Unum Group(UNM)Stock Analysis
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Rank #1,484 of 2,960 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UNM Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for Unum Group (UNM), a Financials sector company. 13F Pro's AI-powered ranking engine scores UNM at 52.1/100 on a 32-signal composite quality model, placing it at rank #1,484 of 2,960 stocks — the bottom half of the AI-ranked universe. UNM scores in the top quartile across institutional flow (93.9), revenue scale (89.0). Areas of concern include revenue growth (33.4) and profitability (35.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Unum Group reports quarterly revenue of $3.4B, net income of $256.9M, an operating margin of 9.8%. Top institutional holders of UNM by reported 13-F value include BlackRock, NORGES BANK, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. UNM trades on the NYSE exchange and files with the SEC under CIK 5513. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UNM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Unum Group directly from SEC EDGAR. Unum Group's 13F Pro composite quality score has ranged between 49 and 66 since 2021, currently 52.1 — a declining long-term trajectory across 69 quarterly and live scoring snapshots.
Revenue
Q2 2026
$3.4B
Net Income
Q2 2026
$256.9M
Free Cash Flow
Q2 2026
$474.3M
Operating Margin
Q2 2026
9.8%
ROIC
Q2 2026
9.0%
D/E Ratio
Q2 2026
0.35
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+1.5% YoYNet Income
-58.5% YoYEPS (Diluted)
-54.9% YoYTotal Assets
+2.5% YoYTotal Debt
-6.1% YoYOp. Cash Flow
-54.6% YoYFree Cash Flow
-60.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $13.08B +1.5% | $12.89B +4.0% | $12.39B +3.4% | $11.98B -0.2% | $12.01B -8.8% | $13.16B |
| Net Income | $738.5M -58.5% | $1.78B +38.6% | $1.28B -8.8% | $1.41B +43.4% | $981.0M +23.7% | $793.0M |
| EPS (Diluted) | $4.27 -54.9% | $9.46 +45.5% | $6.50 -6.6% | $6.96 +45.3% | $4.79 +23.1% | $3.89 |
| Total Assets | $63.52B +2.5% | $61.96B -2.0% | $63.26B +3.4% | $61.15B -12.8% | $70.12B -0.7% | $70.63B |
| Total Debt | $3.77B -6.1% | $4.01B +17.0% | $3.43B -0.0% | $3.43B -0.3% | $3.44B +2.9% | $3.35B |
| Operating Cash Flow | $687.7M -54.6% | $1.51B +25.8% | $1.20B -15.2% | $1.42B +2.2% | $1.39B +195.7% | $469.3M |
| Free Cash Flow | $555.4M -60.0% | $1.39B +29.9% | $1.07B -18.9% | $1.32B +3.1% | $1.28B +264.7% | $350.2M |
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Available Research
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Top Institutional Holders of UNM
BlackRock, Inc.
$1.6B17,994,655 shNORGES BANK
$1.2B13,256,645 shVANGUARD PORTFOLIO MANAGEMENT LLC
$767.8M8,587,898 shFMR LLC
$691.7M7,737,197 shVANGUARD CAPITAL MANAGEMENT LLC
$608.3M6,804,023 shSTATE STREET CORP
$453.2M5,069,408 shTOMS Capital Investment Management LP
$447.0M5,000,000 shDIMENSIONAL FUND ADVISORS LP
$369.9M4,137,367 shMORGAN STANLEY
$290.5M3,249,453 shGEODE CAPITAL MANAGEMENT, LLC
$279.0M3,120,361 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.6B | 17,994,655 |
| NORGES BANK | $1.2B | 13,256,645 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $767.8M | 8,587,898 |
| FMR LLC | $691.7M | 7,737,197 |
| VANGUARD CAPITAL MANAGEMENT LLC | $608.3M | 6,804,023 |
| STATE STREET CORP | $453.2M | 5,069,408 |
| TOMS Capital Investment Management LP | $447.0M | 5,000,000 |
| DIMENSIONAL FUND ADVISORS LP | $369.9M | 4,137,367 |
| MORGAN STANLEY | $290.5M | 3,249,453 |
| GEODE CAPITAL MANAGEMENT, LLC | $279.0M | 3,120,361 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is UNM a good stock to buy?
13F Pro's AI-powered analysis of Unum Group (UNM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UNM are available on the UNM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. UNM is classified as a large company.
Which hedge funds own UNM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UNM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Unum Group's investment landscape.