Highest-materiality recent filing
Unum board authorizes $1B share repurchase program starting Sept 1, 2026
Board approved up to $1 billion of common stock repurchases, effective September 1, 2026.
Unum Q2 net income $256.9M ($1.61 EPS); adjusted EPS $2.16, up from $2.06
Net income $256.9M ($1.61 diluted EPS) vs $335.6M ($1.92) in Q2 2025; after-tax adjusted operating income $346.0M ($2.16) vs $360.2M ($2.06).
Reinsures $3.8B of LTC statutory reserves (26% of total, 52% of individual LTC) as of March 31, 2026.
Unum Group promotes Andrew Walker to EVP, Chief Customer Operations Officer
Promotion effective July 1, 2026; Walker joined Unum in June 2025 as SVP, Chief Customer Operations Officer.
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.
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).
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).
Changed 'Chairman' to 'Chair' throughout; removed outdated technology references and uncertificated share formalities.
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.
Unum Group board authorizes $1B share repurchase program starting Jan 1, 2026
Board approved $1 billion share repurchase program, effective January 1, 2026.
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.
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.
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.
Closed coinsurance transaction effective Jan 1, 2025; recorded as of July 1, 2025.
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.
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.
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.
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).
Unum board authorizes $1B share repurchase program starting April 1, 2025
Board approved repurchase of up to $1 billion of common stock.
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).
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).
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).
Unum Group completes $400M senior note offering at 6.00% due 2054
$400M aggregate principal of 6.000% Senior Notes due 2054 issued.
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).
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).
Unum Q4 net income $330.6M ($1.69 EPS); adjusted EPS $1.79; guides 2024 EPS growth 7-9%
After-tax adjusted operating income $350.5M ($1.79 per diluted share); YoY adjusted EPS growth 23.3%.
Unum Group COO Michael Q. Simonds resigns effective Feb 9, 2024
Michael Q. Simonds, EVP and COO, notified resignation on Jan 1, 2024; effective Feb 9, 2024.
Unum Group board authorizes $500M share repurchase program starting Jan 2024
$500 million common stock repurchase authorization begins January 1, 2024.
Unum Q3 adj. op. EPS $1.94 beats; net income hit by $139M LTC reserve charge
Net income $202M ($1.02 diluted EPS) vs $510M ($2.53) in Q3 2022; after-tax adj. op. income $381.7M ($1.94) vs $332.3M ($1.65).
Unum Q2 net income $392.9M ($1.98 EPS), adjusted op income $2.06 EPS; raises FY guidance
Net income $392.9M ($1.98 diluted EPS); after-tax adjusted operating income $408.8M ($2.06 diluted EPS).
Unum Group elects Travelers EVP Mojgan Lefebvre to board of directors
Mojgan Lefebvre, EVP & chief technology/operations officer at Travelers, elected to Unum board, effective July 20, 2023.
Unum shareholders re-elect all 11 directors, approve say-on-pay, ratify EY
All 11 director nominees elected; Kevin T. Kabat received 17.3M against votes (~10.2% of shares voted).
Unum Group increases quarterly dividend 10%+ to $0.365/share ($1.46 annualized)
New quarterly dividend rate of $0.365 per common share, up from $0.33 (more than 10% increase).
Unum Group Q1 net income $358.3M ($1.80 EPS); raises FY2023 outlook to 20-25% growth
Net income $358.3M ($1.80 diluted EPS); after-tax adjusted operating income $372.6M ($1.87), up from $271.4M ($1.33) YoY.
Unum Group provides supplemental exhibit showing restated financials under ASU 2018-12 adoption
Supplemental Exhibit illustrates restated prior-period results under new long-duration contracts accounting standard ASU 2018-12.
Unum Group amends Bylaws to align with Delaware law and address proxy solicitations
Board adopted amendments to Bylaws effective March 4, 2023.
Director Francis J. Shammo to leave Unum Board after 2023 Annual Meeting
Shammo notified Unum on Feb 21, 2023 he will not stand for re-election.
Unum Group boosts share repurchase authorization to $250M for 2023
Board approved increase in common stock repurchase authorization to $250 million through December 31, 2023.
Unum Q4 net income $279.6M, adj. EPS $1.43; core sales up 16.8% YoY
Net income $279.6M ($1.39 diluted EPS) vs $159.7M ($0.78) in Q4 2021.
Unum board authorizes $200M share repurchase program for 2023
New program allows repurchases up to $200M of UNM common stock from Jan 1 to Dec 31, 2023.
Unum Q3 adjusted EPS $1.51, up 47% YoY; reaffirms FY22 adj EPS growth guidance 40-45%
Net income $410.7M ($2.04 diluted EPS), up from $328.6M ($1.60) in Q3 2021.
Unum names Walter Lynn Rice Jr. as SVP, Chief Accounting Officer
Appointment effective August 7, 2022; Rice will serve as principal accounting officer.
Unum Q2 net income $370.4M ($1.83 EPS); raises FY2022 outlook to 40-45% growth
Net income $370.4M ($1.83 diluted EPS) vs $182.9M ($0.89) in Q2 2021; after-tax adjusted operating income $386.6M ($1.91 EPS).
Unum's Chief Accounting Officer Cherie Pashley resigns; CFO Zabel to serve as interim CAO
Cherie A. Pashley resigns as SVP, Chief Accounting Officer, effective July 8, 2022.
Unum shareholders approve 2022 Stock Incentive Plan authorizing 6.75M shares
Shareholders approved 2022 Stock Incentive Plan: 154.0M for, 5.9M against, replacing prior plan for future long-term awards.
Unum Group raises quarterly dividend 10% to $0.33 per share
New quarterly dividend of $0.33 per share ($1.32 annualized), up 10% from prior rate.
Unum Q1 net income $253.5M ($1.25 EPS); raises FY22 EPS growth outlook to 15-20%
Net income $253.5M ($1.25 diluted EPS) vs $153.0M ($0.75) in Q1 2021; after-tax adjusted op income $277.3M ($1.36).
Unum Group enters $500M revolving credit facility, adds three insurance subsidiaries as borrowers
Second Amended and Restated Credit Agreement provides $500M senior unsecured revolving credit facility, with $100M LC sublimit and $50M swingline.
Unum elects Gale V. King, former Nationwide EVP & CAO, to its Board of Directors
Gale V. King joins Unum board effective March 4, 2022; independent director determination.
Unum hosted a virtual investor meeting on February 25, 2022, with management discussing financial performance and outlook.
On January 1, 2024, Michael Q. Simonds, Executive Vice President, Chief Operating Officer of Unum Group (the “Company”), notified the Company of his decision to resign from the Company, effective February 9, 2024, to pursue another professional opportunity.
the Board of Directors (the “Board”) of Unum Group (the “Company”) increased the number of directors serving on the Board from 11 to 12 and elected Mojgan M. Lefebvre as a director of the Company, effective July 20, 2023.
On February 21, 2023, Francis J. Shammo notified Unum Group (the “Company”) that he would not stand for re-election to the Company’s Board of Directors (the “Board”) at the Company’s 2023 Annual Meeting of Shareholders and would leave the Board at the conclusion of his current term.
On August 5, 2022, Unum Group (the “Company”) named Walter Lynn Rice, Jr. as Senior Vice President, Chief Accounting Officer of the Company, effective August 7, 2022.
following which Steven A. Zabel, Executive Vice President, Chief Financial Officer, will serve on an interim basis as the Company’s principal accounting officer until a successor has been named.
On June 29, 2022, Cherie A. Pashley, Senior Vice President, Chief Accounting Officer of Unum Group (the “Company”), notified the Company of her resignation.
On March 4, 2022, the Board of Directors (the “Board”) of Unum Group (the “Company”) elected Gale V. King as a director of the Company.
Max materiality 1.00 · Median 0.65 · Most common event earnings