Unum
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
130% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 50
50% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 9 (+3) [Q4]
33% more capital invested
Capital invested by funds: $8.45B [Q3] → $11.2B (+$2.76B) [Q4]
9% more funds holding
Funds holding: 615 [Q3] → 671 (+56) [Q4]
7.5% more ownership
Funds ownership: 76.58% [Q3] → 84.09% (+7.5%) [Q4]
9% more call options, than puts
Call options by funds: $73.8M | Put options by funds: $67.5M
13% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 247
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$79
4%
downside
Avg. target
$92
13%
upside
High target
$108
32%
upside
8 analyst ratings
6 positive
75%
2 neutral
25%
0 negative
0%
Raymond James Wilma Burdis 63% 1-year accuracy 5 / 8 met price target | 32%upside $108 | Strong Buy Upgraded | 5 Mar 2025 |
BMO Capital Jack Matten 33% 1-year accuracy 2 / 6 met price target | 24%upside $102 | Outperform Maintained | 3 Mar 2025 |
Morgan Stanley Nigel Dally 70% 1-year accuracy 7 / 10 met price target | 2%upside $84 | Equal-Weight Maintained | 28 Feb 2025 |
Keefe, Bruyette & Woods Ryan Krueger 67% 1-year accuracy 14 / 21 met price target | 26%upside $103 | Outperform Maintained | 28 Feb 2025 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 11%upside $91 | Overweight Maintained | 19 Feb 2025 |
Financial journalist opinion
Based on 7 articles about UNM published over the past 30 days
Positive
Seeking Alpha
2 days ago
Earn A Potentially 12%-15% Income: Monthly Options Series (April 2025)
We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate a sustainable and repeatable income strategy for Options. This monthly series provides two lists of stocks suitable for writing options to generate relatively safe income, focusing on PUT and CALL options.
Positive
Zacks Investment Research
1 week ago
5 Stocks to Watch From Prospering Accident & Health Insurance Industry
Lower claims frequency, moderate pricing and the adoption of technology are likely to boost the performance of Zacks Accident and Health Insurance industry players like AFL, UNM, TRUP, EIG and AMSF.
Positive
Benzinga
1 week ago
5 Recession-Proof Stocks To Consider As Economic Fears Grow
Uncertainty has taken over the market. Business and consumer sentiment data are souring as markets tumble and tariff policy continues to lack rhyme or reason.
Positive
Benzinga
1 week ago
5 Recession-Proof Stocks To Consider As Economic Fears Grow
Uncertainty has taken over the market. Business and consumer sentiment data are souring as markets tumble and tariff policy continues to lack rhyme or reason.
Positive
Seeking Alpha
2 weeks ago
Unum: Progress In LTC Creates Room For More Upside
Unum Group shares have surged over 50% in the past year, driven by strong core business performance and favorable long-term care exposure developments. The reinsurance deal with Fortitude Re reduced Unum's LTC risk by 20%, providing a $100 million benefit and improving capital allocation. Unum's core business continues to perform well, with solid premium growth and a strong investment portfolio, despite some pressure in the dental and vision segments.
Positive
Zacks Investment Research
3 weeks ago
UNM Stock Trading at a Discount to Industry at 1.32X: Time to Hold?
Unum Group stock rallies on improved premium income, higher sales, strong persistency, favorable benefits experience, as well as effective capital deployment.
Positive
Zacks Investment Research
3 weeks ago
Unum (UNM) Up 4.6% Since Last Earnings Report: Can It Continue?
Unum (UNM) reported earnings 30 days ago. What's next for the stock?
Neutral
Zacks Investment Research
1 month ago
Unum Group to Reinsure Long-Term Care Reserves With Fortitude Re
UNM reinsures long-term care reserves and cede multi-life individual disability insurance business to Fortitude Re to focus on higher-returning core businesses.
Neutral
Business Wire
1 month ago
Fortitude Re Announces Long-Term Care and Individual Disability Insurance Reinsurance Agreement with Unum Group
HAMILTON, Bermuda--(BUSINESS WIRE)--FGH Parent, L.P., (together with its subsidiaries, “Fortitude Re”), a leading global reinsurance company, today announced the signing of a reinsurance transaction between its subsidiary, Fortitude Reinsurance Company Ltd. (“FRL”) and Unum Life Insurance Company of America (“Unum”), a subsidiary of Unum Group (NYSE: UNM). Upon receipt of regulatory approvals and subject to satisfaction or waiver of certain other customary closing conditions, Unum will cede to.
Neutral
Business Wire
1 month ago
Unum Group Announces $3.4 Billion Long-Term Care Reinsurance Transaction with Fortitude Re
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) announced today that its Unum Life Insurance Company of America subsidiary (Unum America) has agreed to enter into an agreement to cede to Fortitude Reinsurance Company Ltd. (Fortitude Re), on a coinsurance basis, individual LTC insurance policies representing 19% of Unum's total LTC block and a quota share of IDI policies reinsured from an affiliate representing 20% of Unum's total in-force IDI premium, effective January 1, 2025. At t.
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