. UBS Group AG now owns 1,356,916 shares of the financial services provider's stock worth $105,161,000 after purchasing an additional 68,957 shares during the period. Institutional investors and hedge funds own 86.57% of the company's stock.

Unum Group Stock Performance

Shares of UNM stock opened at $80.80 on Monday. Unum Group has a 12-month low of $68.28 and a 12-month high of $83.13. The firm has a market capitalization of $12.91 billion, a price-to-earnings ratio of 17.57, a price-to-earnings-growth ratio of 0.82 and a beta of 0.24. The business has a 50 day simple moving average of $74.95 and a 200 day simple moving average of $75.74. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.35 and a quick ratio of 0.35.

Unum Group (NYSE:UNM - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The financial services provider reported $2.14 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $2.91 billion. During the same period in the prior year, the company posted $2.04 EPS. The business's revenue for the quarter was up 8.5% compared to the same quarter last year. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. On average, equities research analysts anticipate that Unum Group will post 8.72 EPS for the current year.

Unum Group Dividend Announcement

The firm also recently disclosed 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. 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 dividend payout ratio is 40.00%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on UNM shares. Keefe, Bruyette & Woods reiterated a "moderate buy" rating and set a $95.00 price target on shares of Unum Group in a research report on Thursday, March 26th. Zacks Research upgraded Unum Group from a "strong sell" rating to a "hold" rating in a research report on Monday, April 6th. Barclays reiterated an "overweight" rating on shares of Unum Group in a research report on Friday, February 6th. 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. Finally, Wall Street Zen upgraded Unum Group from a "sell" rating to a "hold" rating in a research report on Saturday, April 11th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $93.17.

Insiders Place Their Bets

In related news, EVP Elizabeth Claire Ahmed sold 12,000 shares of the stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $80.14, for a total value of $961,680.00. Following the completion of the transaction, the executive vice president directly owned 42,587 shares of the company's stock, valued at $3,412,922.18. This represents a 21.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, 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 transaction, the director directly owned 38,592 shares of the company's stock, valued at $2,801,007.36. This trade represents a 10.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 33,852 shares of company stock worth $2,552,414. 1.00% of the stock is owned by company insiders.

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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