Latest revenue
$483.4M
as of 2026-03-31
Latest net income
$232.0M
as of 2026-03-31
Net margin
48.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $13.50B
- Enterprise value
- $13.50B
- P/E (trailing)
- 18.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 2.2%
- 52-wk high
- $85.27
- 52-wk low
- $68.28
- Beta
- —
- Shares out
- 159.8M
5-year trend
What this company does
ITEM 1. BUSINESS General Unum Group, a Delaware general business corporation, and its insurance and non-insurance subsidiaries, which collectively with Unum Group we refer to as the Company, operate in the United States, the United Kingdom, Poland, and, to a limited extent, in certain other countries. The principal operating subsidiaries in the United States are Unum Life Insurance Company of America (Unum America), Provident Life and Accident Insurance Company (Provident), The Paul Revere Life Insurance Company (Paul Revere Life), Colonial Life & Accident Insurance Company, Unum Insurance Company, Starmount Life Insurance Company (Starmount), in the United Kingdom, Unum Limited, and in…
AI summary unavailable — showing raw filing excerpt
Generated from UNM's filing dated 2026-02-17
Key risks
Table of Contents ITEM 1A. RISK FACTORS Overview We face a wide range of risks, and our continued success depends on our ability to identify and appropriately manage our risk exposures. Discussed below are factors that may adversely affect our business, results of operations, or financial condition. Any one or more of the following factors may cause our actual results for various financial reporting periods to differ materially from those expressed in any forward-looking statements made by or on behalf of the Company, including those in this document or made by us elsewhere, such as in earnings release investor calls, investor conference presentations, or press releases. See "Cautionary…
AI summary unavailable — showing raw filing excerpt
Generated from UNM's filing dated 2026-02-17
Profitability
Net margin
5.6%
59.1%Return on equity
6.6%
64.0%Return on assets
123.9%
4215.3%Leverage
Debt / equity
-0.95×
117.5%Long-term debt / equity
0.34×
5.6%Debt / assets
-1765.6%
2191.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $483.4M | -5.8% | $232.0M | +22.7% | 48.0% |
Q4 2025 2025-12-31 | $11.52B | +2.0% | $174.1M | -50.1% | 1.5% |
Q3 2025 2025-09-30 | $476.8M | -9.7% | $39.7M | -93.9% | 8.3% |
Q2 2025 2025-06-30 | $560.7M | +2.9% | $335.6M | -13.8% | 59.9% |
Q1 2025 2025-03-31 | $513.2M | -0.1% | $189.1M | -52.2% | 36.8% |
Q4 2024 2024-12-31 | $11.30B | — | $348.7M | — | 3.1% |
Q3 2024 2024-09-30 | $527.8M | +0.3% | $645.7M | +219.7% | 122.3% |
Q2 2024 2024-06-30 | $545.1M | +2.6% | $389.5M | -0.9% | 71.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Accident & Health Insurance · SIC 6321
Your notes
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Insider activity
Insider buying
$0
Insider selling
$3.5M
Net activity
−$3.5M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns UNM
Institutional value
$4.81B
Total shares held
69.8M
Distinct holders
486
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.2M | $1.33B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.3M | $682.1M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | $506.9M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $298.3M | — | New |
| 5 | FIRST TRUST ADVISORS LP | 3.2M | $237.2M | — | New |
| 6 | Bank of New York Mellon Corp | 1.3M | $95.1M | — | New |
| 7 | Nuveen, LLC | 1.2M | $86.5M | — | New |
| 8 | NORDEA INVESTMENT MANAGEMENT AB | 1.1M | $78.6M | — | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | 949.5K | $69.3M | — | New |
| 10 | Algebris (UK) Ltd | 944.3K | $68.8M | — | New |
| 11 | Invesco Ltd. | 843.2K | $61.6M | — | New |
| 12 | UBS Group AG | 811.5K | $59.3M | — | New |
| 13 | JANE STREET GROUP, LLC | 744.8K | $54.4M | — | New |
| 14 | JPMORGAN CHASE & CO | 663.2K | $48.4M | — | New |
| 15 | SEI INVESTMENTS CO | 608.6K | $44.4M | — | New |
| 16 | Ensign Peak Advisors, Inc | 584.2K | $42.7M | — | New |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 544.5K | $39.8M | — | New |
| 18 | Swedbank AB | 496.1K | $36.2M | — | New |
| 19 | GRACE & WHITE INC /NY | 488.2K | $35.7M | — | New |
| 20 | FRANKLIN RESOURCES INC | 468.1K | $34.2M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once UNM's latest filing finishes processing.