Pacer Advisors Inc. Has $1.40 Million Stock Position in Unum Group $UNM

Pacer Advisors Inc. lowered its position in Unum Group (NYSE:UNM) by 39.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,082 shares of the financial services provider’s stock after selling 11,851 shares during the period. Pacer Advisors Inc.’s holdings in Unum Group were worth $1,401,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Laurel Wealth Advisors LLC acquired a new position in Unum Group in the fourth quarter valued at about $25,000. Triumph Capital Management acquired a new stake in shares of Unum Group during the third quarter worth about $31,000. Ancora Advisors LLC raised its position in shares of Unum Group by 385.2% during the third quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 339 shares during the period. Danske Bank A S bought a new position in shares of Unum Group during the 3rd quarter valued at about $47,000. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Unum Group during the 4th quarter valued at about $48,000. Institutional investors and hedge funds own 86.57% of the company’s stock.

Analyst Upgrades and Downgrades

UNM has been the subject of a number of research reports. UBS Group increased their target price on Unum Group from $81.00 to $85.00 and gave the stock a “neutral” rating in a research note on Thursday, April 9th. Zacks Research raised shares of Unum Group from a “strong sell” rating to a “hold” rating in a research note on Monday, April 6th. Wall Street Zen raised shares of Unum Group from a “sell” rating to a “hold” rating in a research report on Saturday, April 11th. Wells Fargo & Company raised their price objective on shares of Unum Group from $99.00 to $100.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Finally, Evercore set a $103.00 price objective on shares of Unum Group in a research report on Friday, February 6th. One equities research 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 stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $93.25.

More Unum Group News

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

• Positive Sentiment: Zacks Research increased its Q2 2027 EPS estimate to $2.53 from $2.49 and lifted its Q4 2027 EPS estimate to $2.36 from $2.26, signaling improved expectations for later-period profitability.
• Positive Sentiment: The analyst firm’s FY2027 EPS estimate remains at a healthy $9.55, while FY2028 EPS is projected at $10.50, suggesting continued earnings growth over the next several years.
• Neutral Sentiment: Zacks Research maintained a Hold rating on Unum Group, indicating the updated estimates do not point to a strong bullish upgrade.
• Neutral Sentiment: The current-year consensus EPS estimate remains $8.73, slightly above Zacks’ FY2026 view of $8.68, which suggests forecasts are broadly steady rather than dramatically changing.
• Negative Sentiment: Several estimates were lowered, including Q2 2026 EPS to $2.11 from $2.17, Q3 2026 to $2.21 from $2.22, Q4 2026 to $2.22 from $2.25, and FY2028 to $10.50 from $10.59, which may temper enthusiasm.
• Negative Sentiment: Zacks also cut Q1 2027, Q3 2027, and Q1 2028 EPS forecasts, showing some caution around near- and medium-term earnings momentum.

Insider Transactions at Unum Group

In other Unum Group news, Director Cynthia Egan sold 9,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $73.00, for a total transaction of $657,000.00. Following the transaction, the director owned 42,846 shares of the company’s stock, valued at $3,127,758. The trade was a 17.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Christopher W. Pyne sold 4,852 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $72.47, for a total value of $351,624.44. Following the completion of the sale, the executive vice president directly owned 52,268 shares of the company’s stock, valued at approximately $3,787,861.96. The trade was a 8.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 33,852 shares of company stock valued at $2,552,414. 1.00% of the stock is owned by insiders.

Unum Group Trading Up 0.6%

Shares of NYSE:UNM opened at $80.90 on Friday. The company’s 50-day moving average price is $76.34 and its two-hundred day moving average price is $76.02. 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 has a one year low of $68.28 and a one year high of $83.13. The stock has a market capitalization of $12.93 billion, a PE ratio of 17.59, a price-to-earnings-growth ratio of 0.82 and a beta of 0.24.

Unum Group (NYSE:UNM) last announced its quarterly earnings data 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 company had revenue of $3.36 billion during the quarter, compared to analysts’ expectations of $2.91 billion. Unum Group had a return on equity of 12.60% and a net margin of 5.86%.Unum Group’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same quarter last year, the company earned $2.04 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. On average, equities analysts forecast that Unum Group will post 8.73 EPS for the current fiscal year.

Unum Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 24th will be paid a $0.46 dividend. This represents a $1.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Friday, April 24th. Unum Group’s dividend payout ratio (DPR) is currently 40.00%.

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.