Unum Group filings document the regulatory record of a Delaware insurance holding company with common stock and listed junior subordinated notes. Its Form 8-K reports regularly furnish quarterly earnings releases, statistical supplements, Regulation FD materials, share repurchase authorizations, and capital markets transactions such as senior note offerings.
The company’s proxy materials cover board governance, executive compensation, shareholder voting matters, and annual meeting proposals. Other filings record bylaw amendments affecting shareholder meetings, vote counting, proposal procedures, director nominations, and related governance mechanics, alongside disclosures about the company’s securities and capital structure.
UNUM GROUP: Norges Bank reports beneficial ownership of 14,792,902 shares, representing 9.0336% of Common Stock as disclosed in Amendment No. 4 to Schedule 13G/A. The filing states sole voting power and sole dispositive power of 14,638,549 shares and shared dispositive power of 154,353 shares, with the position described as held on behalf of the Government of Norway. The filer identifies itself as an Investment Adviser and certifies comparability of its foreign regulatory scheme. Signature date appears as 05/11/2026.
Unum Group executive reports routine tax withholding on vested RSUs. EVP and Chief Information & Digital Officer Shelia Danette Anderson had 1,817 shares of Unum Group common stock withheld on May 1, 2026 to cover tax obligations tied to the vesting of 7,458 stock-settled restricted stock units.
After this withholding, Anderson holds a total of 27,214 share-based units directly, consisting of 21,573 restricted stock units and 5,641 shares of common stock. This Form 4 reflects a compensation-related tax withholding disposition rather than an open-market trade.
Unum Group executive Elizabeth Claire Ahmed reported an open-market sale of company stock. On this Form 4, she sold 12,000 shares of Unum Group common stock at a price of $80.14 per share. After the sale, she directly owns a total of 42,587 share-linked interests, including 27,687 shares of common stock and 14,900 restricted stock units, which each convert into one share of common stock. The filing also notes that her beneficial ownership reflects an exempt acquisition of 22.821 shares through the company’s employee stock purchase plan since her prior Form 4.
Issuer filed a Rule 144 notice reporting a proposed sale of 12,000 shares of Common Stock through Fidelity Brokerage Services LLC on 04/30/2026. The filing lists prior acquisitions of shares by the reporting person totaling 12,000 shares across multiple grants and ESPP purchases (examples: 4,696; 7,119; 82; 34; 31; 38) with acquisition dates from 02/20/2023 to 03/01/2025.
Unum Group reported first-quarter 2026 net income of $232.0 million, up from $189.1 million a year earlier. Total revenue rose to $3,355.2 million from $3,091.6 million, driven mainly by higher premium income and a much smaller net investment loss.
Basic and diluted net income per common share increased to $1.41 from $1.06. Total assets were $62,714.3 million and stockholders’ equity was $10,892.4 million as of March 31, 2026. Operating activities provided $340.8 million of cash, while the company returned capital through $398.8 million of share repurchases and $78.2 million of dividends.
Unum Group reports that Vanguard Portfolio Management beneficially owns 9,379,695 shares of Unum Group common stock, representing 5.72% of the class. The filing notes Vanguard Portfolio Management exercises sole dispositive power over the shares and discloses voting and affiliate arrangements.
Unum Group reported solid first-quarter 2026 results, with net income of $232.0 million, or $1.41 per diluted share, compared to $189.1 million, or $1.06 per share, a year earlier. Excluding investment losses and the Closed Block segment, after-tax adjusted operating income was $352.5 million, or $2.14 per diluted share, versus $348.8 million, or $1.95, in 2025.
Core operations were strong, with 14.4 percent sales growth, 3.9 percent premium growth on a constant currency basis, and a 21.7 percent adjusted operating return on equity. Unum returned substantial capital through approximately $400 million of share repurchases and $78.4 million of dividends, while maintaining holding company liquidity of $1.7 billion and a traditional U.S. life risk-based capital ratio of about 460 percent.
Book value per common share was $67.76, up 6.2 percent over the prior-year quarter, and book value per share excluding AOCI was $78.93, up 3.6 percent. Management reaffirmed confidence in the business with a full-year 2026 outlook for after-tax adjusted operating income per share of $8.60 to $8.90, representing approximately 8 percent to 12 percent growth versus the redefined 2025 result of $7.93 per share.
Unum Group filed a shelf registration on April 23, 2026 to register a range of securities for sale from time to time after the effective date. The shelf covers multiple instruments, including senior and subordinated debt, preferred stock (including depositary shares), common stock, warrants, stock purchase contracts and units.
The prospectus states that specific terms, aggregate amounts, pricing and offering mechanics for any series will be set forth in one or more prospectus supplements. Net proceeds, unless otherwise specified in a prospectus supplement, are to be used for general corporate purposes, including reducing or refinancing debt, funding subsidiaries, financing acquisitions, working capital and redeeming outstanding securities.
Unum Group is asking shareholders to vote at its virtual 2026 annual meeting on electing 11 directors, approving executive pay on an advisory basis, and ratifying Ernst & Young LLP as auditor. The proxy also reviews 2025 performance, including $13.1 billion of revenue, $1.4 billion of after-tax adjusted operating income, and $1.3 billion returned to shareholders via dividends and buybacks.
Unum highlights strong premium growth, $8.3 billion of benefits paid, and long-term care de-risking through a reinsurance deal covering roughly 20% of LTC reserves and over $4 billion of reserve reduction. CEO Richard P. McKenney’s 2025 targeted total direct compensation was $14.6 million, with lower annual incentive payout reflecting a 76.4% company performance factor after results came in below expectations.