Impax Asset Management Group plc Takes $1.07 Million Position in Unum Group $UNM

26 Apr 2026, 06:32 by Jessica Moore · The Cerbat Gem

Impax Asset Management Group plc acquired a new stake in shares of Unum Group (NYSE:UNM – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 13,829 shares of the financial services provider’s stock, valued at approximately $1,072,000.

A number of other institutional investors and hedge funds also recently modified their holdings of UNM. Triumph Capital Management acquired a new stake in shares of Unum Group during the 3rd quarter valued at $31,000. Ancora Advisors LLC lifted its position in shares of Unum Group by 385.2% during the 3rd quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 339 shares during the last quarter. True Wealth Design LLC lifted its position in shares of Unum Group by 36.2% during the 3rd quarter. True Wealth Design LLC now owns 587 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 156 shares during the last quarter. SJS Investment Consulting Inc. lifted its position in shares of Unum Group by 2,350.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 588 shares of the financial services provider’s stock valued at $46,000 after acquiring an additional 564 shares during the last quarter. Finally, Danske Bank A S acquired a new stake in shares of Unum Group during the 3rd quarter valued at $47,000. Institutional investors and hedge funds own 86.57% of the company’s stock.

Insider Activity

In other Unum Group news, EVP Lisa G. Iglesias sold 3,500 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $73.00, for a total transaction of $255,500.00. Following the sale, the executive vice president directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Cynthia Egan sold 9,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $73.00, for a total transaction of $657,000.00. Following the sale, the director directly owned 42,846 shares in the company, valued at approximately $3,127,758. This trade represents a 17.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 21,852 shares of company stock valued at $1,590,734 in the last 90 days. Company insiders own 0.92% of the company’s stock.

Unum Group Price Performance

Shares of NYSE:UNM opened at $77.40 on Friday. The company’s fifty day moving average is $74.44 and its two-hundred day moving average is $75.67. The company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.34. Unum Group has a 12-month low of $68.28 and a 12-month high of $83.13. The company has a market cap of $12.50 billion, a P/E ratio of 18.21, a price-to-earnings-growth ratio of 1.59 and a beta of 0.19.

Unum Group (NYSE:UNM – Get Free Report) last announced its earnings results on Thursday, February 5th. The financial services provider reported $1.92 earnings per share (EPS) for the quarter, missing the consensus estimate 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 analyst estimates of $3.29 billion. During the same period last year, the firm earned $2.03 earnings per share. Unum Group’s revenue for the quarter was up .2% compared to the same quarter last year. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. Equities analysts expect that Unum Group will post 8.74 earnings per share for the current fiscal year.

Unum Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 24th will be paid a dividend of $0.46 per share. This represents a $1.84 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Friday, April 24th. Unum Group’s payout ratio is 43.29%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on UNM shares. Wall Street Zen upgraded Unum Group from a “sell” rating to a “hold” rating in a research report on Saturday, April 11th. JPMorgan Chase & Co. cut their price objective on Unum Group from $92.00 to $90.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Bank of America cut their price objective on Unum Group from $83.00 to $77.00 and set a “neutral” rating for the company in a research report on Tuesday, April 14th. Morgan Stanley cut their price objective on Unum Group from $85.00 to $80.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 3rd. Finally, Weiss Ratings downgraded Unum Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Unum Group presently has a consensus rating of “Moderate Buy” and an average price target of $92.91.

Read Our Latest Analysis on Unum Group

About Unum Group

(Free Report)

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.