Market Summary
USD49.96-0.01
Market Closed-0.02%
UNM Alerts
UNM Stock Price
UNM RSI Chart
UNM Valuation
UNM Price/Sales (Trailing)
UNM Profitability
UNM Fundamentals
UNM Revenue
UNM Earnings
Price Action
52 Week Range
36.4851.15
(Low)(High)
Last 7 days
2.9%
Last 30 days
3.1%
Last 90 days
9.1%
Trailing 12 Months
25.7%
UNM Financial Health
UNM Investor Care
Historical Charts for Stock Metrics
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Net sales
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Latest Insider Trading transactions for UNM
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-08-15 | Pyne Christopher W | sold | -183,844 | 49.025 | -3,750 | evp, group benefits |
2023-08-03 | Arnold Timothy Gerald | sold | -1,000,000 | 50.00 | -20,000 | evp, vb & president, colonial |
2023-07-21 | Lefebvre Mojgan M | acquired | - | - | 2,142 | - |
2023-07-20 | Lefebvre Mojgan M | acquired | - | - | 3,009 | - |
2023-06-02 | Arnold Timothy Gerald | sold | -450,000 | 45.00 | -10,000 | evp, vb & president, colonial |
2023-05-31 | Arnold Timothy Gerald | sold | -222,450 | 44.49 | -5,000 | evp, vb & president, colonial |
2023-05-25 | Keaney Timothy F | acquired | - | - | 3,839 | - |
2023-05-25 | LARSON GLORIA C | acquired | - | - | 3,839 | - |
2023-05-25 | DeVore Susan D. | acquired | - | - | 3,839 | - |
2023-05-25 | O HANLEY RONALD P | acquired | - | - | 3,839 | - |
Which funds bought or sold UNM recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-09-21 | Jefferies Group LLC | new | - | 682,880 | 682,880 | 0.01% |
2023-09-20 | BARCLAYS PLC | added | 38.95 | 6,193,000 | 15,361,000 | 0.01% |
2023-09-12 | Farther Finance Advisors, LLC | added | 2.27 | 10,568 | 55,904 | 0.01% |
2023-08-28 | DT Investment Partners, LLC | unchanged | - | 789 | 5,642 | -% |
2023-08-22 | COMERICA BANK | sold off | - | - | - | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | added | 54.54 | 14,410,000 | 31,100,400 | 0.30% |
2023-08-22 | Asset Dedication, LLC | unchanged | - | 1,000 | 2,000 | -% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 10.28 | 393,000 | 1,586,000 | 0.01% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -3.71 | 1,602,010 | 11,550,400 | 0.02% |
2023-08-21 | VisionPoint Advisory Group, LLC | new | - | 382 | 382 | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
UNM Alerts
Schedule 13G FIlings of Unum Group
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Apr 10, 2023 | vanguard group inc | 10.45% | 20,610,264 | SC 13G/A | |
| Feb 14, 2023 | norges bank | 5.22% | 10,393,936 | SC 13G/A | |
| Feb 09, 2023 | fmr llc | - | 0 | SC 13G/A | |
| Feb 09, 2023 | vanguard group inc | 9.76% | 19,431,945 | SC 13G/A | |
| Jan 24, 2023 | blackrock inc. | 12.5% | 24,773,115 | SC 13G | |
| Apr 06, 2022 | norges bank | 5.23% | 10,594,006 | SC 13G | |
| Feb 10, 2022 | vanguard group inc | 10.68% | 21,827,583 | SC 13G/A | |
| Feb 09, 2022 | fmr llc | - | 0 | SC 13G/A | |
| Jan 27, 2022 | blackrock inc. | 11.2% | 22,845,078 | SC 13G/A | |
| Jan 25, 2022 | blackrock inc. | 11.2% | 22,845,078 | SC 13G/A |
Recent SEC filings of Unum Group
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Aug 17, 2023 | 4 | Insider Trading | |
| Aug 15, 2023 | 144 | Notice of Insider Sale Intent | |
| Aug 07, 2023 | 4 | Insider Trading | |
| Aug 03, 2023 | 144 | Notice of Insider Sale Intent | |
| Aug 02, 2023 | 10-Q | Quarterly Report | |
| Aug 01, 2023 | 8-K | Current Report | |
| Jul 24, 2023 | 4 | Insider Trading | |
| Jul 24, 2023 | 3 | Insider Trading | |
| Jul 20, 2023 | 8-K | Current Report |
Peers (Alternatives to Unum Group)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
PGR | 83.8B | 55.3B | 9.87% | 17.02% | 48.05 | 1.51 | 11.39% | 104.72% |
MET | 48.8B | 70.6B | 4.36% | 2.19% | 21.92 | 0.69 | 4.01% | -58.32% |
AFL | 45.8B | 18.8B | 4.29% | 31.61% | 9.96 | 2.44 | -11.15% | 5.38% |
TRV | 38.4B | 38.7B | 4.29% | 8.00% | 17.2 | 0.99 | 8.33% | -37.32% |
PFG | 18.0B | 14.1B | -1.83% | -1.21% | 11.1 | 1.28 | -18.38% | -62.12% |
| MID-CAP | ||||||||
UNM | 9.2B | 12.1B | 3.12% | 25.65% | 6.51 | 0.77 | 1.23% | 31.52% |
AIZ | 7.7B | 10.6B | 4.73% | -1.38% | 22.26 | 0.73 | 3.62% | -71.27% |
GNW | 2.8B | 7.5B | 4.23% | 56.61% | 5.14 | 0.37 | -1.40% | -38.58% |
CNO | 2.7B | 3.9B | 3.56% | 27.17% | 12.26 | 0.69 | 4.46% | -65.00% |
RGA | - | 16.8B | 8.51% | 18.12% | - | - | 3.86% | 92.43% |
TRUP | 1.1B | 1.0B | -9.04% | -53.82% | -18.57 | 1.12 | 25.60% | -67.04% |
| SMALL-CAP | ||||||||
PLMR | 1.3B | 348.9M | 1.26% | -38.66% | 22.1 | 3.67 | 16.85% | 25.90% |
HMN | 1.2B | 1.4B | 6.41% | -18.68% | -113.69 | 0.88 | 3.44% | -114.81% |
JRVR | 586.9M | 901.0M | 5.12% | -34.78% | 12.65 | 0.65 | 14.76% | 164.17% |
Unum Group News
Returns for UNM
Cumulative Returns on UNM
8.1%
10-Year Cumulative Returns
8.6%
7-Year Cumulative Returns
8.2%
5-Year Cumulative Returns
48.5%
3-Year Cumulative Returns
Risks for UNM
What is the probability of a big loss on UNM?
63.5%
Probability that Unum Group stock will be more than 20% underwater in next one year
48.9%
Probability that Unum Group stock will be more than 30% underwater in next one year.
27.7%
Probability that Unum Group stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does UNM drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Unum Group was unfortunately bought at previous high price.
Drawdowns
Financials for Unum Group
Income Statement (Last 12 Months)(In Millions)
| Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Revenue | 0.6% | 12,116 | 12,043 | 11,991 | 11,961 | 11,969 | 11,922 | 12,014 | 13,308 | 13,335 | 13,363 | 13,162 | 11,923 | 11,887 | 11,882 | 11,999 | 11,845 | 11,813 | 11,687 | 11,599 | 11,557 | 11,448 |
| EBITDA | -100.0% | - | 1,878 | 1,742 | 1,576 | 1,474 | 1,297 | 1,183 | 1,114 | 1,003 | 1,075 | 1,078 | 1,330 | 1,328 | 1,342 | 1,492 | - | - | - | - | - | - |
| EBITDA Margin | -100.0% | - | 0.16* | 0.15* | 0.13* | 0.12* | 0.11* | 0.10* | 0.08* | 0.08* | 0.08* | 0.08* | 0.11* | 0.11* | 0.11* | 0.12* | - | - | - | - | - | - |
| Earnings Before Taxes | 3.4% | 1,826 | 1,767 | 1,631 | 1,442 | 1,337 | 1,160 | 1,063 | 996 | 886 | 961 | 964 | 1,217 | 1,217 | 1,231 | 1,382 | 1,314 | 637 | 640 | 628 | 663 | 1,408 |
| EBT Margin | -100.0% | - | 0.15* | 0.14* | 0.12* | 0.11* | 0.10* | 0.09* | 0.07* | 0.07* | 0.07* | 0.07* | 0.10* | 0.10* | 0.10* | 0.12* | - | - | - | - | - | - |
| Net Income | 1.8% | 1,442 | 1,416 | 1,314 | 1,178 | 1,096 | 912 | 824 | 800 | 702 | 785 | 793 | 954 | 965 | 980 | 1,100 | 1,053 | 527 | 531 | 523 | 541 | 1,078 |
| Net Income Margin | -100.0% | - | 0.12* | 0.11* | 0.10* | 0.09* | 0.08* | 0.07* | 0.06* | 0.05* | 0.06* | 0.06* | 0.08* | 0.08* | 0.08* | 0.09* | - | - | - | - | - | - |
| Free Cashflow | -100.0% | - | 1,134 | 1,317 | 1,443 | 1,531 | 1,774 | 1,277 | 88.00 | -0.10 | 105 | 478 | 1,621 | 1,488 | 1,283 | 1,591 | - | - | - | - | - | - |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Assets | -0.8% | 61,904 | 62,424 | 61,149 | 60,867 | 63,510 | 67,766 | 70,116 | 70,598 | 70,808 | 69,257 | 70,626 | 69,616 | 69,305 | 65,336 | 67,013 | 66,956 | 65,844 | 63,922 | 61,876 | 62,250 | 62,367 |
| Cash Equivalents | -12.0% | 108 | 123 | 119 | 143 | 151 | 107 | 75.00 | 122 | 123 | 562 | 197 | 104 | 166 | 337 | 84.00 | 77.00 | 61.00 | 62.00 | 94.00 | 214 | 100 |
| Net PPE | 0.9% | 460 | 456 | 452 | 442 | 448 | 455 | 463 | 463 | 500 | 501 | 498 | 509 | 518 | 541 | 534 | 568 | 556 | 548 | 547 | 521 | 511 |
| Goodwill | 0.4% | 350 | 348 | 348 | 344 | 348 | 351 | 352 | 352 | 353 | 353 | 353 | 351 | 349 | 349 | 352 | 349 | 350 | 351 | 13.00 | 346 | 347 |
| Liabilities | -1.0% | 52,659 | 53,176 | 52,414 | 52,207 | 55,722 | 60,878 | 58,699 | 59,480 | 59,860 | 58,687 | 59,755 | 58,724 | 58,744 | 55,533 | 57,048 | 57,324 | 56,391 | 54,861 | 53,254 | 53,732 | 52,920 |
| Long Term Debt | 0.0% | 3,429 | 3,429 | 3,428 | 3,429 | 3,443 | 3,443 | 3,442 | 3,441 | 3,441 | 3,347 | 3,346 | 3,379 | 3,393 | 2,914 | 2,927 | 3,038 | 3,341 | 2,959 | 2,971 | 2,984 | 2,998 |
| LT Debt, Current | 0% | 2.00 | 2.00 | 2.00 | - | - | - | - | - | - | - | - | - | 400 | 400 | 400 | - | - | - | - | - | - |
| Shareholder's Equity | 0.0% | 9,246 | 9,247 | 8,735 | 8,660 | 7,788 | 6,888 | 11,416 | 11,118 | 10,948 | 10,570 | 10,871 | 10,892 | 10,561 | 9,803 | 9,965 | 9,632 | 9,453 | 9,061 | 8,622 | 8,518 | 9,446 |
| Retained Earnings | 2.4% | 13,758 | 13,430 | 13,141 | 12,698 | 12,474 | 12,167 | 11,989 | 11,755 | 11,488 | 11,363 | 11,270 | 11,192 | 11,019 | 10,812 | 10,729 | 10,492 | 10,309 | 10,083 | 9,863 | 9,671 | 10,012 |
| Additional Paid-In Capital | 0.5% | 2,445 | 2,432 | 2,441 | 2,432 | 2,417 | 2,396 | 2,408 | 2,399 | 2,387 | 2,381 | 2,376 | 2,371 | 2,364 | 2,357 | 2,348 | 2,342 | 2,336 | 2,329 | 2,322 | 2,314 | 2,309 |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Cashflow From Operations | -11.7% | 1,098 | 1,244 | 1,419 | 1,542 | 1,690 | 1,907 | 1,388 | 98.00 | 99.00 | 56.00 | 469 | 1,629 | 1,516 | 1,310 | 1,607 | 1,710 | 1,783 | 1,753 | 1,537 | 1,371 | 1,211 |
| Cashflow From Investing | 11.1% | -714 | -804 | -955 | -1,126 | -1,348 | -2,121 | -1,340 | -83.40 | 316 | 198 | -267 | -1,277 | -1,477 | -905 | -1,393 | -1,548 | -1,335 | -1,414 | -930 | -698 | -817 |
| Cashflow From Financing | -0.9% | -426 | -423 | -418 | -394 | -313 | -240 | -168 | 3.00 | -457 | -29.30 | -88.70 | -324 | 66.00 | -128 | -223 | -298 | -486 | -585 | -589 | -528 | -411 |
| Dividend Payments | 1.8% | 266 | 261 | 254 | 250 | 245 | 243 | 239 | 236 | 233 | 233 | 232 | 233 | 234 | 231 | 229 | 226 | 223 | 219 | 216 | 212 | 207 |
| Buy Backs | 2.0% | 205 | 201 | 200 | 186 | 143 | 100 | 50.00 | - | - | - | - | 103 | 200 | 300 | 400 | 448 | 351 | 351 | 356 | 300 | 401 |
UNM Income Statement
2023-06-30CONSOLIDATED STATEMENTS OF INCOME (UNAUDITED) - USD ($) $ in Millions | 3 Months Ended | 6 Months Ended | ||
|---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
| Revenue | ||||
| Premium Income | $ 2,509.1 | $ 2,416.0 | $ 4,968.4 | $ 4,817.4 |
| Net Investment Income | 531.1 | 559.0 | 1,039.9 | 1,086.2 |
| Net Investment Gain (Loss) | 0.9 | (4.1) | 1.0 | (17.9) |
| Other Income | 71.1 | 68.7 | 139.0 | 134.5 |
| Total Revenue | 3,112.2 | 3,039.6 | 6,148.3 | 6,020.2 |
| Benefits and Expenses | ||||
| Policy Benefits | 1,837.9 | 1,865.7 | 3,720.0 | 3,848.7 |
| Policy Benefits - Remeasurement Gain | (84.3) | (65.6) | (230.0) | (134.4) |
| Commissions | 286.1 | 274.4 | 580.0 | 547.6 |
| Interest and Debt Expense | 48.9 | 47.4 | 97.0 | 94.3 |
| Deferred Policy Acquisition Cost | (156.5) | (137.9) | (314.2) | (279.7) |
| Amortization of Deferred Acquisition Costs | 113.7 | 106.5 | 229.6 | 210.1 |
| Compensation Expense | 294.4 | 259.9 | 569.4 | 508.2 |
| Other Expenses | 273.6 | 250.0 | 546.8 | 490.5 |
| Total Benefits and Expenses | 2,613.8 | 2,600.4 | 5,198.6 | 5,285.3 |
| Income Before Income Tax | 498.4 | 439.2 | 949.7 | 734.9 |
| Income Tax | ||||
| Current | 128.6 | 143.6 | 194.2 | 226.9 |
| Deferred | (23.1) | (71.7) | 4.3 | (99.7) |
| Total Income Tax | 105.5 | 71.9 | 198.5 | 127.2 |
| Net Income | $ 392.9 | $ 367.3 | $ 751.2 | $ 607.7 |
| Net Income Per Common Share | ||||
| Basic | $ 1.99 | $ 1.83 | $ 3.80 | $ 3.01 |
| Assuming Dilution | $ 1.98 | $ 1.81 | $ 3.78 | $ 2.99 |
UNM Balance Sheet
2023-06-30CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 | |||
|---|---|---|---|---|---|
| Investments | |||||
| Fixed Maturity Securities - at fair value (amortized cost of $38,028.1; $37,825.2; allowance for credit losses of $—; $—) | $ 35,374.1 | $ 34,840.8 | |||
| Mortgage Loans (net of allowance for credit losses of $11.1; $9.3) | 2,372.8 | 2,435.4 | |||
| Policy Loans | 3,493.3 | 3,601.2 | |||
| Other Long-term Investments | 1,503.2 | 1,440.1 | |||
| Short-term Investments | 1,652.8 | 1,394.8 | |||
| Total Investments | 44,396.2 | 43,712.3 | |||
| Other Assets | |||||
| Cash and Bank Deposits | 108.3 | 119.2 | |||
| Accounts and Premiums Receivable (net of allowance for credit losses of $28.7; $32.5) | 1,605.5 | 1,482.1 | |||
| Reinsurance Recoverable (net of allowance for credit losses of $1.8; $1.7) | 9,383.1 | 9,608.0 | |||
| Accrued Investment Income | 715.1 | 615.0 | |||
| Deferred Acquisition Costs | 2,647.2 | 2,560.0 | |||
| Goodwill | 349.7 | 347.6 | |||
| Property and Equipment | 460.0 | 451.7 | |||
| Deferred Income Tax | 582.9 | 586.0 | |||
| Other Assets | 1,656.4 | 1,666.6 | |||
| Total Assets | 61,904.4 | 61,148.5 | |||
| Liabilities | |||||
| Future Policy Benefits | 38,945.3 | 38,577.1 | [1] | ||
| Policyholders' Account Balances | 5,692.4 | 5,740.2 | [1] | ||
| Unearned Premiums | 494.7 | 365.5 | |||
| Other Policyholders’ Funds | 1,701.5 | 1,750.4 | |||
| Income Tax Payable | 179.1 | 190.9 | |||
| Deferred Income Tax | 23.9 | 25.2 | |||
| Short-term debt | 2.0 | 2.0 | |||
| Long-term Debt | 3,429.1 | 3,427.8 | |||
| Other Liabilities | 2,190.5 | 2,334.4 | |||
| Total Liabilities | 52,658.5 | 52,413.5 | |||
| Commitments and Contingent Liabilities - Note 13 | |||||
| Stockholders' Equity | |||||
| Common Stock, $0.10 par; authorized: 725,000,000 shares; issued: 309,390,815 and 308,306,490 shares | 30.9 | 30.8 | |||
| Additional Paid-in Capital | 2,444.9 | 2,441.0 | |||
| Accumulated Other Comprehensive Loss | (3,457.6) | (3,448.3) | |||
| Retained Earnings | 13,758.1 | 13,141.3 | |||
| Treasury Stock - at cost: 112,931,800 and 110,551,977 shares | (3,530.4) | (3,429.8) | |||
| Total Stockholders' Equity | 9,245.9 | 8,735.0 | |||
| Total Liabilities and Stockholders' Equity | $ 61,904.4 | $ 61,148.5 | |||
| |||||
Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and dismemberment products; supplemental and voluntary products, such as individual disability, voluntary benefits, and dental and vision products; and accident, sickness, disability, life, and cancer and critical illness products. It also provides group pension, individual life and corporate-owned life insurance, reinsurance pools and management operations, and other products. The company sells its products primarily to employers for the benefit of employees. Unum Group sells its products through field sales personnel, independent brokers, consultants, and independent contractor agency sales force. The company was founded in 1848 and is based in Chattanooga, Tennessee.