Gator Capital Management LLC Takes Position in Unum Group $UNM

Gator Capital Management LLC acquired a new stake in Unum Group (NYSE:UNM) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 31,557 shares of the financial services provider’s stock, valued at approximately $2,446,000.

Other large investors have also recently added to or reduced their stakes in the company. UBS Group AG boosted its holdings in Unum Group by 5.4% during the fourth quarter. UBS Group AG now owns 1,356,916 shares of the financial services provider’s stock worth $105,161,000 after buying an additional 68,957 shares in the last quarter. SG Americas Securities LLC boosted its stake in Unum Group by 1,167.7% in the 4th quarter. SG Americas Securities LLC now owns 153,696 shares of the financial services provider’s stock worth $11,911,000 after purchasing an additional 141,572 shares during the period. Qsemble Capital Management LP boosted its stake in Unum Group by 245.9% in the 4th quarter. Qsemble Capital Management LP now owns 106,742 shares of the financial services provider’s stock worth $8,273,000 after purchasing an additional 75,885 shares during the period. First Trust Advisors LP boosted its stake in Unum Group by 4.0% in the 3rd quarter. First Trust Advisors LP now owns 5,734,937 shares of the financial services provider’s stock worth $446,063,000 after purchasing an additional 223,095 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. acquired a new position in Unum Group in the 4th quarter worth approximately $1,898,000. 86.57% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently commented on UNM. Bank of America decreased their price objective on shares of Unum Group from $83.00 to $77.00 and set a “neutral” rating for the company in a research note on Tuesday, April 14th. Keefe, Bruyette & Woods reaffirmed a “moderate buy” rating and issued a $95.00 price objective on shares of Unum Group in a research note on Thursday, March 26th. Morgan Stanley raised their price objective on shares of Unum Group from $80.00 to $87.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 21st. Wall Street Zen raised shares of Unum Group from a “sell” rating to a “hold” rating in a research note on Saturday, April 11th. Finally, Weiss Ratings raised shares of Unum Group from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Unum Group currently has an average rating of “Moderate Buy” and an average price target of $93.83.

Insiders Place Their Bets

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

Unum Group Stock Up 0.9%

UNM stock opened at $92.55 on Friday. The company has a market cap of $14.79 billion, a price-to-earnings ratio of 20.12, a PEG ratio of 0.93 and a beta of 0.24. The company has a 50 day moving average of $81.34 and a two-hundred day moving average of $77.38. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.35. Unum Group has a 12-month low of $68.28 and a 12-month high of $92.97.

Unum Group (NYSE:UNM) last released its quarterly earnings results on Tuesday, April 28th. The financial services provider reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates 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%. Unum Group’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter last year, the firm earned $2.04 EPS. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. On average, equities analysts anticipate that Unum Group will post 8.76 earnings per share for the current fiscal year.

Unum Group Dividend Announcement

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

Unum Group 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.