Company profile

Ticker
UNM, UNMA
Exchange
Website
CEO
Richard Paul McKenney
Employees
Incorporated
Location
Fiscal year end
Former names
Provident Companies Inc, Provident Companies Inc, Provident Life & Accident Insurance Co Of America, Unumprovident Corp
SEC CIK
IRS number
621598430

UNM stock data

(
)

Calendar

29 Jul 20
3 Aug 20
31 Dec 20

News

Company financial data Financial data

Quarter (USD) Jun 20 Mar 20 Dec 19 Sep 19
Revenue 3.02B 2.87B 3.03B 2.96B
Net income 265.5M 161M 296.2M 242M
Diluted EPS 1.3 0.79 1.44 1.16
Net profit margin 8.79% 5.61% 9.76% 8.18%
Net change in cash -171.6M 253.1M 7.1M 16.2M
Cash on hand 165.6M 337.2M 84.1M 77M
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 12B 11.6B 11.29B 11.05B
Net income 1.1B 523.4M 994.2M 931.4M
Diluted EPS 5.24 2.38 4.37 3.95
Net profit margin 9.17% 4.51% 8.81% 8.43%
Net change in cash -9.9M 16.6M -23M -12.5M
Cash on hand 84.1M 94M 77.4M 100.4M

Financial data from Unum earnings reports

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
28 May 20 Cross Susan Lee Common Stock Grant Aquire A No 0 7,224 0 27,650
28 May 20 Cross Susan Lee Common Stock Grant Aquire A No 0 10,050 0 20,426
28 May 20 Bunting Theodore H JR Common Stock Grant Aquire A No 0 10,050 0 39,367
28 May 20 Echevarria Joseph Common Stock Grant Aquire A No 0 9,108 0 51,743
28 May 20 Echevarria Joseph Common Stock Grant Aquire A No 0 10,050 0 42,635
28 May 20 DeVore Susan D. Common Stock Grant Aquire A No 0 10,050 0 19,860
28 May 20 Keaney Timothy F Common Stock Grant Aquire A No 0 10,050 0 49,206
89.4% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 406 452 -10.2%
Opened positions 49 57 -14.0%
Closed positions 95 54 +75.9%
Increased positions 163 158 +3.2%
Reduced positions 144 174 -17.2%
13F shares
Current Prev Q Change
Total value 3.68B 5.51B -33.2%
Total shares 181.81M 188.88M -3.7%
Total puts 838.9K 1.71M -51.0%
Total calls 320.4K 177.7K +80.3%
Total put/call ratio 2.6 9.6 -72.8%
Largest owners
Shares Value Change
Vanguard 26.86M $403.15M +6.1%
BLK BlackRock 18.25M $273.89M -0.4%
FMR 18.25M $273.89M -1.6%
STT State Street 11.04M $165.67M +8.9%
Wellington Management 7.41M $111.24M -5.6%
Dimensional Fund Advisors 6.3M $94.61M +13.1%
Donald Smith & Co. 6.27M $94.04M +9.7%
LSV Asset Management 5.23M $78.46M -1.1%
Arrowstreet Capital, Limited Partnership 4.25M $63.84M +4.1%
AMP Ameriprise Financial 4.11M $61.66M +13.8%
Largest transactions
Shares Bought/sold Change
PUK Prudential 3.13M +3.13M NEW
Norges Bank 0 -2.38M EXIT
Nuance Investments 0 -1.86M EXIT
Aqr Capital Management 1.83M -1.68M -48.0%
Vanguard 26.86M +1.54M +6.1%
JPM JPMorgan Chase & Co. 158.05K -1.07M -87.1%
D. E. Shaw & Co. 1.18M -1.05M -47.1%
NWQ Investment Management 0 -980.28K EXIT
Parametric Portfolio Associates 2.05M +905.08K +79.1%
STT State Street 11.04M +904.37K +8.9%

Financial report summary

?
Competition
AEGON
Management Discussion
  • Although we have not yet fully determined the correlation between COVID-19 and our benefits experience, we have identified activity in certain of our products that is inconsistent with historical experience that may be due in part to COVID-19 and the related environment. In particular, we have experienced higher claims incidence in our Unum US group life product line and lower claim resolutions in our Unum UK group long-term disability product line due to disruptions in our claims processes. Conversely, we have experienced lower claims utilization in our dental and vision products 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 ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: appeal, Circuit, demonstrated, dismissed, inconsistent, inforce, prejudice, quarantine, retroactively, revaluation, rollforward, space
Removed: EEA, enactment, governmental, incentive, release, shift