Unum Group, Inc. (UNM)

Sector:
FINANCE
Industry:
INSURANCE
SIC:
ACCIDENT & HEALTH INSURANCE
CEO:
Richard P. McKenney
Employees:
10,900
1 FOUNTAIN SQUARE, CHATTANOOGA, TN 37402
423-294-1011

Unum Group provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company sells its products primarily to employers for the benefit of employees.

Data derived from most recent annual or quarterly report
Market Cap 8.58 Billion Shares Outstanding202.56 Million Avg 30-day Volume 2.124 Million
P/E Ratio8.284 Dividend Yield2.7757 EPS1.03
Price to Revenue0.7893 Debt to Equity0.3568 EBITDA1.637 Billion
Price to Book Value0.99 Operating Margin0.0 Enterprise Value12.787 Billion
Current Ratio EPS Growth-0.083 Quick Ratio
1 Yr BETA 0.6583 52-week High/Low 51.75 / 35.43 Profit Margin9.5276
Operating Cash Flow Growth-21.1233 Free Cash Flow to Firm (FCFF) TTM -3.498 Billion Free Cash Flow to Equity (FCFE) TTM1.039 Billion
Altman Z-Score
Earnings Report2024-01-30
View SEC Filings from UNM instead.

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Unum Group, Inc. YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding UNM (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding UNM

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-08-17 by PYNE CHRISTOPHER W
  • 4: filed on 2023-08-07 by ARNOLD TIMOTHY GERALD
  • 4: filed on 2023-07-24 by LEFEBVRE MOJGAN M
  • 3: filed on 2023-07-24 by LEFEBVRE MOJGAN M
  • 4: filed on 2023-06-06 by ARNOLD TIMOTHY GERALD
  • 4: filed on 2023-06-02 by ARNOLD TIMOTHY GERALD
  • 4: filed on 2023-05-30 by O HANLEY RONALD P
  • 4: filed on 2023-05-30 by LARSON GLORIA C
  • 4: filed on 2023-05-30 by KING GALE V.
  • 4: filed on 2023-05-30 by KEANEY TIMOTHY F

    • Events (8k)

  • 8-K: filed on 2023-10-31:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-10-31:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-20:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-26:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-05-25:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-02:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-09:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-07:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
  • 8-K: filed on 2023-02-27:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

    • Proposed Sales (Form 144)

  • 144: filed on 2023-05-22:
  • 144: filed on 2023-05-08:
  • 144: filed on 2023-05-08:
  • 144: filed on 2023-05-05:
  • 144: filed on 2023-05-31:
  • 144: filed on 2023-06-02:
  • 144: filed on 2023-08-03:
  • 144: filed on 2023-08-15:
  • 144: filed on 2023-11-29:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    PYNE CHRISTOPHER W EVP, GROUP BENEFITS

    • Officer
    		 46,334 2023-08-15 4

    ARNOLD TIMOTHY GERALD EVP, VB & PRESIDENT, COLONIAL

    • Officer
    		 72,798 2023-08-03 5

    LEFEBVRE MOJGAN M

    • Director
    		 0 2023-07-20 2

    KABAT KEVIN T

    • Director
    		 114,704 2023-05-25 1

    O HANLEY RONALD P

    • Director
    		 49,085 2023-05-25 2

    LARSON GLORIA C

    • Director
    		 124,296 2023-05-25 2

    KEANEY TIMOTHY F

    • Director
    		 45,481 2023-05-25 1

    BUNTING THEODORE H JR

    • Director
    		 57,245 2023-05-25 1

    CROSS SUSAN LEE

    • Director
    		 54,943 2023-05-25 1

    EGAN CYNTHIA

    • Director
    		 49,676 2023-05-25 1

    DEVORE SUSAN D.

    • Director
    		 34,054 2023-05-25 1

    ECHEVARRIA JOSEPH

    • Director
    		 84,761 2023-05-25 1

    KING GALE V.

    • Director
    		 15,731 2023-05-25 1

    BHASIN PUNEET EVP, CHIEF INFO & DIGITAL OFF.

    • Officer
    		 62,506 2023-05-22 3

    RICE WALTER LYNN JR SVP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 7,119 2023-05-08 2

    SIMONDS MICHAEL Q EVP, CHIEF OPERATING OFFICER

    • Officer
    		 222,088 2023-05-05 3

    IGLESIAS LISA G EVP, GENERAL COUNSEL

    • Officer
    		 53,305 2023-03-02 3

    MCKENNEY RICHARD P PRESIDENT AND CEO

    • Officer
    • Director
    		 1,150,955 2023-03-01 2

    LEIPER MARTHA EVP, CHIEF INVESTMENT OFFICER

    • Officer
    		 62,786 2023-03-01 2

    AHMED ELIZABETH CLAIRE EVP, PEOPLE & COMMUNICATIONS

    • Officer
    		 60,386 2023-03-01 2

    ZABEL STEVEN ANDREW EVP, CHIEF FINANCIAL OFFICER

    • Officer
    		 116,936 2023-03-01 2

    TILL MARK PAUL EVP & CEO, UNUM INTERNATIONAL

    • Officer
    		 18,262 2023-03-01 1

    SHAMMO FRANCIS

    • Director
    		 47,058 2022-05-26 0

    PASHLEY CHERIE SVP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 18,413 2022-05-09 0

    O'DONNELL PETER G EVP, UNUM INTERNATIONAL

    • Officer
    		 73,173 2021-03-01 0

    MCGARRY JOHN F EVP AND CFO

    • Officer
    		 108,872 2019-03-01 0

    FARRELL BREEGE A EVP, CHIEF INVESTMENT OFFICER

    • Officer
    		 64,729 2019-03-01 0

    WAXENBERG DANIEL JASON SVP, CHIEF ACCOUNTING OFFICER

    • Officer
    		 8,546 2019-03-01 0

    CAULFIELD E MICHAEL

    • Director
    		 34,564 2018-06-04 0

    JEROME CHRISTOPHER J EVP, GLOBAL SERVICES

    • Officer
    		 36,465 2018-03-01 0

    GODWIN PAMELA H

    • Director
    		 53,512 2017-08-07 0

    WATJEN THOMAS R

    • Director
    		 143,848 2017-04-28 0

    MUHL EDWARD J

    • Director
    		 42,535 2016-06-21 0

    MACMILLAN A S

    • Director
    		 15,588 2016-05-06 0

    KINSER THOMAS

    • Director
    		 55,255 2015-05-27 0

    RYAN WILLIAM J

    • Director
    		 49,823 2015-05-21 0

    BISHOP III E. LISTON EVP, SENIOR EXECUTIVE COUNSEL

    • Officer
    		 80,686 2015-02-24 0

    HORN RANDALL C EVP, CEO, COLONIAL LIFE

    • Officer
    		 101,294 2014-11-17 0

    GOLDSBERRY RONALD E

    • Director
    		 16,494 2014-08-18 0

    MCCARTHY KEVIN P EVP & CHIEF OPERATING OFFICER

    • Officer
    		 213,091 2014-02-25 0

    PASSARELLA MICHAEL J

    • Director
    		 27,772 2013-05-23 0

    PARFET DONALD R

    • Director
    		 33,835 2013-05-09 0

    FOSSEL JON S

    • Director
    		 21,560 2011-08-31 0

    BEST ROBERT O EVP, GLOBAL BUSINESS TECH.

    • Officer
    		 206,275 2011-02-24 0

    RING SUSAN L EVP, PRESIDENT & CEO, UNUM UK

    • Officer
    		 65,177 2010-05-28 0

    GREVING ROBERT C EVP AND CHIEF ACTUARY

    • Officer
    		 No longer subject to file 2009-09-30 0

    RELATIONAL INVESTORS LLC

    WHITWORTH RALPH V

    BATCHELDER DAVID H

    • 10% Owner
    		 35,963,030 2008-03-28 0

    GLICK CHARLES L EVP AND GENERAL COUNSEL

    • Officer
    		 39,127 2008-02-29 0

    EDGREN ROGER C EXECUTIVE VICE PRESIDENT

    • Officer
    		 34,215 2007-02-20 0

    MACLELLAN JR HUGH O

    • Director
    		 328,274 2006-08-29 0

    ZUBRETSKY JOSEPH M SENIOR EXEC VICE PRESIDENT

    • Officer
    		 311,830 2006-02-24 0

    FOLEY JOSEPH R SENIOR VICE PRESIDENT

    • Officer
    		 31,835 2006-02-17 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
    No current insider transactions

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    UNUM GROUP UNM 2023-11-30 19:45:03 UTC 4.9021 0.4179 8200000
    UNUM GROUP UNM 2023-11-30 19:15:04 UTC 4.9021 0.4179 8200000
    UNUM GROUP UNM 2023-11-30 18:45:04 UTC 4.9021 0.4179 8200000
    UNUM GROUP UNM 2023-11-30 18:15:04 UTC 4.9021 0.4179 8200000
    UNUM GROUP UNM 2023-11-30 17:45:04 UTC 4.901 0.419 8200000
    UNUM GROUP UNM 2023-11-30 17:15:04 UTC 4.901 0.419 8200000
    UNUM GROUP UNM 2023-11-30 16:45:03 UTC 4.901 0.419 8200000
    UNUM GROUP UNM 2023-11-30 16:15:04 UTC 4.901 0.419 8200000
    UNUM GROUP UNM 2023-11-30 15:45:04 UTC 4.901 0.419 8200000
    UNUM GROUP UNM 2023-11-30 15:15:04 UTC 4.901 0.419 8200000
    UNUM GROUP UNM 2023-11-30 14:45:04 UTC 5.04 0.28 8200000
    UNUM GROUP UNM 2023-11-30 14:15:04 UTC 5.04 0.28 8200000
    UNUM GROUP UNM 2023-11-30 13:45:04 UTC 4.9119 0.4081 8200000
    UNUM GROUP UNM 2023-11-30 13:15:04 UTC 4.9119 0.4081 8200000
    UNUM GROUP UNM 2023-11-30 12:45:03 UTC 4.9119 0.4081 8000000
    UNUM GROUP UNM 2023-11-29 22:15:05 UTC 4.9119 0.4081 8000000
    UNUM GROUP UNM 2023-11-29 21:45:04 UTC 4.9119 0.4081 8000000
    UNUM GROUP UNM 2023-11-29 21:15:05 UTC 4.9119 0.4081 8000000
    UNUM GROUP UNM 2023-11-29 20:45:04 UTC 4.9119 0.4081 8000000
    UNUM GROUP UNM 2023-11-29 20:15:03 UTC 4.9119 0.4081 8000000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    TRANSAMERICA FUNDS- Transamerica Long/Short Strategy UNM -719.0 shares, $-19190.11 2020-01-31 N-PORT
    AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund UNM -992.0 shares, $-22756.48 2020-12-31 N-PORT
    FundVantage Trust- Gotham Absolute 500 Core Fund UNM -33.0 shares, $-495.33 2020-03-31 N-PORT
    FundVantage Trust- Gotham Neutral 500 Fund UNM -937.0 shares, $-26076.71 2021-03-31 N-PORT
    SCHWAB CAPITAL TRUST- Schwab Hedged Equity Fund UNM -9094.0 shares, $-249175.6 2021-07-31 N-PORT
    American Century Capital Portfolios, Inc.- AC Alternatives Market Neutral Value Fund UNM -6993.0 shares, $-175244.58 2021-09-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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