Unum (UNM)

• Market cap: $13.2B
• 1 day: -0.98%
• 5 days: -1.57%
• 1 month: -1.84%
• 3 months: -1.82%
• 6 months: 37.45%
• Year to date: 1.55%
• 1 year: 51.20%
• 5 years: 147.11%
• 10 years: 120.68%
• Sector: Financials
• Industry: Accident & Health Insurance

About: Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the largest domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum US, Unum International, and Colonial Life. The majority of the revenue is earned from the Unum US segment. The firm markets its products primarily through brokers.

Employees: 10,812

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

127% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 8 (+2) [Q4]

32% more capital invested

Capital invested by funds: $8.45B [Q3] → $11.2B (+$2.73B) [Q4]

7.25% more ownership

Funds ownership: 76.61% [Q3] → 83.86% (+7.25%) [Q4]

6% more funds holding

Funds holding: 616 [Q3] → 656 (+40) [Q4]

5% more call options, than puts

Call options by funds: $70.6M | Put options by funds: $67.5M

10% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 239

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $79 7% upside
• Avg. target: $88 19% upside
• High target: $96 30% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target	23% upside $91	Overweight Maintained	19 Feb 2025
Keefe, Bruyette & Woods Ryan Krueger 86% 1-year accuracy 18 / 21 met price target	22% upside $90	Outperform Maintained	12 Feb 2025
Piper Sandler John Barnidge 71% 1-year accuracy 34 / 48 met price target	17% upside $87	Overweight Maintained	6 Feb 2025
BMO Capital Jack Matten 75% 1-year accuracy 3 / 4 met price target	23% upside $91	Outperform Initiated	23 Jan 2025
JP Morgan Jimmy Bhullar 66% 1-year accuracy 23 / 35 met price target	7% upside $79	Neutral Downgraded	7 Jan 2025