最新ニュース Unum Gr (NYSE:UNM) 株価情報

Unum Gr

Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum USA, Unum International, Closed Block, Colonial Life, and Corporate. The majority of the revenue is earned from the Unum USA segment. The firm markets its products through brokers.

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市場は不透明感に包まれている。景気後退の兆候が見られる中、市場は乱高下し、関税政策には一貫性がない状況が続いている。セントルイス連邦準備銀行の『米国経済政策の不透明指数（US Economic Policy Uncertainty Index）』が、2020年12月以来の最高水準に急上昇した。消費者信頼感指数（University of Michigan Survey of Consumers）は1月から2月にかけて約10%下落し、1年前からも17%減少している。

景気不安が高まる中の不況に強いとされる5銘柄

Unum Group

Unum Group 6.250% Junior Subordinated Notes due 2058

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When the market throws a delightful little soiree for the bears and headlines scream of doom, gloom and capital destruction, it often feels like it&#8217;s the end of it all.
But odds are the world is not going to end.
It was the same in previous bear markets.
During the 1998 Russian crisis and the collapse of Long Term Capital Management, closed-door meetings at the New York offices of the Federal Reserve were held, in which participants discussed who would pony up enough cash to save the financial system.
Warren Buffett passed. Instead, a bunch of Wall Street and a few French banks stepped up with the necessary cash.
During the Great Financial Crisis, it felt like the financial system&#8217;s implosion was always just seconds away.
In the initial stages of the COVID-19 pandemic, the end of the world was the lead story for weeks on end.
In every case, the world survived and stocks recovered.
In each case, this was the winning investment strategy during the bear market.
If the end does come, I suspect none of us will be concerned about our stock portfolio.
I do not recall Charlton Heston asking Cornelius or Zira about the price of IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) or General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) in Planet of the Apes.
Rick Grimes of The Walking Dead never takes a break from killing zombies to call his broker.
If the world survives the tariff war of 2025, we might want to make some of the moves that paid off in the aftermath of prior almost-end-of-the-world events.
One of the best strategies is buying dividends and dividend growth.
Investors who bought stocks like Pfizer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), Altria (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>) and CapitalOne (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) in early 2009 not only locked in high levels of income, their gains over the next decade were spectacular.
Buying high-yield stocks like Unum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>), Tanger Outlets (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKT#NYSE">SKT</a>) and Marathon Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>) in the spring of 2020 has also worked out extraordinarily well for investors who allowed rational thinking to overcome fear.
Unless the world ends, this time should offer the same opportunities to lock in high yields from companies that also offer the potential for outsized long-term gains.
Shares of Pfizer have once again fallen to levels that make the stock a high-yielding opportunity for patient investors.
Pfizer has a diverse drug portfolio and is in a strong position in the vaccine markets. Going forward, they are shedding the off-patent drug business to focus on innovation and newer products.
Pfizer generates massive amounts of free cash flow, which is used to pay down debt, buy back stock and pay dividends.
The company plans to pay out 50% of cash flow as dividends so the payout should continue to grow over time.
Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) is one of the best-positioned auto companies in the current environment and should do very well as the trade war progresses towards a conclusion.
Ford continues to dominate the pickup truck market and I don&#8217;t see that changing anytime soon.
Ford intends to have a presence in the EV market but will not abandon the traditional market anytime soon. The Mustang Mach-E and Lightning F-150 electric vehicles are both selling well and attracting customers who have never considered Ford products before.
Ford has focused on reducing debt and strengthening its balance sheet over the past few years, and this strategy is working.
The company currently has over $25 billion in cash and securities on the books.
The stock is currently yielding over 7% and has excellent long-term appreciation potential from current levels.
UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) shares have also fallen to the level where the dividend is attractive. At the current price, the yield is over 7%.
UPS seems like a solid bet, even with some bumps in the road ahead. They&#8217;re the big dog in package delivery, handling way more daily packages than FedEx in the US.
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Editorial content from our Expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies which are neither expressly or impliedly approved or endorsed by Benzinga.
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This Strategy Outperforms In Bear Markets

Barclays analyst Alex Scott maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Overweight and raises the price target from $85 to $89.

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Price Target

Analyst Ratings

Barclays Maintains Overweight on Unum Gr, Raises Price Target to $89

Wells Fargo analyst Elyse Greenspan maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Overweight and lowers the price target from $97 to $95.

Wells Fargo Maintains Overweight on Unum Gr, Lowers Price Target to $95

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Shares of companies in the broader financial services sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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Shares of companies within the broader financial sector are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Keefe, Bruyette &amp; Woods analyst Ryan Krueger maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Outperform and lowers the price target from $103 to $102.

Keefe, Bruyette & Woods Maintains Outperform on Unum Gr, Lowers Price Target to $102

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Shares of companies within the broader financial sector are trading lower in response to President Trump's sweeping Liberation tariffs and retaliatory responses. The sector is now facing greater macroeconomic uncertainty and recession fears.

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Shares of companies within the broader financials sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

UBS maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Neutral and raises the price target from $75 to $91.

UBS Maintains Neutral on Unum Gr, Raises Price Target to $91

Piper Sandler analyst John Barnidge maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Overweight and raises the price target from $87 to $92.

Piper Sandler Maintains Overweight on Unum Gr, Raises Price Target to $92

In the last three months, 12 analysts have published ratings on Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>), offering a diverse range of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">8</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Unum Gr, presenting an average target of $90.67, a high estimate of $108.00, and a low estimate of $79.00. This current average reflects an increase of 10.44% from the previous average price target of $82.10. 
<img src="https://www.benzinga.com/files/images/story/2025/1743602413_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
A clear picture of Unum Gr's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jimmy Bhullar</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$87.00</td>
<td>$81.00</td>
</tr>
<tr>
<td>Wilma Burdis</td>
<td>Raymond James</td>
<td>Announces</td>
<td>Strong Buy</td>
<td>$108.00</td>
<td>-</td>
</tr>
<tr>
<td>Jack Matten</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$102.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Nigel Dally</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$84.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Ryan Krueger</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$103.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Elyse Greenspan</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$91.00</td>
<td>$81.00</td>
</tr>
<tr>
<td>Ryan Krueger</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$88.00</td>
</tr>
<tr>
<td>John Barnidge</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$87.00</td>
<td>$82.00</td>
</tr>
<tr>
<td>Jack Matten</td>
<td>BMO Capital</td>
<td>Announces</td>
<td>Outperform</td>
<td>$91.00</td>
<td>-</td>
</tr>
<tr>
<td>Elyse Greenspan</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$81.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Jimmy Bhullar</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$79.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Alex Scott</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$85.00</td>
<td>$76.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Unum Gr. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Unum Gr compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Unum Gr's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/UNM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Unum Gr analyst ratings.</a>
<h2>All You Need to Know About Unum Gr</h2>
Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum USA, Unum International, Closed Block, Colonial Life, and Corporate. The majority of the revenue is earned from the Unum USA segment. The firm markets its products through brokers.
<h3>A Deep Dive into Unum Gr's Financials</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: Unum Gr's remarkable performance in 3 months is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 2.6%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 10.88%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 3.18%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Unum Gr's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.55% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: With a below-average debt-to-equity ratio of 0.34, Unum Gr adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Basics of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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Expert Outlook: Unum Gr Through The Eyes Of 12 Analysts

JP Morgan analyst Jimmy Bhullar maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Neutral and raises the price target from $81 to $87.

JP Morgan Maintains Neutral on Unum Gr, Raises Price Target to $87

Uncertainty has taken over the market. Business and consumer sentiment data are souring as markets tumble and tariff policy continues to lack rhyme or reason. The St Louis Fed's US Economic Policy Uncertainty Index has spiked to its highest level since December 2020. The University of Michigan Survey of Consumers dropped nearly 10% from January to February and is now down 17% year-over-year.
Business owners continue to mention tariff uncertainty in surveys. The National Federation of Independent Business (NFIB) Small Business Optimism Index fell in February while the NFIB Uncertainty Index rose to its second-highest recorded level. Complicating matters are increasing inflation expectations for 2025, which could put the Federal Reserve in a tight spot between cutting rates to spur growth or keeping rates unchanged to limit higher prices. 
This precarious cocktail has investors on edge as U.S. stocks lag global markets. While it&#8217;s too soon to talk about a recession being imminent, it&#8217;s a good time to start thinking defensively.
Here are five stocks with solid fundamentals in sectors that tend to do well when the economy slows.
<h2 class="wp-block-heading">Republic Services Inc. </h2>
When investors think of waste management services, they usually conjure the aptly-named Waste Management Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WM#NYSE">WM</a>). However, the lesser-known Republic Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>) also runs integrated commercial, residential and industrial solid waste services with over 200 landfills and an additional 246 transfer stations. Contrasted to its larger rival WM, RSG has a comparable P/E ratio, better margins and a significantly better Price to Free Cash Flow (P/FCF) per Share (35.05 vs 41.89). The stock has also increased over 27% in the last 12 months, compared to just 8.7% for WM shares.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQYUQ7_3cydY16LLDXhy3tPx67ZBSbD7zAXm0LZSi_YK4jG4znK7-82n9tBY5nW0cqOW7is2NPxTCd_cARmCuMp4QR8eNg7kqvhrXpbLNFEC4kUxm6UeZZqvS3ZrUS1B9-0NtJPQ?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
RSG shares pulled back in the first week of March, but the Relative Strength Index (RSI) recently diverged upward, indicating that volume may be accumulating for the next leg higher. RSG also scores well in two crucial Benzinga Edge metrics: 86.20 in Momentum and 88.57 in Quality. On March 4, analysts at CIBC upgraded the stock from Neutral to Outperform, with a price target of $265. UBS, Goldman Sachs and Stifel also boosted price targets on the stock in the last month.
<h2 class="wp-block-heading">Ollie's Bargain Outlet Holdings Inc. </h2>
Dollar stores and discount retailers are often popular picks during economic slowdowns. Still, investors must be careful in this environment not to count on stocks with thin margins and heavy reliance on imports. Ollie's Bargain Outlet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>) is a purveyor of excess buildup, meaning it purchases overstocked or overproduced items from manufacturers and wholesalers and sells them at its warehouses at a deep discount.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfcG4FxVYqcba9omEUNAKhflz5JRExFu1Px6XY5nPkQcPj67Y-TVlR7m6_ZlshjheXqH-h9pqOR38SrnD7MdEu0b4YSeZYeJwzQDKHNFYHShJVJsOyvNU8z4qDFgWmZtPRSpp08LA?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
Ollie's business model gives it a leg up over traditional discount retailers like Dollar Tree. The company's 9% profit margin towers over figures from Dollar Tree, Dollar General and even larger chains like Walmart and Target. Ollie's has boosted revenue by nearly 8% year-over-year, but the stock is down almost 10% in the last three months.
However, as the chart above shows, a buying opportunity could be materializing right now. The upward momentum has stalled, but a bullish wedge is forming, which could signal buyers are consolidating in preparation for a new breakout. Keep an eye on this pattern for a potential breakout as the price range continues to condense.&nbsp;
<h2 class="wp-block-heading">Kimberly-Clark Corp. </h2>
Household products like paper towels, toilet paper, hygiene products, detergents and other cleaning supplies have very inelastic demand, so these companies are often popular investments during recessions or economic slowdowns. Kimberly-Clark Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>) is our pick for this particular industry thanks to its attractive valuation, strong dividend and potential breakout from a multi-year trading range.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe-m4j-kU00Tja9IKDpC0ML9BehtIIiHcg_Khf25LWmceJmSwZPKUigPpvh_NxgYsCwZngce9DWDIFOzAVATHMzu0VkQQDJnwaUC8ZHpMBDVtQLNa6u25Fx6_7_M1th3U1ieBQ50A?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
KMB shares recently reached a nearly five-year high, smashing through a resistance level that had been in place since the end of 2020. This promising technical signal is supported by strong fundamental data as well. KMB trades at just 19 times earnings, far lower than competitors like Proctor and Gamble and Colgate-Palmolive. It also trades at just 2.4 times sales while maintaining a healthy 12.7% profit margin. KMB pays a 3.5% dividend and the recent breakout has boosted its Benzinga Edge Momentum score to 71.54 &#8211; a rare occurrence in the consumer staples sector.
<h2 class="wp-block-heading">Unum Group </h2>
Here's an insurance company that very few investors have heard about but has the prettiest-looking chart of the bunch. Unum Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) provides individual income protection plans to clients in the United States, United Kingdom and Poland while also offering long-term care, life and employee-benefit insurance plans through segments like Colonial Life and Closed Block.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdknAMM85XGJH8djOqkIt-uokaPzFLoS-Iv7YSxhVd04dtjb74hN7kl6219XOMHhTQmGfzDsvfpNbR72bwlBbkPS1k6hINLxoO1eCGpJme2MxixnPxzuqHp2vryBg0MQS1b9A2n?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
Unum Group performed exceptionally well during the 2022 bear market, posting positive gains when most stocks suffered prolonged drawdowns. UNM shares staged a rally in 2024 and have risen by over 60% in the last 12 months. From a fundamental standpoint, the company is in a strong position with 1.27 P/B Value Per Share, 8.3 P/E ratio and 13.9% profit margin. UNM shares also grade out exceptionally well in three crucial Benzinga Edge metrics: Momentum (94.60), Value (89.28) and Quality (84.32).
<h2 class="wp-block-heading">Berkshire Hathaway Inc.</h2>
When Uncle Warren starts raising cash, investors start paying attention. The Oracle of Omaha has been selling stock to increase Berkshire's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) cash pile, and while a 94-year-old insurance CEO may have different investment goals than the rest of us, it&#8217;s worth noting when Buffett begins stacking dry powder.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc-bLC_d9K-RvtDyN99OcIiYYgI6WjcwCG67aV6slY2NIeGDqcU2N7BywlpEWDUzQZb7zi1f-wpQoiSiwpw1f-NsuVs-Dr2nMAl6nZQ312bH3LGPs0kRmEckODPZ51eaJrONLSa?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
Buffett's cash pile is not unusual considering his long-term track record. While Buffett praises buy-and-hold strategies for retail investors, he himself has always been a bit of a market timer. His cash horde suggests he's waiting for volatility to wane before putting new capital to work.
Whether a recession materializes or not, stocks like BRK.B are good places to harbor while waiting for calmer waters to return. Berkshire's free cash flow pile stands at an impressive $11.6 billion with the stock trading at 12 times earnings. The insurance giant also grades well in Benzinga Edge in terms of Momentum (82.74) and Value (73.69). The stock chart shows some consolidation over the last week and the upward trend remains in place.
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Photo: Shutterstock

5 Recession-Proof Stocks To Consider As Economic Fears Grow

Unum Group shares are trading higher after Raymond James upgraded the stock from Market Perform to Strong Buy and announced a price target of $108.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Raymond James analyst Wilma Burdis upgraded Unum Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) from Market Perform to Strong Buy and announced a $108 price target. Unum shares closed at $77.91 on Tuesday. <a href="https://www.benzinga.com/quote/unm/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Mark Murphy upgraded Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) from Neutral to Overweight and raised the price target from $640 to $660. Intuit shares closed at $598.07 on Tuesday. <a href="https://www.benzinga.com/quote/intu/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Guggenheim analyst Joseph Osha upgraded GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) from Neutral to Buy and announced a $380 price target. GE Vernova shares closed at $313.07 on Tuesday. <a href="https://www.benzinga.com/quote/gev/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Benjamin Theurer upgraded the rating for The Mosaic Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOS#NYSE">MOS</a>) from Underweight to Equal-Weight and maintained the price target of $27. Mosaic shares closed at $23.08 on Tuesday. <a href="https://www.benzinga.com/quote/mos/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group analyst Duane Pfennigwerth upgraded Hyatt Hotels Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) from In-Line to Outperform and maintained the price target of $175. Hyatt Hotels shares closed at $137.25 on Tuesday. <a href="https://www.benzinga.com/quote/h/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
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Upgrades

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INTU

This GE Vernova Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Raymond James analyst Wilma Burdis upgrades Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) from Market Perform to Strong Buy and announces $108 price target.

Raymond James Upgrades Unum Gr to Strong Buy, Announces $108 Price Target

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Shares of companies within the broader financial sector are trading lower amid President Trump's decision to implement tariffs.

Analysts' ratings for Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) over the last quarter vary from bullish to bearish, as provided by 12 analysts.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">9</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Unum Gr, revealing an average target of $89.25, a high estimate of $103.00, and a low estimate of $79.00. This upward trend is apparent, with the current average reflecting a 8.48% increase from the previous average price target of $82.27.
<img src="https://www.benzinga.com/files/images/story/2025/1741032057_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of Unum Gr by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jack Matten</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$102.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Nigel Dally</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$84.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Ryan Krueger</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$103.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Elyse Greenspan</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$91.00</td>
<td>$81.00</td>
</tr>
<tr>
<td>Ryan Krueger</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$88.00</td>
</tr>
<tr>
<td>John Barnidge</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$87.00</td>
<td>$82.00</td>
</tr>
<tr>
<td>Jack Matten</td>
<td>BMO Capital</td>
<td>Announces</td>
<td>Outperform</td>
<td>$91.00</td>
<td>-</td>
</tr>
<tr>
<td>Elyse Greenspan</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$81.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Jimmy Bhullar</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$79.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Alex Scott</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$85.00</td>
<td>$76.00</td>
</tr>
<tr>
<td>John Barnidge</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$82.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Suneet Kamath</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$96.00</td>
<td>$91.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Unum Gr. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Unum Gr compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Unum Gr's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
For valuable insights into Unum Gr's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/UNM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Unum Gr analyst ratings.</a>
<h2>Unveiling the Story Behind Unum Gr</h2>
Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the largest domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum US, Unum International, and Colonial Life. The majority of the revenue is earned from the Unum US segment. The firm markets its products primarily through brokers.
<h3>Unum Gr's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Positive Revenue Trend: Examining Unum Gr's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 2.6% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 10.88%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Unum Gr's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 3.18%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.55%, the company showcases effective utilization of assets.
Debt Management: With a below-average debt-to-equity ratio of 0.34, Unum Gr adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Significance of Analyst Ratings Explained</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Unum Gr Stock

BMO Capital analyst Jack Matten maintains Unum Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>) with a Outperform and raises the price target from $95 to $102.

BMO Capital Maintains Outperform on Unum Gr, Raises Price Target to $102

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<li>Masimo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MASI#NASDAQ">MASI</a>)&nbsp;stock increased 11.07% after the company <a href="https://www.benzinga.com//node/43956552" target="_blank" rel="noreferrer noopener">reported better-than-expected&nbsp;results</a>. Analysts revised the <a href="https://www.benzinga.com/quote/masi/analyst-ratings" target="_blank" rel="noreferrer noopener">stock&#8217;s price forecast</a>.</li>
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Press Releases

Unum Group Declares Quarterly Dividend of $0.420 Per Share of its Common Stock

Unum Group Reports Fourth Quarter 2024 Results

Unum Group to Present at the 2025 UBS Financial Services Conference

Unum Group's Board of Directors Authorizes $1 Billion Share Repurchase Program

Unum Group to Present at the 46th Annual Raymond James Institutional Investor Conference

Unum Group Announces $3.4 Billion Long-Term Care Reinsurance Transaction with Fortitude Re

Fortitude Re Announces Long-Term Care and Individual Disability Insurance Reinsurance Agreement with Unum Group

Unum Group to Release First Quarter 2025 Results and Host Conference Call

Unum Group Named Ethisphere BELA Community Champion

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市場は不透明感に包まれている。景気後退の兆候が見られる中、市場は乱高下し、関税政策には一貫性がない状況が続いている。セントルイス連邦準備銀行の『米国経済政策の不透明指数（US Economic Policy Uncertainty Index）』が、2020年12月以来の最高水準に急上昇した。消費者信頼感指数（University of Michigan Survey of Consumers）は1月から2月にかけて約10%下落し、1年前から17%減少している。
企業経営者は依然として関税の不透明感を認識しており、調査でもその声が上がっている。アメリカ中小企業連盟（National Federation of Independent Business、NFIB）の2月の『小規模企業の楽観指数（Small Business Optimism Index）』は低下し、一方で同じくNFIBの『不透明指数（Uncertainty Index）』は過去2番目に高い水準まで上昇した。2025年のインフレ予想が高まっていることも問題を複雑化させており、FRBは、成長を促進するために金利を下げるか、高い物価を抑制するために金利を据え置くかという板挟みの状況に追い込まれている。
この不安定な状況で米国株が世界市場に後れを取っており、投資家の不安要因の一つである。景気後退がまさに目の前に迫っているというには時期早々だが、防御的な投資戦略を考えるには絶好のタイミングと言えるだろう。
以下は、景気後退時に業績が好調な5つの銘柄である。
<h2 class="wp-block-heading">リパブリック・サービス(Republic Services）</h2>
投資家が廃棄物処理サービスを考えると、たいていはそのままの社名のウェイスト・マネジメント(Waste Management Inc.) （NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WM#NYSE">WM</a>）を思い浮かべることが多い。しかし、リパブリック・サービス（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>）も200以上の埋立地と246の中継地があり、商業、住宅、産業の廃棄物処理サービスをしている。大手のWMと比べても、RSGの株価収益率(P/E)は高く、1株あたりのフリーキャッシュフロー（P/FCF）も大幅に優れている（35.05対41.89）。この12ヶ月間、WMの株が8.7%上昇したに対し、RSGの株は27%以上の上昇である。
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQYUQ7_3cydY16LLDXhy3tPx67ZBSbD7zAXm0LZSi_YK4jG4znK7-82n9tBY5nW0cqOW7is2NPxTCd_cARmCuMp4QR8eNg7kqvhrXpbLNFEC4kUxm6UeZZqvS3ZrUS1B9-0NtJPQ?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
3月初めの1週間、RSGの株は下がったが、相対力指数（RSI）は最近上昇に転じ、次の上昇局面に向けての準備が整いつつあることを示している。株式は、2つのBenzinga Edgeの指標でも高い。モメンタムについては86.20、クォリティについては88.57である。3月4日、CIBCのアナリストは、同社の株を「中立」から「アウトパフォーム」に格上げし、目標株価を265ドルにした。UBS、ゴールドマン・サックス、スティーフェルも、過去1か月で同社の株について株価予測を引き上げている。
<h2 class="wp-block-heading">オリーズ・バーゲン・アウトレット・ホールディングス(Ollie&#8217;s Bargain Outlet Holdings）</h2>
景気の減速期には、ドルストアとディスカウントショップが人気を集めることが多い。しかし、このような環境下での株式投資は、利益率が低く、輸入に大きく依存している株式については慎重な姿勢で臨む必要がある。オリーズ・バーゲン・アウトレット（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>）は、製造業者や卸売業者から過剰在庫や過剰生産商品を購入し、その商品を倉庫で大幅な割引価格で販売している。
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfcG4FxVYqcba9omEUNAKhflz5JRExFu1Px6XY5nPkQcPj67Y-TVlR7m6_ZlshjheXqH-h9pqOR38SrnD7MdEu0b4YSeZYeJwzQDKHNFYHShJVJsOyvNU8z4qDFgWmZtPRSpp08LA?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
オリーズのビジネスモデルは、ドルツリーなどの従来なディスカウントストアよりも良い。同社の利益率は9%であり、この数字はドルツリーやドル・ジェネラル、さらにはウォルマートやターゲットなどの大手チェーンよりも上回っている。オリーズは前年同期比で利益をほぼ8%も伸ばしているが、その一方でこの3か月間で株価はほぼ10%下がっている。
しかし、上のチャートが示す通り、現在、買いのチャンスが生じている可能性がある。上昇トレンドは止まったように見えるが、買いの予想線が形成されており、これは新たな上昇局面の予兆と言えるだろう。株価のレンジが縮小し続ける中で、このパターンを見守っていくことが重要である。
<h2 class="wp-block-heading">キンバリー・クラーク(Kimberly-Clark）</h2>
ペーパータオル、トイレットペーパー、消耗品、洗剤など、日用品については需要の変動が非常に少ないため、これらの企業は不況や景気減速時には人気の投資対象となることが多い。キンバリー・クラーク（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>）は、業界の中でも魅力的な評価と配当、また複数年にわたる取引レンジからの多角的なブレイクアウトの可能性などから優れている企業である。
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe-m4j-kU00Tja9IKDpC0ML9BehtIIiHcg_Khf25LWmceJmSwZPKUigPpvh_NxgYsCwZngce9DWDIFOzAVATHMzu0VkQQDJnwaUC8ZHpMBDVtQLNa6u25Fx6_7_M1th3U1ieBQ50A?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
KMBの株はつい最近、2020年末以来の抵抗線を突破して5年ぶりの高値更新となった。この有望なテクニカルシグナルを裏付けるのは、同社が保有する強力なファンダメンタルデータである。KMBの株の株価収益率は19倍で競合他社であるプロクター・アンド・ギャンブルやコルゲート・パーモリブと比較してもはるかに低い。また、売上高収益率12.7%を維持しながら、わずか2.4倍での取引である。配当利回り3.5%、最近の急騰により、Benzinga Edgeのモメンタムスコアは71.54に上昇している。この点においては生活必需品のセクターでは珍しいことである。
<h2 class="wp-block-heading">ユーナム・グループ(Unum Group）</h2>
こちらは、ほとんどの投資家が耳にしたことがない保険会社であるが、欠点のないチャートである。ユーナムグループ（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>）は、アメリカ合衆国、イギリス、ポーランドの顧客に対して個別の所得保護プランを提供し、また、コロニアル・ライフ(Colonial Life)社やクローズド・ブロック(Closed Block）社などのセグメントを通じて、介護、生命保険、従業員給付プランを提供している。
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdknAMM85XGJH8djOqkIt-uokaPzFLoS-Iv7YSxhVd04dtjb74hN7kl6219XOMHhTQmGfzDsvfpNbR72bwlBbkPS1k6hINLxoO1eCGpJme2MxixnPxzuqHp2vryBg0MQS1b9A2n?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
2022年の弱気相場の中で、ユーナムの株は非常に良いパフォーマンスを見せ、多くの株が長期間にわたる下落の中で、同社はプラスの成果をあげた。2024年には、大幅上昇、この12か月間で60%以上の上昇である。ファンダメンタルデータの観点からも、同社は強い地位に立っており、1.27のP/B、8.3のP/E、13.9%の利益率である。ユーナムの株は、Benzinga Edgeの3つの重要な指標、モメンタム（94.60）、バリュー（89.28）、クオリティ（84.32）においても非常に高い。
<h2 class="wp-block-heading">バークシャー・ハサウェイ(Berkshire Hathaway)</h2>
ウォーレン・バフェット氏が資金を調達し始めると投資家たちは注目する。オマハの神様（Oracle of Omaha）は、バークシャーハサウェイ（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>）は資金を増やすために株式を売却しており、この94歳の保険会社のCEOの投資目標が多くの投資家たちとは異なるかもしれないが、バフェット氏が現金を集めていることには注目である。
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc-bLC_d9K-RvtDyN99OcIiYYgI6WjcwCG67aV6slY2NIeGDqcU2N7BywlpEWDUzQZb7zi1f-wpQoiSiwpw1f-NsuVs-Dr2nMAl6nZQ312bH3LGPs0kRmEckODPZ51eaJrONLSa?key=95UsgwGzx44WuMDzrgOVhBOD" alt="" /></figure>
バフェット氏の資金の保有高は、同氏の長期にわたる実績を考慮すると、驚くべきことではない。バフェット氏は個人投資家に対して「買い持ち戦略」を推奨しているが、常に市場のタイミングを計ることを好んできた。バフェット氏が新しい資本を稼働させる前に、現金保有高は、新たな資本を運用に回す前に、ボラティリティの低下待ちを示唆している。
以上


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