Stock Fundamentals

Company Information

Company Name
Unum Group
Sector
Financial Services
Industry
Insurance - Life
Exchange
NYSE
ISIN: US91529Y1064
CIK: 0000005513
CUSIP: 743889206
Currency: USD
Full Time Employees: 10,684
Phone: 423 294 1011
Fiscal Year End: December
IPO Date: Nov 06, 1986
Description:

Unum Group, together with its subsidiaries, provides financial protection benefit solutions in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and dismemberment products; supplemental and voluntary products, such as voluntary benefits, individual disability, and dental and vision products; and accident, sickness, disability, life, and cancer and critical illness products. It also provides group pensions, individual life and corporate-owned life insurance, reinsurance pools and management operations, and other miscellaneous products. The company sells its products to employers for the benefit of employees. It sells its products through field sales personnel, independent brokers, consultants, and independent contractor agent sales force and brokers. Unum Group was formerly known as UnumProvident Corporation and changed its name to Unum Group in March 2007. The company was founded in 1848 and is based in Chattanooga, Tennessee.

Address:

1 Fountain Square, Chattanooga, TN, United States, 37402

Directors & Officers

Name Title Year Born
Mr. Richard Paul McKenney President, CEO & Director 1969
Mr. Steven Andrew Zabel Executive VP & CFO 1970
Ms. Lisa Gonzalez Iglesias CPA, J.D. Executive VP & General Counsel 1966
Mr. Timothy Gerald Arnold Executive VP of Voluntary Benefits & President of Colonial Life 1963
Mr. Christopher Wallace Pyne Executive Vice President of Group Benefits 1971
Ms. Martha Davies Leiper C.F.A. Executive VP & Chief Investment Officer 1963
Mr. Walter Lynn Rice Jr. Senior VP & Chief Accounting Officer 1970
Ms. Shelia D. Anderson Executive VP, Chief Information & Digital Officer 1965
Mr. J. Matthew Royal Senior Vice President of Investor Relations & Treasury NA
Ms. Elizabeth A. Claire Ahmed Executive Vice President of People & Communications 1975

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 18.17M Dec 31, 2025 11.10% $0.02 -2.60%
BlackRock Inc 17.41M Sep 30, 2025 10.63% $0.02 -4.80%
NORGES BANK 14.31M Dec 31, 2025 8.74% $0.12 3.79%
FMR Inc 7.43M Dec 31, 2025 4.54% $0.03 3.61%
First Trust Advisors L.P. 5.73M Sep 30, 2025 3.50% $0.33 4.05%
Charles Schwab Investment Management Inc 5.65M Dec 31, 2025 3.45% $0.07 0.48%
State Street Corp 5.51M Sep 30, 2025 3.36% $0.01 -3.20%
Dimensional Fund Advisors, Inc. 3.79M Dec 31, 2025 2.32% $0.06 0.37%
Morgan Stanley - Brokerage Accounts 3.39M Sep 30, 2025 2.07% $0.02 -12.48%
Geode Capital Management, LLC 3.39M Sep 30, 2025 2.07% $0.02 1.36%
LSV Asset Management 2.67M Dec 31, 2025 1.63% $0.45 -2.46%
Allianz Asset Management AG 2.52M Sep 30, 2025 1.54% $0.22 63.68%
AQR Capital Management LLC 2.34M Sep 30, 2025 1.43% $0.12 35.09%
Victory Capital Management Inc. 2.18M Sep 30, 2025 1.33% $0.10 -1.13%
Bank of New York Mellon Corp 1.79M Sep 30, 2025 1.09% $0.03 -2.94%
Donald Smith & Co Inc 1.78M Sep 30, 2025 1.09% $2.76 -1.44%
Northern Trust Corp 1.76M Sep 30, 2025 1.07% $0.02 -3.45%
Amvescap Plc. 1.67M Sep 30, 2025 1.02% $0.02 -23.02%
The Goldman Sachs Group Inc 1.51M Sep 30, 2025 0.92% $0.01 -0.97%
Woodline Partners LP 1.41M Dec 31, 2025 0.86% $0.42 112.40%

Shares Statistics

Shares Outstanding: 163.75M
Shares Float: 147.94M
% Insiders: 104.20%
% Institutions: 9,165.50%
Short % Float: 2.83%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 18.17M 11.10% ▼ 2.60% Dec 31, 2025
2 BlackRock Inc 17.41M 10.63% ▼ 4.80% Sep 30, 2025
3 NORGES BANK 14.31M 8.74% ▲ 3.79% Dec 31, 2025
4 FMR Inc 7.43M 4.54% ▲ 3.61% Dec 31, 2025
5 First Trust Advisors L.P. 5.73M 3.50% ▲ 4.05% Sep 30, 2025
6 Charles Schwab Investment Management Inc 5.65M 3.45% ▲ 0.48% Dec 31, 2025
7 State Street Corp 5.51M 3.36% ▼ 3.20% Sep 30, 2025
8 Dimensional Fund Advisors, Inc. 3.79M 2.32% ▲ 0.37% Dec 31, 2025
9 Morgan Stanley - Brokerage Accounts 3.39M 2.07% ▼ 12.48% Sep 30, 2025
10 Geode Capital Management, LLC 3.39M 2.07% ▲ 1.36% Sep 30, 2025

Valuation Metrics

Enterprise Value: $15.36B
Trailing P/E: 16.80
Forward P/E: 7.84

Financial Highlights

Market Cap: $12.00B
EBITDA: $1.27B
P/E Ratio: $16.80
PEG Ratio: $2.50
Book Value: $67.11
Dividend/Share: $1.80
Dividend Yield: 2.44%
Earnings/Share: $4.27
Profit Margin: 5.65%
Operating Margin: 8.35%
ROA (TTM): 1.14%
ROE (TTM): 6.69%
Revenue (TTM): $13.08B
Revenue/Share (TTM): $75.80
Earnings Growth (YOY): -45.90%
Revenue Growth (YOY): 0.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.34x 0.83x 4.47x 3.00x
2024-12-31 2.40x 0.34x 0.82x 11.19x 1.46x
2023-12-31 -0.10x 0.36x 0.85x 8.42x 1.77x
2022-12-31 4.36x 0.39x 0.86x 9.28x 1.67x
2021-12-31 -1.21x 0.30x 0.84x 6.81x 2.21x
2020-12-31 -1.22x 0.31x 0.85x 5.12x 2.66x
2019-12-31 2.13x 0.34x 0.85x 7.79x 2.01x
2018-12-31 4.71x 0.01x 0.86x 3.75x 0.14x
2017-12-31 3.04x 0.06x 0.85x 8.78x 0.36x
2016-12-31 4.70x 0.05x 0.86x 8.12x 0.25x
2015-12-31 2.32x 0.09x 0.86x 8.10x 0.51x
2014-12-31 3.17x 0.33x 0.87x 3.24x 3.49x
2013-12-31 3.55x 0.31x 0.86x 8.17x 1.85x
2012-12-31 1.94x 0.37x 0.86x 8.59x 2.17x
2011-12-31 2.40x 0.35x 0.86x 2.33x 5.17x
2010-12-31 2.60x 0.32x 0.85x 9.31x 1.86x
2010-11-19 2.68x 0.03x 0.84x N/A N/A
2009-12-31 11.54x 0.32x 0.85x 10.31x 1.80x
2008-12-31 10.40x 0.38x 0.87x 5.26x 2.33x
2007-12-31 10.42x 0.33x 0.85x 4.12x 2.06x
2006-12-31 10.97x 0.37x 0.85x 2.43x 3.85x
2005-12-31 15.89x 0.45x 0.86x 3.41x 3.29x
2004-12-31 1.50x 0.43x 0.86x -1.25x 109.93x
2003-12-31 0.40x 0.41x 0.85x -2.42x 5.82x
2002-12-31 10.98x 0.39x 0.84x 3.54x 2.12x
2001-12-31 1.21x 0.29x 0.85x 4.44x 1.13x
2000-12-31 1.20x 0.28x 0.85x 4.52x 0.98x
1999-12-31 1.17x 0.22x 0.86x -1.20x 1.72x
1998-12-31 0.73x 0.01x 0.85x 7.67x 0.03x
1997-12-31 0.75x 0.05x 0.86x 17.47x 0.67x
1996-12-31 0.03x 0.00x 0.88x 12.51x 0.00x
1995-12-31 N/A 0.00x 0.04x 2.44x 0.00x
1994-12-31 N/A 0.00x 0.03x 1.76x 0.00x
1993-12-31 N/A 0.00x 0.02x 2.53x 0.00x
1992-12-31 N/A 0.00x 0.02x 2.01x 0.00x
1991-12-31 N/A 0.00x 0.02x 1.72x 0.00x
1990-12-31 N/A 0.00x 0.01x 1.65x 0.00x
1989-12-31 N/A 0.00x 0.00x 1.54x 0.00x
1988-12-31 N/A 0.00x 0.00x N/A 0.00x
1987-12-31 N/A 0.00x 0.00x N/A 0.00x
1986-12-31 N/A 0.00x 0.00x N/A 0.00x
1985-12-31 N/A 0.00x 0.00x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 18, 2026 Cynthia Egan N/A Sale 9.00K $73.00 $657.00K
Feb 18, 2026 Timothy F Keaney N/A Sale 4.50K $72.58 $326.61K
Dec 09, 2025 Walter Lynn Rice Jr N/A Sale 900.00 $73.50 $66.15K
Nov 19, 2025 Steven Andrew Zabel N/A Sale 7.50K $76.38 $572.85K
Nov 07, 2025 Christopher W Pyne N/A Sale 4.00K $78.04 $312.16K
Oct 31, 2025 Lisa C. McClain N/A Sale N/A $73.41 N/A
Oct 30, 2025 Lisa C. McClain N/A Sale N/A $73.49 N/A
Oct 30, 2025 Lisa C. McClain N/A Purchase N/A $73.49 N/A
Aug 04, 2025 Lisa C. McClain N/A Purchase N/A $70.00 N/A
Jun 17, 2025 Lisa C. McClain N/A Sale N/A $77.77 N/A
Jun 11, 2025 Lisa C. McClain N/A Purchase N/A $78.55 N/A
May 07, 2025 Elizabeth Claire Ahmed N/A Sale 10.00K $80.00 $800.00K
Mar 03, 2025 Lisa G Iglesias N/A Sale 7.00K $82.75 $579.25K
Mar 03, 2025 Richard P Mckenney N/A Sale 50.00K $81.99 $4.10M

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