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Unum Group SEC Filings

UNM NYSE

Welcome to our dedicated page for Unum Group SEC filings (Ticker: UNM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Unum Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Unum Group's regulatory disclosures and financial reporting.

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Unum Group (UNM) announced that its board of directors has authorized a new share repurchase program allowing the company to buy back up to $1 billion of its common stock from time to time beginning on September 1, 2026.

The existing repurchase program will remain in effect through August 31, 2026, after which all repurchases will occur under the new authorization. Repurchases may be executed in open market or privately negotiated transactions, including accelerated share repurchase programs and trades made pursuant to Rule 10b5-1 plans, and the board may suspend, modify, or terminate the program at any time.

Unum describes itself as a leading provider of workplace benefits and services. In 2025, it reported $13.1 billion in revenue and paid $8.3 billion in benefits, highlighting the scale of operations relative to the new repurchase capacity.

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Unum Group executive Andrew D. Walker, EVP and Chief Customer Operations Officer, reported a Form 4 transaction involving common stock. On 2026-07-31, 1,819 shares were disposed of as a payment of tax liability by delivering or withholding securities, at $86.11 per share. The shares were withheld to satisfy tax obligations arising from the vesting of 7,467 stock-settled restricted stock units (RSUs).

After this tax-withholding disposition, Walker directly holds a total of 24,324 share-based interests, consisting of 18,676 restricted stock units and 5,648 shares of common stock. All stock-settled RSUs may be settled on a 1-for-1 basis solely in shares of Unum Group common stock.

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Unum Group reported second-quarter and first-half 2026 results, with net income of $256.9 million for the quarter and $488.9 million for the first six months. Total revenue was $3,370.0 million in the quarter and $6,725.2 million year-to-date.

Premium income grew to $5,611.8 million for the first half, while net investment income declined to $961.8 million. Policy benefits and other operating expenses increased compared with the prior year periods. Comprehensive income for the first half was $427.4 million, reflecting other comprehensive losses.

The balance sheet remained large and insurance-focused, with total assets of $63,485.2 million, future policy benefits of $37,610.7 million, and long-term debt of $3,763.8 million at June 30, 2026. Stockholders’ equity was $10,809.5 million, affected by share repurchases, dividends, and accumulated other comprehensive loss. Operating cash flow was strong at $844.3 million for the first six months, and the company continued to emphasize detailed fair value, investment, and credit risk methodologies, including sizeable private equity partnerships and a high-quality commercial mortgage loan portfolio.

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Unum Group reported second-quarter 2026 net income of $256.9 million ($1.61 per diluted share), compared with $335.6 million ($1.92) a year earlier. Excluding investment losses, Closed Block results, strategic actions and related tax effects, after-tax adjusted operating income was $346.0 million ($2.16 per share) versus $360.2 million ($2.06).

Total revenue was $3.37 billion, including premium income of $2.82 billion. Unum US segment adjusted operating income increased to $329.6 million, and Colonial Life rose to $131.4 million, while Unum International declined to $24.3 million and the Closed Block loss widened to $75.4 million. Core operating segments generated a 21.4 percent adjusted operating return on equity, and traditional U.S. life insurers produced $330.9 million of statutory operating earnings.

Capital return remained sizable, with approximately $200 million of Q2 share repurchases and $73.5 million of dividends, bringing year‑to‑date capital return to about $750 million. Book value per share was $68.28, or $80.10 excluding AOCI, both up from a year earlier. The company reiterated plans to close a long‑term care reinsurance transaction in the second half of 2026 and provided a full‑year 2026 outlook for after-tax adjusted operating income of $8.60 to $8.90 per share.

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Unum Group is transferring a large portion of its legacy long-term care exposure through a new reinsurance deal with Fortitude Re. Unum Life Insurance Company of America will cede, on a coinsurance basis, individual long-term care policies representing $3.8 billion of statutory reserves previously in its Fairwind captive.

The block covers about 50,000 policies with $3.8 billion of statutory reserves and $4.5 billion of best estimate reserves, equal to 26% of total LTC statutory reserves and 52% of individual LTC reserves as of March 31, 2026. After this and a prior 2025 transaction, Unum expects roughly 40% cumulative reduction in LTC statutory reserves and remaining LTC reserves of about $11.0 billion, now weighted toward group LTC. Management expects capital and tax benefits, while maintaining year-end 2026 holding company liquidity of $1.5–$2.0 billion, leverage near 25%, and RBC of 400–425%, with only limited impact on operating earnings.

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Unum Group executive Andrew D. Walker filed an initial ownership report showing direct holdings tied to common stock. The filing indicates he holds 26,143 units linked to common shares. These are described as restricted stock units that settle on a 1-for-1 basis in common stock.

The RSUs were issued in two grants dated July 31, 2025 and March 1, 2026, and each grant vests in three nearly equal annual installments starting on the first anniversary of its grant date. This Form 3 establishes Walker’s baseline equity position as an officer of the company.

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Unum Group announced that Andrew D. Walker has been promoted to Executive Vice President, Chief Customer Operations Officer. He continues to lead Customer Operations, overseeing teams, capabilities and transformation efforts that support how the company serves customers, partners and employer clients.

Walker joined Unum Group in 2025 as Senior Vice President, Chief Customer Operations Officer and has focused on strengthening operational performance, simplifying processes and advancing initiatives for better customer outcomes. His background includes senior operations roles at Western Union, USAA and Nationwide, and he holds a Bachelor of Science in accounting.

Unum Group describes itself as a leading international provider of workplace benefits and services. In 2025, it reported $13.1 billion in revenues and paid $8.3 billion in benefits, highlighting the scale of the business that Walker’s customer-focused operations support.

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O HANLEY RONALD P reported acquisition or exercise transactions in this Form 4 filing.

Unum Group director Ronald P. O'Hanley reported equity-based awards of common stock on May 26, 2026. He received 1,777 restricted stock units ("RSUs") that vest on the earlier of May 26, 2027, or Unum Group's next annual shareholder meeting, and 2,191 deferred share rights ("DSRs") elected in lieu of cash retainers.

All DSRs and RSUs are settled 1-for-1 in Unum Group common stock. After these awards and recent settlements and dividend reinvestments, his beneficial ownership totals 47,534 equity-related interests, including 16,606 DSRs, 13,383 RSUs, and 17,545 shares of common stock.

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Matus Kristi Ann reported acquisition or exercise transactions in this Form 4 filing.

Unum Group director Kristi Ann Matus received an equity grant of 2,191 restricted stock units (RSUs) on Common Stock. These RSUs vest on the earlier of May 26, 2027, or Unum Group’s next annual meeting of shareholders, and each unit will settle into one share of common stock. Following this award, she holds 2,191 shares directly, reflecting a routine compensation-related stock grant rather than an open-market purchase or sale.

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Unum Group director Mojgan M. Lefebvre received an equity award of 2,191 shares of common stock in the form of restricted stock units. These RSUs vest on the earlier of May 26, 2027, or the company’s next annual shareholder meeting and carry no cash exercise price.

After this award, Lefebvre beneficially owns 15,269 shares, including 4,529 deferred share rights, 8,533 RSUs, and 2,207 shares of common stock. All deferred share rights and RSUs are settleable on a 1-for-1 basis in Unum Group common stock, making this a compensation-related increase rather than an open-market purchase.

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FAQ

How many Unum Group (UNM) SEC filings are available on StockTitan?

StockTitan tracks 81 SEC filings for Unum Group (UNM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Unum Group (UNM)?

The most recent SEC filing for Unum Group (UNM) was filed on August 26, 2026.