UNM · Unum Group
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted operating return on equity non-GAAP | 21.4% | Q2 2026 | — |
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| Book value per common share | $68.28 | Q2 2026 | — |
| Common stock dividends | $73.5M | Q2 2026 | — |
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| Group long-term disability persistency | 91.1% | first half of 2026 | — |
| Group short-term disability persistency | 91.1% | first half of 2026 | — |
| Holding company liquidity | $1.5B | Q2 2026 | — |
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| Premium growth on a constant currency basis | 3.6% | Q2 2026 | — |
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| Shares repurchased | $200M | Q2 2026 | — |
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| Traditional U.S. life insurance company statutory operating earnings | $330.9M | Q2 2026 | — |
| Unum US Sales | $281.8M | Q2 2026 | — |
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| Unum US segment adjusted operating income non-GAAP | $329.6M | Q2 2026 | — |
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| Weighted average risk-based capital ratio | 480% | Q2 2026 | — |
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| Book value per common share excluding accumulated other comprehensive income (AOCI) non-GAAP | $78.93 | first quarter of 2026 | — |
| Sales growth on a constant currency basis | 14.4% | first quarter of 2026 | — |
| Unum US benefit ratio | 63.7% | first quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Insurance - Life — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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UNM
this stock
Unum Group
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$14.53B | +20.4% | +1.5% | 21.3 | 1.9% |
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CILJF
China Life Insurance Co Ltd
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$97.80B | +0.3% | — | — | 0.0% |
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MFC
Manulife Financial Corp
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$73.89B | +22.5% | — | — | 0.8% |
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MET
Metlife Inc
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$62.06B | +23.7% | +8.6% | 18.7 | 1.8% |
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AFL
Aflac Inc
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$61.01B | +10.1% | -9.3% | 13.1 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UNM | +3.1% | +4.8% | +31.8% | +8.4% | +20.4% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.7% | +0.4% | +18.0% | +4.5% | +6.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.