UNMA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $21.31
P/E 5.4
BPA $4.27
Ingresos $13.08B
ROE 6.7%
Deuda/Capital 0.3
Rango 52S $21–$24

UNMA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Acerca de Unum Group 6.250% Junior Subordinated Notes due 2058 Descripción general de la empresa de Wikipedia

05 · wikidata

Unum Group (stylized as uṅu̇ṁ) is an American insurance company headquartered in Chattanooga, Tennessee. Founded as Union Mutual in 1848 and known as UnumProvident from 1999–2007, the company is part of the Fortune 500. Unum Group was created by the 1999 merger of Unum Corporation and The Provident Companies and comprises four distinct businesses – Unum US, Unum UK, Unum Poland and Colonial Life. Its underwriting insurers include The Paul Revere Life Insurance Company and Provident Life and Accident Insurance Company.

As of 2018, Unum was the third-largest disability insurer in the United States. Unum also offers other insurance products including accident, critical illness and life insurance as well as workplace leave management and mental health. In 2022, Unum insured about 45 million individuals through group policies and reported revenue of $11.991 billion.

History

Founding as Unum corporation

Union Mutual Life Insurance was incorporated in 1848 in Maine. The company issued its first policy, which covered the life of founder and company president Elisha B. Pratt for $5000 (equivalent to $193,500 in 2025), on October 1, 1849. Union Mutual's principal office at the time was located in Boston, Massachusetts, where Pratt resided. Union Mutual remained headquartered in Boston until 1881, when the state of Maine passed a law that required the principal office and headquarters of all insurance companies incorporated by the state to be located within the state. The company relocated to Portland, Maine.

In 1940, the company acquired most of Massachusetts Accident Company's health and accident insurance business. The acquisition was Union Mutual's first expansion beyond individual life and endowment insurance. In 1969, Union Mutual established the insurance industry's first downstream holding company, which facilitated the company's continued expansion and diversification. Union Mutual also established its group disability business in the 1960s. Group disability would become the company's flagship product.

Union Mutual became the first major mutual insurance company to demutualize in 1986. Company CEO Colin Hampton had been pushing for demutualization since 1970 and the company formally began the process of converting to a publicly held company in January 1985. Union Mutual, now renamed Unum, began trading on the New York Stock Exchange in November 1986.

The company also began selling off underperforming businesses during the 1980s. From 1982 to 1990, Unum abandoned many insurance products, including medical insurance, individual life insurance, general investment contracts, and individual annuities and pensions. Under the leadership of then-CEO James Orr, the company turned its focus to long-term group disability insurance.

In March 1990, Unum acquired National Employers Life Assurance Holdings, which at the time was the United Kingdom's largest disability insurer. The company later acquired Duncanson & Holt, a reinsurer and insurance underwriter for the accident and health insurance sectors. In 1993, Unum acquired the Colonial Companies, parent company of Colonial Life & Accident Insurance Company. Colonial focused on individual insurance products, including accident, cancer and life insurance policies. Unum began offering individual disability policies under the Unum brand once again in 1995.

Growth as the Provident companies

The Provident companies was founded in Chattanooga, Tennessee in May 1887 as Mutual Medical Aid and Accident Insurance Company. The company originally specialized in providing both medical-aid and accident insurance to employees in high-risk industries, including miners and coal workers. Within a few months, the company’s founders became concerned that a single disease epidemic would bankrupt the company. Mutual Medical Aid and Accident purchased back all outstanding medical-aid policies and reincorporated as Provident Accident Insurance Company. Provident only issued accident policies.

In 1892, Thomas Maclellan and John McMaster purchased a 50% stake in the company for $1000. The two men purchased the remaining 50% equity in 1895 and Maclellan was the company's sole owner and president by 1900. Maclellan reorganized the company from being mutually held to a stock company in 1910.

Thomas Maclellan served as president of Provident until he was struck by an automobile and unexpectedly died 1916. Robert Jardine Maclellan, the son of Thomas and Helen Maclellan, and the maternal grandson of railroad promoter Robert Jardine, assumed the presidency of Provident following his father's death. Provident began selling life insurance the following year, in 1917, and the first life insurance policy issued by the company covered Robert Maclellan's life. The company also began offering railroad insurance.

Provident wrote its first group policy in 1924. The company expanded its operations with its 1926 acquisition of Detroit, Michigan-based Standard Accident Company. Provident operated in 34 states by 1928. It also acquired Southern Surety Company in 1931 and Meridian Insurance of West Virginia in 1938. The company expanded into Canada in 1948.

In November 1993, J. Harold Chandler became president and chief executive officer of Provident. Chandler had previously served as a senior executive at NationsBank. Chandler initiated a company-wide restructuring at Provident, which included the 1995 sale of its health-related business to Healthsource for $231 million. Provident also increased its focus on individual disability and life policies with the 1997 acquisition of the Paul Revere Corporation, a Worcester, Massachusetts-based provider of individual disability insurance, from Textron for $1.2 billion. The purchase of Paul Revere made Provident the nation's largest provider of individual disability policies.

Unum Group (1999–present)

Unum and Provident of Chattanooga, Tennessee announced their intention to merge in November 1998. When the merger was completed in 1999, the new company, named UnumProvident, was the United States' largest disability insurance provider. Then-Unum chairman and chief executive James Orr was retained in as chairman and CEO of UnumProvident, which was headquartered in Portland, Maine.

Company Chief Operating Officer J. Harold Chandler, who had served as Provident's chief executive prior to the merger, succeeded Orr as UnumProvident CEO in November 1999. The company sold Provident National Assurance, a holding company for its life insurance and variable annuity business, to Allstate in 2001. In 2002, UnumProvident relocated its headquarters from Portland, Maine to Chattanooga, Tennessee. The former Provident Companies was headquartered in Chattanooga.

Unum received negative attention in 2002, when California regulators fined Unum, and alleged that the company inappropriately denied long-term disability insurance claims. Unum stated that "only 2% of the policyholders who filed a claim with the company last year [2001] were found not to be disabled, an amount consistent with prior experience."

UnumProvident acquired Sun Life Financial's United Kingdom-based group insurance business in 2003. Thomas Watjen replaced Orr as UnumProvident’s chief executive later that year. The company also sold its Japanese and Argentine businesses.

In 2004, Unum entered into a regulatory settlement agreement (RSA) with insurance regulators in over 40 states. The settlement related to Unum's handling of disability claims and required the company "to make significant changes in corporate governance, implement revisions to claim procedures and provide for a full re-examination of both reassessed claims and disability insurance claim decisions after the January 2005 effective date of the RSA." The review was completed in 2008, and resulted in a 41.7% reversal, "in whole or part", and an additional $676.2 million of benefits paid nationwide by Unum. The state of Maine press release announcing the result, praised regulators for their work, and the company for coming into compliance. The company was involved with the UK's controversial Welfare Reform Bill in 2007 and was investigated by the BBC in England at that time.

In 2007, UnumProvident was renamed Unum. The Unum moniker was last used by the Unum Corporation prior to the 1999 merger. In 2012 and 2013, Unum partnered with the Consumer Federation of America to release reports which examined the use of disability insurance by American workers. According to numbers released by the Bureau of Labor Statistics that were cited by the report, two-thirds of American workers do not carry disability insurance policies. In addition, the report found that, among other things, workers know little about disability insurance, despite expecting financial hardship if they were to become unable to work.

In 2008 Unum opened its IT centre of excellence in Carlow, Ireland, and continued to digitize its finance operations, and to invest in technology, in the U.S. and abroad during the following decades.

Richard McKenney has led Unum as its CEO since April 1, 2015. Unum UK entered the dental insurance market with acquisitions of National Dental Plan, then Starmount Life, in 2015 and 2016, respectively. As of December 2016, Unum had 9,400 full-time employees and annual revenues of $11.047 billion.

From 2019, Unum Group has been named annually among The Civic 50 by Points of Light.

In 2022, Unum Group provided coverage to about 45 million people with 10,937 employees, and reported revenue of $11.991 billion.

In 2023, subsidiary Colonial Life & Accident Insurance Company launched Gathr, a proprietary HR tech and benefits administration platform for small businesses.

Corporate structure and company culture

Unum Group is headquartered in Chattanooga, Tennessee, and maintains offices in Portland, Maine; Columbia, South Carolina; Baton Rouge, Louisiana; Atlanta, Georgia; Milton Court, Dorking, Surrey, Basingstoke and Hampshire, England, Warsaw, Poland and Carlow, County Carlow, Ireland. Thomas Watjen served as Unum Group president and chief executive from 2003 until his retirement in 2015. Watjen became Chairman of the Unum Group Board of Directors on May 21, 2015. He was succeeded as President and CEO by Richard McKenny.

Unum is divided into five business segments: Unum US, Unum UK, Unum Ireland, Unum Poland and Colonial Life. It is one of the world’s largest providers of employee benefits as group disability insurance, as well as group benefits, life insurance and other services.

During the 2010s, Unum collaborated with Oxford Economics, among others, to analyze staff engagement and retention, subsequently designing policies and adding benefits to nurture company loyalty. It continually develops policies and programs that target inclusivity, compliance security. and environmental sustainability.

The company is a long-time participant of the Maine Heart Walk, with COO Mike Simonds serving as the event’s chairman in 2021. Unum Group has been named annually to several Forbes’ lists, including America’s Best Largest Employers and America’s Best Employers for Diversity, and, since 2021, among Ethisphere’s World’s Most Ethical Companies.

Finance

The key financial trends for Unum Group are based on fiscal years ending December 31.

Awards

Forbes' America's 100 Most Trustworthy Companies 2013

Forbes' America's Most Reputable Companies 2012–2013

Newsweek's Green Companies 2012

Center for Political Accountability recognition 2011

Dow Jones Sustainability North American Index 2010-2012

Human Rights Campaign Corporation Index 2009-2011

UK Corporate Adviser Awards – Best Group Risk Provider 2012–2013

UK Health Insurance Awards – Best Group Risk Provider 2011–2012

UK Cover Excellence Awards – Best Group Income Protection 2011

Human Rights Campaign Foundation’s Corporate Equality Index – Best Places to Workfor LGBTQ+ Equality 2022.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorFinancials industriaInsurance paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$13.08B
2019-12-31 → 2025-12-31
BPA$4.27
2019-12-31 → 2025-12-31
Flujo de caja libre$555M
2019-12-31 → 2025-12-31
Margen neto5.7%
2019-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años UNMA promedio 5A Mediana de Pares Veredicto
P/E 5.4promedio 5A ≈3.8 ≈3.8 · ·
PEG Ratio (Ratio PEG) ≈2.9 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Ratio de Pago41.5%
Pago anualizado≈$1.56Pago trimestral
CAGR de Dividendos a 5 años≈0.00%Por acción, ajustado por splits
Fecha ex-dividendoMontoMonedaRendimiento
Sep 1, 2026$0,39USD≈7.4%
Jun 1, 2026$0,39USD≈6.9%
Feb 27, 2026$0,39USD≈6.7%
Dic 1, 2025$0,39USD≈6.6%
Ago 29, 2025$0,39USD≈6.6%
May 30, 2025$0,39USD≈6.4%
Feb 28, 2025$0,39USD≈6.3%
Nov 29, 2024$0,39USD≈6.2%
Ago 30, 2024$0,39USD≈6.3%
May 31, 2024$0,39USD≈6.3%
Feb 29, 2024$0,39USD≈6.3%
Nov 30, 2023$0,39USD≈6.6%
Ago 31, 2023$0,39USD≈6.9%
May 31, 2023$0,39USD≈6.6%
Mar 1, 2023$0,39USD≈6.5%
Nov 30, 2022$0,39USD≈6.3%
Ago 31, 2022$0,39USD≈6.4%
May 31, 2022$0,39USD≈6.3%
Feb 28, 2022$0,39USD≈6.1%
Nov 30, 2021$0,39USD≈6.0%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media -4.5%
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 $2.16 $2.18 -0.92%
31 de marzo de 2026 $2.14 $2.09 2.5%
31 de diciembre de 2025 $1.92 $2.13 -10.0%
30 de septiembre de 2025 $2.09 $2.17 -3.6%
30 de junio de 2025 $2.07 $2.23 -7.3%
31 de marzo de 2025 $2.04 $2.21 -7.7%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 9
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $13.08B$12.89B$12.39B$11.98B$12.01B$13.16B$12.00B$11.60B$11.29B$11.05B$10.73B$10.52B
Pretax Income $934M$2.25B$1.64B$1.75B$1.26B$964M$1.38B$628M$1.40B$1.35B$1.24B$542M
Income Tax $195M$472M$356M$343M$280M$171M$282M$104M$410M$416M$371M$140M
Net Income $738M$1.78B$1.28B$1.41B$981M$793M$1.10B$523M$994M$931M$867M$402M
EPS (Basic) $4.28$9.49$6.53$7.01$4.80$3.89$5.25$2.38$4.39$3.96$3.51$1.57
EPS (Diluted) $4.27$9.46$6.50$6.96$4.79$3.89$5.24$2.38$4.37$3.95$3.50$1.57
Shares (Basic) 172,511,500187,497,700196,659,700200,647,200204,232,900203,642,000209,728,900219,635,600226,492,400235,445,700246,986,700255,525,900
Shares (Diluted) 172,921,600188,069,200197,602,000202,109,400204,847,900203,755,300209,854,400220,058,600227,335,200235,979,200247,854,700256,652,800
EBITDA $123M$116M$109M$110M$120M$114M$110M$101M$103M$102M$100M$88M
Balance general 15
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $158M$163M$146M$119M$75M$197M$84M$94M$77M$100M$113M$102M
PP&E (Net) $504M$488M$485M$452M$463M$498M$534M$547M$505M$501M$524M$532M
Accum. Depreciation $1.63B$1.50B$1.42B$1.33B$1.26B$1.24B$1.20B$1.15B$1.07B$989M$903M$823M
Goodwill $354M$349M$350M$348M$352M$353M$352M$350M$339M$335M$231M$199M
Total Assets $63.52B$61.96B$63.26B$61.15B$70.12B$70.63B$67.01B$61.88B$64.01B$61.94B$60.56B$62.45B
Deferred Tax $39M$31M$27M$25M$458M$416M$95M·····
Total Liabilities $52.40B$51.00B$53.60B$52.41B$58.70B$59.75B$57.05B$53.25B$54.44B$52.97B$51.90B$53.93B
Long-term Debt $3.77B$3.74B$3.43B$3.43B$3.44B$3.35B$3.33B$2.97B$2.94B$3.00B$2.80B$2.78B
Total Debt $3.77B$3.74B$3.43B$3.43B$3.44B$3.35B$3.33B$2.97B$2.94B$3.00B$2.83B$2.78B
Common Stock $20M$20M$19M$31M$31M$31M$31M$30M$30M$30M$30M$30M
Retained Earnings $13.35B$12.91B$11.43B$13.14B$11.99B$11.27B$10.73B$9.86B$9.54B$8.74B$8.00B$7.30B
Treasury Stock $2.03B$938M$39M$3.43B$3.23B$3.18B$3.18B$2.78B$2.43B$2.03B$1.62B$1.20B
AOCI $-1.81B$-2.52B$-3.31B$-3.45B$-5.16B$374M$37M$-814M$128M$-51M$16M$166M
Stockholders' Equity $11.12B$10.96B$9.65B$8.73B$6.03B$10.87B$9.96B$8.62B$9.57B$8.97B$8.66B$8.52B
Liabilities + Equity $63.52B$61.96B$63.26B$61.15B$70.12B$70.63B$67.01B$61.88B$64.01B$61.94B$60.56B$62.45B
Flujo de Efectivo 16
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $123M$116M$109M$110M$120M$114M$110M$101M$103M$102M$100M$88M
Deferred Tax $123M$40M$-96M$-131M$67M$288M$7M$-123M$8M$31M$29M$4M
Other Non-cash $-297M$-422M$-94M$150M$418M$-597M$524M$1.03B$43M$52M$296M$712M
Operating Cash Flow $688M$1.51B$1.20B$1.42B$1.39B$469M$1.61B$1.54B$1.16B$1.12B$1.29B$1.22B
CapEx $132M$126M$135M$102M$110M$119M$151M$144M$105M$85M$100M$114M
Investing Cash Flow $549M$-344M$-726M$-956M$-1.34B$-268M$-1.39B$-930M$-499M$-716M$-713M$-887M
Debt Issued $296M$392M$0$349M$588M$494M$842M$291M$0$609M$271M$347M
Net Debt Issued $296M$42M$0$-15M$88M$414M$349M$231M$-64M$195M$45M$161M
Stock Issued $5M$6M$5M$4M$3M$4M$6M$5M$11M$8M$6M$12M
Stock Repurchased $1.01B$973M$250M$200M$50M$0$400M$356M$402M$405M$418M$306M
Net Stock Activity $-1.01B$-967M$-245M$-196M$-47M$4M$-394M$-352M$-391M$-397M$-412M$-294M
Dividends Paid $306M$296M$277M$254M$239M$232M$229M$216M$196M$183M$174M$159M
Financing Cash Flow $-1.24B$-1.15B$-450M$-419M$-169M$-89M$-223M$-590M$-688M$-419M$-569M$-329M
Net Change in Cash $-5M$17M$27M$44M$-122M$113M$-10M$17M$-23M$-12M$10M$8M
Taxes Paid $94M$376M$446M$375M$-51M$200M$35M$140M$377M$384M$189M$156M
Free Cash Flow $555M$1.39B$1.07B$1.32B$1.28B$478M$1.59B$1.39B$1.04B$1.03B$1.19B$1.11B
Rentabilidad 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Net Margin 5.7%13.8%10.4%11.0%6.9%6.0%9.2%4.5%8.8%8.4%8.1%3.9%
Pretax Margin 7.1%17.5%13.2%13.6%8.8%7.3%11.5%5.4%12.4%12.2%11.5%5.0%
EBITDA Margin 0.94%0.90%0.88%0.92%1.0%0.86%0.92%0.87%0.92%0.92%0.93%0.84%
ROA 1.2%2.8%2.1%2.2%1.2%1.1%1.7%0.83%1.6%1.5%1.4%0.68%
ROE 6.7%16.2%13.3%14.9%7.3%7.3%11.2%6.1%10.4%10.2%10.1%4.7%
Liquidez y Solvencia 2
Métrica Tendencia 202520242023202220212020201920182017201620152014
Debt / Equity 0.30.30.40.40.30.30.30.30.30.30.30.3
LT Debt / Equity 0.30.30.40.40.30.30.30.30.30.30.30.3
Eficiencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.20.20.2
Por Acción 4
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue / Share $75.62$68.52$62.68$59.33$58.65$64.60$57.18$52.71$49.65$46.81$43.30$40.95
Cash Flow / Share $3.98$8.05$6.09$7.02$6.77$2.93$8.30$6.98$5.06$4.73$5.21$4.77
Dividend Paid / Share $1.76$1.57$1.39$1.26$1.17$1.14$1.09$0.98$0.86···
EPS (TTM) $4.27$9.46$6.50$6.96$4.79$3.89$5.24$2.38$4.37$3.95$3.50$1.57
Tasas de Crecimiento 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 1.5%4.0%3.4%-0.20%-8.8%·······
Revenue CAGR 3Y 2.9%2.4%-2.0%·········
Revenue CAGR 5Y -0.13%···········
EPS YoY -54.9%45.5%-6.6%45.3%23.1%·······
EPS CAGR 3Y -15.0%25.5%18.7%·········
EPS CAGR 5Y 1.9%···········
Net Income YoY -58.5%38.6%-8.8%43.5%23.7%·······
Net Income CAGR 3Y -19.3%21.9%17.4%·········
Net Income CAGR 5Y -1.4%···········
Dividends Paid CAGR 5Y 5.7%···········
Valoración (TTM) 6
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $13.08B$12.89B$12.39B$11.98B$12.01B$13.16B$12.00B$11.60B$11.29B$11.05B$10.73B$10.52B
Net Income TTM $738M$1.78B$1.28B$1.41B$981M$793M$1.10B$523M$994M$931M$867M$402M
P/E 5.42.53.93.45.57.15.29.5····
Earnings Yield 18.5%40.1%25.8%29.1%18.3%14.1%19.4%10.5%····
Payout Ratio 41.5%16.7%21.6%19.3%29.0%29.2%20.8%41.2%19.7%19.6%20.1%38.6%
Annual Payout $306M$296M$277M$254M$239M$232M$229M$216M$196M$183M$174M$159M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312022-09-30
Ingresos $13.08B $12.89B $12.39B $11.98B ·
Beneficio neto $738M $1.78B $1.28B $1.41B ·
EPS Diluido $4.27 $9.46 $6.50 $6.96 ·

Propietarios institucionales (13F)

17
Actividad institucional — Q4 2025 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
0 (0 vs trimestre anterior) 0 (0 vs trimestre anterior) 0 (0 vs trimestre anterior) 0 (0 vs trimestre anterior) 0

Comparado con Q3 2025. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Activistas y propietarios del %+ 5 3 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Relational Investors, LLC, Relational Investors, L.P., Relational Fund Partners, L.P., Relational Coast Partners, L.P., RH Fund 1, L.P., RH Fund 6, L.P., Relational Investors VIII, L.P., Relational Investors IX, L.P., Relational Investors X, L.P., Relational Investors XV, L.P., Relational Investors XVI, L.P., Relational Investors XX, L.P., Relational Investors XXII, L.P., Relational Investors XXIII, L.P., Relational Investors Alpha Fund I, L.P., Ralph V. Whitworth, David H. Batchelder ×7 presentaciones 2 de septiembre de 2011 · Presentación inicial · SEC
Hugh O. Maclellan, Jr., Kathrina H. Maclellan, Robert H. Maclellan 8 de septiembre de 2003 · Presentación inicial · SEC
Hugh O. Maclellan, Jr. 2) 18 de marzo de 2002 · Presentación inicial · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 3 insiders · 2 directivos · 1 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Walter Lynn Rice JR SVP, Chief Accounting Officer 10 de septiembre de 2026 G 7 915 0 1 $-206 372
Lisa G Iglesias EVP, General Counsel 9 de septiembre de 2026 S 25 453 0 1 $-377 760
Timothy F Keaney Consejero 10 de septiembre de 2026 S 36 502 0 1 $-404 286

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

UNMA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 18 analistas COMPRA
5 27,8% Compra fuerte
8 44,4% Compra
5 27,8% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
UNMA · 5.4 1.5% 5.7% 6.7% ·
MET $51.73B 16.8 8.6% 4.4% 12.1% ·
AFL $57.20B 16.2 -9.3% 21.2% 12.9% ·
PRU · · · · · ·
PFG $19.18B 16.8 -3.1% 7.6% 10.3% ·
UNM · · · · · ·
GL $12.90B 9.9 3.7% 19.4% 20.4% ·
OSCR · -8.5 27.5% -3.8% -44.5% ·
PRI $8.22B 11.3 6.6% 22.8% 31.9% ·
LNC $8.46B 7.6 -1.2% 6.5% 12.3% ·

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

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Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Jul 29, 2026