Thrivent Financial for Lutherans Grows Stake in Unum Group $UNM

Thrivent Financial for Lutherans increased its stake in shares of Unum Group (NYSE:UNM) by 15.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 65,079 shares of the financial services provider’s stock after purchasing an additional 8,917 shares during the period. Thrivent Financial for Lutherans’ holdings in Unum Group were worth $5,061,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Arizona State Retirement System raised its holdings in shares of Unum Group by 0.3% during the third quarter. Arizona State Retirement System now owns 49,017 shares of the financial services provider’s stock valued at $3,813,000 after acquiring an additional 160 shares during the last quarter. Foundations Investment Advisors LLC purchased a new stake in shares of Unum Group during the third quarter worth approximately $714,000. Belpointe Asset Management LLC raised its stake in Unum Group by 16.2% in the 3rd quarter. Belpointe Asset Management LLC now owns 9,403 shares of the financial services provider’s stock valued at $731,000 after purchasing an additional 1,312 shares during the last quarter. Algebris UK Ltd. lifted its holdings in Unum Group by 95.7% in the 3rd quarter. Algebris UK Ltd. now owns 389,463 shares of the financial services provider’s stock valued at $30,269,000 after purchasing an additional 190,454 shares in the last quarter. Finally, First Citizens Bank & Trust Co. lifted its holdings in Unum Group by 4.0% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 20,975 shares of the financial services provider’s stock valued at $1,631,000 after purchasing an additional 815 shares in the last quarter. 86.57% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Unum Group

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

• Positive Sentiment: Premiums grew ~2% year‑over‑year, showing continued revenue traction in its core benefits businesses. UNM Q4 Earnings and Revenues Miss Estimates, Premiums Rise Y/Y
• Positive Sentiment: Some analysts note the stock’s valuation is cheap relative to peers, which could limit downside and attract value buyers if underwriting trends stabilize. Unum: Underwriting Disappoints Again, But Valuation Is Low
• Neutral Sentiment: Management issued FY‑2026 EPS guidance of $8.60–$8.90 (consensus ~$8.91) — a formal outlook that reduces uncertainty but sits just below Street expectations. Unum Group Reports Q4 2025 Results and 2026 Outlook
• Neutral Sentiment: Full Q4 earnings call transcript and presentation are available for investors to assess management commentary and drivers (useful for gauging remediation plans for underwriting). UNM Q4 2025 Earnings Call Transcript Q4 Results Presentation
• Negative Sentiment: Q4 EPS missed materially ($1.92 vs. $2.11 expected) and revenue slightly missed estimates ($3.25B vs. $3.29B), with net income down year‑over‑year — an earnings shortfall that pressured the stock. Unum Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Segment profits fell and underwriting performance disappointed again, driven by higher benefits and expenses — this margin pressure is the main negative catalyst highlighted by analysts. Underwriting Disappoints
• Negative Sentiment: Market reaction: several outlets reported shares tumbled after the earnings miss and weaker guidance, amplifying near‑term selling pressure. Shares Tumble After Weak Guidance, Earnings Miss

Insider Activity

In other Unum Group news, CAO Walter Lynn Rice, Jr. sold 900 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $73.50, for a total value of $66,150.00. Following the transaction, the chief accounting officer owned 8,940 shares of the company’s stock, valued at $657,090. This represents a 9.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Steven Andrew Zabel sold 7,500 shares of Unum Group stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $76.38, for a total transaction of $572,850.00. Following the sale, the executive vice president owned 113,807 shares of the company’s stock, valued at approximately $8,692,578.66. This represents a 6.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.92% of the stock is currently owned by insiders.

Unum Group Stock Down 1.3%

Shares of NYSE UNM opened at $74.67 on Friday. The company has a market capitalization of $12.49 billion, a P/E ratio of 17.57, a P/E/G ratio of 1.35 and a beta of 0.20. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.36 and a quick ratio of 0.36. The company has a 50 day simple moving average of $77.02 and a 200-day simple moving average of $75.48. Unum Group has a 1 year low of $66.81 and a 1 year high of $84.48.

Unum Group (NYSE:UNM) last issued its quarterly earnings data on Thursday, February 5th. The financial services provider reported $1.92 earnings per share for the quarter, missing the consensus estimate of $2.11 by ($0.19). Unum Group had a return on equity of 12.61% and a net margin of 5.65%.The business had revenue of $3.25 billion during the quarter, compared to analysts’ expectations of $3.29 billion. During the same quarter in the previous year, the company posted $2.03 earnings per share. The company’s revenue was up .2% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. On average, equities research analysts predict that Unum Group will post 9.14 earnings per share for the current year.

Unum Group announced that its board has initiated a stock buyback plan on Thursday, December 4th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to reacquire up to 8.2% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

Unum Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 20th. Investors of record on Friday, January 30th will be given a dividend of $0.46 per share. This represents a $1.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Friday, January 30th. Unum Group’s dividend payout ratio (DPR) is presently 35.87%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Citigroup reiterated a “market perform” rating on shares of Unum Group in a research report on Thursday, December 18th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Unum Group in a report on Monday, December 29th. Evercore ISI set a $103.00 target price on Unum Group in a report on Friday. Evercore set a $103.00 price target on Unum Group in a research report on Friday. Finally, JPMorgan Chase & Co. reduced their price objective on Unum Group from $92.00 to $90.00 and set a “neutral” rating on the stock in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Unum Group has an average rating of “Moderate Buy” and a consensus target price of $97.69.

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.