Recent 8-K filings for UNM

• May 22, 2026, 5:23 PM ET other materiality 0.10 neutral item 5.07

  Unum shareholders elect 11 directors, approve exec pay and auditor ratification

  All 11 director nominees elected with 122M-124M votes for each; Susan L. Cross highest at 124.6M.

• May 21, 2026, 4:22 PM ET dividend materiality 0.55 positive item 8.01item 9.01

  Unum Group increases quarterly dividend ~10% to $0.505/share; new annual rate $2.02

  Quarterly dividend raised approximately 10% to $0.505 per common share ($2.02 annualized).

• April 28, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Unum Q1 net income $232M ($1.41 EPS); adj. op. income $352.5M ($2.14 EPS) up YoY

  Net income $232.0M ($1.41 diluted EPS) vs $189.1M ($1.06) in Q1 2025; after-tax adjusted operating income $352.5M ($2.14 EPS).

• March 6, 2026, 6:59 PM ET other materiality 0.10 neutral item 5.03item 9.01 ◈ Governance Changes

  Unum Group adopts bylaw amendments: gender-neutral language, remote meeting clarifications, proxy access tweaks

  Changed 'Chairman' to 'Chair' throughout; removed outdated technology references and uncertificated share formalities.

• February 5, 2026, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 7.01item 9.01

  Unum Q4 adj EPS $1.92; 2026 outlook $8.60-$8.90 on core premium growth 4-7%

  Net income $174.1M ($1.04 diluted) vs $348.7M ($1.92) year ago; includes $82M after-tax pension settlement loss and $15.8M charitable contribution.

• December 4, 2025, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  Unum Group board authorizes $1B share repurchase program starting Jan 1, 2026

  Board approved $1 billion share repurchase program, effective January 1, 2026.

• November 14, 2025, 6:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Unum Group completes $300M offering of 5.250% Senior Notes due 2035

  Offering of $300 million aggregate principal amount of 5.250% Senior Notes due 2035 completed on November 14, 2025.

• November 3, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Unum Q3 adjusted EPS $2.09 vs $2.13 YoY; LTC reserve hike $378M

  After-tax adjusted operating income $357.1M ($2.09 diluted EPS), down from $398.0M ($2.13) in Q3 2024.

• July 29, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Unum Q2 net income $335.6M ($1.92 EPS); adjusted EPS $2.07, down 4% YoY

  Adjusted operating income $361.1M ($2.07 EPS) vs $411.4M ($2.16 EPS) in Q2 2024.

• July 2, 2025, 7:59 PM ET other material materiality 0.85 positive item 1.01

  Unum closes reinsurance deal ceding $3.4B in LTC reserves and $120M disability premium to Fortitude Re

  Closed coinsurance transaction effective Jan 1, 2025; recorded as of July 1, 2025.

• May 23, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Unum Group shareholders elect all 11 directors and approve all proposals at annual meeting

  All 11 director nominees elected with 141.5M to 144.2M votes for each; broker non-votes 14.5M.

• May 22, 2025, 7:59 PM ET dividend materiality 0.50 positive item 8.01item 9.01

  Unum Group raises quarterly dividend 10% to $0.46 per share, effective Q3 2025

  New quarterly dividend of $0.46 per common share, annualized $1.84.

• April 29, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Unum Q1 net income falls to $189.1M from $395.2M; adjusted EPS $2.04 vs $2.12

  GAAP net income $189.1M ($1.06 diluted EPS) vs $395.2M ($2.04) in Q1 2024, impacted by $163.4M after-tax investment loss.

• February 27, 2025, 6:59 PM ET other material materiality 0.80 positive item 1.01item 7.01item 9.01

  Unum signs $3.4B LTC reinsurance deal with Fortitude Re, expects $100M capital benefit

  Reinsures 19% of total LTC block ($3.4B statutory reserves) and 20% of in-force IDI premium ($120M).

• February 18, 2025, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  Unum board authorizes $1B share repurchase program starting April 1, 2025

  Board approved repurchase of up to $1 billion of common stock.

• February 4, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Unum Q4 net income $348.7M ($1.92 EPS), adj. EPS $2.03; guides 2025 adj. EPS growth 8-12%

  Net income $348.7M ($1.92 diluted EPS) vs $330.6M ($1.69) in Q4 2023; after-tax adj. op. income $368.9M ($2.03).

• October 29, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Unum Group Q3 net income $645.7M ($3.46); adj. EPS $2.13, guides FY +10-15%

  Net income $645.7M ($3.46 diluted) vs $202.0M ($1.02) in Q3 2023; after-tax adj. operating income $398.0M ($2.13) vs $381.7M ($1.94).

• July 30, 2024, 7:59 PM ET earnings materiality 1.00 positive item 2.02item 8.01item 9.01

  Unum Group Reports Q2 2024 Earnings, Increases Full-Year Guidance, and Announces $1B Share Buyback

  Net income of $389.5 million ($2.05 per diluted share) for Q2 2024, with after-tax adjusted operating income of $411.4 million ($2.16 per share).

• June 10, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Unum Group completes $400M senior note offering at 6.00% due 2054

  $400M aggregate principal of 6.000% Senior Notes due 2054 issued.

• May 24, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Unum Group shareholders pass all four proposals at 2024 annual meeting

  Elected 12 directors; each received >150M votes for; Cynthia L. Egan had highest against (5.4M).

• April 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01 ◈ Earnings Releases

  Unum Q1 net income $395.2M ($2.04 EPS) beats year ago; raises dividend 15% to $0.42 quarterly

  Net income $395.2M ($2.04 diluted EPS) vs $358.3M ($1.80) in Q1 2023; after-tax adj. op. income $409.9M ($2.12).

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.70 · Most common event earnings

11 positive 1 negative 9 neutral

source · UNM on sec.gov