unum is a company of people serving people. a fortune 500 company, unum is a market leader in disability, group life, and voluntary benefits. our products and services meet the needs of a diverse workforce that includes four generations, growing ethnic diversity and changing family dynamics. a strong commitment to social responsibility is one of unum's core values. in fact, we place particular emphasis on contributing to positive change in the communities in which we live and work. helping our communities become better is a natural extension of the commitment we make each and every day to our customers — to help employers manage their businesses and employees protect their families and livelihoods.
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
Latest filings (excl ownership)
ARS
2024 FY
Annual report to shareholders
11 Apr 24
DEFA14A
Additional proxy soliciting materials
11 Apr 24
DEF 14A
Definitive proxy
11 Apr 24
PRE 14A
Preliminary proxy
28 Mar 24
10-K
2023 FY
Annual report
20 Feb 24
8-K
Unum Group Reports Fourth Quarter 2023 Results
30 Jan 24
8-K
Departure of Directors or Certain Officers
4 Jan 24
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
Unum Group Reports Third Quarter 2023 Results
31 Oct 23
8-K
Other Events
31 Oct 23
Transcripts
UNM
Earnings call transcript
2023 Q4
31 Jan 24
UNM
Earnings call transcript
2023 Q3
1 Nov 23
UNM
Earnings call transcript
2023 Q2
2 Aug 23
UNM
Earnings call transcript
2023 Q2
2 Aug 23
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
Latest ownership filings
4
Mark Paul Till
12 Apr 24
4
Steven Andrew Zabel
15 Mar 24
144
Notice of proposed sale of securities
13 Mar 24
144
Notice of proposed sale of securities
11 Mar 24
144
Notice of proposed sale of securities
8 Mar 24
4
Steven Andrew Zabel
5 Mar 24
4
Mark Paul Till
5 Mar 24
4
Walter Lynn Rice JR
5 Mar 24
4
Christopher W Pyne
5 Mar 24
4
Richard P McKenney
5 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q4 2023
57.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 436 |
Opened positions | 55 |
Closed positions | 185 |
Increased positions | 137 |
Reduced positions | 173 |
13F shares | Current |
---|---|
Total value | 4.13 tn |
Total shares | 110.20 mm |
Total puts | 11.85 k |
Total calls | 26.70 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 20.59 mm | $931.11 bn |
FMR | 14.73 mm | $666.15 bn |
Norges Bank | 13.19 mm | $0.00 |
STT State Street | 6.15 mm | $277.89 bn |
Dimensional Fund Advisors | 5.39 mm | $243.78 bn |
Charles Schwab Investment Management | 4.16 mm | $188.23 bn |
MS Morgan Stanley | 4.05 mm | $182.96 bn |
Donald Smith & Co. | 3.69 mm | $166.73 bn |
BK Bank Of New York Mellon | 2.29 mm | $103.60 bn |
GS Goldman Sachs | 2.02 mm | $91.23 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
10 Apr 24 | Mark Paul Till | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 45.32 | 524 | 23.75 k | 524 |
13 Mar 24 | Steven Andrew Zabel | Common Stock | Sell | Dispose S | No | Yes | 51.06 | 10,000 | 510.60 k | 122,246 |
1 Mar 24 | Walter Lynn Rice JR | Common Stock | Grant | Acquire A | No | No | 0 | 3,550 | 0.00 | 9,861 |
1 Mar 24 | Walter Lynn Rice JR | Common Stock | Payment of exercise | Dispose F | No | No | 49.3 | 247 | 12.18 k | 6,311 |
1 Mar 24 | Walter Lynn Rice JR | Common Stock | Payment of exercise | Dispose F | No | No | 49.3 | 287 | 14.15 k | 6,558 |
1 Mar 24 | Walter Lynn Rice JR | Common Stock | Payment of exercise | Dispose F | No | No | 49.3 | 274 | 13.51 k | 6,845 |
1 Mar 24 | Elizabeth Claire Ahmed | Common Stock | Grant | Acquire A | No | No | 0 | 3,043 | 0.00 | 63,644 |
1 Mar 24 | Elizabeth Claire Ahmed | Common Stock | Grant | Acquire A | No | No | 0 | 8,785 | 0.00 | 60,601 |
1 Mar 24 | Elizabeth Claire Ahmed | Common Stock | Payment of exercise | Dispose F | No | No | 49.3 | 679 | 33.47 k | 51,816 |
1 Mar 24 | Elizabeth Claire Ahmed | Common Stock | Payment of exercise | Dispose F | No | No | 49.3 | 1,571 | 77.45 k | 52,495 |
News
Morgan Stanley Maintains Equal-Weight on Unum Gr, Raises Price Target to $52
15 Apr 24
Navigating 4 Analyst Ratings For Unum Gr
11 Apr 24
Wells Fargo Maintains Overweight on Unum Gr, Raises Price Target to $66
11 Apr 24
JP Morgan Maintains Overweight on Unum Gr, Raises Price Target to $58
2 Apr 24
How Is The Market Feeling About Unum Gr?
29 Mar 24
Press releases
Unum Group Declares Quarterly Dividend of $0.365 Per Share of its Common Stock
12 Apr 24
Unum Group to Release First Quarter 2024 Results and Host Conference Call
2 Apr 24
Tuned Secures $3.2M Seed Extension to Scale Hearing Health Benefits for Modern Workforce
23 Feb 24
Unum Group to present at the 2024 UBS Financial Services Conference
21 Feb 24
Unum Group Reports Fourth Quarter 2023 Results
30 Jan 24