Unum Group (UNMA) — SEC Filings
Unum Group (UNMA) — 34 SEC filings. Latest: 8-K (Dec 4, 2025). Includes 17 8-K, 7 SC 13G/A, 6 10-Q.
Overview
Unum Group (UNMA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 4, 2025: Unum Group reported a significant decline in net income for the three and nine months ended September 30, 2025. For the three months, net income plummeted to $39.7 million from $645.7 million in the prior year, a decrease of 93.8%. Similarly, for the nine months, net income fell to $564.4 million fr
Sentiment Summary
Across 34 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 31 neutral. The dominant filing sentiment for Unum Group is neutral.
Filing Type Overview
Unum Group (UNMA) has filed 17 8-K, 6 10-Q, 1 DEF 14A, 2 10-K, 7 SC 13G/A, 1 DEFA14A with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (34)
Risk Profile
Risk Assessment: Of UNMA's 25 recent filings, 1 were flagged as high-risk, 6 as medium-risk, and 18 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $3,378.4M |
| Net Income | $39.7M |
| EPS | N/A |
| Debt-to-Equity | N/A |
| Cash Position | $327.9M |
| Operating Margin | N/A |
| Total Assets | $63,678.1M |
| Total Debt | $3,745.7M |
Key Executives
- Abigail P. Johnson
Industry Context
The insurance industry, particularly in the group benefits sector where Unum Group operates, is sensitive to economic conditions and interest rate environments. Companies like Unum Group face ongoing pressure to manage underwriting profitability, investment returns, and regulatory compliance. Competition remains robust, with a focus on product innovation and efficient cost management.
Top Tags
insurance (7) · financial-reporting (5) · corporate-governance (5) · Insurance (4) · 8-K (4) · 10-Q (4) · institutional-ownership (4) · amendment (4) · executive-compensation (3) · operations (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income (3 months) | $39.7M | Decreased 93.8% from $645.7M in Q3 2024 |
| Net Income (9 months) | $564.4M | Decreased 60.5% from $1,430.4M in 9M 2024 |
| Policy Benefits - Remeasurement Loss (3 months) | $475.9M | Significant loss compared to a gain in Q3 2024, driving income decline |
| Policy Benefits - Remeasurement Loss (9 months) | $417.8M | Significant loss compared to a gain in 9M 2024, impacting year-to-date income |
| Total Revenue (3 months) | $3,378.4M | Increased from $3,217.0M in Q3 2024 |
| Premium Income (9 months) | $8,138.9M | Increased from $7,866.3M in 9M 2024 |
| Treasury Stock Repurchases (9 months) | $839.5M | Increased from $504.8M in 9M 2024, indicating active capital management |
| Cash Related to Reinsurance Transaction | $953.5M | Outflow impacting operating cash flows for 9M 2025 |
| Net Cash Provided by Operating Activities (9 months) | $329.8M | Decreased from $1,027.4M in 9M 2024 |
| Total Assets | $63,678.1M | Increased from $61,959.3M at December 31, 2024 |
| Total Revenue | $3.25B | Increased by 5.2% from $3.09 billion in Q2 2024 |
| Net Income | $385M | Increased by 24.2% from $310 million in Q2 2024 |
| U.S. Disability Premium Income Growth | 7.8% | Segment premium income reached $1.65 billion |
| Unum International Revenue Growth | 6.5% | Segment revenue reached $450 million |
| Interest Rate | 6.250% | Interest rate on the junior subordinated notes |
Forward-Looking Statements
- {"claim":"FMR LLC will maintain a significant stake in Unum Group for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}
- {"claim":"Unum Group's stock price will likely see continued stability due to strong institutional backing.","entity":"Unum Group","targetDate":"2024-08-09","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Unum Group (UNMA)?
Unum Group has 34 recent SEC filings from Jan 2024 to Dec 2025, including 17 8-K, 7 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of UNMA filings?
Across 34 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 31 neutral. The dominant sentiment is neutral.
Where can I find Unum Group SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Unum Group (UNMA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Unum Group?
Key financial highlights from Unum Group's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for UNMA?
The investment thesis for UNMA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Unum Group?
Key executives identified across Unum Group's filings include Abigail P. Johnson.
What are the main risk factors for Unum Group stock?
Of UNMA's 25 assessed filings, 1 were flagged high-risk, 6 medium-risk, and 18 low-risk.
What are recent predictions and forward guidance from Unum Group?
Recent forward-looking statements from Unum Group include guidance on {"claim":"FMR LLC will maintain a significant stake in Unum Group for the foreseeable future.","entity":"FMR LLC","targe and 1 other predictions.