UNM — Unum Group

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Unum Group

Unum Group, together with its subsidiaries, provides financial protection benefit solutions in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and dismemberment products; supplemental and voluntary products, such as voluntary benefits, individual disability, an… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$84.52
Market Cap$13.50B
Float143.3M
Shares Outstanding159.8M
P/E (Forward)8.22
P/E (TTM)18.29
Price/Sales (TTM)1.01
vs. Analyst Target+14.9% to analyst PT
Profit Margin5.86%
Operating Margin (TTM)10.60%
Revenue (TTM)$13.34B
Earnings Growth (YoY)33.00%
Dividend Rate1.8%
Analyst Target Price$97.08 (13 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $13.15B $793M $3.09B $1.27B
2021 $11.84B $981M $3.32B $1.57B
2022 $11.88B $1.41B $3.93B $2.05B
2023 $12.31B $1.28B $4.03B $1.94B
2024 $12.79B $1.78B $4.74B $2.57B
2025 $13.05B $739M $4.99B $1.27B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.35B $336M
Sep 2025 $3.36B $39.7M
Dec 2025 $3.24B $174M
Mar 2026 $3.36B $232M

Ownership & Float

Insider Ownership1.0%
Institutional Ownership90.7%
Short Float2.1%
% of All Funds Holding7.91%
Number of Funds Holding650

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$78.12Near-term / short-term trend
Weekly40-Week SMA$76.10Medium-term trend
Weekly80-Week SMA$76.47Cyclical trend (business cycle)
Weekly200-Week SMA$58.86Secular trend (multi-year)
Monthly10-Month SMA$76.02Near-term monthly trend
Monthly20-Month SMA$76.31Medium-term monthly trend
Monthly40-Month SMA$62.68Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$70.00 support 1.18x 7 months ago
$65.00 support 1.05x 17 months ago
$60.00 support 1.07x 18 months ago
$56.00 support 1.03x 19 months ago
$52.00 support 1.01x 21 months ago

Historical Earnings Reactions (123 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.82% 0.06% 51.22% 11.51% -33.82%
1 Day -0.89% 0.42% 55.28% 17.07% -38.44%
1 Week -1.42% -0.77% 48.78% 23.98% -41.36%
2 Weeks -0.33% 0.93% 55.28% 33.33% -45.74%
1 Month 0.32% 2.97% 61.48% 49.59% -64.94%

Next earnings: July 28, 2026 (63 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.5%57.5%40
Feb-1.4%57.5%40
Mar1.7%55.0%40
Apr2.3%57.5%40
May1.4%56.4%39
Jun0.7%56.4%39
Jul1.3%59.0%39
Aug-0.3%51.3%39
Sep0.4%48.7%39
Oct-0.4%51.3%39
Nov3.5%56.4%39
Dec2.5%67.5%40

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.01% 47.9% 1878
Tuesday 0.07% 50.5% 2043
Wednesday 0.09% 49.9% 2041
Thursday -0.00% 49.7% 2001
Friday 0.10% 49.9% 1993

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 90.7%

Insider Transactions — Smart Summary

Total insider ownership: 1.0%

12-Month Insider Activity Summary

Total Filings7
Net Value-$2.5M
Net Shares Change-45,752
% of Float-0.0%
C-Suite Filings5
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Ahmed Elizabeth Claire EVP, People and Communications -$961,680 1 1 sell
Pyne Christopher W EVP, Group Benefits -$663,772.84 2 1 sell
Egan Cynthia -$657,031.5 1 1 sell
Zabel Steven Andrew EVP, Chief Financial Officer -$572,865 1 1 sell
Keaney Timothy F -$326,610 1 1 sell
IGLESIAS LISA G EVP, General Counsel -$255,500 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-01 Ahmed Elizabeth Claire EVP, People and Communications -$961,680 Transaction at $80.14, now +5.5%
2026-03-11 IGLESIAS LISA G EVP, General Counsel -$255,500 Transaction at $73.00, now +15.8%
2026-02-20 Keaney Timothy F -$326,610 Transaction at $72.58, now +16.5%
2026-02-20 Egan Cynthia -$657,031.5 Transaction at $73.00, now +15.8%
2025-11-21 Zabel Steven Andrew EVP, Chief Financial Officer -$572,865 Transaction at $76.38, now +10.7%
2025-11-10 Pyne Christopher W EVP, Group Benefits -$312,148.4 Transaction at $78.04, now +8.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Unum Group (UNM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for UNM on Trend Edge →