Baader Bank Aktiengesellschaft Takes Position in Unum Group $UNM

Baader Bank Aktiengesellschaft bought a new stake in shares of Unum Group (NYSE:UNM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 6,831 shares of the financial services provider’s stock, valued at approximately $529,000.

A number of other hedge funds have also recently modified their holdings of the business. Ameritas Advisory Services LLC bought a new stake in shares of Unum Group during the 4th quarter valued at $638,000. HighPoint Advisor Group LLC bought a new stake in shares of Unum Group during the 4th quarter valued at $202,000. Bailard Inc. boosted its holdings in shares of Unum Group by 11.9% during the 4th quarter. Bailard Inc. now owns 18,808 shares of the financial services provider’s stock valued at $1,458,000 after buying an additional 2,005 shares in the last quarter. Valeo Financial Advisors LLC boosted its holdings in shares of Unum Group by 4.8% during the 4th quarter. Valeo Financial Advisors LLC now owns 3,714 shares of the financial services provider’s stock valued at $288,000 after buying an additional 169 shares in the last quarter. Finally, SVB Wealth LLC bought a new stake in shares of Unum Group during the 4th quarter valued at $377,000. Institutional investors own 86.57% of the company’s stock.

Insider Transactions at Unum Group

In other news, EVP Lisa G. Iglesias sold 3,500 shares of Unum Group stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $73.00, for a total value of $255,500.00. Following the completion of the transaction, the executive vice president owned 29,453 shares of the company’s stock, valued at $2,150,069. The trade was a 10.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Christopher W. Pyne sold 4,852 shares of Unum Group 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 directly owned 52,268 shares of the company’s stock, valued at approximately $3,787,861.96. This represents a 8.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 33,852 shares of company stock worth $2,552,414 over the last quarter. Corporate insiders own 1.00% of the company’s stock.

Unum Group Price Performance

UNM opened at $81.71 on Friday. The stock has a 50-day moving average price of $76.51 and a 200-day moving average price of $76.06. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.35 and a quick ratio of 0.35. The firm has a market cap of $13.06 billion, a PE ratio of 17.76, a P/E/G ratio of 0.82 and a beta of 0.24. Unum Group has a 1 year low of $68.28 and a 1 year high of $83.13.

Unum Group (NYSE:UNM) last posted its quarterly earnings results on Tuesday, April 28th. The financial services provider reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.07 by $0.07. The firm had revenue of $3.36 billion during the quarter, compared to analyst estimates of $2.91 billion. Unum Group had a return on equity of 12.60% and a net margin of 5.86%.Unum Group’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.04 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. Sell-side analysts predict that Unum Group will post 8.73 earnings per share for the current fiscal year.

Unum Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, April 24th were given a $0.46 dividend. This represents a $1.84 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Friday, April 24th. Unum Group’s payout ratio is currently 40.00%.

Analyst Ratings Changes

A number of brokerages have recently commented on UNM. Wall Street Zen upgraded shares of Unum Group from a “sell” rating to a “hold” rating in a report on Saturday, April 11th. UBS Group boosted their target price on shares of Unum Group from $81.00 to $85.00 and gave the company a “neutral” rating in a report on Thursday, April 9th. Wells Fargo & Company boosted their target price on shares of Unum Group from $99.00 to $100.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Barclays restated an “overweight” rating on shares of Unum Group in a report on Friday, February 6th. Finally, Bank of America dropped their target price on shares of Unum Group from $83.00 to $77.00 and set a “neutral” rating on the stock in a report on Tuesday, April 14th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Unum Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $93.25.

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.