Unum Group $UNM Shares Purchased by CI Investments Inc.

24 Jul 2026, 07:54 by Michael Walen · The Markets Daily

CI Investments Inc. increased its holdings in Unum Group (NYSE:UNM – Free Report) by 13.6% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 81,406 shares of the financial services provider’s stock after acquiring an additional 9,751 shares during the period. CI Investments Inc.’s holdings in Unum Group were worth $5,945,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC purchased a new stake in Unum Group in the fourth quarter valued at $25,000. SHP Wealth Management purchased a new position in shares of Unum Group during the 4th quarter worth $25,000. MBM Wealth Consultants LLC purchased a new position in shares of Unum Group during the 1st quarter worth $29,000. Triumph Capital Management acquired a new stake in shares of Unum Group during the 3rd quarter worth about $31,000. Finally, Ancora Advisors LLC increased its position in shares of Unum Group by 385.2% during the 3rd quarter. Ancora Advisors LLC now owns 427 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 339 shares during the last quarter. Institutional investors and hedge funds own 86.57% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on UNM. Wells Fargo & Company upped their target price on shares of Unum Group from $100.00 to $101.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. JPMorgan Chase & Co. lifted their price target on shares of Unum Group from $90.00 to $101.00 and gave the company a “neutral” rating in a research report on Tuesday. Wall Street Zen upgraded shares of Unum Group from a “sell” rating to a “hold” rating in a report on Saturday, April 11th. Weiss Ratings upgraded Unum Group from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, May 29th. Finally, 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. Eight research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, Unum Group has a consensus rating of “Moderate Buy” and a consensus price target of $98.17.

Check Out Our Latest Report on UNM

Insider Activity at Unum Group

In other news, 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 transaction of $961,680.00. Following the sale, the executive vice president owned 42,587 shares of the company’s stock, valued at approximately $3,412,922.18. This trade represents a 21.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.00% of the company’s stock.

Unum Group Stock Performance

Shares of UNM stock opened at $86.28 on Friday. The company has a current ratio of 0.35, a quick ratio of 0.35 and a debt-to-equity ratio of 0.35. The firm has a fifty day moving average price of $87.79 and a 200 day moving average price of $80.02. The company has a market cap of $13.79 billion, a P/E ratio of 18.76, a PEG ratio of 0.88 and a beta of 0.25. Unum Group has a 12 month low of $68.28 and a 12 month high of $93.21.

Unum Group (NYSE:UNM – Get Free Report) last posted 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. Unum Group had a return on equity of 12.60% and a net margin of 5.86%.The company had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $2.91 billion. During the same period last year, the firm earned $2.04 earnings per share. Unum Group’s quarterly revenue was up 8.5% on a year-over-year basis. Unum Group has set its FY 2026 guidance at 8.600-8.90 EPS. Sell-side analysts predict that Unum Group will post 8.75 earnings per share for the current fiscal year.

Unum Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 24th will be issued a $0.505 dividend. This represents a $2.02 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Friday, July 24th. This is an increase from Unum Group’s previous quarterly dividend of $0.46. Unum Group’s dividend payout ratio (DPR) is currently 40.00%.

About Unum Group

(Free Report)

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.