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Unum

UNM Financial Services Unknown Updated July 31, 2026
$86.05
52W $68.28 – $93.22
53/100
$13.63B
20.1
0.24
AI Committee Verdict
Watch
Conviction: Contested · 50% agreement · 6 analysts
+8.3%
-11.0%
0.76:1
Contested

Is UNM Bullish or Bearish?

Mixed. Innellis AI committee rates Unum (UNM) Watch with a composite score of 53/100 , based on 6 analysts with 50% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.53 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.47 from today. The band boundary is 45.0, 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 committee is genuinely divided. Value Analyst sees a compelling case — price-to-book of 1.2x is a discount to asset value. Growth Analyst remains cautious — eps declining -45.7% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.2x is a discount to asset value — Value
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.33 across 27 articles, 14d) — News
Bear Case
  • EPS declining -45.7% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
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 July 31, 2026
Overall Committee Score
53/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 77%
of 141 Financial Services peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 1.2x is a discount to asset value
Growth Analyst bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -45.7% YoY despite any revenue growth
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 27 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 53.0 to 53.5.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: stance bearish->neutral; score 38->48 (+10).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
44.0
Neutral
MACD Histogram
-0.377
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$76.62
Resistance
$93.22
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$86.68 Below
EMA 21
$87.53 Below
EMA 50
$86.70 Below
EMA 200
$80.72 Above

Fundamental Analysis

Valuation
93
Growth
44
Profitability
0
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 20.1×
P/B Ratio 1.27×
PEG Ratio -0.41
Dividend Yield 0.02%
52W High $93.22
52W Low $68.28
Quality & Growth
ROE 6.6%
ROA 1.1%
Gross Margin 35.7%
Operating Margin 6.8%
Revenue Growth YoY
Debt / Equity 0.35
AI Fundamental Assessment
P/E ratio of 20.1 (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 0.1%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 17.97 (healthy short-term liquidity); Debt-to-equity of 0.35; Free cash flow margin of 0.8% (thin cash generation); 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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Explore UNM Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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