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UNM Unum

Unum Group provides a broad portfolio of financial protection benefits and services through the workplace, and is a leading provider of disability income protection worldwide. Through its Unum US, Unum UK, Unum Poland, and Colonial Life businesses, the company provides disability, life, accident, critical illness, dental and vision benefits that protect millions of working people and their families. Unum also provides leave and absence management services that streamline the leave experience for employers and employees, and stop-loss coverage to help self-insured employers protect against medical costs. Unum reported revenues of $13.2 billion in 2020 and provided $7.6 billion in benefits.

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

6 May 21
3 Aug 21
31 Dec 21
Quarter (USD)
Mar 21 Dec 20 Sep 20 Jun 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
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Unum earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
27 May 21 Bunting Theodore H JR Common Stock Grant Aquire A No No 0 5,170 0 46,396
27 May 21 Cross Susan Lee Common Stock Grant Aquire A No No 0 3,716 0 37,941
27 May 21 Cross Susan Lee Common Stock Grant Aquire A No No 0 5,170 0 34,225
27 May 21 DeVore Susan D. Common Stock Grant Aquire A No No 0 5,170 0 25,543
27 May 21 Echevarria Joseph Common Stock Grant Aquire A No No 0 4,685 0 64,236
27 May 21 Echevarria Joseph Common Stock Grant Aquire A No No 0 5,170 0 59,551
27 May 21 Egan Cynthia Common Stock Grant Aquire A No No 0 5,170 0 40,355

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

80.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 442 427 +3.5%
Opened positions 71 93 -23.7%
Closed positions 56 43 +30.2%
Increased positions 151 115 +31.3%
Reduced positions 149 170 -12.4%
13F shares
Current Prev Q Change
Total value 4.58B 3.91B +17.2%
Total shares 164.65M 170.46M -3.4%
Total puts 1.17M 1.19M -2.3%
Total calls 2.46M 734.4K +235.2%
Total put/call ratio 0.5 1.6 -70.8%
Largest owners
Shares Value Change
Vanguard 25.36M $705.73M +1.2%
FMR 17.54M $488.02M -3.7%
BLK Blackrock 17.39M $483.84M +7.5%
STT State Street 9.77M $271.96M +9.6%
Dimensional Fund Advisors 8.48M $235.96M +15.3%
IVZ Invesco 6.64M $184.89M +21.2%
Donald Smith & Co. 5.19M $144.31M -12.6%
Arrowstreet Capital, Limited Partnership 4.15M $115.39M -1.7%
LSV Asset Management 4.03M $112.2M -5.3%
Geode Capital Management 3.91M $108.59M -4.0%
Largest transactions
Shares Bought/sold Change
Norges Bank 0 -2.7M EXIT
PUKPF Prudential 385.33K -2.34M -85.9%
First Trust Advisors 1.1M -1.63M -59.7%
Aperio 0 -1.5M EXIT
BLK Blackrock 17.39M +1.22M +7.5%
IVZ Invesco 6.64M +1.16M +21.2%
Dimensional Fund Advisors 8.48M +1.13M +15.3%
Wedge Capital Management L L P 13.58K -1.02M -98.7%
STT State Street 9.77M +853.9K +9.6%
Citadel Advisors 1.02M +802.45K +365.1%

Financial report summary

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Management Discussion
  • We have experienced higher mortality in our life product lines and higher claim incidence in certain of our disability product lines. Conversely, with respect to our long-term care product line, we have experienced higher claimant mortality.
  • We continue to monitor the benefits experience across all of our products for trends potentially correlated with COVID-19. For further discussion regarding the benefits experience for each of our operating business segments, see "Segment Results" herein in this Item 2.
  • The current economic conditions have sustained the low interest rate environment, which has and will continue to impact the yield on our invested assets, particularly related to the investment of new cash flows. The net asset values of our partnerships have fully recovered from the depressed values experienced in early 2020 and are currently producing returns that are consistent with our expectations prior to COVID-19. For further information on our investment portfolio, see "Investments" contained herein in this Item 2 and Notes 3 and 4 of the "Notes to Consolidated Financial Statements" contained herein in Item 1.
Content analysis
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Positive
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Constraining
Legalese
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Readability
H.S. sophomore Avg
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