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Jul 10, 11:02 AMJefferies downgrade to Hold triggers ~3% drop in CNO shares

Peers: LNC JXN UNM GL PRI VOYA EQH PRU PFG MET

| Held by: AVUV IJH VTI IWM VB VBR VXF IWN MDY DFAT

Index	RUT
Market Cap	4.87B
Enterprise Value	-
Income	245.50M
Sales	4.53B
Book/sh	26.64
Cash/sh	-
Dividend Est.	0.71 (1.36%)
Dividend TTM	0.69 (1.32%)
Dividend Ex-Date	Jun 10, 2026
Dividend Gr. 3/5Y	6.80% 7.35%
Payout	29.17%
Employees	3300
IPO	Sep 11, 2003

P/E	20.92
Forward P/E	10.56
PEG	1.41
P/S	1.08
P/B	1.96
P/C	-
P/FCF	7.09
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	1.72
LT Debt/Eq	1.72
Option/Short	Yes / Yes

EPS (ttm)	2.50
EPS next Y	4.95
EPS next Q	0.97
EPS this Y	0.53%
EPS next Y	11.80%
EPS next 5Y	7.51%
EPS past 3/5Y	-24.59% 1.73%
Sales past 3/5Y	6.58% 3.32%
EPS Y/Y TTM	-12.76%
Sales Y/Y TTM	5.03%
EPS Q/Q	195.03%
Sales Q/Q	3.04%
Earnings	Apr 30 AMC
EPS/Sales Surpr.	12.10% 2.62%

Insider Own	3.17%
Insider Trans	-9.47%
Inst Own	96.25%
Inst Trans	0.39%
ROA	0.71%
ROE	9.76%
ROIC	3.61%
Gross Margin	-
Oper. Margin	14.03%
Profit Margin	5.42%
SMA20	0.66%
SMA50	7.00%
SMA200	20.65%
Trades

Shs Outstand	93.80M
Shs Float	90.39M
Short Float	2.52%
Short Ratio	2.90
Short Interest	2.28M
52W High	53.55 -2.50%
52W Low	35.24 48.16%
Volatility	1.72% 1.88%
ATR (14)	1.01
RSI (14)	59.47
Beta	0.83
Rel Volume	0.63
Avg Volume	784.82K
Volume	80,940

Perf Week	-0.82%
Perf Month	5.20%
Perf Quarter	23.57%
Perf Half Y	18.90%
Perf YTD	22.93%
Perf Year	43.71%
Perf 3Y	114.94%
Perf 5Y	124.27%
Perf 10Y	190.22%
Recom	3.00
Target Price	51.75
Prev Close	51.96
Price	52.21
Change	0.48%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-10-26	Downgrade	Jefferies	Buy → Hold	$55
Jun-01-26	Upgrade	Evercore ISI	Underperform → In-line	$48
Dec-15-25	Upgrade	Jefferies	Hold → Buy	$47
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$38
Apr-16-24	Upgrade	Piper Sandler	Neutral → Overweight	$29
Jan-04-24	Downgrade	Evercore ISI	In-line → Underperform	$24 → $26
Jun-29-23	Resumed	Raymond James	Mkt Perform
Sep-13-22	Initiated	RBC Capital Mkts	Outperform	$25
Jan-26-22	Initiated	Jefferies	Hold	$25
Jan-05-22	Downgrade	Piper Sandler	Overweight → Neutral	$29 → $27
Sep-10-21	Upgrade	Piper Sandler	Neutral → Overweight	$25 → $27
Mar-31-21	Downgrade	Piper Sandler	Overweight → Neutral	$25
Sep-01-20	Upgrade	Piper Sandler	Neutral → Overweight	$17 → $19
Jun-18-20	Upgrade	Goldman	Neutral → Buy	$17 → $19
May-29-20	Upgrade	B. Riley FBR	Neutral → Buy	$15 → $20
May-20-20	Initiated	Piper Sandler	Neutral	$14
Mar-11-20	Downgrade	B. Riley FBR	Buy → Neutral	$24 → $20
Jan-07-20	Downgrade	Evercore ISI	Outperform → In-line
Jan-09-19	Upgrade	Evercore ISI	In-line → Outperform
May-17-18	Upgrade	Morgan Stanley	Underweight → Equal-Weight

Show Previous Ratings

Jun-17-26 09:15AM	CNO Financial Group Extends Title Sponsorship of Indianapolis Monumental Marathon Through 2028 (PR Newswire)
May-12-26 04:15PM	CNO Financial Group Announces Voting Results from 2026 Annual Meeting of Shareholders (PR Newswire)
May-06-26 04:15PM	CNO Financial Group Announces Increase of Quarterly Dividend to $0.18 (PR Newswire)
May-02-26 03:03AM	CNO Financial Group Inc (CNO) Q1 2026 Earnings Call Highlights: Strong Earnings Growth and ... (GuruFocus.com)
May-01-26 08:30AM	CNO Financial Group, Inc. Q1 2026 Earnings Call Summary (Moby)
04:49PM	Loading…
Apr-30-26 04:49PM	CNO: Q1 Earnings Snapshot (Associated Press)
04:15PM	CNO Financial Group Reports First Quarter 2026 Results (PR Newswire)
Apr-16-26 04:15PM	CNO Financial Group to Release First Quarter Results on April 30, 2026 (PR Newswire)
Mar-23-26 06:30PM	California Nanotechnologies Announces Closing of Non-Brokered Private Placement (TMX Newsfile)
Mar-10-26 01:39PM	Here's Why You Should Add CNO Financial to Your Portfolio Now (Zacks)
Mar-05-26 02:37PM	Middle-Class Americans Are Less Confident About Retirement. Here's What You Can Do to Feel Better (Investopedia)
Mar-04-26 09:15AM	Bankers Life Introduces Enhanced Death Benefit Rider for Guaranteed Lifetime Income Annuity and Guaranteed Lifetime Income Annuity Plus (PR Newswire)
Feb-27-26 09:50AM	Here's Why CNO Financial (CNO) is a Strong Momentum Stock (Zacks)
Feb-26-26 09:40AM	Should Value Investors Buy CNO Financial Group (CNO) Stock? (Zacks)
Feb-23-26 09:15AM	CNO Financial Group Recognizes Associate Stacy Muentzer Oakey as Volunteer of the Year, Donates to 12 Nonprofits through Annual Invested in Giving Back Program (PR Newswire)
09:15AM	Loading…
Feb-18-26 09:15AM	Retirement Confidence Among Middle-Income Americans Declines Amid Economic Uncertainty (PR Newswire)
Feb-17-26 09:43AM	Prudential Financial Lags Industry, Trades at a Discount: Time to Hold? (Zacks)
08:56AM	Implied Volatility Surging for CNO Financial Stock Options (Zacks)
Feb-12-26 12:43AM	The 5 Most Interesting Analyst Questions From CNO Financial Group's Q4 Earnings Call (StockStory)
Feb-11-26 04:15PM	CNO Financial Group Declares $0.17 Quarterly Dividend and Announces Virtual Annual Meeting Date (PR Newswire)
09:50AM	Why CNO Financial (CNO) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-10-26 09:40AM	Are Investors Undervaluing CNO Financial Group (CNO) Right Now? (Zacks)
Feb-06-26 06:00PM	CNO Financial Group Inc (CNO) Q4 2025 Earnings Call Highlights: Strong Growth and Strategic ... (GuruFocus.com) +5.51%
05:33PM	CNO Financial Group Q4 Earnings Call Highlights (MarketBeat)
02:21PM	CNO Q4 Deep Dive: Middle-Income Market Focus and Product Mix Support Solid Growth (StockStory)
01:36PM	CNO Beats Q4 Earnings Estimates on Higher Collected Premiums (Zacks)
Feb-05-26 06:15PM	CNO Financial (CNO) Q4 Earnings and Revenues Surpass Estimates (Zacks)
05:37PM	CNO Financial Group (NYSE:CNO) Posts Better-Than-Expected Sales In Q4 CY2025 (StockStory)
05:22PM	CNO: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	CNO Financial Group Reports Fourth Quarter and Full Year 2025 Results (PR Newswire)
10:12PM	Loading…
Feb-03-26 10:12PM	CNO Financial Group (CNO) Q4 Earnings: What To Expect (StockStory)
Jan-22-26 08:15AM	Old Republic International (ORI) Q4 Earnings Lag Estimates (Zacks)
Jan-21-26 05:00PM	CNO Financial Group Announces Senior Leadership Promotions (PR Newswire)
Jan-20-26 04:15PM	CNO Financial Group to Release Fourth Quarter and Full Year 2025 Results on February 5, 2026 (PR Newswire)
10:17AM	PFG Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
Jan-19-26 11:08AM	AIG Taps CVC to Put Its Investment Engine in a Higher Gear (Zacks)
10:28AM	AIZ Boosts Post-Purchase Capabilities With RL Circular Operations (Zacks)
Jan-15-26 10:33PM	Q3 Earnings Outperformers: CNO Financial Group (NYSE:CNO) And The Rest Of The Life Insurance Stocks (StockStory)
05:00PM	CNO Financial Group Appoints Linda Gibson to its Board of Directors (PR Newswire)
09:40AM	Is CNO Financial Group (CNO) Stock Undervalued Right Now? (Zacks)
Jan-13-26 09:43AM	MKL Stock Trading at a Discount to Industry at 1.48X: Time to Hold? (Zacks)
Jan-05-26 08:54AM	RDN Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
Dec-30-25 12:30PM	PRU Stock Trades at Discount to Industry at 7.62X: Time to Hold? (Zacks)
10:19AM	Here's Why Investors Should Hold on to AON Shares Right Now (Zacks)
09:40AM	Is CNO Financial Group (CNO) a Great Value Stock Right Now? (Zacks)
Dec-26-25 11:54AM	Thinking of Adding CNO Financial? Here's What Stands Out (Zacks)
Dec-24-25 06:45AM	CNO Financial price target raised to $50 from $46 at Piper Sandler (TipRanks)
Dec-21-25 11:01PM	3 Reasons to Sell CNO and 1 Stock to Buy Instead (StockStory)
Dec-17-25 12:00PM	CNO Financial (CNO) is a Great Momentum Stock: Should You Buy? (Zacks)
09:15AM	MGIC Investment Corporation (MTG) Hits Fresh High: Is There Still Room to Run? (Zacks)
Dec-15-25 09:50AM	Why CNO Financial (CNO) is a Top Momentum Stock for the Long-Term (Zacks)
Dec-12-25 09:40AM	Should Value Investors Buy CNO Financial Group (CNO) Stock? (Zacks)
Dec-11-25 10:12AM	PFG Outperforms Industry, Hits 52-Week High: How to Play the Stock (Zacks)
Dec-10-25 12:00PM	CNO (CNO) Upgraded to Buy: Here's Why (Zacks)
Dec-08-25 11:36PM	1 Insurance Stock with Exciting Potential and 2 That Underwhelm (StockStory)
Dec-05-25 09:32AM	MKL Outperforms Industry, Trades at a Discount: Time to Hold? (Zacks)
Dec-03-25 11:30AM	Why Is CNO (CNO) Down 3% Since Last Earnings Report? (Zacks)
Nov-28-25 09:50AM	Here's Why CNO Financial (CNO) is a Strong Momentum Stock (Zacks)
Nov-27-25 11:29AM	PRU Stock Trading at Discount to Industry at 7.28X: Time to Hold? (Zacks)
Nov-26-25 09:40AM	Are Investors Undervaluing CNO Financial Group (CNO) Right Now? (Zacks)
Nov-12-25 04:30PM	CNO Financial Group Declares $0.17 Quarterly Dividend (PR Newswire)
11:27AM	CNO Q3 Earnings Top on Strong Life Collected Premiums, Stock Up 4% (Zacks)
Nov-08-25 04:30PM	Monumental Milestones at the 2025 CNO Financial Indianapolis Monumental Marathon (PR Newswire)
Nov-04-25 06:00PM	CNO Financial Group Inc (CNO) Q3 2025 Earnings Call Highlights: Record Premium Growth and ... (GuruFocus.com)
11:56AM	CNO Financial Group (CNO) Stock Trades Up, Here Is Why (StockStory)
Nov-03-25 07:35PM	CNO Financial (CNO) Q3 Earnings and Revenues Top Estimates (Zacks)
06:29PM	CNO: Q3 Earnings Snapshot (Associated Press Finance)
04:32PM	CNO Financial Group (NYSE:CNO) Beats Q3 Sales Expectations (StockStory)
04:15PM	CNO Financial Group Reports Third Quarter 2025 Results (PR Newswire)
07:27AM	CNO Financial Group Inc (CNO) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Nov-01-25 11:10PM	CNO Financial Group (CNO) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Oct-31-25 09:19AM	CNO Financial Group Inc (CNO) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-29-25 04:30PM	David Foss, Former President and CEO of Jack Henry, Appointed to WEX Board of Directors (Business Wire)
Oct-23-25 08:15AM	Old Republic International (ORI) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
Oct-14-25 04:15PM	CNO Financial Group to Release Third Quarter Results on November 3, 2025 (PR Newswire)
09:44AM	EVER Outperforms Industry, Trades at Premium: How to Play the Stock (Zacks)
Oct-01-25 09:15AM	Optavise and Rula Partner to Improve Workforce Access to Mental Health Services (PR Newswire)
Sep-25-25 01:06PM	Here's Why Investors Should Hold CNO Financial Stock for Now (Zacks)
Sep-17-25 11:14AM	AIZ Trades Above 200-Day SMA: Time to Add it for Better Returns? (Zacks)
Sep-16-25 12:40AM	3 Insurance Stocks with Open Questions (StockStory)
Aug-29-25 11:30AM	Prudential (PRU) Up 5% Since Last Earnings Report: Can It Continue? (Zacks)
Aug-27-25 11:30AM	CNO (CNO) Up 6.1% Since Last Earnings Report: Can It Continue? (Zacks)
Aug-25-25 12:02AM	3 Reasons to Sell CNO and 1 Stock to Buy Instead (StockStory)
Aug-24-25 11:33PM	Unpacking Q2 Earnings: CNO Financial Group (NYSE:CNO) In The Context Of Other Life Insurance Stocks (StockStory)
Aug-19-25 05:25PM	CNO Financial Group to Host Investor Briefing on Wednesday, September 10, 2025 (PR Newswire)
Aug-13-25 10:33AM	Radian Outperforms Industry, Trades at Discount: How to Play the Stock (Zacks)
12:23AM	The 5 Most Interesting Analyst Questions From CNO Financial Group's Q2 Earnings Call (StockStory)
12:01AM	CNO Q2 Deep Dive: Margin Pressures Emerge Amid Strong Sales and Digital Momentum (StockStory)
Aug-12-25 12:18PM	EverQuote Trades Above 200-Day SMA: Time to Buy the Stock? (Zacks)
Aug-06-25 04:15PM	CNO Financial Group Declares $0.17 Quarterly Dividend (PR Newswire)
Aug-01-25 02:05PM	CNO Q2 Earnings Beat Estimates on Strong Annuity Collected Premiums (Zacks)
Jul-30-25 03:13AM	CNO Financial Group Inc (CNO) Q2 2025 Earnings Call Highlights: Record Premium Growth and ... (GuruFocus.com)
Jul-28-25 08:00PM	Compared to Estimates, CNO (CNO) Q2 Earnings: A Look at Key Metrics (Zacks)
05:55PM	CNO Financial (CNO) Q2 Earnings and Revenues Surpass Estimates (Zacks)
05:38PM	CNO Financial Group (NYSE:CNO) Surprises With Q2 Sales (StockStory)
04:51PM	CNO: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	CNO Financial Group Reports Second Quarter 2025 Results (PR Newswire)
Jul-26-25 11:03PM	CNO Financial Group Earnings: What To Look For From CNO (StockStory)
Jul-23-25 10:00AM	Analysts Estimate Prudential (PRU) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-21-25 10:00AM	Earnings Preview: CNO Financial (CNO) Q2 Earnings Expected to Decline (Zacks)

CNO Financial Group, Inc. is an insurance holding company, which engages in developing, marketing, and administering health insurance, annuity, individual life insurance and other insurance products. It operates through the following segments: Bankers Life, Washington National, and Colonial Penn. The Bankers Life segment markets and distributes Medicare supplement insurance, interest-sensitive life insurance, traditional life insurance, fixed annuities and long-term care insurance products to the middle-income senior market through a dedicated field force of career agents and sales managers supported by a network of community-based sales offices. The Washington National segment markets and distributes supplemental health including specified disease, accident and hospital indemnity insurance products and life insurance to middle-income consumers at home and at the worksite. The Colonial Penn segment markets primarily graded benefit and simplified issue life insurance directly to customers in the senior middle-income market through television advertising, direct mail, internet, and telemarketing. The company was founded in 1979 and is headquartered in Carmel, IN.

CEO & DirectorMr. Gary Chandru Bhojwani

CFO & Executive VPMr. Paul Harrington McDonough

Chief Investment OfficerMr. Eric Ronald Johnson

Executive VP & General CounselMr. Matthew Joseph Zimpfer J.D.

President of Consumer DivisionMr. Scott Louis Goldberg CPA

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ROCCO TARASI III	Officer	Jul 01 '26	Proposed Sale	51.31	1,891	97,027		Jul 01 04:17 PM
Bhojwani Gary C.	Chief Executive Officer	Jun 30 '26	Option Exercise	21.06	44,250	931,905	260,312	Jul 01 04:10 PM
Bhojwani Gary C.	Chief Executive Officer	Jun 30 '26	Sale	51.48	86,048	4,429,457	174,264	Jul 01 04:10 PM
Tarasi Rocco F. III	Chief Marketing Officer	Jul 01 '26	Sale	51.31	1,891	97,027	77,300	Jul 01 04:09 PM
GARY BHOJWANI	Officer	Jun 30 '26	Proposed Sale	51.48	86,048	4,429,457		Jun 30 04:21 PM
ROCCO TARASI	Officer	Jun 11 '26	Proposed Sale	50.00	5,750	287,500		Jun 11 04:15 PM
Tarasi Rocco F. III	Chief Marketing Officer	Jun 11 '26	Option Exercise	21.06	5,750	121,095	84,941	Jun 11 04:09 PM
Tarasi Rocco F. III	Chief Marketing Officer	Jun 11 '26	Sale	50.00	5,750	287,500	79,191	Jun 11 04:09 PM
Tarasi Rocco F. III	Chief Marketing Officer	Jun 10 '26	Sale	49.00	3,308	162,092	79,191	Jun 11 04:09 PM
ROCCO TARASI	Officer	Jun 10 '26	Proposed Sale	49.00	3,308	162,092		Jun 10 04:40 PM
Tarasi Rocco F. III	Chief Marketing Officer	Jun 02 '26	Sale	47.00	4,808	225,976	82,499	Jun 04 04:07 PM
Henderson Mary R	Director	Jun 03 '26	Proposed Sale	46.00	51,720	2,379,000		Jun 03 04:15 PM
ROCCO TARASI	Officer	Jun 02 '26	Proposed Sale	47.00	4,808	225,976		Jun 02 04:53 PM
Goldberg Scott L.	President, Consumer Division	Mar 19 '26	Option Exercise	21.06	11,060	232,924	225,584	Mar 23 04:47 PM
Goldberg Scott L.	President, Consumer Division	Mar 20 '26	Option Exercise	21.06	11,060	232,924	225,584	Mar 23 04:47 PM
Goldberg Scott L.	President, Consumer Division	Mar 19 '26	Sale	39.97	11,060	442,078	214,524	Mar 23 04:47 PM
Goldberg Scott L.	President, Consumer Division	Mar 20 '26	Sale	39.54	11,060	437,346	214,524	Mar 23 04:47 PM
SCOTT GOLDBERG	Officer	Mar 20 '26	Proposed Sale	39.54	11,060	437,346		Mar 20 04:02 PM
SCOTT GOLDBERG	Officer	Mar 19 '26	Proposed Sale	39.97	11,060	442,078		Mar 19 04:14 PM
Zimpfer Matthew J.	General Counsel	Feb 18 '26	Option Exercise	17.48	33,800	590,824	341,737	Feb 18 07:36 PM
Zimpfer Matthew J.	General Counsel	Feb 17 '26	Option Exercise	23.33	23,570	549,888	331,507	Feb 18 07:36 PM
Zimpfer Matthew J.	General Counsel	Feb 18 '26	Sale	43.05	33,800	1,455,141	307,937	Feb 18 07:36 PM
Zimpfer Matthew J.	General Counsel	Feb 17 '26	Sale	43.17	23,570	1,017,413	307,937	Feb 18 07:36 PM
Franzese Yvonne K.	Chief Human Resources Officer	Feb 17 '26	Sale	43.17	9,000	388,557	35,062	Feb 18 07:36 PM
Bhojwani Gary C.	Chief Executive Officer	Feb 17 '26	Sale	43.17	45,357	1,957,867	320,547	Feb 18 07:35 PM
Bhojwani Gary C.	Chief Executive Officer	Feb 18 '26	Sale	43.05	43,021	1,852,101	277,526	Feb 18 07:35 PM
MATTHEW ZIMPFER	Officer	Feb 18 '26	Proposed Sale	43.05	33,800	1,455,141		Feb 18 05:17 PM
GARY BHOJWANI	Officer	Feb 18 '26	Proposed Sale	43.05	43,021	1,852,101		Feb 18 05:08 PM
MATTHEW ZIMPFER	Officer	Feb 17 '26	Proposed Sale	43.17	23,570	1,017,413		Feb 17 04:54 PM
GARY BHOJWANI	Officer	Feb 17 '26	Proposed Sale	43.17	45,357	1,957,867		Feb 17 04:48 PM
YVONNE K FRANZESE	Officer	Feb 17 '26	Proposed Sale	43.17	9,000	388,557		Feb 17 04:21 PM
Zimpfer Matthew J.	General Counsel	Feb 12 '26	Option Exercise	21.06	30,970	652,228	338,907	Feb 12 05:28 PM
Zimpfer Matthew J.	General Counsel	Feb 12 '26	Sale	42.93	30,970	1,329,582	307,937	Feb 12 05:28 PM
MATTHEW ZIMPFER	Officer	Feb 12 '26	Proposed Sale	42.93	30,970	1,329,582		Feb 12 04:01 PM
Bhojwani Gary C.	Chief Executive Officer	Jan 02 '26	Sale	41.99	31,430	1,319,639	195,926	Jan 02 04:40 PM
GARY BHOJWANI	Officer	Jan 02 '26	Proposed Sale	41.99	31,430	1,319,642		Jan 02 04:11 PM
TARASI ROCCO F III	Chief Marketing Officer	Dec 15 '25	Sale	42.60	9,283	395,439	73,932	Dec 15 05:59 PM
ROCCO TARASI	Officer	Dec 15 '25	Proposed Sale	42.60	9,283	395,439		Dec 15 04:05 PM
Franzese Yvonne K.	Chief Human Resources Officer	Nov 24 '25	Sale	41.00	3,000	123,000	21,617	Nov 25 04:09 PM
YVONNE K FRANZESE	Officer	Nov 24 '25	Proposed Sale	41.00	3,000	123,000		Nov 24 05:59 PM
Bhojwani Gary C.	Chief Executive Officer	Nov 20 '25	Sale	39.97	31,430	1,256,342	227,356	Nov 21 04:08 PM
GARY BHOJWANI	Officer	Nov 20 '25	Proposed Sale	39.97	31,430	1,256,223		Nov 20 04:13 PM
Johnson Eric R.	Chief Investment Officer	Nov 10 '25	Option Exercise	17.38	71,400	1,240,932	720,207	Nov 13 04:35 PM
Johnson Eric R.	Chief Investment Officer	Nov 10 '25	Sale	41.24	48,665	2,007,013	671,542	Nov 13 04:35 PM
ERIC JOHNSON	Officer	Nov 10 '25	Proposed Sale	41.24	48,665	2,007,013		Nov 10 04:09 PM
DeToro Karen J.	President, Worksite Division	Aug 13 '25	Sale	37.96	9,920	376,551	57,592	Aug 15 04:28 PM
DeToro Karen J.	President, Worksite Division	Aug 15 '25	Sale	37.85	9,228	349,262	41,855	Aug 15 04:28 PM
DeToro Karen J.	President, Worksite Division	Aug 14 '25	Sale	37.98	6,509	247,204	51,083	Aug 15 04:28 PM
KAREN DETORO	Officer	Aug 15 '25	Proposed Sale	37.85	9,228	349,262		Aug 15 04:06 PM
JEANNE LINNENBRINGER	Officer	Aug 15 '25	Proposed Sale	37.85	3,457	130,845		Aug 15 04:06 PM
Linnenbringer Jeanne L.	Chief Operations Officer	Aug 13 '25	Option Exercise	21.06	4,420	93,085	45,583	Aug 15 04:04 PM
Linnenbringer Jeanne L.	Chief Operations Officer	Aug 13 '25	Sale	37.96	6,420	243,703	39,163	Aug 15 04:04 PM
Linnenbringer Jeanne L.	Chief Operations Officer	Aug 14 '25	Sale	37.98	4,862	184,656	34,301	Aug 15 04:04 PM
Linnenbringer Jeanne L.	Chief Operations Officer	Aug 15 '25	Sale	37.85	3,457	130,846	30,844	Aug 15 04:04 PM
JEANNE LINNENBRINGER	Officer	Aug 14 '25	Proposed Sale	37.98	4,862	184,656		Aug 14 04:07 PM
KAREN DETORO	Officer	Aug 14 '25	Proposed Sale	37.98	6,509	247,203		Aug 14 04:05 PM
KAREN DETORO	Officer	Aug 13 '25	Proposed Sale	37.96	9,920	376,551		Aug 13 04:04 PM
JEANNE LINNENBRINGER	Officer	Aug 13 '25	Proposed Sale	37.96	6,420	243,703		Aug 13 04:03 PM

Open in Screener

AFL

Aflac Inc

123.27

Jul 13 • 10:17AM ET +1.36 (1.12%)

Financial Insurance - Life USA Large NYSE

Peers: MET PRU MFC EQH LNC AIG UNM VOYA TRV CB

| Held by: VTI VOO IVV SPY VO VTV XLF VIG RDVY VYM

Index	S&P 500
Market Cap	62.74B
Enterprise Value	-
Income	4.64B
Sales	18.11B
Book/sh	58.69
Cash/sh	-
Dividend Est.	2.44 (1.98%)
Dividend TTM	2.38 (1.93%)
Dividend Ex-Date	May 20, 2026
Dividend Gr. 3/5Y	13.19% 15.68%
Payout	34.04%
Employees	12716
IPO	Jun 14, 1974

P/E	13.99
Forward P/E	16.33
PEG	8.59
P/S	3.46
P/B	2.10
P/C	-
P/FCF	21.38
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	1.05
Debt/Eq	0.26
LT Debt/Eq	0.25
Option/Short	Yes / Yes

EPS (ttm)	8.81
EPS next Y	7.55
EPS next Q	1.77
EPS this Y	-6.22%
EPS next Y	7.49%
EPS next 5Y	1.90%
EPS past 3/5Y	-0.54% 0.43%
Sales past 3/5Y	-3.57% -4.97%
EPS Y/Y TTM	37.42%
Sales Y/Y TTM	7.25%
EPS Q/Q	3634.91%
Sales Q/Q	27.90%
Earnings	Aug 06 AMC
EPS/Sales Surpr.	-2.44% 3.41%

Insider Own	10.90%
Insider Trans	-2.61%
Inst Own	59.97%
Inst Trans	-1.61%
ROA	3.93%
ROE	16.47%
ROIC	12.36%
Gross Margin	-
Oper. Margin	32.26%
Profit Margin	25.60%
SMA20	3.47%
SMA50	5.50%
SMA200	9.71%
Trades

Shs Outstand	510.53M
Shs Float	453.49M
Short Float	2.77%
Short Ratio	5.09
Short Interest	12.58M
52W High	122.80 0.38%
52W Low	96.95 27.15%
Volatility	1.72% 1.83%
ATR (14)	2.34
RSI (14)	66.16
Beta	0.60
Rel Volume	0.51
Avg Volume	2.47M
Volume	205,741

Perf Week	2.32%
Perf Month	5.26%
Perf Quarter	11.36%
Perf Half Y	11.80%
Perf YTD	11.79%
Perf Year	21.36%
Perf 3Y	76.23%
Perf 5Y	132.19%
Perf 10Y	236.44%
Recom	3.12
Target Price	115.64
Prev Close	121.91
Price	123.27
Change	1.12%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-16-25	Initiated	Mizuho	Underperform	$104
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$111
Oct-09-24	Initiated	TD Cowen	Hold	$102
Sep-05-24	Initiated	Barclays	Underweight	$96
Jan-04-24	Downgrade	Evercore ISI	In-line → Underperform	$76 → $78
Aug-18-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$74 → $75
Jun-05-23	Resumed	BofA Securities	Buy	$77
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$73
May-24-22	Initiated	Citigroup	Neutral	$60
Jan-26-22	Initiated	Jefferies	Hold	$60
Jan-21-22	Initiated	Wolfe Research	Peer Perform	$63
Jan-12-22	Reiterated	UBS	Neutral	$54 → $61
Dec-03-21	Initiated	Goldman	Sell	$52
Apr-21-21	Initiated	UBS	Neutral	$55
Jan-12-21	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$53
Jan-08-21	Upgrade	Evercore ISI	Underperform → In-line	$43 → $47
Dec-04-20	Initiated	Goldman	Sell	$43
Mar-20-20	Upgrade	RBC Capital Mkts	Underperform → Sector Perform	$46 → $35
Jul-29-19	Downgrade	Raymond James	Strong Buy → Outperform	$62
Jul-16-19	Downgrade	Evercore ISI	In-line → Underperform

Show Previous Ratings

Jun-30-26 04:05PM	Aflac Incorporated to Release Second Quarter Results and CFO Video Update on August 6, 2026 and Host Webcast on August 7, 2026 (PR Newswire)
Jun-29-26 10:01AM	Designer Rachel Zoe and Aflac make fashion statement to urge Americans to check for cancer (PR Newswire)
Jun-23-26 10:10AM	Aflac, Uplift Her and the African American Male Wellness Agency welcome Grammy-nominated artist Raheem DeVaughn to promote wellness and cancer screenings (PR Newswire)
Jun-01-26 05:31PM	Aflac Incorporated to Present at the Morgan Stanley U.S. Financials Conference (PR Newswire)
May-21-26 03:01AM	Aflac Follows Alphabet Into Japans Booming Yen Bond Market (Bloomberg)
07:55AM	Loading…
May-01-26 07:55AM	Aflac opens new South Portland office to support Maine Paid Family and Medical Leave Program (PR Newswire)
Apr-30-26 08:30AM	Aflac Incorporated Q1 2026 Earnings Call Summary (Moby)
Apr-29-26 04:59PM	Aflac: Q1 Earnings Snapshot (Associated Press)
04:05PM	Aflac Incorporated Announces First Quarter 2026 Results (PR Newswire)
08:05AM	Aflac recognizes 6 leaders as Check for Cancer Champions (PR Newswire)
Apr-23-26 08:00AM	American Cancer Society names Aflac 2025 Corporate Partner of the Year (PR Newswire)
Apr-02-26 04:05PM	Aflac Incorporated to Release First Quarter Results and CFO Video Update on April 29, 2026 and Host Webcast on April 30, 2026 (PR Newswire)
Mar-31-26 05:00AM	Aflac Re Bermuda Ltd. Announces Reinsurance Transaction with Japan Post Insurance Company (PR Newswire)
Mar-23-26 10:17AM	New long-term care rider from Aflac offers flexibility and added security (PR Newswire)
Mar-18-26 08:16AM	Aflac celebrates 20 years as a World's Most Ethical Company (PR Newswire)
12:05AM	Loading…
Mar-10-26 12:05AM	3 Reasons to Sell AFL and 1 Stock to Buy Instead (StockStory)
Mar-08-26 08:47AM	How Much Money Do Americans Say They Need to Feel Financially Secure? See How You Compare (Investopedia)
Mar-06-26 11:30AM	Aflac (AFL) Down 5.5% Since Last Earnings Report: Can It Rebound? (Zacks)
Mar-05-26 08:30AM	Is Aflac Incorporated Stock Underperforming the Dow? (Barchart)
Mar-04-26 08:45AM	How Is MetLife's Stock Performance Compared to Other Insurance Stocks? (Barchart)
Feb-25-26 09:30PM	Wells Fargo Raises Aflac (AFL) Target, Revises Earnings Outlook and Valuation Approach (Insider Monkey)
Feb-24-26 10:33PM	Q4 Rundown: Aflac (NYSE:AFL) Vs Other Life Insurance Stocks (StockStory)
Feb-16-26 08:09AM	Aflac Conference: Japan Sales Momentum, Broker-Led U.S. Growth and $4.8B in Dividends, Buybacks (MarketBeat)
Feb-11-26 12:38AM	5 Insightful Analyst Questions From Aflac's Q4 Earnings Call (StockStory)
Feb-10-26 07:35AM	3 Insurance Stocks Hitting 52-Week Highs With More Room to Run (MarketBeat)
Feb-06-26 11:16AM	Unum Group Q4 Earnings and Revenues Miss Estimates, Premiums Rise Y/Y (Zacks)
05:26AM	Is Wall Street Bullish or Bearish on Aflac Stock? (Barchart)
03:07AM	Aflac Q4 Earnings Call Highlights (MarketBeat)
Feb-05-26 02:11PM	AFL Q4 Deep Dive: Product Refreshes and Distribution Expansion Drive Mixed Segment Trends (StockStory)
02:05PM	Aflac Inc (AFL) Q4 2025 Earnings Call Highlights: Strong Sales Growth in Japan and Robust ... (GuruFocus.com)
10:26AM	Loading…
10:26AM	Aflac Q4 Earnings Miss Estimates on Lower Investment Income (Zacks)
Feb-04-26 10:08PM	Aflac Q4 Earnings Call Highlights (MarketBeat)
06:30PM	Aflac (AFL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:31PM	Aflac's (NYSE:AFL) Q4 CY2025: Beats On Revenue (StockStory)
05:25PM	Aflac (AFL) Lags Q4 Earnings Estimates (Zacks)
04:25PM	Aflac: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Aflac Incorporated Announces Fourth Quarter Results, Reports Fourth Quarter Net Earnings of $1.4 Billion, Reiterates Increase in First Quarter Dividend of 5.2% (PR Newswire)
Feb-03-26 05:15PM	Aflac Incorporated to Present at the UBS Financial Services Conference 2026 (PR Newswire)
01:05PM	Will These 4 Insurance Stocks Insure a Q4 Earnings Beat? (Zacks)
09:38AM	TD Cowen Reviews Aflac (AFL) Ahead of Q4 Life Insurance Preview (Insider Monkey)
08:57AM	Do Options Traders Know Something About Aflac Stock We Don't? (Zacks)
Feb-02-26 10:15PM	Aflac (AFL) Reports Earnings Tomorrow: What To Expect (StockStory)
09:42AM	Aflac Gears Up for Q4 Earnings: Can Higher Premiums Help it Quack? (Zacks)
Feb-01-26 07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-30-26 09:15AM	Countdown to Aflac (AFL) Q4 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Jan-29-26 10:00AM	Unum (UNM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-28-26 10:00AM	Aflac (AFL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-24-26 07:00AM	Heres How Much Money Americans Say They Need to Feel Financially SecureDoes Yours Match? (Investopedia)
Jan-19-26 11:35PM	3 Insurance Stocks with Questionable Fundamentals (StockStory)
Jan-16-26 09:40AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
09:03AM	Aflac Teams Up With Workday Wellness to Enhance Health Benefits (Zacks)
Jan-15-26 11:03PM	3 Reasons to Sell AFL and 1 Stock to Buy Instead (StockStory)
07:00AM	Aflac joins Workday Wellness Partner Program to provide a more personalized benefit experience to support employee health (PR Newswire)
Jan-09-26 09:26AM	What to Expect From Aflac's Next Quarterly Earnings Report (Barchart)
Jan-07-26 04:05PM	TD Cowen Lifts Aflac (AFL) Target, Holds Neutral View (Insider Monkey)
Jan-05-26 04:05PM	Aflac Incorporated to Release Fourth Quarter Results and CFO Video Update on February 4, 2026 and Host Webcast on February 5, 2026 (PR Newswire)
Jan-02-26 07:43PM	Boeing Stock Is a Long-Term Winner, Says Analyst. Plus, Nvidia, Aflac, and More. (Barrons.com)
Jan-01-26 09:39AM	The 3 Best Dividend Aristocrats to Buy in 2026 (24/7 Wall St.)
Dec-31-25 11:33AM	Here's Why Investors Should Retain Aflac Incorporated Stock for Now (Zacks)
Dec-19-25 02:52PM	Mizuho Initiates Coverage on Aflac (AFL) with Cautious Outlook Citing Stagnant Sales Growth (Insider Monkey)
11:36AM	Aflac Expands Digital Reach via Ethos Tie-Up in Supplemental Health (Zacks)
Dec-17-25 04:21PM	Top Analyst Reports for Alphabet, Tesla & Sony (Zacks)
Dec-16-25 11:13AM	GL Stock Near 52-Week High: A Signal for Investors to Hold Tight? (Zacks)
Dec-15-25 10:27AM	UNM Stock Trading at a Discount to Industry at 1.2X: Time to Hold? (Zacks)
Dec-09-25 06:24PM	Introducing the GuruFocus Bonds Screener (GuruFocus.com)
Dec-04-25 11:30AM	Aflac (AFL) Down 2% Since Last Earnings Report: Can It Rebound? (Zacks)
Dec-03-25 09:39AM	Zacks Industry Outlook Highlights Aflac, Unum Group, Globe Life and Trupanion (Zacks)
Dec-02-25 12:36PM	4 Accident & Health Insurers to Watch Amid Rising Medical Costs (Zacks)
12:47AM	Is Aflac Stock Underperforming the Nasdaq? (Barchart)
Dec-01-25 01:57PM	How a park bench meeting led to Aflacs $200 million mascot idea (Fortune)
Nov-30-25 01:47PM	Morgan Stanley Maintains Equal Weight Rating on Aflac (AFL) (Insider Monkey)
Nov-25-25 10:15AM	Wrap up more than a story: Aflac's "Beyond Words" is the perfect gift that gives back (PR Newswire)
Nov-24-25 10:33PM	Life Insurance Stocks Q3 Earnings: Aflac (NYSE:AFL) Best of the Bunch (StockStory)
Nov-23-25 08:10PM	Americans Reveal How Much Money They Need to Feel SecureSee How Your Answer Stacks Up (Investopedia)
Nov-22-25 10:23PM	3 Dividend Champions That Could Double Their Dividends From Here (Motley Fool)
Nov-17-25 12:00PM	Aflac expands support for children with new book 'Beyond Words' (PR Newswire)
Nov-16-25 12:32PM	Tesla Stock Hit This Record Right Before Its Slide (Barrons.com)
Nov-13-25 09:20AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:55AM	These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
Nov-12-25 08:07AM	Aflac's Dividend Ducks Soar Past the Flock With 43rd Straight Hike (Zacks)
Nov-11-25 10:01PM	Evercore Raises Price Target on Aflac (AFL) to $111, Maintains Underperform Rating (Insider Monkey)
07:12PM	3 Dividend Growth Stocks That Should Be in Everyones Portfolio (24/7 Wall St.)
02:03PM	Aflac Incorporated Announces 5.2% Increase in the First Quarter 2026 Dividend (PR Newswire)
Nov-10-25 01:35PM	Are Wall Street Analysts Bullish on Aflac Stock? (Barchart)
Nov-07-25 01:18PM	ProAssurance Q3 Earnings Miss Estimates on Weak Specialty P&C Unit (Zacks)
Nov-05-25 02:55PM	Aflac Q3 Earnings Beat Estimates on Strong Group Life Sales (Zacks)
02:00PM	Aflac Inc (AFL) Q3 2025 Earnings Call Highlights: Strong Earnings and Strategic Growth Amid ... (GuruFocus.com)
Nov-04-25 06:19PM	Aflac (NYSE:AFL) Delivers Impressive Q3 (StockStory)
06:00PM	Aflac (AFL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Aflac (AFL) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:11PM	Aflac: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Aflac Incorporated Announces Third Quarter Results, Reports Third Quarter Net Earnings of $1.6 Billion, Declares Fourth Quarter Dividend (PR Newswire)
Nov-03-25 01:23PM	Will New Business Growth in U.S. Unit Aid Aflac in Q3 Earnings? (Zacks)
Nov-02-25 10:18PM	What To Expect From Aflac's (AFL) Q3 Earnings (StockStory)
07:40AM	Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week (Yahoo Finance)
Oct-30-25 06:35PM	Employers Holdings (EIG) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
10:00AM	Trupanion (TRUP) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:15AM	What Analyst Projections for Key Metrics Reveal About Aflac (AFL) Q3 Earnings (Zacks)
Oct-28-25 10:00AM	Aflac (AFL) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release (Zacks)
Oct-27-25 12:01AM	Aflac (AFL): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)

Aflac, Inc. is a holding company, which engages in the provision of financial protection services. It operates through the following segments: Aflac Japan and Aflac U.S. The Aflac Japan segment offers life insurance, death benefits, and cash surrender values. The Aflac U.S. segment sells voluntary supplemental insurance products for people who already have major medical or primary insurance coverage. The company was founded by John Amos, Paul Amos and William Amos on November 17, 1955 and is headquartered in Columbus, GA.

Chairman & CEOMr. Daniel Paul Amos

PresidentMr. Virgil Raynard Miller

Senior EVP & CFOMr. Max Kristian Broden C.F.A.

Executive VP & Global Chief Investment OfficerMr. Bradley Eugene Dyslin C.F.A.

Senior EVPMs. Audrey Boone Tillman Esq.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MOSKOWITZ JOSEPH L	Director	Jun 22 '26	Option Exercise	44.59	20,303	905,311	45,680	Jun 24 09:29 AM
MOSKOWITZ JOSEPH L	Director	Jun 22 '26	Sale	116.54	12,370	1,441,623	33,310	Jun 24 09:29 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 22 '26	Sale	116.71	27,845	3,249,833	50,898,490	Jun 23 04:05 PM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 18 '26	Sale	116.92	3,300	385,833	50,926,335	Jun 23 09:58 AM
MOSKOWITZ JOSEPH L	Director	Jun 22 '26	Proposed Sale	116.54	12,370	1,441,623		Jun 22 03:30 PM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 17 '26	Sale	116.62	26,300	3,067,006	50,929,635	Jun 22 06:01 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 16 '26	Sale	117.39	30,000	3,521,756	50,955,935	Jun 18 09:19 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 15 '26	Sale	117.17	28,800	3,374,423	50,985,935	Jun 17 08:56 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 12 '26	Sale	117.74	53,000	6,240,184	51,014,735	Jun 16 12:11 PM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 11 '26	Sale	117.20	48,500	5,684,138	51,067,735	Jun 15 09:49 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 10 '26	Sale	117.00	26,500	3,100,375	51,116,235	Jun 12 08:56 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 09 '26	Sale	115.43	12,800	1,477,548	51,142,735	Jun 11 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 08 '26	Sale	116.05	13,900	1,613,029	51,155,535	Jun 10 09:40 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 05 '26	Sale	118.12	63,000	7,441,567	51,169,435	Jun 09 11:01 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 04 '26	Sale	115.54	16,300	1,883,268	51,232,435	Jun 08 10:17 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 03 '26	Sale	115.19	16,300	1,877,570	51,248,735	Jun 05 10:16 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 02 '26	Sale	113.39	9,750	1,105,541	51,265,035	Jun 04 10:57 AM
Japan Post Holdings Co., Ltd.	10% Owner	Jun 01 '26	Sale	112.53	9,060	1,019,553	51,274,785	Jun 03 12:34 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 29 '26	Sale	112.75	9,200	1,037,272	51,283,845	Jun 02 08:57 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 28 '26	Sale	113.22	9,100	1,030,291	51,293,045	Jun 01 09:32 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 27 '26	Sale	115.50	11,400	1,316,645	51,302,145	May 29 09:17 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 26 '26	Sale	117.03	18,000	2,106,628	51,313,545	May 28 09:08 AM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	May 22 '26	Option Exercise	35.52	5,508	195,644	46,045	May 27 04:41 PM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	May 22 '26	Sale	117.81	5,508	648,897	40,537	May 27 04:41 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 22 '26	Sale	117.78	31,100	3,663,055	51,331,545	May 27 09:49 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 21 '26	Sale	117.61	30,400	3,575,317	51,362,645	May 26 09:21 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 20 '26	Sale	117.66	31,600	3,718,049	51,393,045	May 22 12:07 PM
BEAVER STEVEN KENT	Officer	May 22 '26	Proposed Sale	117.81	5,508	648,897		May 22 12:00 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 19 '26	Sale	118.80	50,000	5,939,992	51,424,645	May 21 10:22 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 18 '26	Sale	118.45	41,700	4,939,291	51,474,645	May 20 07:12 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 15 '26	Sale	116.85	23,500	2,745,886	51,516,345	May 19 09:38 AM
KENNY THOMAS J	Director	May 15 '26	Sale	116.57	1,740	202,832	13,219	May 18 04:49 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 14 '26	Sale	116.42	24,500	2,852,290	51,539,845	May 18 10:01 AM
Collins Arthur Reginald	Director	May 14 '26	Sale	116.55	2,300	268,065	6,186	May 15 05:04 PM
KENNY THOMAS J	Director	May 15 '26	Proposed Sale	116.57	1,740	202,832		May 15 01:45 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 13 '26	Sale	115.36	24,200	2,791,597	51,564,345	May 15 09:20 AM
ARTHUR REGINALD COLLINS	Board Member	May 14 '26	Proposed Sale	116.55	2,300	268,065		May 14 04:32 PM
Japan Post Holdings Co., Ltd.	10% Owner	May 12 '26	Sale	115.97	24,300	2,818,084	51,588,545	May 14 09:47 AM
Japan Post Holdings Co., Ltd.	10% Owner	May 11 '26	Sale	114.85	24,100	2,767,870	51,612,845	May 13 02:54 PM
MOSKOWITZ JOSEPH L	Director	May 08 '26	Sale	113.73	600	68,238	25,368	May 11 05:25 PM
MOSKOWITZ JOSEPH L	Director	May 08 '26	Proposed Sale	113.73	600	68,238		May 08 10:12 AM
Hosoda Miwako	Director	May 06 '26	Sale	114.50	243	27,824	7,743	May 07 04:26 PM
LAKE CHARLES D II	Chairman & Rep. Director, ALIJ	May 05 '26	Sale	113.43	6,500	737,308	50,737	May 07 04:11 PM
Hosoda Miwako	Director	May 06 '26	Proposed Sale	114.50	243	27,824		May 06 09:35 AM
LAKE CHARLES D II	Officer	May 05 '26	Proposed Sale	113.43	6,500	737,313		May 05 11:11 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 09 '26	Sale	113.24	86,155	9,756,507	51,636,945	Apr 13 09:41 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 08 '26	Sale	112.38	166,000	18,655,548	51,723,100	Apr 10 09:40 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 07 '26	Sale	110.45	24,200	2,672,907	51,889,100	Apr 09 09:53 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 06 '26	Sale	110.34	21,500	2,372,268	51,913,300	Apr 08 06:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 02 '26	Sale	110.20	20,100	2,215,024	51,934,800	Apr 06 09:55 AM
Japan Post Holdings Co., Ltd.	10% Owner	Apr 01 '26	Sale	109.85	19,600	2,153,035	51,954,900	Apr 03 09:34 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 30 '26	Sale	108.23	14,700	1,590,989	51,974,500	Apr 01 09:36 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 27 '26	Sale	107.30	14,500	1,555,821	51,989,200	Mar 31 11:47 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 26 '26	Sale	107.98	14,900	1,608,878	52,003,700	Mar 30 12:32 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 25 '26	Sale	107.03	14,200	1,519,826	52,018,600	Mar 27 07:16 PM
LAKE CHARLES D II	Chairman & Rep. Director, ALIJ	Mar 25 '26	Sale	107.27	5,000	536,365	57,237	Mar 27 09:26 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 24 '26	Sale	106.34	14,000	1,488,760	52,032,800	Mar 26 09:54 AM
LAKE CHARLES D II	Officer	Mar 25 '26	Proposed Sale	107.27	5,000	536,366		Mar 25 02:16 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 23 '26	Sale	106.78	15,000	1,601,761	52,046,800	Mar 25 09:39 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 20 '26	Sale	106.47	16,800	1,788,683	52,061,800	Mar 24 09:14 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 19 '26	Sale	107.41	10,100	1,084,828	52,078,600	Mar 23 10:10 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 18 '26	Sale	108.43	12,200	1,322,884	52,088,700	Mar 20 11:46 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 17 '26	Sale	109.77	15,700	1,723,389	52,100,900	Mar 19 11:22 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 16 '26	Sale	109.39	16,100	1,761,231	52,116,600	Mar 18 03:05 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 13 '26	Sale	109.14	17,400	1,899,043	52,132,700	Mar 17 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 12 '26	Sale	109.60	17,900	1,961,911	52,150,100	Mar 16 04:05 PM
Koide Masatoshi	Pres. and Rep. Director, ALIJ	Mar 11 '26	Sale	109.93	15,431	1,696,330	86,422	Mar 13 04:52 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 11 '26	Sale	109.53	18,100	1,982,497	52,168,000	Mar 13 08:31 AM
LAKE CHARLES D II	Chairman & Rep. Director, ALIJ	Mar 11 '26	Sale	109.93	15,590	1,713,809	62,237	Mar 13 08:27 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 10 '26	Sale	110.47	19,000	2,098,858	52,186,100	Mar 12 09:00 AM
LAKE CHARLES D II	Officer	Mar 11 '26	Proposed Sale	109.93	15,590	1,713,809		Mar 11 10:47 AM
Koide Masatoshi	Officer	Mar 11 '26	Proposed Sale	109.93	15,431	1,696,330		Mar 11 09:58 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 09 '26	Sale	109.62	17,300	1,896,482	52,205,100	Mar 11 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 06 '26	Sale	110.77	19,100	2,115,680	52,222,400	Mar 10 09:00 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 05 '26	Sale	110.96	19,300	2,141,575	52,241,500	Mar 09 04:15 PM
MOSKOWITZ JOSEPH L	Director	Mar 09 '26	Proposed Sale	110.09	600	66,054		Mar 09 10:44 AM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 04 '26	Sale	112.39	19,900	2,236,565	52,260,800	Mar 06 04:15 PM
Japan Post Holdings Co., Ltd.	10% Owner	Mar 03 '26	Sale	112.13	19,300	2,164,062	52,280,700	Mar 05 04:15 PM
JAMES TODD DANIELS	OFFICER	Mar 03 '26	Proposed Sale	112.50	30,652	3,448,350		Mar 03 02:53 PM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Feb 20 '26	Sale	113.58	7,387	839,015	40,526	Feb 24 04:42 PM
BEAVER STEVEN KENT	Officer	Feb 20 '26	Proposed Sale	113.58	7,387	838,991		Feb 20 03:27 PM
Broden Max	Sr. EVP, CFO	Feb 06 '26	Sale	117.67	13,000	1,529,645	122,062	Feb 10 09:23 AM
Broden Max	Officer	Feb 06 '26	Proposed Sale	117.67	13,000	1,529,646		Feb 06 01:45 PM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Dec 12 '25	Sale	109.53	5,492	601,520	38,368	Dec 16 09:29 AM
BEAVER STEVEN KENT	Officer	Dec 12 '25	Proposed Sale	109.45	5,492	601,099		Dec 12 11:49 AM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Dec 05 '25	Option Exercise	28.96	3,452	99,987	47,312	Dec 09 09:28 AM
BEAVER STEVEN KENT	EVP, CFO Aflac Japan	Dec 05 '25	Sale	109.26	3,452	377,166	43,860	Dec 09 09:28 AM
BEAVER STEVEN KENT	Officer	Dec 05 '25	Proposed Sale	109.26	3,452	377,166		Dec 05 04:33 PM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 18 '25	Option Exercise	28.96	15,862	459,443	246,550	Nov 20 09:26 AM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 18 '25	Sale	112.00	15,862	1,776,544	230,688	Nov 20 09:26 AM
MOSKOWITZ JOSEPH L	Director	Nov 17 '25	Option Exercise	44.59	2,000	89,180	25,615	Nov 19 09:24 AM
MOSKOWITZ JOSEPH L	Director	Nov 17 '25	Sale	113.75	786	89,404	24,829	Nov 19 09:24 AM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 14 '25	Option Exercise	28.96	3,452	99,987	234,140	Nov 18 04:20 PM
TILLMAN AUDREY B	Sr. Executive Vice President	Nov 14 '25	Sale	115.10	3,452	397,325	230,688	Nov 18 04:20 PM
TILLMAN AUDREY B	Officer	Nov 18 '25	Proposed Sale	112.00	15,862	1,776,544		Nov 18 11:24 AM
MOSKOWITZ JOSEPH L	Director	Nov 17 '25	Proposed Sale	113.75	786	89,404		Nov 17 11:20 AM
TILLMAN AUDREY B	Officer	Nov 14 '25	Proposed Sale	115.10	3,452	397,325		Nov 14 09:57 AM
Broden Max	Sr. EVP, CFO	Nov 10 '25	Option Exercise	38.76	4,668	180,908	135,021	Nov 12 05:27 PM
MOSKOWITZ JOSEPH L	Director	Nov 07 '25	Sale	114.00	1,000	114,000	23,615	Nov 12 09:18 AM
Simard Frederic Jean Guy	EVP, COO & CFO, Aflac U.S.	Nov 06 '25	Sale	112.50	1,722	193,725	1,364	Nov 10 08:06 AM

PFG Principal Financial Group Inc daily Stock Chart

Peers: TROW AMP BEN EQH IVZ MET PRU VOYA BLK MFC

| Held by: VTI SCHD VOO VO DVY IVV SPY VTV RSP XLF

Index	S&P 500
Market Cap	24.48B
Enterprise Value	-
Income	1.56B
Sales	15.46B
Book/sh	54.59
Cash/sh	-
Dividend Est.	3.32 (2.93%)
Dividend TTM	3.19 (2.82%)
Dividend Ex-Date	Jun 01, 2026
Dividend Gr. 3/5Y	6.36% 6.58%
Payout	58.66%
Employees	19700
IPO	Oct 23, 2001

P/E	16.20
Forward P/E	10.94
PEG	1.01
P/S	1.58
P/B	2.08
P/C	-
P/FCF	6.74
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	0.37
Debt/Eq	0.33
LT Debt/Eq	0.33
Option/Short	Yes / Yes

EPS (ttm)	6.99
EPS next Y	10.36
EPS next Q	2.34
EPS this Y	13.86%
EPS next Y	9.97%
EPS next 5Y	10.88%
EPS past 3/5Y	-34.44% 0.80%
Sales past 3/5Y	-3.77% 1.17%
EPS Y/Y TTM	48.93%
Sales Y/Y TTM	-1.98%
EPS Q/Q	816.94%
Sales Q/Q	-4.51%
Earnings	Jul 27 AMC
EPS/Sales Surpr.	2.89% -14.59%

Insider Own	0.77%
Insider Trans	-3.09%
Inst Own	81.29%
Inst Trans	4.36%
ROA	0.51%
ROE	13.56%
ROIC	9.92%
Gross Margin	-
Oper. Margin	12.09%
Profit Margin	10.10%
SMA20	2.74%
SMA50	7.10%
SMA200	21.98%
Trades

Shs Outstand	216.45M
Shs Float	214.34M
Short Float	4.14%
Short Ratio	6.80
Short Interest	8.88M
52W High	113.86 -0.49%
52W Low	75.00 51.07%
Volatility	1.80% 2.17%
ATR (14)	2.29
RSI (14)	63.18
Beta	0.89
Rel Volume	0.45
Avg Volume	1.31M
Volume	97,377

Perf Week	0.67%
Perf Month	3.75%
Perf Quarter	23.43%
Perf Half Y	23.52%
Perf YTD	28.45%
Perf Year	40.98%
Perf 3Y	41.81%
Perf 5Y	84.21%
Perf 10Y	162.58%
Recom	3.00
Target Price	106.17
Prev Close	112.23
Price	113.31
Change	0.96%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-24-26	Downgrade	BofA Securities	Neutral → Underperform	$95
May-19-26	Downgrade	Raymond James	Strong Buy → Outperform	$111
Feb-25-26	Upgrade	Wells Fargo	Underweight → Equal Weight	$91
Jan-05-26	Downgrade	JP Morgan	Overweight → Neutral	$103
Oct-23-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$81
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$93
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$95 → $92
Dec-18-24	Upgrade	Piper Sandler	Neutral → Overweight	$90
Dec-11-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$84 → $75
Dec-05-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$86 → $80
Sep-05-24	Initiated	Barclays	Underweight	$74
Jul-09-24	Upgrade	Raymond James	Mkt Perform → Strong Buy	$99
Jul-02-24	Upgrade	JP Morgan	Underweight → Neutral	$88 → $96
Feb-15-24	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$75
Jan-04-24	Upgrade	Evercore ISI	Underperform → In-line	$82 → $83
Jun-23-23	Upgrade	Jefferies	Underperform → Hold	$60 → $65
Jun-09-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$77 → $75
May-01-23	Downgrade	BofA Securities	Buy → Neutral	$81 → $78
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$79
Dec-08-22	Downgrade	Credit Suisse	Neutral → Underperform	$86

Show Previous Ratings

Jul-08-26 09:00AM	Principal Expands Custody Solutions Program for Regional and Community Banks (Business Wire)
Jul-07-26 04:05PM	Principal to Acquire Employee Benefits Company Beam Benefits (Business Wire)
Jul-01-26 09:00AM	Principal to Announce Second Quarter 2026 Financial Results (Business Wire)
Jun-24-26 09:31AM	BlackBerry, Take-Two initiations among today's top calls on Wall Street (The Fly) -5.04%
Jun-15-26 09:00AM	Principal Asset Management Launches Fixed Income ETF Suite (Business Wire)
08:30AM	Loading…
Jun-04-26 08:30AM	State Street Expands Investment Servicing Relationship with Principal Financial Group (Business Wire)
Apr-28-26 03:30PM	AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries (Business Wire)
08:30AM	Principal Financial Group Names Tim Brown as New General Counsel (Business Wire)
Apr-25-26 03:04AM	Principal Financial Group Inc (PFG) Q1 2026 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
Apr-24-26 08:30AM	Principal Financial Group, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-23-26 04:43PM	Principal Financial: Q1 Earnings Snapshot (Associated Press)
04:15PM	Principal Financial Group Announces First Quarter 2026 Results (Business Wire)
Mar-26-26 04:01PM	Seacoast Banking Corporation of Florida Appoints Three New Independent Directors (Business Wire)
Mar-18-26 10:09AM	Principal Named One of the 2026 Worlds Most Ethical Companies by Ethisphere (Business Wire)
Mar-17-26 12:20PM	Is Principal Financial Group Stock Underperforming the Dow? (Barchart)
09:00AM	Loading…
Mar-05-26 09:00AM	U.S. Businesses Signal Growth in Early 2026 (Business Wire)
Mar-04-26 12:48AM	Wells Fargo Upgrades Principal Financial Group, Inc. (PFG) to Equal Weight and Raises its Price Target to $91 (Insider Monkey)
Mar-03-26 12:00PM	Principal Expands Dental and Group Benefits Presence in Alabama (Business Wire)
Feb-26-26 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Feb-25-26 10:21AM	The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse (24/7 Wall St.)
09:32AM	Oracle upgraded, Workday downgraded: Wall Street's top analyst calls (The Fly)
07:57AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: AbbVie, Angel Studios, First Solar, IBM, Kroger, Molson Coors, Oracle, Workday, and More (24/7 Wall St.)
Feb-23-26 01:24PM	LMND Q4 Loss Narrower Than Expected on Solid Underwriting (Zacks)
Feb-18-26 07:22AM	Is Wall Street Bullish or Bearish on Principal Financial Stock? (Barchart)
Feb-14-26 04:04PM	Principal Financial CEO Lifts ROE Target, Highlights SMB Growth and AI Push at BofA Conference (MarketBeat)
Feb-12-26 09:41AM	MFC Beats Q4 Earnings Estimates, Unveils 10.2% Dividend Hike (Zacks)
09:39AM	Sun Life Financial Q4 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
Feb-11-26 04:14PM	Top Analyst Reports for Eli Lilly, Marriott & Fortinet (Zacks)
10:25AM	Assurant Q4 Earnings & Revenues Beat Estimates on Higher Premiums (Zacks)
Feb-10-26 05:20PM	Principal Financial Group Q4 Earnings Call Highlights (MarketBeat)
04:03PM	Loading…
04:03PM	Principal Financial Group Inc (PFG) Q4 2025 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
11:45AM	Why Principal Financial (PFG) is a Great Dividend Stock Right Now (Zacks)
10:10AM	Principal Financial Q4 Earnings Miss, Revenues & Premiums Rise Y/Y (Zacks)
08:30AM	Principal Financial Group, Inc. Q4 2025 Earnings Call Summary (Moby)
Feb-09-26 06:30PM	Here's What Key Metrics Tell Us About Principal Financial (PFG) Q4 Earnings (Zacks)
06:00PM	Principal Financial (PFG) Q4 Earnings Miss Estimates (Zacks)
05:06PM	Principal Financial: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces Full Year and Fourth Quarter 2025 Results as Well as 2026 Outlook (Business Wire)
Feb-05-26 07:49AM	PFG Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Feb-04-26 05:35PM	Everest Group (EG) Misses Q4 Earnings Estimates (Zacks)
09:15AM	Countdown to Principal Financial (PFG) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Feb-03-26 05:11AM	Principal Financial (PFG) Stock Outlook Adjusted by JPMorgan Amid Life Insurance Peer Comparison (Insider Monkey)
Jan-29-26 03:43AM	Zacks Industry Outlook Highlights American International, Prudential Financial, Markel, Principal Financial Group and Everest (Zacks)
Jan-28-26 12:22PM	5 Multiline Insurers to Watch Amid Prudent Underwriting and Pricing (Zacks)
Jan-20-26 10:17AM	PFG Outperforms Industry, Trades Near 52-Week High: Time to Buy? (Zacks)
Jan-19-26 11:08AM	AIG Taps CVC to Put Its Investment Engine in a Higher Gear (Zacks)
10:28AM	AIZ Boosts Post-Purchase Capabilities With RL Circular Operations (Zacks)
Jan-13-26 09:43AM	MKL Stock Trading at a Discount to Industry at 1.48X: Time to Hold? (Zacks)
Jan-12-26 04:15PM	Deanna Strable to Speak at 2026 Bank of America Financial Services Conference (Business Wire)
06:16AM	Principal Financial's Q4 2025 Earnings: What to Expect (Barchart)
Jan-08-26 09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jan-07-26 11:40AM	PFG or PUK: Which Is the Better Value Stock Right Now? (Zacks)
Jan-02-26 09:00AM	Principal Financial Group to Hold Combined Earnings and Outlook Call (Business Wire)
Dec-29-25 11:45AM	Implied Volatility Surging for Principal Financial Stock Options (Zacks)
Dec-24-25 06:50AM	Principal Financial price target raised to $100 from $94 at Piper Sandler (TipRanks)
Dec-11-25 10:12AM	PFG Outperforms Industry, Hits 52-Week High: How to Play the Stock (Zacks)
06:16AM	Is Principal Financial Stock Underperforming the Nasdaq? (Barchart)
Dec-10-25 03:40AM	Analysts Continue to View Principal Financial Group (PFG) Cautiously as Sector Cycle Softens (Insider Monkey)
Dec-09-25 09:00AM	Principal Recognized as Best Place to Work in Money Management by Pensions & Investments for 14th Consecutive Year (Business Wire)
Dec-04-25 11:30AM	Radian (RDN) Up 4.2% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-28-25 11:30AM	Prudential (PRU) Up 4.7% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-26-25 01:24PM	This Financial Name Is Becoming A Dividend Standout With Steady Distribution Increases (Investor's Business Daily)
11:30AM	Principal Financial (PFG) Up 3% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-23-25 10:34PM	A Look Back at Life Insurance Stocks' Q3 Earnings: Principal Financial Group (NASDAQ:PFG) Vs The Rest Of The Pack (StockStory)
Nov-20-25 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
Nov-19-25 09:00AM	U.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising Costs (Business Wire)
08:07AM	Are Wall Street Analysts Bullish on Principal Financial Group Stock? (Barchart)
Nov-16-25 01:00AM	Global Financial Inclusion Index: Which countries offer the best access to financial services? (Euronews)
Nov-05-25 02:00PM	Principal Asset Management Real Estate Strategies Earn Top GRESB Ratings for 10th Consecutive Year (Business Wire)
Nov-04-25 12:23PM	5 Stocks to Watch From the Prospering Multiline Insurance Industry (Zacks)
Nov-03-25 10:00AM	Principal joins the Council for Disability Income Awareness (PR Newswire)
12:32AM	The 5 Most Interesting Analyst Questions From Principal Financial Group's Q3 Earnings Call (StockStory)
Oct-31-25 10:53AM	Reinsurance Group Q3 Earnings Top Estimates on Solid Investment Income (Zacks)
Oct-30-25 03:18PM	Principal Financial Group Inc (PFG) Q3 2025 Earnings Call Highlights: Strong Growth in Earnings ... (GuruFocus.com)
01:00PM	EG Q3 Earnings & Revenues Miss Estimates on Poor Underwriting Show (Zacks)
12:51PM	Prudential Financial Q3 Earnings Beat Estimates on Lower Expenses (Zacks)
12:42PM	Willis Towers Q3 Earnings Beat Estimates on Lower Expenses (Zacks)
Oct-29-25 08:40AM	PFG Q3 Deep Dive: Diversified Segments Drive Growth Despite Margin Pressures (StockStory)
Oct-28-25 10:30AM	Principal Financial Q3 Earnings & Revenues Lag Estimates, Dividend Up (Zacks)
09:40AM	Here's Why Principal Financial (PFG) is a Strong Value Stock (Zacks)
Oct-27-25 07:30PM	Principal Financial (PFG) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:35PM	Principal Financial (PFG) Q3 Earnings and Revenues Lag Estimates (Zacks)
04:34PM	Principal Financial: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Principal Financial Group Announces Third Quarter 2025 Results (Business Wire)
Oct-25-25 11:05PM	Principal Financial Group (PFG) Q3 Earnings: What To Expect (StockStory)
Oct-23-25 10:47AM	Is a Beat in the Cards for Principal Financial This Earnings Season? (Zacks)
Oct-22-25 10:00AM	Kemper (KMPR) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
09:15AM	Exploring Analyst Estimates for Principal Financial (PFG) Q3 Earnings, Beyond Revenue and EPS (Zacks)
Oct-20-25 10:00AM	Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-14-25 11:45AM	Why Principal Financial (PFG) is a Top Dividend Stock for Your Portfolio (Zacks)
Oct-07-25 11:00AM	Principal Partners With Barings on New $1 Billion Portfolio Finance Initiative to Strengthen Private Credit Platform (Business Wire)
10:25AM	Principal Financial Earnings Preview: What to Expect (Barchart)
12:03AM	Principal Financial Group (PFG): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)
Oct-02-25 10:17AM	Can Principal Financial Balance Growth With Margin Pressures? (Zacks)
Oct-01-25 04:15PM	Principal to Announce Third Quarter 2025 Financial Results (Business Wire)
Sep-29-25 11:40AM	PFG vs. PUK: Which Stock Is the Better Value Option? (Zacks)
Sep-26-25 11:45AM	Principal Financial (PFG) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Sep-18-25 08:49AM	Is Principal Financial Stock Underperforming the S&P 500? (Barchart)
Sep-15-25 11:31PM	Life Insurance Stocks Q2 Results: Benchmarking Principal Financial Group (NASDAQ:PFG) (StockStory)
Sep-10-25 11:45AM	This is Why Principal Financial (PFG) is a Great Dividend Stock (Zacks)

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

PresidentMs. Deanna Dawnette Strable-Soethout

Executive VP & CFOMr. Joel Michael Pitz

President of Benefits & ProtectionMs. Amy Christine Friedrich

President of Retirement & Income SolutionsMr. Christopher James Littlefield

President & CEO of Principal Asset ManagementMr. Kamal Bhatia C.F.A.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DEANNA STRABLE-SOETHOUT	Officer	Jun 12 '26	Proposed Sale	109.69	30,708	3,368,361		Jun 12 04:44 PM
DEANNA STRABLE-SOETHOUT	Officer	Jun 11 '26	Proposed Sale	109.21	19,767	2,158,754		Jun 11 04:27 PM
Cheong Wee Yee	President - Asia & Middle East	May 21 '26	Sale	103.16	7,534	777,207	66,443	May 22 10:08 AM
Cheong Wee Yee	President - Asia & Middle East	May 20 '26	Sale	103.06	3,211	330,926	73,977	May 22 10:08 AM
WEE YEE CHEONG	Officer	May 21 '26	Proposed Sale	103.16	7,534	777,239		May 21 04:34 PM
WEE YEE CHEONG	Officer	May 20 '26	Proposed Sale	103.06	3,211	330,922		May 20 04:15 PM
Cheong Wee Yee	President - Asia & Middle East	May 01 '26	Sale	101.26	9,183	929,871	77,188	May 04 12:27 PM
Cheong Wee Yee	President - Asia & Middle East	Apr 30 '26	Sale	101.01	4,737	478,484	86,371	May 04 12:27 PM
WEE YEE CHEONG	Officer	May 01 '26	Proposed Sale	101.26	9,183	929,892		May 01 04:04 PM
Cheong Wee Yee	President - Asia & Middle East	Apr 29 '26	Sale	101.00	1,080	109,080	91,108	Apr 30 05:03 PM
Djurasovic George	Interim General Counsel	Apr 28 '26	Sale	100.83	2,571	259,234	21,906	Apr 30 05:03 PM
Djurasovic George	Interim General Counsel	Apr 30 '26	Sale	99.63	1	99	21,905	Apr 30 05:03 PM
WEE YEE CHEONG	Officer	Apr 30 '26	Proposed Sale	101.01	4,737	478,481		Apr 30 04:12 PM
WEE YEE CHEONG	Officer	Apr 29 '26	Proposed Sale	101.00	1,080	109,082		Apr 29 04:11 PM
GEORGE DJURASOVIC	Officer	Apr 28 '26	Proposed Sale	100.83	2,571	259,240		Apr 28 04:12 PM
Muruzabal Claudio	Director	Feb 09 '26	Buy	97.09	5	485	11,203	Mar 25 03:51 PM
KAMAL BHATIA	Officer	Mar 02 '26	Proposed Sale	95.42	2,899	276,623		Mar 02 04:42 PM
KEN MCCULLUM	Officer	Mar 02 '26	Proposed Sale	95.42	1,616	154,199		Mar 02 04:42 PM
KEN MCCULLUM	Officer	Feb 25 '26	Proposed Sale	94.85	3,071	291,284		Feb 25 04:29 PM
KAMAL BHATIA	Officer	Feb 25 '26	Proposed Sale	94.85	5,570	528,314		Feb 25 04:28 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 30 '26	Sale	95.00	7,340	697,300	136,828	Feb 02 12:42 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 29 '26	Sale	95.12	9,300	884,616	144,168	Jan 30 02:46 PM
DEANNA STRABLE-SOETHOUT	Officer	Jan 29 '26	Proposed Sale	94.05	16,640	1,564,992		Jan 29 04:11 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 22 '26	Sale	92.56	8,025	742,794	54,227	Jan 26 12:11 PM
DWIGHT SOETHOUT	Officer	Jan 22 '26	Proposed Sale	91.09	8,025	730,997		Jan 22 04:33 PM
STRABLE-SOETHOUT DEANNA D	President and CEO	Jan 08 '26	Sale	92.50	300	27,750	62,252	Jan 12 01:11 PM
DWIGHT SOETHOUT	Officer	Jan 08 '26	Proposed Sale	90.88	300	27,264		Jan 08 04:24 PM
DEANNA STRABLE-SOETHOUT	Officer	Dec 18 '25	Proposed Sale	89.37	68,040	6,080,735		Dec 18 04:24 PM
KEN MCCULLUM	Officer	Dec 10 '25	Proposed Sale	88.21	5,130	452,517		Dec 10 04:21 PM
KAMAL BHATIA	Officer	Dec 10 '25	Proposed Sale	88.21	2,921	257,661		Dec 10 04:14 PM
Cheong Wee Yee	EVP, Principal Asia	Nov 12 '25	Sale	85.04	1,887	160,470	81,421	Nov 13 10:39 AM
WEE YEE CHEONG	Officer	Nov 12 '25	Proposed Sale	85.04	1,887	160,473		Nov 12 04:18 PM

Open in Screener

UNM

Unum Group

88.00

Jul 13 • 10:17AM ET +0.50 (0.57%)

Financial Insurance - Life USA Large NYSE

Peers: LNC MET PRU GL MFC BHF CRBG PFG GNW EQH

| Held by: IJH VTI VB DVY VBR VXF RDVY MDY VIG SPMD

Index	-
Market Cap	14.06B
Enterprise Value	-
Income	781.40M
Sales	13.32B
Book/sh	67.76
Cash/sh	-
Dividend Est.	1.93 (2.19%)
Dividend TTM	1.84 (2.09%)
Dividend Ex-Date	Jul 24, 2026
Dividend Gr. 3/5Y	11.78% 9.07%
Payout	41.21%
Employees	10910
IPO	Nov 06, 1986

P/E	19.11
Forward P/E	9.13
PEG	0.93
P/S	1.06
P/B	1.30
P/C	-
P/FCF	26.10
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	0.35
LT Debt/Eq	0.35
Option/Short	Yes / Yes

EPS (ttm)	4.60
EPS next Y	9.64
EPS next Q	2.16
EPS this Y	8.11%
EPS next Y	9.67%
EPS next 5Y	9.80%
EPS past 3/5Y	-15.03% 1.87%
Sales past 3/5Y	2.95% -0.16%
EPS Y/Y TTM	-45.74%
Sales Y/Y TTM	4.19%
EPS Q/Q	33.50%
Sales Q/Q	8.60%
Earnings	Jul 28 AMC
EPS/Sales Surpr.	4.21% 15.12%

Insider Own	0.95%
Insider Trans	-2.18%
Inst Own	89.56%
Inst Trans	-3.14%
ROA	1.48%
ROE	7.07%
ROIC	5.33%
Gross Margin	-
Oper. Margin	9.16%
Profit Margin	5.86%
SMA20	-2.29%
SMA50	2.27%
SMA200	12.20%
Trades

Shs Outstand	160.75M
Shs Float	158.25M
Short Float	1.82%
Short Ratio	2.05
Short Interest	2.88M
52W High	93.21 -5.59%
52W Low	68.28 28.89%
Volatility	3.10% 2.32%
ATR (14)	1.98
RSI (14)	48.65
Beta	0.24
Rel Volume	0.22
Avg Volume	1.40M
Volume	50,626

Perf Week	-1.69%
Perf Month	-2.96%
Perf Quarter	14.78%
Perf Half Y	9.49%
Perf YTD	13.55%
Perf Year	9.95%
Perf 3Y	85.46%
Perf 5Y	218.38%
Perf 10Y	175.95%
Recom	1.73
Target Price	100.85
Prev Close	87.50
Price	88.00
Change	0.57%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-16-25	Initiated	Wolfe Research	Outperform	$91
Mar-05-25	Upgrade	Raymond James	Mkt Perform → Strong Buy	$108
Jan-23-25	Initiated	BMO Capital Markets	Outperform	$91
Jan-07-25	Downgrade	JP Morgan	Overweight → Neutral	$74 → $79
Nov-14-24	Upgrade	Evercore ISI	In-line → Outperform	$67 → $84
Sep-05-24	Initiated	Barclays	Overweight	$73
Jul-11-24	Initiated	Piper Sandler	Overweight	$57
Jan-03-24	Upgrade	JP Morgan	Neutral → Overweight	$55
Apr-25-23	Initiated	Wells Fargo	Overweight	$57
Mar-20-23	Upgrade	Jefferies	Hold → Buy	$44 → $50
Mar-15-23	Upgrade	Citigroup	Neutral → Buy	$49 → $53
Mar-14-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$49 → $52
Jan-09-23	Upgrade	Barclays	Underweight → Equal Weight	$43
Nov-16-22	Downgrade	Goldman	Buy → Neutral	$50
Sep-22-22	Initiated	Raymond James	Mkt Perform
May-24-22	Initiated	Citigroup	Neutral	$36
Jan-26-22	Initiated	Jefferies	Hold	$27
Jan-21-22	Initiated	Wolfe Research	Peer Perform	$26
Dec-03-21	Initiated	Goldman	Buy	$32
Jan-08-21	Upgrade	Evercore ISI	Underperform → In-line	$25

Show Previous Ratings

Jul-09-26 10:00AM	Unum Group Declares Quarterly Dividend of $0.505 Per Share of its Common Stock (Business Wire)
Jul-06-26 06:20AM	Fortitude Re Announces $3.8 Billion Long-Term Care Reinsurance Agreement with Unum Group (Business Wire)
06:00AM	Unum Group Announces $3.8 Billion Long-Term Care Reinsurance Transaction with Fortitude Re (Business Wire)
Jul-01-26 04:15PM	Unum Group Promotes Andrew Walker to Executive Vice President, Chief Customer Operations Officer (Business Wire)
May-28-26 10:10AM	Kristi Matus Elected to Unum Group Board of Directors (Business Wire)
09:00AM	Loading…
May-21-26 09:00AM	Unum Group's Board of Directors Votes to Increase Common Stock Dividend (Business Wire)
Apr-30-26 02:23PM	Unum Group Names Steve Jones as President of Colonial Life (Business Wire)
03:06AM	Unum Group (UNM) Q1 2026 Earnings Call Highlights: Strong Start with Record Earnings and ... (GuruFocus.com)
Apr-29-26 08:30AM	Unum Group Q1 2026 Earnings Call Summary (Moby)
Apr-28-26 05:00PM	Unum: Q1 Earnings Snapshot (Associated Press)
04:15PM	Unum Group Reports First Quarter 2026 Results (Business Wire)
Apr-09-26 10:00AM	Unum Group Declares Quarterly Dividend of $0.460 Per Share of Its Common Stock (Business Wire)
Apr-06-26 02:43PM	Unum Group to Release First Quarter 2026 Results and Host Conference Call (Business Wire)
Mar-24-26 11:11AM	Unum Expands Broker Connect Partnership With Employee Navigator (Business Wire)
Mar-10-26 12:06AM	3 Reasons to Avoid UNM and 1 Stock to Buy Instead (StockStory)
11:33AM	Loading…
Feb-25-26 11:33AM	UBS Lowers Unum Group (UNM) Forecast While Maintaining Neutral Rating (Insider Monkey)
Feb-19-26 12:07AM	What Makes Unum Group (UNM) Highly Favored by Hedge Funds (Insider Monkey)
Feb-12-26 12:41AM	5 Must-Read Analyst Questions From Unum Group's Q4 Earnings Call (StockStory)
Feb-10-26 01:32AM	Unum Group Reaffirms 2026 Growth Targets, 100% Capital Return, Shifts Closed Block Below the Line (MarketBeat)
Feb-07-26 02:07AM	Unum Group Q4 Earnings Call Highlights (MarketBeat)
Feb-06-26 02:01PM	Unum Group (UNM) Q4 2025 Earnings Call Highlights: Strong Capital Position and Strategic Growth ... (GuruFocus.com)
11:16AM	Unum Group Q4 Earnings and Revenues Miss Estimates, Premiums Rise Y/Y (Zacks)
10:00AM	UNM Q4 Deep Dive: Flat Sales and Margin Pressures Underscore Guidance Reset (StockStory)
Feb-05-26 08:30PM	Compared to Estimates, Unum (UNM) Q4 Earnings: A Look at Key Metrics (Zacks)
06:00PM	Unum (UNM) Lags Q4 Earnings and Revenue Estimates (Zacks)
05:06PM	Unum: Q4 Earnings Snapshot (Associated Press Finance)
04:54PM	Unum Group (NYSE:UNM) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings, Stock Drops (StockStory)
04:15PM	Unum Group Reports Fourth Quarter 2025 Results (Business Wire)
Feb-04-26 09:15AM	Stay Ahead of the Game With Unum (UNM) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Feb-03-26 10:16PM	Unum Group (UNM) Reports Earnings Tomorrow: What To Expect (StockStory)
12:06PM	Loading…
12:06PM	Unum Group Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Jan-29-26 10:00AM	Unum (UNM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-28-26 12:00PM	Unum Group to Present at the UBS Financial Services Conference (Business Wire)
Jan-16-26 09:40AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Jan-15-26 10:00AM	Unum Group Declares Quarterly Dividend of $0.460 Per Share of its Common Stock (Business Wire)
02:50AM	Barclays Boosts UNM Price Target, Sees Life Insurers Supported by Consolidation (Insider Monkey)
Jan-12-26 12:30PM	Unum Group to Release Fourth Quarter 2025 Results, Provide 2026 Outlook and Host Conference Call (Business Wire)
Jan-06-26 11:07PM	3 Reasons UNM is Risky and 1 Stock to Buy Instead (StockStory)
Dec-21-25 10:31PM	Spotting Winners: Unum Group (NYSE:UNM) And Life Insurance Stocks In Q3 (StockStory)
Dec-16-25 11:13AM	GL Stock Near 52-Week High: A Signal for Investors to Hold Tight? (Zacks)
Dec-15-25 10:27AM	UNM Stock Trading at a Discount to Industry at 1.2X: Time to Hold? (Zacks)
Dec-11-25 11:33PM	3 Insurance Stocks We Think Twice About (StockStory)
Dec-09-25 12:36PM	Unum Group (UNM) Approves A New $1 billion Share Repurchase Program (Insider Monkey)
Dec-04-25 04:15PM	Unum Group's Board of Directors Authorizes $1 Billion Share Repurchase Program (Business Wire)
Dec-03-25 11:30AM	Why Is Unum (UNM) Down 5% Since Last Earnings Report? (Zacks)
09:39AM	Zacks Industry Outlook Highlights Aflac, Unum Group, Globe Life and Trupanion (Zacks)
Dec-02-25 12:36PM	4 Accident & Health Insurers to Watch Amid Rising Medical Costs (Zacks)
Nov-14-25 04:15PM	Unum Group Completes Senior Notes Offering (Business Wire)
Nov-13-25 09:20AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Nov-11-25 12:32PM	AM Best Assigns Issue Credit Rating to Unum Groups New Senior Unsecured Notes (Business Wire)
Nov-10-25 12:31AM	5 Revealing Analyst Questions From Unum Group's Q3 Earnings Call (StockStory)
Nov-05-25 09:50AM	NMI Holdings Q3 Earnings Meet Estimates, Revenues & Premiums Rise Y/Y (Zacks)
09:43AM	Assurant Q3 Earnings & Revenues Top Estimates on Higher Premiums (Zacks)
Nov-04-25 04:06PM	Unum Group (UNM) Stock Trades Up, Here Is Why (StockStory) +7.23%
04:02PM	Unum Group (UNM) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic Growth (GuruFocus.com)
09:35AM	Unum Group Q3 Earnings Miss on Higher Expenses, Revenues Rise Y/Y (Zacks)
04:40AM	The Zacks Analyst Blog Highlights Primerica, CNA Financial, Assurant and Unum Group (Zacks)
Nov-03-25 08:00PM	Unum (UNM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:15PM	Unum (UNM) Lags Q3 Earnings Estimates (Zacks)
05:13PM	Unum: Q3 Earnings Snapshot (Associated Press Finance)
04:42PM	Unum Group's (NYSE:UNM) Q3: Beats On Revenue (StockStory)
04:15PM	Unum Group Reports Third Quarter 2025 Results (Business Wire)
11:24AM	4 Insurance Stocks Set to Pull Off a Beat This Earnings Season (Zacks)
Nov-01-25 11:10PM	Unum Group (UNM) Reports Earnings Tomorrow: What To Expect (StockStory)
Oct-29-25 12:43PM	Unum Group Gears Up to Report Q3 Earnings: Here's What to Expect (Zacks)
Oct-28-25 10:00AM	Aflac (AFL) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release (Zacks)
Oct-27-25 10:00AM	Unum (UNM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-22-25 12:36AM	1 Insurance Stock with Impressive Fundamentals and 2 We Avoid (StockStory)
Oct-09-25 10:00AM	Unum Group Declares Quarterly Dividend of $0.460 Per Share of Its Common Stock (Business Wire)
Oct-06-25 03:00PM	Unum Group to Release Third Quarter 2025 Results and Host Conference Call (Business Wire)
Sep-30-25 10:30AM	Unum Group to Benefit From Growing Premium Amid Cost Woes (Zacks)
Sep-26-25 01:27PM	AM Best Affirms Credit Ratings of Unum Group and Its Core U.S. Life/Health Subsidiaries (Business Wire)
Sep-25-25 11:31PM	Life Insurance Stocks Q2 Recap: Benchmarking Unum Group (NYSE:UNM) (StockStory)
Sep-24-25 04:37PM	Barclays Reitrated Buy Rating on Unum Group (UNM) (Insider Monkey)
Sep-18-25 12:34PM	Globe Life Is Trading at a Discount: Time to Load Up or Hold Off? (Zacks)
Sep-16-25 12:03AM	3 Reasons to Avoid UNM and 1 Stock to Buy Instead (StockStory)
Sep-03-25 12:35PM	Unum Group (UNM) Stock Is Up, What You Need To Know (StockStory)
Aug-28-25 11:30AM	Unum (UNM) Down 2.2% Since Last Earnings Report: Can It Rebound? (Zacks)
11:00AM	Unum Group to Present at the 23rd Annual Barclays Financial Services Conference (Business Wire)
12:36AM	3 Insurance Stocks We Steer Clear Of (StockStory)
Aug-27-25 12:50PM	Are Strategic Contracts and Partnerships Centene's Growth Engine? (Zacks)
Aug-20-25 11:53PM	Wells Fargo Sees Long-Term Upside in Unum (UNM) Despite Earnings Headwinds (Insider Monkey)
Aug-19-25 10:58AM	GL Outperforms Industry, Trades Above 50-Day SMA: What's Next? (Zacks)
Aug-15-25 10:00AM	Unum to Benefit From Growing Premium Amid Rising Expenses (Zacks)
Aug-13-25 12:18AM	5 Revealing Analyst Questions From Unum Group's Q2 Earnings Call (StockStory)
12:02AM	UNM Q2 Deep Dive: Claims Pressure and Lower Investment Income Impact Profitability (StockStory)
Aug-11-25 08:44PM	LPL Financial Lifts Unum Group (UNM) Stake by 1.5% (Insider Monkey)
09:00AM	Workday Wellness Named a 2025 Top HR Product of the Year by HR Executive (PR Newswire)
Jul-31-25 01:00PM	Prudential Financial Q2 Earnings Beat Estimates, Revenues Decline Y/Y (Zacks)
09:32AM	Unum Group (UNM) Loses 12% on Disappointing Q2 (Insider Monkey)
Jul-30-25 07:55PM	Why Unum Stock Tumbled by 12% Today (Motley Fool) -12.18%
01:40PM	Why Unum Group (UNM) Stock Is Nosediving (StockStory)
12:55PM	Unum Group Q2 Earnings Miss, Revenues Top, Premiums Rise Y/Y (Zacks)
Jul-29-25 08:00PM	Unum (UNM) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
06:00PM	Unum Group's (NYSE:UNM) Q2: Beats On Revenue (StockStory)
05:30PM	Unum (UNM) Lags Q2 Earnings Estimates (Zacks)
04:28PM	Unum: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Unum Group Reports Second Quarter 2025 Results (Business Wire)
Jul-27-25 11:12PM	Unum Group (UNM) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
Jul-24-25 10:58AM	What's in the Cards for Unum Group This Earnings Season? (Zacks)

Unum Group engages in the provision of financial protection benefits. Its services include disability, life, accident, critical illness, dental, vision, and other related services. It operates through the following segments: Unum US, Unum International, Colonial Life, Closed Block, and Corporate. The Unum US segment focuses on group disability, group life and accidental death and dismemberment products, and supplemental and voluntary lines of business. The Unum International segment engages in the operations of the UK business, which includes insurance for group long-term disability, group life, and supplemental lines of business that include dental, individual disability, and critical illness products. The Colonial Life segment includes insurance for accident, sickness, disability products, life products, and cancer and critical illness products. The Closed Block segment consists of individual disability, group and individual long-term care, and other insurance products no longer actively marketed. The Corporate segment refers to investment income on corporate assets and other corporate income and expenses not allocated to a line of business. The company was founded in 1848 and is headquartered in Chattanooga, TN.

PresidentMr. Richard Paul McKenney

Executive VP & CFOMr. Steven Andrew Zabel

Executive VP and Chief Information & Digital OfficerMs. Shelia D. Anderson

Executive Vice President of Group BenefitsMr. Christopher Wallace Pyne

Senior VP & Chief Accounting OfficerMr. Walter Lynn Rice Jr.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ahmed Elizabeth Claire	EVP, People & Communications	Apr 30 '26	Sale	80.14	12,000	961,680	42,587	May 01 05:21 PM
Ahmed Elizabeth Claire	Officer	Apr 30 '26	Proposed Sale	80.14	12,000	961,680		Apr 30 10:05 AM
Pyne Christopher W	EVP, Group Benefits	Mar 16 '26	Sale	72.47	4,852	351,624	52,268	Mar 18 05:35 PM
Pyne Christopher W	Officer	Mar 16 '26	Proposed Sale	72.47	4,852	351,624		Mar 16 11:40 AM
IGLESIAS LISA G	EVP, General Counsel	Mar 09 '26	Sale	73.00	3,500	255,500	29,453	Mar 11 05:57 PM
IGLESIAS LISA G	Officer	Mar 09 '26	Proposed Sale	73.00	3,500	255,500		Mar 09 04:39 PM
Keaney Timothy F	Director	Feb 18 '26	Sale	72.58	4,500	326,610	38,592	Feb 20 05:26 PM
Egan Cynthia	Director	Feb 18 '26	Sale	73.00	9,000	657,032	42,846	Feb 20 05:24 PM
Egan Cynthia	Director	Feb 18 '26	Proposed Sale	73.00	9,000	657,031		Feb 18 02:11 PM
Keaney Timothy F	Director	Feb 18 '26	Proposed Sale	72.58	4,500	326,610		Feb 18 12:24 PM
Rice Walter Lynn JR	SVP, Chief Accounting Officer	Dec 09 '25	Sale	73.50	900	66,152	8,940	Dec 11 06:44 PM
Rice Walter Lynn JR	Officer	Dec 09 '25	Proposed Sale	73.50	900	66,152		Dec 09 02:25 PM
Zabel Steven Andrew	EVP, Chief Financial Officer	Nov 19 '25	Sale	76.38	7,500	572,865	113,807	Nov 21 05:13 PM
Zabel Steven Andrew	Officer	Nov 19 '25	Proposed Sale	76.38	7,500	572,865		Nov 19 03:24 PM
Pyne Christopher W	EVP, Group Benefits	Nov 07 '25	Sale	78.04	4,000	312,148	51,372	Nov 10 06:22 PM
Pyne Christopher W	Officer	Nov 07 '25	Proposed Sale	78.04	4,000	312,148		Nov 07 03:55 PM

CNO

CNO Financial Group Inc

AFL

Aflac Inc

PFG

Principal Financial Group Inc

UNM

Unum Group

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