O Shaughnessy Asset Management LLC Sells 60,438 Shares of Unum Group $UNM

O Shaughnessy Asset Management LLC decreased its position in Unum Group (NYSE:UNM) by 32.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 127,546 shares of the financial services provider’s stock after selling 60,438 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in Unum Group were worth $9,885,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UNM. OneDigital Investment Advisors LLC boosted its holdings in shares of Unum Group by 4.2% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,484 shares of the financial services provider’s stock worth $271,000 after buying an additional 141 shares during the last quarter. Larson Financial Group LLC boosted its holdings in shares of Unum Group by 0.4% in the 4th quarter. Larson Financial Group LLC now owns 37,864 shares of the financial services provider’s stock worth $2,934,000 after buying an additional 159 shares during the last quarter. Laird Norton Wetherby Wealth Management LLC boosted its holdings in shares of Unum Group by 1.2% in the 3rd quarter. Laird Norton Wetherby Wealth Management LLC now owns 13,709 shares of the financial services provider’s stock worth $1,066,000 after buying an additional 165 shares during the last quarter. Valeo Financial Advisors LLC boosted its holdings in shares of Unum Group by 4.8% in the 4th quarter. Valeo Financial Advisors LLC now owns 3,714 shares of the financial services provider’s stock worth $288,000 after buying an additional 169 shares during the last quarter. Finally, Pallas Capital Advisors LLC boosted its holdings in shares of Unum Group by 3.5% in the 4th quarter. Pallas Capital Advisors LLC now owns 5,315 shares of the financial services provider’s stock worth $412,000 after buying an additional 180 shares during the last quarter. Institutional investors own 86.57% of the company’s stock.

Insider Buying and Selling at Unum Group

In related news, EVP Christopher W. Pyne sold 4,852 shares of the stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $72.47, for a total transaction of $351,624.44. Following the sale, the executive vice president owned 52,268 shares of the company’s stock, valued at approximately $3,787,861.96. This represents a 8.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Elizabeth Claire Ahmed sold 12,000 shares of the firm’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $80.14, for a total value of $961,680.00. Following the completion of the transaction, the executive vice president owned 42,587 shares of the company’s stock, valued at approximately $3,412,922.18. This represents a 21.98% decrease in their position. The SEC filing for this sale provides additional information. 1.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on UNM. Weiss Ratings raised shares of Unum Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, May 29th. Bank of America cut their price target on shares of Unum Group from $83.00 to $77.00 and set a “neutral” rating on the stock in a report on Tuesday, April 14th. Zacks Research raised shares of Unum Group from a “strong sell” rating to a “hold” rating in a report on Monday, April 6th. UBS Group boosted their price target on shares of Unum Group from $81.00 to $85.00 and gave the stock a “neutral” rating in a report on Thursday, April 9th. Finally, Morgan Stanley boosted their price target on shares of Unum Group from $80.00 to $87.00 and gave the stock an “equal weight” rating in a report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $93.83.

Unum Group Price Performance

NYSE UNM opened at $90.95 on Thursday. The company has a market cap of $14.53 billion, a PE ratio of 19.77, a price-to-earnings-growth ratio of 0.89 and a beta of 0.24. Unum Group has a 52 week low of $68.28 and a 52 week high of $91.36. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.35. The firm’s 50-day simple moving average is $80.59 and its two-hundred day simple moving average is $77.16.

Unum Group (NYSE:UNM) last released its quarterly earnings data on Tuesday, April 28th. The financial services provider reported $2.14 EPS for the quarter, beating the consensus estimate of $2.07 by $0.07. The business had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $2.91 billion. Unum Group had a net margin of 5.86% and a return on equity of 12.60%. The company’s revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.04 earnings per share. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. Research analysts predict that Unum Group will post 8.76 earnings per share for the current year.

Unum Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, April 24th were issued a $0.46 dividend. This represents a $1.84 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Friday, April 24th. Unum Group’s dividend payout ratio (DPR) is presently 40.00%.

Unum Group Company Profile

Unum Group (NYSE: UNM) is a leading provider of employee benefits in the United States and selected international markets, specializing in disability, life, accident and critical illness insurance. Through both fully insured and self-funded arrangements, the company offers group coverage designed to protect income and mitigate financial hardship for employees and their families. Its portfolio includes short-term and long-term disability plans, group life and accidental death & dismemberment (AD&D) policies, as well as critical illness and hospital indemnity products.

In addition to its core product lines, Unum Group markets voluntary benefits under its Colonial Life brand, allowing employees to purchase supplemental insurance such as accident, cancer, and dental coverage directly through payroll deductions.