Unum Group
XMUN:UUM

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Unum Group Logo
Unum Group
XMUN:UUM
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Price: 82.36 EUR -0.15% Market Closed
Market Cap: €15.8B

Unum Group
Investor Relations

Unum Group is an insurance company that sells employee benefits coverage, especially disability insurance, life insurance, accident coverage, and related workplace protection plans. It serves employers, workers, and individuals, mainly through benefits offered at work or purchased to protect income and families from illness, injury, or death. The company makes money by collecting premiums and then paying claims when policyholders qualify for benefits. It also earns investment income from the money it holds before claims are paid. A big part of Unum’s business is judging risk, pricing policies, and handling claims, which matters a lot in insurance. What makes Unum different is its focus on income-protection products rather than general property or auto insurance. It is closely tied to the employee-benefits market, where employers use its policies to help round out compensation packages and where workers rely on these coverages when they cannot work or need added financial protection.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 29, 2026
AI Summary
Q2 2026

Quarter: Unum said Q2 was solid overall, with adjusted operating EPS of $2.16, up 4.9%, and adjusted operating ROE of 15.9%, both in line with its outlook range.

Growth: Core premium grew 3.6% in the quarter, or just over 5% when adjusted for prior-year runoff and transactions, while U.S. sales rose 7.4% and year-to-date sales were up 14%.

Pressure points: Results were hurt by elevated paid family and medical leave claims in U.S. group disability and higher claim severity in U.K. group income protection, but management said both issues are being addressed with pricing and underwriting actions.

Guidance: Despite those headwinds, Unum reaffirmed full-year adjusted operating EPS guidance of $8.60 to $8.90 and said full-year premium growth should remain within its 4% to 7% expectation.

Capital: The company remains highly capitalized, with $1.5 billion of holding company liquidity and 480% traditional RBC, and it still expects to return about $1.3 billion to shareholders this year.

Closed Block: Unum is moving ahead with its $3.8 billion long-term care reinsurance transaction, which it says will materially reduce risk and simplify the remaining block, though it will create about $30 million to $40 million of quarterly earnings drag after closing.

Key Financials
Adjusted operating income per share
$2.16
Adjusted operating ROE
15.9%
Core earned premium growth
3.6%
Total U.S. group persistency
91.5%
Unum U.S. sales
$281.8 million
Unum U.S. premium growth
3.3%
Group disability benefit ratio
65.8%
Group life and AD&D benefit ratio
66%
Total group benefits benefit ratio
65.9%
Supplemental and voluntary adjusted operating income
$133.3 million
Supplemental and voluntary benefit ratio
47.4%
Unum International adjusted operating income
$24.3 million
U.K. benefit ratio
82.2%
U.K. premium growth
5.2%
Poland premium growth
8.8%
Colonial Life adjusted operating income
$131.4 million
Colonial Life benefit ratio
46.7%
Colonial Life premium income
$477.4 million
Colonial Life sales
$134.1 million
Colonial Life adjusted operating ROE
19.4%
Closed Block LTC reinsurance
$3.8 billion
Fairwind retained reserve protections
$1.9 billion
Capital deployment
$275 million
Holding company liquidity
$1.5 billion
Traditional RBC
480%
Statutory after-tax operating income
$331 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Richard Paul McKenney
President, CEO & Director
No Bio Available
Mr. Steven Andrew Zabel
Executive VP & CFO
No Bio Available
Ms. Lisa Gonzalez Iglesias CPA, J.D.
Executive VP & General Counsel
No Bio Available
Mr. Timothy Gerald Arnold
Executive VP of Voluntary Benefits & President of Colonial Life
No Bio Available
Ms. Martha Davies Leiper C.F.A.
Executive VP & Chief Investment Officer
No Bio Available
Mr. Walter Lynn Rice Jr.
Senior VP & Chief Accounting Officer
No Bio Available
Mr. J. Matthew Royal
Senior Vice President of Investor Relations & Treasury
No Bio Available
Ms. Elizabeth A. Claire Ahmed
Executive Vice President of People & Communications
No Bio Available
Mr. Joseph Richard Foley
Senior Vice President of Corporate Marketing & Public Relations
No Bio Available
Mr. Marco Forato
Senior VP & Chief Strategy Officer
No Bio Available

Contacts

Address
TENNESSEE
Chattanooga
1 Fountain Square
Contacts
+13026365400
www.unum.com