77,928 Shares in Unum Group $UNM Acquired by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund purchased a new position in Unum Group (NYSE:UNM) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 77,928 shares of the financial services provider’s stock, valued at approximately $5,691,000.

Other large investors also recently bought and sold shares of the company. Renaissance Technologies LLC purchased a new stake in shares of Unum Group during the first quarter valued at approximately $7,047,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Unum Group by 21.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 631,694 shares of the financial services provider’s stock valued at $46,133,000 after purchasing an additional 110,342 shares during the period. Caxton Associates LLP grew its holdings in Unum Group by 6.1% during the 1st quarter. Caxton Associates LLP now owns 27,767 shares of the financial services provider’s stock valued at $2,028,000 after purchasing an additional 1,605 shares in the last quarter. Bank of Nova Scotia acquired a new stake in Unum Group during the 1st quarter valued at $2,541,000. Finally, Sei Investments Co. increased its stake in Unum Group by 9.9% during the 1st quarter. Sei Investments Co. now owns 608,586 shares of the financial services provider’s stock worth $44,445,000 after buying an additional 54,574 shares during the period. Institutional investors and hedge funds own 86.57% of the company’s stock.

Key Stories Impacting Unum Group

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

• Positive Sentiment: Unum reported second-quarter adjusted operating earnings of $2.16 per share, in line with consensus and above the prior-year figure of $1.92. Revenue of approximately $3.37 billion-$3.39 billion exceeded estimates of roughly $2.90 billion, helped by premium growth and strong performance in core insurance businesses. UNM Q2 Earnings and Revenues Beat Estimates on Solid Premium Growth
• Positive Sentiment: Premium income increased to $2.82 billion from $2.75 billion a year earlier. Unum also repurchased 2.5 million shares for $202.1 million during the quarter, supporting per-share results and signaling continued capital returns. The company reported strong liquidity and an estimated 480% risk-based capital ratio. Unum Reports Q2 Net Income of $256.9 Million as Revenue Hits $3.37 Billion
• Neutral Sentiment: Some valuation commentary suggests UNM may be about 14% undervalued based on earnings and buybacks, potentially providing longer-term support if operating execution remains strong. Unum Group Could Be 14% Undervalued
• Negative Sentiment: Unum’s FY 2026 adjusted operating EPS guidance of $8.60-$8.90 has a midpoint of $8.75, below the approximately $8.78 consensus estimate. The cautious outlook appears to have outweighed the quarterly beats. Unum Stock Dips as 2026 Guidance Trails Consensus
• Negative Sentiment: GAAP net income fell to $256.9 million, or $1.61 per diluted share, from $335.6 million, or $1.92 per share, a year earlier. Lower investment income and higher costs also weighed on results, raising concerns about earnings quality and future profitability. Unum Reports Q2 Earnings: Key Metrics

Wall Street Analysts Forecast Growth

A number of brokerages have commented on UNM. Barclays boosted their price objective on shares of Unum Group from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Wells Fargo & Company lifted their target price on Unum Group from $100.00 to $101.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Weiss Ratings upgraded Unum Group from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. Atlantic Securities set a $88.00 price target on Unum Group in a report on Wednesday, July 15th. Finally, Wolfe Research lowered their price objective on Unum Group from $102.00 to $100.00 and set an “outperform” rating for the company in a research note on Monday, July 6th. Eight equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $98.17.

Unum Group Trading Down 5.0%

NYSE UNM opened at $83.50 on Thursday. The company has a market capitalization of $13.34 billion, a price-to-earnings ratio of 19.46, a price-to-earnings-growth ratio of 0.92 and a beta of 0.25. 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 12 month low of $68.28 and a 12 month high of $93.21. The company’s fifty day moving average price is $88.06 and its two-hundred day moving average price is $80.22.

Unum Group (NYSE:UNM) last released its earnings results on Tuesday, July 28th. The financial services provider reported $2.16 earnings per share for the quarter, hitting the consensus estimate of $2.16. The company had revenue of $3.39 billion during the quarter, compared to the consensus estimate of $2.90 billion. Unum Group had a net margin of 5.26% and a return on equity of 12.56%. The company’s revenue was up .3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.92 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. As a group, research analysts predict that Unum Group will post 8.74 earnings per share for the current fiscal year.

Unum Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 24th will be paid a $0.505 dividend. This represents a $2.02 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Unum Group’s previous quarterly dividend of $0.46. The ex-dividend date is Friday, July 24th. Unum Group’s payout ratio is 47.09%.

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.