Unum Group (UNMA) SEC Filings

Unum Group (UNM) director Timothy F. Keaney reported selling 4,300 shares of common stock on September 10, 2026 in a sale characterized as an open market or private transaction at $94.02 per share. After this transaction, he reports beneficial ownership of 36,502 shares, including deferred share rights and restricted stock units, with no Rule 10b5-1 trading plan indicated.

Unum Group (UNM) reported that Lisa G. Iglesias, EVP and General Counsel, sold 4,000 shares of Common Stock on September 9, 2026 in an open-market transaction at a weighted average price of $94.4367 per share, with individual sale prices ranging from $94.434 to $94.470 per share.

After this sale, Iglesias directly holds 25,453 shares in total, consisting of 15,818 restricted stock units that are stock-settled on a 1-for-1 basis in common shares and 9,635 shares of common stock. No Rule 10b5-1 trading plan is indicated.

Unum Group (UNM) has a notice under Rule 144 for a planned sale of common stock by officer Walter Lynn Rice through Fidelity Brokerage Services LLC. The filing covers the potential sale of 2,188 shares of Unum common stock with an aggregate market value of $206,361.22, to be sold on the NYSE around September 10, 2026. The shares were acquired as compensation via restricted stock vesting, including 1,349 shares that vested on March 1, 2025 and 839 shares that vested on March 1, 2026. Unum common shares outstanding are reported as 158,306,798.

Unum Group (UNM) is the issuer of common stock for which director Timothy F. Keaney has filed notice to sell shares under Rule 144. The notice covers 4,300 shares of common stock, with an approximate aggregate market value of $404,286.43, to be sold through Fidelity Brokerage Services LLC on the NYSE.

Unum Group (UNM) received a notice that officer Lisa G. Iglesias intends to sell up to 4,000 shares of common stock under Rule 144 through Fidelity Brokerage Services LLC on or after September 9, 2026. The shares relate to restricted stock that vested in February 2022 and February 2023.

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.

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.

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.

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.