NYSEFinancialsLife & Health InsuranceS&P MidCap 400
$76.75
+2.80 (+3.79%)
Close of Nov 06, 2026 · end-of-day data
UNM 8-K filings in 2026
Every material Form 8-K Unum filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Unum Group reported a net loss of $419.7 million, or $2.65 per diluted common share, for the third quarter of 2026, compared to net income of $39.7 million in the prior-year period. After-tax adjusted operating income was $349.0 million, or $2.20 per diluted common share, alongside solid premium growth of 4.7 percent on a constant currency basis across core operations. Concurrently, the company updated its full-year 2026 after-tax adjusted operating income per share guidance to a range of $8.30 to $8.50.
Net loss of $419.7 million ($2.65 per diluted common share) for the third quarter of 2026.
After-tax adjusted operating income of $349.0 million ($2.20 per diluted common share) for the quarter.
Year-to-date capital return reached $1,038.5 million, including approximately $200 million of share repurchases during the third quarter.
Full-year 2026 after-tax adjusted operating income per share expected to be $8.30 to $8.50.
Unum Group reported second-quarter 2026 net income of $256.9 million, or $1.61 per diluted share, down from $335.6 million, or $1.92, a year earlier. Adjusted per-share operating income rose to $2.16 from $2.06, but adjusted operating income in dollars fell to $346.0 million from $360.2 million, as the company absorbed a $75.4 million Closed Block segment loss and $30.7 million in strategic actions charges before tax.
Net income $256.9 million ($1.61 per diluted share) in Q2 2026, versus $335.6 million ($1.92) in Q2 2025
After-tax adjusted operating income $346.0 million ($2.16 per diluted share), versus $360.2 million ($2.06) a year earlier
Closed Block segment adjusted operating loss of $75.4 million and strategic actions impact of $30.7 million before tax
Full-year 2026 outlook for after-tax adjusted operating income per share of $8.60 to $8.90
Unum's Unum Life Insurance Company of America agreed on July 2, 2026 to cede a portion of its closed block individual long-term care business to Fortitude Reinsurance Company Ltd. on a 100% quota share coinsurance basis. The company says the deal reduces its legacy long-term care exposure and that the closing is expected during 2026, but it also involves transferring about $5.7 billion of assets and cash and is expected to reduce operating earnings through foregone investment income and incremental interest expense.
Reinsures $3.8 billion of long-term care statutory reserves, or 26% of total LTC statutory reserves as of March 31, 2026
Initial portfolio of assets and cash with fair market value of approximately $5.7 billion to transfer at closing, subject to adjustment for interest rates
Remaining LTC statutory reserves expected to be about $11.0 billion after the transaction, with year-end 2026 holding company liquidity of $1.5 billion to $2.0 billion
Closing expected during 2026, subject to regulatory approvals; agreement may be terminated if closing has not occurred within six months of execution
Unum reported first-quarter 2026 net income of $232.0 million ($1.41 per diluted share), up from $189.1 million ($1.06) a year earlier. After-tax adjusted operating income, which excludes investment losses and Closed Block results, rose to $352.5 million ($2.14 per share) from $348.8 million ($1.95). The company also gave a full-year 2026 outlook of $8.60 to $8.90 per share for after-tax adjusted operating income.
Net income was $232.0 million ($1.41 per diluted share) in Q1 2026, versus $189.1 million ($1.06) in Q1 2025.
After-tax adjusted operating income was $352.5 million ($2.14 per diluted share), versus $348.8 million ($1.95) a year earlier.
The Closed Block segment posted an adjusted operating loss of $145.3 million, compared with adjusted operating income of $8.0 million in Q1 2025.
Full-year 2026 outlook is $8.60 to $8.90 per share, about 8% to 12% growth over the redefined 2025 result of $7.93.
Unum Group reported fourth-quarter 2025 net income of $174.1 million ($1.04 per diluted share), down from $348.7 million ($1.92 per diluted share) a year earlier, and included an $82.0 million after-tax pension settlement loss. The company forecast 2026 after-tax adjusted operating income of $8.60 to $8.90 per share, which it says represents growth of about 8% to 12% over its redefined 2025 result of $7.93 per share.
Q4 2025 net income was $174.1 million ($1.04 per diluted share), compared with $348.7 million ($1.92 per diluted share) in Q4 2024.
Q4 2025 included an $82.0 million after-tax settlement loss ($0.49 per diluted share) on the U.S. pension plan annuity purchase.
2026 outlook: after-tax adjusted operating income of $8.60 to $8.90 per share, versus a redefined 2025 result of $7.93 per share.
Book value per common share was $67.11 at December 31, 2025, up from $61.38 a year earlier; 2025 shareholder returns totaled about $1.3 billion, including $1.0 billion of share repurchases.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Unum filing is on SEC EDGAR ↗. 8-K briefs of other companies →