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UNM · NASDAQ · STOCK

Unum

Financial Services Updated August 09, 2026
$90.58
52W $68.28 – $93.22
59/100
$14.34B
21.1
0.26
AI Committee Verdict
Buy
59/100
Conviction: High · 75% agreement · 4 analysts
+2.9%
-15.4%
0.19:1
High
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is UNM Bullish or Bearish?

Bullish. Innellis AI committee rates Unum (UNM) Buy with a composite score of 59/100 , based on 4 analysts with 75% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.56 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.44 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 25 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
59/100
Agreement
75%
Analysts
4
Conviction
High
Sector Rank
Top 66%
of 142 Financial Services peers
Growth Analyst bearish
35 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 25 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 59.4 to 59.4.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
59.4
Neutral
MACD Histogram
0.352
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$76.62
Resistance
$93.22
Bollinger %B
0.81
Inside Bands
Price vs Moving Averages
EMA 9
$89.04 Above
EMA 21
$88.54 Above
EMA 50
$87.33 Above
EMA 200
$81.18 Above

Fundamental Analysis

Valuation
92
Growth
44
Profitability
28
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 21.1×
P/B Ratio 1.34×
PEG Ratio -0.43
Dividend Yield 2.08%
52W High $93.22
52W Low $68.28
Quality & Growth
ROE 664.2%
ROA 115.2%
Gross Margin 3569.9%
Operating Margin 683.3%
Revenue Growth YoY
Debt / Equity 0.35
AI Fundamental Assessment
P/E ratio of 21.1 (inexpensive relative to a 15-40x range); Price-to-book of 1.3x; PEG ratio of -0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 6.6%; Return on assets of 1.2%; Net margin of 5.3%; Gross margin of 35.7%; Current ratio of 17.97 (healthy short-term liquidity); Debt-to-equity of 0.35; Free cash flow per share is positive (4.34); Most recent quarter missed estimates by 0.9%; EPS growth decelerating (+11.5% -> +0.9% QoQ); Average YoY EPS growth of 4.3%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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