10,000 Shares in Unum Group $UNM Acquired by Jefferies Financial Group Inc.

by · The Cerbat Gem

Jefferies Financial Group Inc. acquired a new position in shares of Unum Group (NYSE:UNM – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 10,000 shares of the financial services provider’s stock, valued at approximately $775,000.

Other institutional investors have also recently modified their holdings of the company. Allianz Asset Management GmbH raised its holdings in Unum Group by 63.7% in the 3rd quarter. Allianz Asset Management GmbH now owns 2,516,126 shares of the financial services provider’s stock valued at $195,704,000 after acquiring an additional 978,937 shares during the last quarter. AQR Capital Management LLC raised its holdings in Unum Group by 35.1% in the 3rd quarter. AQR Capital Management LLC now owns 2,339,289 shares of the financial services provider’s stock valued at $181,622,000 after acquiring an additional 607,684 shares during the last quarter. Two Sigma Investments LP raised its holdings in Unum Group by 127.3% in the 3rd quarter. Two Sigma Investments LP now owns 864,485 shares of the financial services provider’s stock valued at $67,240,000 after acquiring an additional 484,107 shares during the last quarter. Moore Capital Management LP raised its holdings in Unum Group by 195.0% in the 3rd quarter. Moore Capital Management LP now owns 658,912 shares of the financial services provider’s stock valued at $51,250,000 after acquiring an additional 435,552 shares during the last quarter. Finally, Algebris UK Ltd. raised its holdings in Unum Group by 79.7% in the 4th quarter. Algebris UK Ltd. now owns 699,806 shares of the financial services provider’s stock valued at $54,260,000 after acquiring an additional 310,343 shares during the last quarter. 86.57% of the stock is currently owned by institutional investors and hedge funds.

Unum Group Trading Up 1.0%

UNM stock opened at $83.24 on Friday. The company has a market cap of $13.30 billion, a price-to-earnings ratio of 18.10, a PEG ratio of 0.84 and a beta of 0.24. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.35. The business has a fifty day simple moving average of $78.56 and a 200-day simple moving average of $76.63. Unum Group has a 52 week low of $68.28 and a 52 week high of $85.27.

Unum Group (NYSE:UNM – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The financial services provider reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $2.07 by $0.07. The business had revenue of $3.36 billion during the quarter, compared to the consensus estimate of $2.91 billion. Unum Group had a return on equity of 12.60% and a net margin of 5.86%.The business’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same period in the prior year, the firm posted $2.04 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. On average, equities research analysts expect that Unum Group will post 8.76 EPS for the current year.

Unum Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, April 24th were issued a dividend of $0.46 per share. This represents a $1.84 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Friday, April 24th. Unum Group’s dividend payout ratio is presently 40.00%.

Insider Transactions at Unum Group

In other news, EVP Christopher W. Pyne sold 4,852 shares of the company’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $72.47, for a total transaction of $351,624.44. Following the completion of the sale, the executive vice president directly owned 52,268 shares in the company, valued at $3,787,861.96. This represents a 8.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Lisa G. Iglesias sold 3,500 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $73.00, for a total value of $255,500.00. Following the sale, the executive vice president owned 29,453 shares of the company’s stock, valued at approximately $2,150,069. The trade was a 10.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 20,352 shares of company stock worth $1,568,804 in the last ninety days. Insiders own 1.00% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on UNM shares. Bank of America cut their price target on Unum Group from $83.00 to $77.00 and set a “neutral” rating for the company in a report on Tuesday, April 14th. Keefe, Bruyette & Woods reiterated a “moderate buy” rating and issued a $95.00 price target on shares of Unum Group in a report on Thursday, March 26th. Zacks Research upgraded Unum Group from a “strong sell” rating to a “hold” rating in a report on Monday, April 6th. Weiss Ratings downgraded Unum Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, March 27th. Finally, Morgan Stanley boosted their price target on Unum Group from $80.00 to $87.00 and gave the company an “equal weight” rating in a report on Thursday, May 21st. 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’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $93.83.

Read Our Latest Report on UNM

Unum Group Company Profile

(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.

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.

Featured Articles

Want to see what other hedge funds are holding UNM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Unum Group (NYSE:UNM – Free Report).