Unum Group filings document the regulatory record of a Delaware insurance holding company with common stock and listed junior subordinated notes. Its Form 8-K reports regularly furnish quarterly earnings releases, statistical supplements, Regulation FD materials, share repurchase authorizations, and capital markets transactions such as senior note offerings.
The company’s proxy materials cover board governance, executive compensation, shareholder voting matters, and annual meeting proposals. Other filings record bylaw amendments affecting shareholder meetings, vote counting, proposal procedures, director nominations, and related governance mechanics, alongside disclosures about the company’s securities and capital structure.
Unum Group reported third-quarter 2026 total revenue of $2,547.5 million, compared with $3,378.4 million in the same quarter of 2025, and a net loss of $419.7 million versus net income of $39.7 million. Net investment loss was $853.0 million, compared with a $128.0 million gain. The company recognized $754.4 million of realized losses based on its intent to dispose of fixed-maturity securities with a fair value of $4,232.3 million in connection with the 2026 reinsurance transaction with Fortitude Reinsurance Company Ltd.
For the nine months ended September 30, 2026, total revenue was $9,272.7 million versus $9,831.4 million, and net income was $69.2 million versus $564.4 million. Net cash provided by operating activities was $1,405.8 million, compared with $329.8 million. The funding agreement-backed loan program established in February 2026 permits an unaffiliated trust to borrow up to $500.0 million under a six-month delayed-draw facility and deposit proceeds with wholly owned subsidiary Colonial Life & Accident Insurance Company under funding agreements. At September 30, 2026, those agreements were fully collateralized, with $500.0 million principal outstanding.
Unum Group (UNM) reported a third-quarter 2026 net loss of $419.7 million, or $2.65 per diluted share, compared with net income of $39.7 million, or $0.23 per diluted share, a year earlier. After-tax adjusted operating income was $349.0 million, or $2.20 per diluted share, versus $479.4 million, or $2.81. GAAP results included an $853.0 million before-tax net investment loss, primarily related to assets supporting the anticipated Fortitude Re long-term care reinsurance transaction, and a $135.6 million Closed Block segment adjusted operating loss.
Premium income was $2,800.7 million, up 4.2%. Unum US segment adjusted operating income fell 35.2% to $315.3 million, while Colonial Life segment adjusted operating income rose 35.0% to $169.4 million. Unum repurchased 2.1 million shares for $202.0 million and paid $80.1 million in common dividends. At September 30, 2026, holding company liquidity was $1,383.4 million and the traditional U.S. insurance companies' weighted average risk-based capital ratio was approximately 485%.
Unum revised its after-tax adjusted operating income definition to include annual reserve assumption updates and refinements. It expects full-year 2026 after-tax adjusted operating income per share of $8.30 to $8.50, including approximately $0.33 from the notable item.
Unum Group (UNM) reported that Walter Lynn Rice Jr., its Senior Vice President and Chief Accounting Officer, disposed of shares of common stock on September 10, 2026. He sold 2,188 shares of common stock at $94.315 per share in an open-market or private transaction and made a bona fide gift of 239 shares the same day. After these transactions, he held a total of 7,915 shares, including 5,404 stock-settled restricted stock units and 2,511 shares of common stock. No Rule 10b5-1 trading plan is reported for these transactions.
Unum Group (UNM) director Timothy F. Keaney reported selling 4,300 shares of common stock on September 10, 2026 in a sale characterized as an open market or private transaction at $94.02 per share. After this transaction, he reports beneficial ownership of 36,502 shares, including deferred share rights and restricted stock units, with no Rule 10b5-1 trading plan indicated.
Unum Group (UNM) reported that Lisa G. Iglesias, EVP and General Counsel, sold 4,000 shares of Common Stock on September 9, 2026 in an open-market transaction at a weighted average price of $94.4367 per share, with individual sale prices ranging from $94.434 to $94.470 per share.
After this sale, Iglesias directly holds 25,453 shares in total, consisting of 15,818 restricted stock units that are stock-settled on a 1-for-1 basis in common shares and 9,635 shares of common stock. No Rule 10b5-1 trading plan is indicated.
Unum Group (UNM) has a notice under Rule 144 for a planned sale of common stock by officer Walter Lynn Rice through Fidelity Brokerage Services LLC. The filing covers the potential sale of 2,188 shares of Unum common stock with an aggregate market value of $206,361.22, to be sold on the NYSE around September 10, 2026. The shares were acquired as compensation via restricted stock vesting, including 1,349 shares that vested on March 1, 2025 and 839 shares that vested on March 1, 2026. Unum common shares outstanding are reported as 158,306,798.
Unum Group (UNM) is the issuer of common stock for which director Timothy F. Keaney has filed notice to sell shares under Rule 144. The notice covers 4,300 shares of common stock, with an approximate aggregate market value of $404,286.43, to be sold through Fidelity Brokerage Services LLC on the NYSE.
Unum Group (UNM) received a notice that officer Lisa G. Iglesias intends to sell up to 4,000 shares of common stock under Rule 144 through Fidelity Brokerage Services LLC on or after September 9, 2026. The shares relate to restricted stock that vested in February 2022 and February 2023.
Unum Group (UNM) announced that its board of directors has authorized a new share repurchase program allowing the company to buy back up to $1 billion of its common stock from time to time beginning on September 1, 2026.
The existing repurchase program will remain in effect through August 31, 2026, after which all repurchases will occur under the new authorization. Repurchases may be executed in open market or privately negotiated transactions, including accelerated share repurchase programs and trades made pursuant to Rule 10b5-1 plans, and the board may suspend, modify, or terminate the program at any time.
Unum describes itself as a leading provider of workplace benefits and services. In 2025, it reported $13.1 billion in revenue and paid $8.3 billion in benefits, highlighting the scale of operations relative to the new repurchase capacity.
Unum Group executive Andrew D. Walker, EVP and Chief Customer Operations Officer, reported a Form 4 transaction involving common stock. On 2026-07-31, 1,819 shares were disposed of as a payment of tax liability by delivering or withholding securities, at $86.11 per share. The shares were withheld to satisfy tax obligations arising from the vesting of 7,467 stock-settled restricted stock units (RSUs).
After this tax-withholding disposition, Walker directly holds a total of 24,324 share-based interests, consisting of 18,676 restricted stock units and 5,648 shares of common stock. All stock-settled RSUs may be settled on a 1-for-1 basis solely in shares of Unum Group common stock.