UNM RSI Chart
Last 7 days
3.5%
Last 30 days
-2.3%
Last 90 days
11%
Trailing 12 Months
17.2%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 12.6B | 0 | 0 | 0 |
2023 | 12.0B | 12.1B | 12.2B | 12.4B |
2022 | 11.9B | 12.0B | 12.0B | 12.0B |
2021 | 13.4B | 13.3B | 13.3B | 12.0B |
2020 | 11.9B | 11.9B | 11.9B | 13.2B |
2019 | 11.7B | 11.8B | 11.8B | 12.0B |
2018 | 11.4B | 11.4B | 11.6B | 11.6B |
2017 | 11.1B | 11.2B | 11.2B | 11.3B |
2016 | 10.8B | 10.9B | 11.0B | 11.0B |
2015 | 10.6B | 10.6B | 10.6B | 10.7B |
2014 | 10.3B | 10.4B | 10.5B | 10.5B |
2013 | 10.5B | 10.5B | 10.4B | 10.4B |
2012 | 10.3B | 10.4B | 10.5B | 10.5B |
2011 | 10.2B | 10.2B | 10.3B | 10.3B |
2010 | 10.2B | 10.1B | 10.1B | 10.2B |
2009 | 9.9B | 9.8B | 9.9B | 10.1B |
2008 | 0 | 10.3B | 10.2B | 10.0B |
2007 | 0 | 0 | 0 | 10.5B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 13, 2024 | zabel steven andrew | sold | -510,600 | 51.06 | -10,000 | evp, chief financial officer |
Mar 05, 2024 | iglesias lisa g | sold | -800,064 | 50.004 | -16,000 | evp, general counsel |
Mar 01, 2024 | pyne christopher w | acquired | - | - | 8,424 | evp, group benefits |
Mar 01, 2024 | rice walter lynn jr | sold (taxes) | -39,834 | 49.3 | -808 | svp, chief accounting officer |
Mar 01, 2024 | mckenney richard p | sold (taxes) | -2,390,160 | 49.3 | -48,482 | president and ceo |
Mar 01, 2024 | till mark paul | sold (taxes) | -144,794 | 49.3 | -2,937 | evp & ceo, unum international |
Mar 01, 2024 | zabel steven andrew | acquired | - | - | 25,302 | evp, chief financial officer |
Mar 01, 2024 | mckenney richard p | sold | -2,457,580 | 49.1515 | -50,000 | president and ceo |
Mar 01, 2024 | ahmed elizabeth claire | acquired | - | - | 11,828 | evp, people & communications |
Mar 01, 2024 | iglesias lisa g | sold (taxes) | -227,421 | 49.3 | -4,613 | evp, general counsel |
Which funds bought or sold UNM recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | Investors Research Corp | reduced | -3.68 | 233,163 | 1,863,340 | 0.44% |
May 06, 2024 | LSV ASSET MANAGEMENT | reduced | -1.03 | 23,110,000 | 155,631,000 | 0.32% |
May 06, 2024 | Spectrum Wealth Counsel, LLC | sold off | -100 | -5,924 | - | -% |
May 06, 2024 | SG Americas Securities, LLC | sold off | -100 | -135,000 | - | -% |
May 06, 2024 | TEACHER RETIREMENT SYSTEM OF TEXAS | added | 36.15 | 2,460,000 | 6,456,000 | 0.04% |
May 06, 2024 | AIA Group Ltd | new | - | 1,162,920 | 1,162,920 | 0.04% |
May 06, 2024 | Addison Advisors LLC | unchanged | - | 9,807 | 62,353 | 0.02% |
May 06, 2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | reduced | -3.29 | 148,308 | 1,153,370 | 0.01% |
May 06, 2024 | Manchester Capital Management LLC | added | 40.8 | 5,278 | 13,147 | -% |
May 06, 2024 | Envestnet Portfolio Solutions, Inc. | sold off | -100 | -253,870 | - | -% |
Unveiling Unum Group's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Unum Group)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ARGO | 1.0T | 1.3B | -4.9K | 773.83 | ||||
AJG | 53.6B | 10.6B | 49.04 | 5.04 | ||||
AIG | 53.3B | 48.4B | 11.03 | 1.1 | ||||
TRV | 49.7B | 42.9B | 15.83 | 1.16 | ||||
AFL | 48.1B | 19.3B | 8.99 | 2.49 | ||||
ACGL | 36.7B | 13.6B | 8.27 | 2.7 | ||||
AFG | 10.8B | 8.0B | 12.28 | 1.36 | ||||
MID-CAP | ||||||||
UNM | 9.9B | 12.6B | 7.52 | 0.79 | ||||
AIZ | 9.3B | 11.1B | 14.45 | 0.83 | ||||
LNC | 5.0B | 11.9B | 3.67 | 0.41 | ||||
AEL | 4.5B | 2.8B | 21.34 | 1.58 | ||||
SMALL-CAP | ||||||||
BRP | 1.7B | 1.3B | -31.85 | 1.37 | ||||
AMSF | 911.0M | 308.9M | 14.77 | 2.95 | ||||
AMBC | 815.9M | 314.0M | 14.19 | 2.6 | ||||
AAME | 35.9M | 186.8M | -209.99 | 0.19 |
Unum Group News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 1.8% | 3,200 | 3,145 | 3,093 | 3,112 | 3,036 | 3,005 | 2,959 | 3,040 | 2,981 | 2,973 | 2,970 | 2,993 | 3,072 | 4,274 | 2,996 | 3,021 | 2,871 | 3,035 | 2,960 | 3,017 | 2,988 |
EBITDA Margin | 1.1% | 0.16* | 0.16* | 0.15* | 0.19* | 0.18* | 0.17* | 0.17* | 0.15* | 0.14* | 0.13* | 0.10* | 0.09* | - | - | - | - | - | - | - | - | - |
Income Taxes | 2.4% | 101 | 98.00 | 60.00 | 106 | 93.00 | 84.00 | 131 | 72.00 | 55.00 | 73.00 | 81.00 | 80.00 | 46.00 | -10.70 | 69.00 | 72.00 | 41.00 | 81.00 | 57.00 | 71.00 | 72.00 |
Earnings Before Taxes | 15.6% | 496 | 429 | 262 | 498 | 451 | 374 | 642 | 439 | 296 | 389 | 410 | 263 | 199 | 125 | 300 | 338 | 202 | 377 | 299 | 352 | 353 |
EBT Margin | 1.4% | 0.13* | 0.13* | 0.13* | 0.16* | 0.16* | 0.15* | 0.15* | 0.13* | 0.11* | 0.10* | 0.07* | 0.07* | - | - | - | - | - | - | - | - | - |
Net Income | 19.5% | 395 | 331 | 202 | 393 | 358 | 289 | 510 | 367 | 240 | 317 | 329 | 183 | 153 | 135 | 231 | 266 | 161 | 296 | 242 | 281 | 281 |
Net Income Margin | 1.5% | 0.11* | 0.10* | 0.10* | 0.13* | 0.13* | 0.12* | 0.12* | 0.10* | 0.09* | 0.08* | 0.06* | 0.05* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -9.3% | 270 | 298 | 362 | 286 | 122 | 326 | 251 | 436 | 304 | 452 | 400 | 649 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -1.2% | 62,488 | 63,255 | 59,955 | 61,904 | 62,424 | 61,149 | 60,378 | 63,510 | 67,766 | 70,116 | 70,598 | 70,808 | 69,257 | 70,626 | 69,616 | 69,305 | 65,336 | 67,013 | 66,956 | 65,844 | 63,922 |
Cash Equivalents | 91.2% | 279 | 146 | 166 | 108 | 123 | 119 | 143 | 151 | 107 | 75.00 | 122 | 123 | 562 | 197 | 104 | 166 | 337 | 84.00 | 77.00 | 61.00 | 62.00 |
Net PPE | -0.3% | 484 | 485 | 463 | 460 | 456 | 452 | 442 | 448 | 455 | 463 | 463 | 500 | 501 | 498 | 509 | 518 | 541 | 534 | 568 | 556 | 548 |
Goodwill | -0.1% | 350 | 350 | 348 | 350 | 348 | 348 | 344 | 348 | 351 | 352 | 352 | 353 | 353 | 353 | 351 | 349 | 349 | 352 | 349 | 350 | 351 |
Liabilities | -2.5% | 52,268 | 53,604 | 50,336 | 52,659 | 53,176 | 52,414 | 51,975 | 55,722 | 60,878 | 58,699 | 59,480 | 59,860 | 58,687 | 59,755 | 58,724 | 58,744 | 55,533 | 57,048 | 57,324 | 56,391 | 54,861 |
Long Term Debt | 0.0% | 3,431 | 3,430 | 3,430 | 3,429 | 3,429 | 3,428 | 3,429 | 3,443 | 3,443 | 3,442 | 3,441 | 3,441 | 3,347 | 3,346 | 3,379 | 3,393 | 2,914 | 2,927 | 3,038 | 3,341 | 2,959 |
LT Debt, Current | - | - | - | 2.00 | 2.00 | 2.00 | 2.00 | - | - | - | - | - | - | - | - | - | 400 | 400 | 400 | - | - | - |
Shareholder's Equity | -130.5% | -2,940 | 9,651 | 9,618 | 13,758 | 9,247 | 8,735 | 8,403 | 2,417 | 6,888 | 6,034 | 11,118 | 10,948 | 31.00 | 10,871 | 10,892 | 31.00 | 9,803 | 37.00 | 9,632 | 10,309 | 10,083 |
Retained Earnings | 2.8% | 11,754 | 11,432 | 13,889 | 13,758 | 13,430 | 13,141 | 12,918 | 12,474 | 12,167 | 11,989 | 11,755 | 11,488 | 11,363 | 11,249 | 11,192 | 11,019 | 10,812 | 10,729 | 10,492 | 10,309 | 10,083 |
Additional Paid-In Capital | 0.0% | 1,548 | 1,548 | 2,454 | 2,445 | 2,432 | 2,441 | 2,432 | 2,417 | 2,396 | 2,408 | 2,399 | 2,387 | 2,381 | 2,376 | 2,371 | 2,364 | 2,357 | 2,348 | 2,342 | 2,336 | 2,329 |
Float | - | - | - | - | 9,400 | - | - | - | 6,800 | - | - | - | 5,800 | - | 3,400 | - | - | - | 7,000 | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -13.2% | 298 | 344 | 395 | 314 | 151 | 357 | 277 | 459 | 326 | 480 | 425 | 676 | -193 | -809 | 426 | 633 | 220 | 350 | 314 | 426 | 517 |
Cashflow From Investing | 107.8% | 18.00 | -227 | -225 | -232 | -40.50 | -264 | -176 | -321 | -192 | -434 | -399 | -1,095 | 589 | 822 | 1.00 | -1,213 | 123 | -187 | -198 | -642 | -365 |
Cashflow From Financing | -34.4% | -182 | -136 | -112 | -95.70 | -106 | -116 | -108 | -92.10 | -101 | -92.00 | -27.50 | -19.40 | -30.00 | 80.00 | -488 | 409 | -89.40 | -155 | -99.20 | 215 | -183 |
Dividend Payments | -100.0% | - | 71.00 | 71.00 | 65.00 | 69.00 | 66.00 | 66.00 | 60.00 | 62.00 | 61.00 | 61.00 | 58.00 | 58.00 | 58.00 | 58.00 | 58.00 | 58.00 | 59.00 | 59.00 | 55.00 | 56.00 |
Buy Backs | 60.6% | 122 | 76.00 | 76.00 | 47.00 | 51.00 | 64.00 | 43.00 | 43.00 | 50.00 | 50.00 | - | - | - | - | - | - | - | 103 | 97.00 | 100 | 100 |
CONSOLIDATED STATEMENTS OF INCOME (UNAUDITED) - USD ($) $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Revenue | ||
Premium Income | $ 2,610.3 | $ 2,459.3 |
Net Investment Income | 513.5 | 508.8 |
Net Investment Gain (Loss) | (1.2) | 0.1 |
Other Income | 77.7 | 67.9 |
Total Revenue | 3,200.3 | 3,036.1 |
Benefits and Expenses | ||
Benefits and Change in Reserves for Future Benefits | 1,893.0 | 1,882.1 |
Policy Benefits - Remeasurement Gain | (107.7) | (145.7) |
Commissions | 313.6 | 293.9 |
Interest and Debt Expense | 49.5 | 48.1 |
Deferral of Acquisition Costs | (166.9) | (157.7) |
Amortization of Deferred Acquisition Costs | 126.2 | 115.9 |
Compensation Expense | 305.8 | 275.0 |
Other Expenses | 291.1 | 273.2 |
Total Benefits and Expenses | 2,704.6 | 2,584.8 |
Income Before Income Tax | 495.7 | 451.3 |
Income Tax Expense (Benefit) | ||
Current | 87.3 | 65.6 |
Deferred | 13.2 | 27.4 |
Total Income Tax Expense | 100.5 | 93.0 |
Net Income | $ 395.2 | $ 358.3 |
Net Income Per Common Share | ||
Basic | $ 2.05 | $ 1.81 |
Assuming Dilution | $ 2.04 | $ 1.80 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Investments | ||
Fixed Maturity Securities - at fair value (amortized cost of $38,385.4; $38,410.6; allowance for credit losses of $2.2; $2.2) | $ 36,247.8 | $ 36,833.9 |
Mortgage Loans (net of allowance for credit losses of $10.7; $10.2) | 2,298.8 | 2,318.2 |
Policy Loans | 3,579.1 | 3,620.2 |
Other Long-term Investments | 1,619.8 | 1,579.4 |
Short-term Investments | 1,601.5 | 1,610.7 |
Total Investments | 45,347.0 | 45,962.4 |
Other Assets | ||
Cash and Bank Deposits | 279.1 | 146.0 |
Accounts and Premiums Receivable (net of allowance for credit losses of $30.0; $29.5) | 1,594.0 | 1,543.7 |
Reinsurance Recoverable (net of allowance for credit losses of $1.7; $1.7) | 8,843.6 | 9,108.4 |
Accrued Investment Income | 660.9 | 633.9 |
Deferred Acquisition Costs | 2,754.7 | 2,714.5 |
Goodwill | 349.6 | 349.9 |
Property and Equipment | 483.9 | 485.3 |
Deferred Income Tax Assets, Net | 519.2 | 649.4 |
Other Assets | 1,655.8 | 1,661.7 |
Total Assets | 62,487.8 | 63,255.2 |
Liabilities | ||
Future Policy Benefits | 38,624.5 | 40,009.4 |
Policyholders' Account Balances | 5,639.0 | 5,667.7 |
Unearned Premiums | 470.4 | 380.2 |
Other Policyholders’ Funds | 1,582.4 | 1,615.7 |
Income Tax Payable | 278.4 | 190.0 |
Deferred Income Tax | 26.2 | 27.0 |
Long-term Debt | 3,431.0 | 3,430.4 |
Other Liabilities | 2,216.4 | 2,283.4 |
Total Liabilities | 52,268.3 | 53,603.8 |
Commitments and Contingent Liabilities - Note 13 | ||
Stockholders' Equity | ||
Common Stock, $0.10 par; authorized: 725,000,000 shares; issued: 195,208,726 and 194,588,625 shares | 19.5 | 19.4 |
Additional Paid-in Capital | 1,548.2 | 1,547.8 |
Accumulated Other Comprehensive Loss | (2,940.0) | (3,308.0) |
Retained Earnings | 11,754.1 | 11,431.5 |
Treasury Stock - at cost: 3,755,025 and 1,216,528 shares | (162.3) | (39.3) |
Total Stockholders' Equity | 10,219.5 | 9,651.4 |
Total Liabilities and Stockholders' Equity | $ 62,487.8 | $ 63,255.2 |