CoreCap Advisors LLC Has $4.58 Million Position in Unum Group $UNM

CoreCap Advisors LLC grew its stake in shares of Unum Group (NYSE:UNM) by 23.2% during the 4th quarter, HoldingsChannel reports. The fund owned 59,061 shares of the financial services provider’s stock after acquiring an additional 11,117 shares during the period. CoreCap Advisors LLC’s holdings in Unum Group were worth $4,577,000 as of its most recent SEC filing.

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

Unum Group News Roundup

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

• Positive Sentiment: Keefe, Bruyette & Woods reaffirmed a “moderate buy” on UNM and maintained a $95 price target (implies ~30% upside versus current levels), supporting a longer‑term constructive view. KBW reaffirmation
• Positive Sentiment: Consensus analyst positioning: several outlets report a consensus “moderate buy” thread among analysts, which can provide support versus more bearish lone ratings. Consensus recommendation
• Neutral Sentiment: Zacks Research raised its FY2028 EPS view modestly (to $10.72 from $10.58) — a longer‑horizon improvement but unlikely to offset near‑term concerns by itself. Zacks FY2028 note
• Negative Sentiment: Zacks Research cut multiple near‑term quarterly and annual EPS estimates and reiterated a “Strong Sell” rating: Q1 2026 to $2.08 (from $2.11), Q2 2026 to $2.18 (from $2.21), Q3 2026 to $2.23 (from $2.25), Q4 2026 to $2.28 (from $2.31/2.34 reported in notes), FY2026 to $8.76 (from $8.88), and FY2027 to $9.72 (from $9.84). Those downgrades increase near‑term earnings risk and are the primary reason for downward stock pressure. Zacks cuts

Unum Group Price Performance

Shares of NYSE:UNM opened at $72.87 on Friday. The company has a market cap of $11.93 billion, a price-to-earnings ratio of 17.15, a PEG ratio of 1.61 and a beta of 0.20. The business has a 50 day moving average price of $73.77 and a 200 day moving average price of $75.66. 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 twelve month low of $66.81 and a twelve month high of $83.21.

Unum Group (NYSE:UNM) last issued its quarterly earnings results on Thursday, February 5th. The financial services provider reported $1.92 EPS for the quarter, missing the consensus estimate of $2.11 by ($0.19). Unum Group had a return on equity of 12.62% and a net margin of 5.65%.The business had revenue of $3.25 billion during the quarter, compared to the consensus estimate of $3.29 billion. During the same period in the prior year, the firm earned $2.03 earnings per share. The business’s quarterly revenue was up .2% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.900 EPS. Research analysts predict that Unum Group will post 9.14 earnings per share for the current year.

Unum Group announced that its Board of Directors has approved 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 buy up to 8.2% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Unum Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 20th. Shareholders of record on Friday, January 30th were given a $0.46 dividend. This represents a $1.84 annualized dividend and a yield of 2.5%. The ex-dividend date was Friday, January 30th. Unum Group’s dividend payout ratio (DPR) is currently 43.29%.

Insider Activity at Unum Group

In related news, Director Timothy F. Keaney sold 4,500 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $72.58, for a total value of $326,610.00. Following the completion of the sale, the director owned 38,592 shares in the company, valued at approximately $2,801,007.36. This trade represents a 10.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 sale, the executive vice president directly owned 29,453 shares in the company, valued at approximately $2,150,069. This trade represents a 10.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 21,852 shares of company stock valued at $1,590,734. Company insiders own 0.92% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. JPMorgan Chase & Co. decreased their target price on shares of Unum Group from $92.00 to $90.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Morgan Stanley decreased their price objective on shares of Unum Group from $85.00 to $80.00 and set an “equal weight” rating for the company in a report on Tuesday, March 3rd. Citigroup restated a “market perform” rating on shares of Unum Group in a report on Thursday, December 18th. Jefferies Financial Group reiterated a “buy” rating and set a $115.00 price target on shares of Unum Group in a research note on Monday, January 5th. Finally, Barclays restated an “overweight” rating on shares of Unum Group in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Unum Group currently has a consensus rating of “Moderate Buy” and an average price target of $94.40.

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.