Unum Group provides a broad portfolio of financial protection benefits and services through the workplace, and is a leading provider of disability income protection worldwide. Through its Unum US, Unum UK, Unum Poland, and Colonial Life businesses, the company provides disability, life, accident, critical illness, dental and vision benefits that protect millions of working people and their families. Unum also provides leave and absence management services that streamline the leave experience for employers and employees, and stop-loss coverage to help self-insured employers protect against medical costs. Unum reported revenues of $13.2 billion in 2020 and provided $7.6 billion in benefits.
Company profile
Ticker
UNM, UNMA
Exchange
Website
CEO
Richard McKenney
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
PROVIDENT COMPANIES INC /DE/, PROVIDENT COMPANIES INC /TN/, PROVIDENT LIFE & ACCIDENT INSURANCE CO OF AMERICA, UNUMPROVIDENT CORP
SEC CIK
Corporate docs
Subsidiaries
AlwaysCare Benefits, Inc. • Claims Services International Limited • Colonial Life & Accident Insurance Company • Duncanson & Holt Europe Ltd. • Duncanson & Holt, Inc. • Fairwind Insurance Company • First Look Vision Network, L.L.C. • First Unum Life Insurance Company • H&J Capital, L.L.C. • LeaveLogic, Inc. ...
IRS number
621598430
UNM stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Submission of Matters to a Vote of Security Holders
26 May 23
8-K
Unum Group's Board of Directors Votes to Increase Common Stock Dividend
25 May 23
10-Q
2023 Q1
Quarterly report
3 May 23
8-K
Unum Group Reports First Quarter 2023 Results
2 May 23
S-3ASR
Automatic shelf registration
28 Apr 23
ARS
2022 FY
Annual report to shareholders
13 Apr 23
DEFA14A
Additional proxy soliciting materials
13 Apr 23
DEF 14A
Definitive proxy
13 Apr 23
8-K
Regulation FD Disclosure
9 Mar 23
8-K
Amendments to Articles of Incorporation or Bylaws
7 Mar 23
Transcripts
UNM
Earnings call transcript
2023 Q1
3 May 23
UNM
Earnings call transcript
2022 Q4
1 Feb 23
UNM
Earnings call transcript
2022 Q3
2 Nov 22
UNM
Earnings call transcript
2022 Q2
3 Aug 22
UNM
Earnings call transcript
2022 Q1
6 May 22
UNM
Earnings call transcript
2021 Q4
2 Feb 22
UNM
Earnings call transcript
2021 Q3
3 Nov 21
UNM
Earnings call transcript
2021 Q2
4 Aug 21
UNM
Earnings call transcript
2021 Q1
6 May 21
UNM
Earnings call transcript
2020 Q4
5 Feb 21
Latest ownership filings
4
Timothy Gerald Arnold
6 Jun 23
4
Timothy Gerald Arnold
2 Jun 23
144
Notice of proposed sale of securities
2 Jun 23
144
Notice of proposed sale of securities
31 May 23
4
HANLEY RONALD P O
30 May 23
4
GLORIA C LARSON
30 May 23
4
GALE V. KING
30 May 23
4
Timothy F Keaney
30 May 23
4
KEVIN T KABAT
30 May 23
4
Cynthia Egan
30 May 23
Financial summary
| Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 123.10 mm | 123.10 mm | 123.10 mm | 123.10 mm | 123.10 mm | 123.10 mm |
| Cash burn (monthly) | (no burn) | (no burn) | (no burn) | (no burn) | 89.13 mm | (no burn) |
| Cash used (since last report) | n/a | n/a | n/a | n/a | 204.66 mm | n/a |
| Cash remaining | n/a | n/a | n/a | n/a | -81.56 mm | n/a |
| Runway (months of cash) | n/a | n/a | n/a | n/a | -0.9 | n/a |
Institutional ownership, Q1 2023
78.3% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 508 |
| Opened positions | 64 |
| Closed positions | 76 |
| Increased positions | 187 |
| Reduced positions | 184 |
| 13F shares | Current |
|---|---|
| Total value | 6.08 tn |
| Total shares | 154.37 mm |
| Total puts | 774.80 k |
| Total calls | 760.80 k |
| Total put/call ratio | 1.0 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 23.89 mm | $945.04 bn |
| Vanguard | 20.61 mm | $815.34 bn |
| FMR | 10.85 mm | $429.21 bn |
| Dimensional Fund Advisors | 7.44 mm | $294.48 bn |
| STT State Street | 6.07 mm | $240.16 bn |
| Charles Schwab Investment Management | 4.54 mm | $179.62 bn |
| Viking Global Investors | 4.25 mm | $168.27 bn |
| Donald Smith & Co. | 3.80 mm | $150.13 bn |
| MS Morgan Stanley | 3.65 mm | $144.47 bn |
| Aqr Capital Management | 3.48 mm | $136.17 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 2 Jun 23 | Timothy Gerald Arnold | Common Stock | Sell | Dispose S | No | Yes | 45 | 10,000 | 450.00 k | 92,053 |
| 31 May 23 | Timothy Gerald Arnold | Common Stock | Sell | Dispose S | No | Yes | 44.49 | 5,000 | 222.45 k | 102,053 |
| 25 May 23 | Bunting Theodore H JR | Common Stock | Grant | Acquire A | No | No | 0 | 3,839 | 0.00 | 57,245 |
| 25 May 23 | Cross Susan Lee | Common Stock | Grant | Acquire A | No | No | 0 | 2,633 | 0.00 | 54,943 |
| 25 May 23 | Cross Susan Lee | Common Stock | Grant | Acquire A | No | No | 0 | 3,839 | 0.00 | 52,310 |
| 25 May 23 | DeVore Susan D. | Common Stock | Grant | Acquire A | No | No | 0 | 3,839 | 0.00 | 34,054 |
News
Citigroup Reiterates Buy on Unum Gr, Raises Price Target to $56
1 Jun 23
CORRECTION: Unum Group Board Of Directors Has Authorized Quarterly Dividend Increase From $0.33 To $0.365/Share
25 May 23
The Latest Analyst Ratings for Unum Gr
24 May 23
Credit Suisse Maintains Neutral on Unum Gr, Raises Price Target to $50
24 May 23
Wells Fargo Maintains Overweight on Unum Gr, Raises Price Target to $59
15 May 23
Press releases
Unum Group to present at the Morgan Stanley US Financials, Payments & CRE Conference
1 Jun 23
Unum Highlights Strong Performance at Annual Meeting
25 May 23
Unum Group's Board of Directors Votes to Increase Common Stock Dividend
25 May 23
Unum Group Reports First Quarter 2023 Results
2 May 23
Unum Group Releases 2022 ESG Report
28 Apr 23