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UNM

UNM - Unum Group Stock Price, Fair Value and News

51.33USD+0.54 (+1.06%)Delayed

Market Summary

UNM
USD51.33+0.54
Delayed
1.06%

UNM Alerts

  • 1 major insider sales recently.

UNM Stock Price

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UNM RSI Chart

UNM Valuation

Market Cap

9.8B

Price/Earnings (Trailing)

7.66

Price/Sales (Trailing)

0.79

EV/EBITDA

6.75

Price/Free Cashflow

9.2

UNM Price/Sales (Trailing)

UNM Profitability

EBT Margin

13.24%

Return on Equity

13.3%

Return on Assets

2.03%

Free Cashflow Yield

10.86%

UNM Fundamentals

UNM Revenue

Revenue (TTM)

12.4B

Rev. Growth (Yr)

4.67%

Rev. Growth (Qtr)

1.7%

UNM Earnings

Earnings (TTM)

1.3B

Earnings Growth (Yr)

14.32%

Earnings Growth (Qtr)

63.66%

Breaking Down UNM Revenue

Last 7 days

2.1%

Last 30 days

-3.1%

Last 90 days

11.4%

Trailing 12 Months

24.5%

How does UNM drawdown profile look like?

UNM Financial Health

Debt/Equity

0.36

Debt/Cashflow

0.35

UNM Investor Care

Dividend Yield

2.71%

Dividend/Share (TTM)

1.39

Buy Backs (1Y)

2.93%

Diluted EPS (TTM)

6.5

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
202312.0B12.1B12.2B12.4B
202211.9B12.0B12.0B12.0B
202113.4B13.3B13.3B12.0B
202011.9B11.9B11.9B13.2B
201911.7B11.8B11.8B12.0B
201811.4B11.4B11.6B11.6B
201711.1B11.2B11.2B11.3B
201610.8B10.9B11.0B11.0B
201510.6B10.6B10.6B10.7B
201410.3B10.4B10.5B10.5B
201310.5B10.5B10.4B10.4B
201210.3B10.4B10.5B10.5B
201110.2B10.2B10.3B10.3B
201010.2B10.1B10.1B10.2B
20099.9B9.8B9.9B10.1B
2008010.3B10.2B10.0B
200700010.5B
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Tracking the Latest Insider Buys and Sells of Unum Group

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Mar 13, 2024
zabel steven andrew
sold
-510,600
51.06
-10,000
evp, chief financial officer
Mar 05, 2024
iglesias lisa g
sold
-800,064
50.004
-16,000
evp, general counsel
Mar 01, 2024
pyne christopher w
acquired
-
-
8,424
evp, group benefits
Mar 01, 2024
rice walter lynn jr
sold (taxes)
-39,834
49.3
-808
svp, chief accounting officer
Mar 01, 2024
mckenney richard p
sold (taxes)
-2,390,160
49.3
-48,482
president and ceo
Mar 01, 2024
till mark paul
sold (taxes)
-144,794
49.3
-2,937
evp & ceo, unum international
Mar 01, 2024
zabel steven andrew
acquired
-
-
25,302
evp, chief financial officer
Mar 01, 2024
mckenney richard p
sold
-2,457,580
49.1515
-50,000
president and ceo
Mar 01, 2024
ahmed elizabeth claire
acquired
-
-
11,828
evp, people & communications
Mar 01, 2024
iglesias lisa g
sold (taxes)
-227,421
49.3
-4,613
evp, general counsel

1–10 of 50

Which funds bought or sold UNM recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Apr 18, 2024
FARMERS & MERCHANTS INVESTMENTS INC
unchanged
-
633
4,025
-%
Apr 18, 2024
Diversified Trust Co
sold off
-100
-498,731
-
-%
Apr 18, 2024
FOSTER & MOTLEY INC
added
1.93
1,065,000
6,147,000
0.42%
Apr 18, 2024
Allspring Global Investments Holdings, LLC
added
55.8
8,082,040
17,603,800
0.03%
Apr 18, 2024
Measured Wealth Private Client Group, LLC
reduced
-20.52
-26,505
439,261
0.15%
Apr 18, 2024
IBEX WEALTH ADVISORS
added
83,568
3,873,900
3,879,000
1.05%
Apr 18, 2024
LITTLE HOUSE CAPITAL LLC
new
-
1,403,100
1,403,100
0.47%
Apr 18, 2024
Capital Advisors, Ltd. LLC
unchanged
-
1,000
3,000
-%
Apr 18, 2024
SJS Investment Consulting Inc.
reduced
-1.43
537
3,703
-%
Apr 18, 2024
Hexagon Capital Partners LLC
reduced
-23.16
-706
7,298
-%

1–10 of 48

Are Funds Buying or Selling UNM?

Are funds buying UNM calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own UNM
No. of Funds

Unveiling Unum Group's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2024
vanguard group inc
10.56%
20,590,655
SC 13G/A
Feb 09, 2024
fmr llc
-
0
SC 13G/A
Jan 29, 2024
norges bank
6.76%
13,190,044
SC 13G/A
Jan 23, 2024
blackrock inc.
12.0%
23,412,977
SC 13G/A
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

Recent SEC filings of Unum Group

View All Filings
Date Filed Form Type Document
Apr 12, 2024
4
Insider Trading
Apr 11, 2024
ARS
ARS
Apr 11, 2024
DEF 14A
DEF 14A
Apr 11, 2024
DEFA14A
DEFA14A
Mar 28, 2024
PRE 14A
PRE 14A
Mar 15, 2024
4
Insider Trading
Mar 13, 2024
144
Notice of Insider Sale Intent
Mar 11, 2024
144
Notice of Insider Sale Intent
Mar 08, 2024
144
Notice of Insider Sale Intent
Mar 05, 2024
4
Insider Trading

Peers (Alternatives to Unum Group)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
1.0T
1.3B
-3.05% 3151.62%
-4.8K
761.86
-10.27% -34.69%
51.3B
10.1B
-7.49% 13.87%
52.89
5.1
17.79% -12.97%
50.5B
46.8B
-3.27% 41.82%
13.88
1.08
-14.05% -64.38%
49.0B
42.9B
-4.90% 19.36%
15.61
1.14
13.52% 12.15%
48.0B
18.7B
-2.07% 25.18%
10.31
2.57
-2.30% 5.45%
34.8B
13.6B
0.75% 28.72%
7.82
2.55
41.83% 201.02%
10.7B
7.8B
-3.82% 3.93%
12.56
1.37
11.18% -5.12%
MID-CAP
9.8B
12.4B
-3.13% 24.50%
7.66
0.79
3.35% -8.77%
9.0B
11.1B
-3.74% 48.68%
14.06
0.81
9.21% 132.28%
4.7B
11.6B
-1.85% 31.29%
-6.24
0.4
-38.09% -155.38%
4.4B
2.8B
-1.37% 46.21%
20.89
1.55
100.59% -89.04%
SMALL-CAP
1.7B
1.2B
-8.74% 8.08%
-18.38
1.36
24.25% -115.79%
973.4M
306.9M
0.75% -4.63%
15.67
3.17
4.11% 11.70%
650.4M
269.0M
-4.95% -5.02%
144.52
2.42
-46.68% -99.14%
40.0M
186.8M
-29.75% -16.24%
-233.85
0.21
-0.56% -111.21%

Unum Group News

Latest updates
MarketBeat33 hours ago
Seeking Alpha08 Apr 202407:00 am

Unum Group Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue1.7%3,1453,0933,1123,0363,0052,9593,0402,9812,9732,9702,9933,0724,2742,9963,0212,8713,0352,9603,0172,9882,881
EBITDA Margin-0.16*-0.18*0.17*0.16*0.16*0.14*0.12*0.11*0.10*0.09*0.09*---------
Income Taxes64.3%98.0060.0010693.0084.0013172.0055.0073.0081.0080.0046.00-10.7069.0072.0041.0081.0057.0071.0072.0061.00
Earnings Before Taxes63.8%429262498451374642439296389410263199125300338202377299352353310
EBT Margin2.3%0.13*0.13*0.15*0.15*0.14*0.13*0.11*0.10*0.09*0.07*0.07*----------
Net Income63.7%331202393358289510367240317329183153135231266161296242281281249
Net Income Margin2.2%0.10*0.10*0.12*0.12*0.11*0.11*0.09*0.08*0.07*0.06*0.05*----------
Free Cashflow-17.8%298362286122326251436304452400649----------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets5.5%63,25559,95561,90462,42461,14960,37863,51067,76670,11670,59870,80869,25770,62669,61669,30565,33667,01366,95665,84463,92261,876
    Cash Equivalents-12.0%14616610812311914315110775.0012212356219710416633784.0077.0061.0062.0094.00
  Net PPE4.7%485463460456452442448455463463500501498509518541534568556548547
  Goodwill0.6%35034835034834834434835135235235335335335134934935234935035113.00
Liabilities6.5%53,60450,33652,65953,17652,41451,97555,72260,87858,69959,48059,86058,68759,75558,72458,74455,53357,04857,32456,39154,86153,254
  Long Term Debt0.0%3,4303,4303,4293,4293,4283,4293,4433,4433,4423,4413,4413,3473,3463,3793,3932,9142,9273,0383,3412,9592,971
    LT Debt, Current-100.0%-2.002.002.002.00---------400400400---200
Shareholder's Equity0.3%9,6519,61813,7589,2478,7358,4032,4176,8886,03411,11810,94831.0010,87110,89231.009,80337.009,63210,30910,0832,322
  Retained Earnings-17.7%11,43213,88913,75813,43013,14112,91812,47412,16711,98911,75511,48811,36311,24911,19211,01910,81210,72910,49210,30910,0839,863
  Additional Paid-In Capital-36.9%1,5482,4542,4452,4322,4412,4322,4172,3962,4082,3992,3872,3812,3762,3712,3642,3572,3482,3422,3362,3292,322
Float---9,400---6,800---5,800-3,400---7,000----
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations-13.1%344395314151357277459326480425676-193-809426633220350314426517453
Cashflow From Investing-0.8%-227-225-232-40.50-264-176-321-192-434-399-1,0955898221.00-1,213123-187-198-642-365-342
Cashflow From Financing-21.4%-136-112-95.70-106-116-108-92.10-101-92.00-27.50-19.40-30.0080.00-488409-89.40-155-99.20215-183-230
  Dividend Payments0%71.0071.0065.0069.0066.0066.0060.0062.0061.0061.0058.0058.0058.0058.0058.0058.0059.0059.0055.0056.0055.00
  Buy Backs0.4%76.0076.0047.0051.0064.0043.0043.0050.0050.00-------10397.00100100150

UNM Income Statement

2023-12-31
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Revenue   
Premium Income$ 10,046.0$ 9,616.5$ 9,475.0
Net Investment Income2,096.72,122.22,213.2
Net Investment Gain (Loss)(36.0)(15.7)76.7
Other Income279.2261.1242.9
Total Revenue12,385.911,984.112,007.8
Benefits and Expenses   
Policy Benefits7,311.97,542.1[1]8,113.3[1]
Policy Benefits - Remeasurement Gain54.8547.5559.9
Commissions1,170.11,086.41,038.1
Interest and Debt Expense194.8188.5185.0
Cost Related to Early Retirement of Debt0.04.267.3
Deferral of Acquisition Costs(632.2)(556.9)(523.2)
Amortization of Deferred Acquisition Costs481.4421.1452.1
Compensation Expense1,162.61,089.5975.2
Other Expenses1,112.01,006.7999.3
Total Benefits and Expenses10,745.810,234.110,747.2
Income Before Income Tax1,640.11,750.01,260.6
Income Tax   
Current452.0473.5212.8
Income Tax - Deferred(95.7)(130.7)66.8
Total Income Tax356.3342.8279.6
Net Income$ 1,283.8$ 1,407.2$ 981.0
Net Income Per Common Share   
Basic$ 6.53$ 7.01$ 4.80
Assuming Dilution$ 6.50$ 6.96$ 4.79
[1]
1 Previously disclosed as Benefits and Change in Reserves for Future Benefits

UNM Balance Sheet

2023-12-31
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Dec. 31, 2023
Dec. 31, 2022
Investments  
Fixed Maturity Securities - at fair value (amortized cost of $38,410.6; $37,825.2; allowance for credit losses of $2.2; $—)$ 36,833.9$ 34,840.8
Mortgage Loans (net of allowance for credit losses of $10.2; $9.3)2,318.22,435.4
Policy Loans3,620.23,601.2
Other Long-term Investments1,579.41,440.1
Short-term Investments1,610.71,394.8
Total Investments45,962.443,712.3
Other Assets  
Cash and Bank Deposits146.0119.2
Accounts and Premiums Receivable (net of allowance for credit losses of $29.5; $32.5)1,543.71,482.1
Reinsurance Recoverable (net of allowance for credit losses of $1.7; $1.7)9,108.49,608.0
Accrued Investment Income633.9615.0
Deferred Acquisition Costs2,714.52,560.0
Goodwill349.9347.6
Property and Equipment485.3451.7
Deferred Income Tax Assets, Net649.4586.0
Other Assets1,661.71,666.6[1]
Total Assets63,255.261,148.5
Liabilities  
Future Policy Benefits40,009.438,577.1[2]
Policyholders' Account Balances5,667.75,740.2[2]
Unearned Premiums380.2365.5
Other Policyholders' Funds1,615.71,750.4
Income Tax Payable190.0190.9
Deferred Income Tax27.025.2
Short-term debt0.02.0
Long-term Debt3,430.43,427.8
Other Liabilities2,283.42,334.4
Total Liabilities53,603.852,413.5
Commitments and Contingent Liabilities - Note 14
Stockholders' Equity  
Common Stock, $0.10 par; authorized: 725,000,000 shares; issued: 194,588,625 and 308,306,490 shares19.430.8
Additional Paid-in Capital1,547.82,441.0
Accumulated Other Comprehensive Loss(3,308.0)(3,448.3)
Retained Earnings11,431.513,141.3
Treasury Stock - at cost: 1,216,528 and 110,551,977 shares(39.3)(3,429.8)
Total Stockholders' Equity9,651.48,735.0
Total Liabilities and Stockholders' Equity$ 63,255.2$ 61,148.5
[1]
1The change in other assets is driven by the cost of reinsurance associated with the second phase of our Closed Block individual disability reinsurance transaction which was completed in the first quarter of 2021. In accordance with the provisions of the ASU related to non-contemporaneous reinsurance, we were then required to establish the ceded reserves using an upper-medium grade fixed-income instrument as of the reinsurance transaction date in March 2021 which resulted in higher ceded reserves compared to that which was reported historically.
[2]
2We previously reported policy and contract benefits and reserves for future policy and contract benefits liabilities in our consolidated balance sheet as of December 31, 2022 of $1,839.8 million and $42,330.2 million, respectively, resulting in total policyholder liabilities of $44,170.0 million. These balances were reclassified into new line items, future policy benefits and policyholders' account balances, which would have reported balances of $38,443.2 million and $5,726.8 million, respectively, as of December 31, 2022, resulting in total policyholder liabilities of $44,170.0 million under the historical accounting method.
UNM
Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, Poland, and internationally. It operates through Unum US, Unum International, Colonial Life, and Closed Block and Corporate 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 miscellaneous 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. Unum Group was founded in 1848 and is based in Chattanooga, Tennessee.
 CEO
 WEBSITEunum.com
 INDUSTRYInsurance Property & Casualty
 EMPLOYEES10665

Unum Group Frequently Asked Questions


What is the ticker symbol for Unum Group? What does UNM stand for in stocks?

UNM is the stock ticker symbol of Unum Group. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Unum Group (UNM)?

As of Fri Apr 19 2024, market cap of Unum Group is 9.83 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of UNM stock?

You can check UNM's fair value in chart for subscribers.

What is the fair value of UNM stock?

You can check UNM's fair value in chart for subscribers. The fair value of Unum Group is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Unum Group is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for UNM so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Unum Group a good stock to buy?

The fair value guage provides a quick view whether UNM is over valued or under valued. Whether Unum Group is cheap or expensive depends on the assumptions which impact Unum Group's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for UNM.

What is Unum Group's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Apr 19 2024, UNM's PE ratio (Price to Earnings) is 7.66 and Price to Sales (PS) ratio is 0.79. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. UNM PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Unum Group's stock?

In the past 10 years, Unum Group has provided 0.071 (multiply by 100 for percentage) rate of return.