- Unum’s book value per share stands at $65.76, surpassing last year’s $55.63 and exceeding estimates of $64.90.
- Revenue increased by 4% year-over-year, reaching $3.36 billion.
- Premium income rose by 4.6% year-over-year to $2.75 billion, slightly above the estimated $2.73 billion.
- Net investment income grew by 2.9% year-over-year, amounting to $560.7 million, which is higher than the $524.4 million estimate.
- Adjusted operating EPS was $2.07, down from $2.16 last year, and below the projected $2.22.
- CEO Richard P. McKenney stated that the company made significant progress on strategic priorities despite missing earnings expectations.
- The company’s stock recommendations include 10 buy ratings and 4 hold ratings, with no sell ratings.
Unum Group on Smartkarma
On Smartkarma, independent analyst Baptista Research covers Unum Group and recently published insightful reports on the company’s performance. In one report titled “Unum Group Surges Internationally with Double-Digit Growth in Poland and the U.K.; What Lies Ahead?”, the analysis highlights Unum Group‘s first quarter results for 2025. Despite reporting a return on equity exceeding 20% and premium growth of over 4%, Unum’s earnings per share of $2.04 fell short of expectations due to an increase in disability claims.
Another report by Baptista Research, titled “Unum Group: Growth in Core & Large Case Markets Signaling Brilliant Future Growth & Amplified Market Penetration!”, emphasizes Unum Group‘s robust financial performance and market position. With strong earnings, capital management, and growth-focused initiatives, the report notes a 10% increase in earnings per share in 2024, surpassing projections. Unum’s core operations have been a significant driver, delivering a return on equity exceeding 20%, indicating promising growth prospects for the company.
A look at Unum Group Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 3 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Unum Group, a company specializing in group disability and special risk insurance, is poised for a promising long-term outlook based on the Smartkarma Smart Scores. With strong scores in areas such as value and growth, Unum Group demonstrates favorable indicators for its overall performance. The company’s commitment to providing disability insurance, group life insurance, and voluntary benefits to employees at worksites showcases its resilience in the market, contributing to a positive outlook.
Furthermore, Unum Group‘s solid performance in key areas such as value and growth, coupled with its focus on providing essential insurance products, positions it well for future success. While maintaining a steady momentum, the company’s competitive scores across various factors underline its potential for long-term growth and sustainability in the insurance industry.
Summary of the description of the company based on provided information: Unum Group provides group disability and special risk insurance. The Company offers disability insurance, group life insurance, and voluntary benefits to employees at their worksites.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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