Recent 8-K filings for UNM

• 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).

• 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.

• 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.

• 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