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UNM Unum

Unum Group is engaged in providing financial protection benefits. It operates through the following segments: Unum U.S., Unum UK, Colonial Life, Closed Block and Corporate. The Unum U.S. segment comprises of group long-term and short-term disability insurance, group life and accidental death and dismemberment products, and supplemental and voluntary lines of business. The Unum UK segment offers insurance for group long-term disability, group life, and supplemental lines of business which include dental, individual disability, and critical illness products. The Colonial Life segment includes insurance for accident, sickness, disability products, life products, and cancer and critical illness products. The Closed Block segment consists of individual disability, group and individual long-term care, and other insurance products no longer actively marketed. The Corporate segment refers to investment income on corporate assets and other corporate income and expenses not allocated to a line of business; and interest expense on corporate debt other than non-recourse debt. The company was founded in 1848 and is headquartered in Chattanooga, TN.

Company profile

Ticker
UNM, UNMA
Exchange
Website
CEO
Richard McKenney
Employees
Incorporated
Location
Fiscal year end
Former names
PROVIDENT COMPANIES INC /DE/, PROVIDENT COMPANIES INC /TN/, PROVIDENT LIFE & ACCIDENT INSURANCE CO OF AMERICA, UNUMPROVIDENT CORP
SEC CIK
IRS number
621598430

UNM stock data

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Calendar

17 Feb 21
22 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
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Diluted EPS

Financial data from Unum earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
8 Mar 21 Puneet Bhasin Common Stock Payment of exercise Dispose F No No 29.44 946 27.85K 53,960
5 Mar 21 Timothy Gerald Arnold Common Stock Sell Dispose S No No 28.531 7,000 199.72K 79,312
5 Mar 21 Cherie Pashley Common Stock Sell Dispose S No No 27.36 5,000 136.8K 17,285
1 Mar 21 Elizabeth Claire Ahmed Common Stock Grant Aquire A No No 0 10,340 0 28,199
1 Mar 21 Elizabeth Claire Ahmed Common Stock Payment of exercise Dispose F No No 27.2 800 21.76K 17,859
1 Mar 21 Elizabeth Claire Ahmed Common Stock Payment of exercise Dispose F No No 27.2 688 18.71K 18,659
1 Mar 21 Timothy Gerald Arnold Common Stock Grant Aquire A No No 0 12,064 0 86,312
1 Mar 21 Timothy Gerald Arnold Common Stock Payment of exercise Dispose F No No 27.2 1,412 38.41K 74,248
1 Mar 21 Timothy Gerald Arnold Common Stock Payment of exercise Dispose F No No 27.2 920 25.02K 75,660
1 Mar 21 Timothy Gerald Arnold Common Stock Payment of exercise Dispose F No No 27.2 726 19.75K 76,580

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

83.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 425 377 +12.7%
Opened positions 91 42 +116.7%
Closed positions 43 65 -33.8%
Increased positions 115 134 -14.2%
Reduced positions 170 150 +13.3%
13F shares
Current Prev Q Change
Total value 3.91B 2.92B +33.9%
Total shares 170.44M 173.17M -1.6%
Total puts 1.19M 1M +19.0%
Total calls 734.4K 834.7K -12.0%
Total put/call ratio 1.6 1.2 +35.3%
Largest owners
Shares Value Change
Vanguard 25.06M $574.85M +0.4%
FMR 18.2M $417.61M -0.4%
BLK Blackrock 16.17M $370.88M -4.6%
STT State Street 8.92M $204.58M -1.9%
Dimensional Fund Advisors 7.35M $168.65M +4.4%
Donald Smith & Co. 5.94M $136.17M -1.2%
IVZ Invesco 5.48M $125.74M +7.7%
LSV Asset Management 4.26M $97.71M -11.6%
Arrowstreet Capital, Limited Partnership 4.22M $96.76M -1.4%
Geode Capital Management 4.07M $93.3M +0.8%
Largest transactions
Shares Bought/sold Change
Norges Bank 2.7M +2.7M NEW
PUKPF Prudential 2.72M -1.82M -40.1%
Ensign Peak Advisors 175.07K -1.69M -90.6%
Aqr Capital Management 1.09M -1.54M -58.5%
GS Goldman Sachs 1.41M -1.09M -43.6%
MS Morgan Stanley 2.49M +1.04M +72.3%
Zimmer Partners 0 -890K EXIT
Alps Advisors 885.2K +885.2K NEW
BLK Blackrock 16.17M -782.82K -4.6%
Wasatch Advisors 724.32K +724.32K NEW

Financial report summary

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Management Discussion
  • We have identified activity in certain of our products that is inconsistent with historical experience that is due to COVID-19 and the related environment. In particular, we have experienced higher mortality in our life product lines, higher claim incidence in certain of our disability product lines, and lower claim resolutions in our Unum UK group long-term disability product line due to disruptions in our claims processes. Conversely, we experienced lower claims utilization in our dental and vision products, particularly in the second quarter of 2020, resulting from the impact of stay-at-home orders and general quarantine measures. With respect to our long-term care product line, we have experienced higher claimant mortality and lower submitted incidence.
Content analysis
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Positive
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Legalese
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Readability
H.S. sophomore Avg
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