GeminIQ

UNM

Unum Group
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Company Information

Company Name
Unum Group
CIK
CIK0000005513
Category
Large accelerated filer
Ticker: Exchange
UNM: NYSE, UNMA: NYSE
Fiscal Year End
December 31
Owner Organization
02 Finance
SIC
6321
SIC Description
Accident & Health Insurance
Ticker
UNM

SEC filing data through

Insider Sentiment

Last purchase
—
Last sale
2026-09-10
Shares purchased (TTM)
0
Shares sold (TTM)
56,740
Buy ratio (TTM)0.0%

Institutional Sentiment

As of
2026-06-30
Institutional shares owned
137,989,911
Shares outstanding
159,660,200
Ownership
86.43%
+2.93% Y/Y

Earnings Market Reaction

Filing date
2026-07-29
Price on filing date
—
1-month reaction
…
3-month reaction
…
Drift continued5/11 (45%)
Faded / reversed6/11 (55%)
Export data

Balance Sheet

Values in millions ($)
Line item2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-312023-12-312023-09-30Subscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnTrend
Assets
Available For Sale Securities Debt Securities34,44433,30133,05733,19035,96635,75135,63037,78435,95336,24836,83434,071
Mortgage Loans On Real Estate Commercial And Consumer Net2,0722,0662,1102,1302,1732,1882,2252,2392,2612,2992,3182,322
Investments
Investments43,70142,79043,52143,18845,69046,23145,70647,32245,18945,34745,96242,983
Loans Insurance Policy3,6823,7033,6683,5843,6053,6363,6173,6263,5353,5793,6203,597
Other Long Term Investments1,6291,6651,6701,6821,6601,6901,6941,6831,6461,6201,5791,507
Other Short Term Investments1,8752,0553,0162,6022,2872,9652,5401,9911,7941,6021,6111,487
Other Assets Unclassified
Cash1991931583281,195238163163133279146166
Premiums And Other Receivables Net1,6301,6141,4301,4621,5831,5571,4591,4961,5791,5941,5441,508
Reinsurance Recoverables11,09111,31111,57511,6837,9758,1228,2968,6388,6598,8449,1088,855
Accrued Investment Income Receivable681582596736703623650787714661634705
Deferred Policy Acquisition Costs3,0252,9742,9202,8802,9402,8932,8432,8242,7922,7552,7152,669
Goodwill353353354354353351349352350350350348
Property Plant And Equipment Net506509504497499496488495483484485463
Deferred Income Tax Assets Net483780120306315370432516519649617
Assets63,48562,71463,51963,67862,84462,46061,95964,14162,04462,48863,25559,955
Liabilities And Stockholders Equity
Liability For Future Policy Benefits37,61137,30138,01738,30137,18337,03136,80639,44537,89938,62540,00936,502
Policyholder Funds5,9815,7365,6365,6605,6335,6215,6345,6615,6605,6395,6685,745
Unearned Premiums572509413492538476384475503470380447
Liabilities
Liabilities52,67651,82252,40052,76951,52451,24650,99853,18951,58052,26853,60450,336
Taxes Payable Current And Noncurrent102885257262302227138156278190267
Deferred Income Tax Liabilities Net374139383733312927262727
Long Term Debt Current--0275275275275---02
Long Term Debt And Capital Lease Obligations3,7643,7623,7683,4713,4693,4673,4653,4703,4703,4313,4303,430
Other Assets
Other Assets2,2502,3502,3832,4301,6001,6351,6361,6331,6311,6561,6621,641
Other Liabilities3,1402,9132,9962,9902,6142,5192,6502,4642,2962,2162,2832,284
Common Stock Value202020202020202020201931
Additional Paid In Capital Common Stock1,6121,6021,5931,5861,5781,5691,4901,5631,5591,5481,5482,454
Accumulated Other Comprehensive Income Loss Net Of Tax-1,870-1,796-1,809-2,167-2,041-2,179-2,524-2,730-2,846-2,940-3,308-3,151
Stockholders Equity
Stockholders Equity10,81010,89211,11910,90911,32011,21410,96110,95110,46510,2209,6519,618
Retained Earnings Accumulated Deficit13,68213,49913,34513,24913,28713,02612,91412,64212,07511,75411,43213,889
Treasury Stock Value-2,635-2,433-2,030-1,778-1,525-1,221-938-544-342-162-39-3,605
Liabilities And Stockholders Equity63,48562,71463,51963,67862,84462,46061,95964,14162,04462,48863,25559,955
Available For Sale Debt Securities Amortized Cost Basis36,49635,53134,74734,86237,98437,86038,27038,82338,55438,38538,41138,224
Debt Securities Available For Sale Allowance For Credit Loss00615144335220
Financing Receivable Allowance For Credit Losses16151616-1716---10-
Premiums Receivable Allowance For Doubtful Accounts272726282827272727303030
Reinsurance Recoverables Allowance101222222222
Stockholders Equity Number Of Shares Par Value And Other Disclosures
Common Stock Par Or Stated Value Per Share0.100.100.100.100.100.100.100.100.100.100.100.10
Common Stock Shares Authorized725725725725725725725725725725725725
Common Stock Shares Issued197197196196196196195195195195195309
Treasury Stock Common Shares3836312724201711741114

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Unum Group (UNM) — SEC Financial Statements & Analysis

Unum Group (UNM) is a accident & health insurance company, incorporated in DE. Unum Group trades on NYSE as: UNM, UNMA. Unum Group (UNM)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-07-29. Based on that filing, Unum Group carries a market cap of $14.19B, a P/E ratio of 20.19x, a P/B ratio of 1.31x, a P/S ratio of 1.06x, an enterprise value of $17.75B, and an EV/EBITDA multiple of 14.07x. On profitability, it posts a gross margin of 42.55%, an operating margin of 6.78%, a net margin of 5.26%, a Return on Equity (ROE) of 6.35%, and a Return on Invested Capital (ROIC) of 6.04%. Per share, it reports EPS of $4.40, diluted EPS of $4.39, free cash flow per share of $4.34, and a dividend per share of $1.93. Over the trailing year, it posted revenue growth of 3.42% year-over-year, net income growth of -53.74% year-over-year, and EPS growth of -49.56% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 5.29x, free cash flow of $693.00M (TTM), and net debt of $3.56B. Figures sourced from SEC EDGAR.

Market Cap
$14.19B
P/E TTM
20.19x
EPS TTM
$4.40
P/B TTM
1.31x
ROE TTM
6.35%
Free Cash Flow TTM
$693.00M
Net Revenue TTM Growth 1Y
3.42%

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Unum Group in?

Unum Group (UNM) operates in the Accident & Health Insurance industry.

What exchange does UNM trade on?

Unum Group (UNM) trades on the NYSE.

Where is Unum Group incorporated?

Unum Group is incorporated in DE.

When was Unum Group (UNM)'s most recent SEC filing?

Unum Group (UNM)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-07-29.

What is UNM's market cap?

Unum Group (UNM) has a market capitalization of $14.19B as of 2026-06-30.

What is UNM's P/E ratio?

Unum Group (UNM)'s trailing twelve month P/E ratio is 20.19x as of 2026-06-30.

What is UNM's EPS (earnings per share)?

Unum Group (UNM)'s trailing twelve month EPS is $4.40 as of 2026-06-30.

What is UNM's ROE (return on equity)?

Unum Group (UNM)'s trailing twelve month Return on Equity (ROE) is 6.35% as of 2026-06-30.

What is UNM's ROIC (return on invested capital)?

Unum Group (UNM)'s trailing twelve month Return on Invested Capital (ROIC) is 6.04% as of 2026-06-30.

What is UNM's EV/EBITDA?

Unum Group (UNM)'s trailing twelve month EV/EBITDA is 14.07x as of 2026-06-30.

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