UFCS

UNITED FIRE GROUP INC

Nasdaq · Fire, Marine & Casualty Insurance · CIK 0000101199

$48.44 +1.51% $1.2B

Insider Selling Cluster (2 insiders)10 New Institutional Positions5 Institutional Exits

Vol

Market Cap$1.2B

Cap SizeSmall Cap

Analyst ConsensusStrong Buy (78%)

Inst. Holders50 funds

Inst. Value$433.5M

Inst. Activity10 buys / 5 sells

Insider Activity1B / 6S

Insider Net $-$776.2K

SEC Reports6

Exchange Nasdaq·Sector Fire, Marine & Casualty Insurance·CIK 0000101199·Prev Close $47.72

Recent Activity

Jun 5, 2026 Insider

MILLIGAN GEORGE D bought 4,500 shares

Director @ $45.23 ($203.5K)

May 26, 2026 SEC

United Fire Group shareholders approved amendments to the Non-Employee Director Stock Plan at the 2026 annual meeting, i

8-K — Impact 2/10

May 20, 2026 SEC

United Fire Group declared a $0.20 quarterly dividend (unchanged) and doubled its share repurchase authorization to 2 mi

8-K — Impact 3/10

May 20, 2026 dividend

United Fire Group, Inc. declares quarterly cash dividend of $0.20 per share and announces results of annual meeting of shareholders

<p align="justify">CEDAR RAPIDS, Iowa, May 20, 2026 (GLOBE NEWSWIRE) -- Today, the board of direct

May 20, 2026 Insider

Drahozal Christopher R was granted 2,082 shares

Director @ $48.04 ($100.0K)

May 20, 2026 Insider

Carlton Scott L was granted 2,082 shares

Director @ $48.04 ($100.0K)

May 5, 2026 SEC

United Fire Group (UFCS) reported Q1 2026 adjusted operating EPS of $1.16, significantly beating consensus of $0.87 (33%

8-K — Impact 6/10

Inst.

Allianz Asset Management GmbH — ADD

251,918 shares ($9.3M)

Price Targets

$51.00 +5.3% upside Buy

Current $48.44 Low $45.00 Median $51.00 High $57.00 2 analysts

$45.00 $57.00

Analyst Ratings

Buy78% buy · 9 analysts

2Strong Buy

5Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 7, 2026	Piper Sandler	MAINTAIN	Overweight → Overweight
May 7, 2026	Jones Trading	MAINTAIN	Buy → Buy
May 6, 2026	Piper Sandler	UPGRADE	Neutral → Overweight
Mar 2, 2026	Jones Trading	MAINTAIN	Buy → Buy
Feb 12, 2026	Piper Sandler	MAINTAIN	Neutral → Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.69 ▲ +101.4%	$0.67 — $0.72	-23% YoY	2
Next Q	$1.31 ▲ +4.4%	$1.14 — $1.49	-12% YoY	2
Current FY	$4.54 ▲ +26.8%	$4.21 — $4.88	-1% YoY	2
Next FY	$4.53 ▲ +21.4%	$4.11 — $4.95	-0% YoY	2

Latest Reports

NEUTRAL 8-K 2/10

United Fire Group shareholders approved amendments to the Non-Employee Director Stock Plan at the 2026 annual meeting, i

May 26, 2026

NEUTRAL 8-K 3/10

United Fire Group declared a $0.20 quarterly dividend (unchanged) and doubled its share repurchase authorization to 2 mi

May 20, 2026

Top Institutional Holders

Fund	Value	Move
Erste Asset Management GmbH	—	—
BlackRock, Inc.	$127.8M	—
DIMENSIONAL FUND ADVISORS LP	$55.2M	—
VANGUARD CAPITAL MANAGEMENT LLC	$35.8M	—
STATE STREET CORP	$30.3M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 5, 2026	MILLIGAN GEORGE	BUY	$203.5K
May 20, 2026	Drahozal Christopher	A	$100.0K
May 20, 2026	Carlton Scott	A	$100.0K
May 20, 2026	Spencer Gilda	A	$100.0K
May 20, 2026	Voss Susan	A	$100.0K

50 institutional holders with $433.5M total value (11,698,568 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 10 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	Erste Asset Management GmbH	—	$0.00	0.0%	—
2	BlackRock, Inc.	3,448,065	$127.8M	29.5%	—
3	DIMENSIONAL FUND ADVISORS LP	1,489,968	$55.2M	12.7%	—
4	VANGUARD CAPITAL MANAGEMENT LLC	966,301	$35.8M	8.3%	—
5	STATE STREET CORP	817,498	$30.3M	7.0%	—
6	VANGUARD PORTFOLIO MANAGEMENT LLC	532,702	$19.7M	4.6%	—
7	BANK OF AMERICA CORP /DE/	497,418	$18.4M	4.3%	—
8	Invesco Ltd.	403,596	$15.0M	3.5%	—
9	MORGAN STANLEY	256,355	$9.5M	2.2%	—
10	Allianz Asset Management GmbH	251,918	$9.3M	2.2%	ADD +47.2%
11	ROYCE & ASSOCIATES LP	247,009	$9.2M	2.1%	DOUBLED +236.4%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	203,450	$7.5M	1.7%	—
13	Connor, Clark & Lunn Investment Management Ltd.	187,787	$7.0M	1.6%	—
14	GOLDMAN SACHS GROUP INC	172,017	$6.4M	1.5%	—
15	EARNEST PARTNERS LLC	164,849	$6.1M	1.4%	—
16	VANGUARD FIDUCIARY TRUST CO	143,815	$5.3M	1.2%	—
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	122,739	$4.5M	1.0%	—
18	ENVESTNET ASSET MANAGEMENT INC	114,822	$4.3M	1.0%	—
19	ROYAL BANK OF CANADA	113,426	$4.2M	1.0%	—
20	ZACKS INVESTMENT MANAGEMENT	97,773	$3.6M	0.8%	ADD +36.0%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
Allianz Asset Management GmbH	ADD	171,185	251,918	+47.2%	$9.3M	2026-Q1
FRANKLIN RESOURCES INC	DOUBLED	16,398	74,204	+352.5%	$2.8M	2026-Q1
PANAGORA ASSET MANAGEMENT INC	ADD	54,754	72,388	+32.2%	$2.7M	2026-Q1
RENAISSANCE TECHNOLOGIES LLC	TRIM	140,510	68,910	-51.0%	$2.6M	2026-Q1
Trexquant Investment LP	ADD	38,427	58,029	+51.0%	$2.2M	2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC	TRIM	57,647	27,989	-51.4%	$1.0M	2026-Q1
FMR LLC	TRIM	34,954	23,948	-31.5%	$887.5K	2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD	ADD	16,133	22,350	+38.5%	$828.3K	2026-Q1
HSBC HOLDINGS PLC	TRIM	10,003	6,915	-30.9%	$258.7K	2026-Q1
FIFTH THIRD BANCORP	DOUBLED	98	4,780	+4777.6%	$177.2K	2026-Q1
Allworth Financial LP	ADD	403	539	+33.7%	$20.0K	2026-Q1
ASSETMARK, INC	ADD	111	180	+62.2%	$6.7K	2026-Q1
Rockefeller Capital Management L.P.	DOUBLED	9	163	+1711.1%	$6.1K	2026-Q1
NISA INVESTMENT ADVISORS, LLC	ADD	89	121	+36.0%	$4.5K	2026-Q1
DANSKE BANK A/S	NEAR_EXIT	500	100	-80.0%	$3.7K	2026-Q1
ROYCE & ASSOCIATES LP	DOUBLED	70,136	235,925	+236.4%	$8.6M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	ADD	72,283	140,510	+94.4%	$5.1M	2025-Q4
ZACKS INVESTMENT MANAGEMENT	ADD	64,700	87,973	+36.0%	$3.2M	2025-Q4
TWO SIGMA INVESTMENTS, LP	TRIM	95,076	68,186	-28.3%	$2.5M	2025-Q4
MARSHALL WACE, LLP	TRIM	111,825	67,672	-39.5%	$2.5M	2025-Q4
LOS ANGELES CAPITAL MANAGEMENT LLC	DOUBLED	27,319	57,647	+111.0%	$1.7M	2025-Q4
Trexquant Investment LP	TRIM	53,084	38,427	-27.6%	$1.4M	2025-Q4
Verition Fund Management LLC	ADD	12,059	22,262	+84.6%	$809.2K	2025-Q4
STATE OF WISCONSIN INVESTMENT BOARD	TRIM	23,692	16,133	-31.9%	$586.4K	2025-Q4
Mariner, LLC	ADD	7,973	12,653	+58.7%	$460.2K	2025-Q4

18 unique insiders with 41 transactions. Net insider value: -$776.2K ($203.5K bought, $979.8K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 5, 2026	MILLIGAN GEORGE D	Director	BUY	4,500	$45.23	$203.5K
May 20, 2026	Drahozal Christopher R	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	Carlton Scott L	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	Spencer Gilda Livingston	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	Voss Susan E	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	NOYCE JAMES	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	McBride Lura E	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	MILLIGAN GEORGE D	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	Green Mark A.	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	Foran Matthew R	Director	AWARD	2,082	$48.04	$100.0K
May 20, 2026	Clancy Brenda Kay	Director	AWARD	2,082	$48.04	$100.0K
May 15, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	TAX W/H	485	$48.06	$23.3K
Mar 20, 2026	Madsen Sarah E	Chief Legal Officer	TAX W/H	613	$36.40	$22.3K
Mar 20, 2026	Leidwinger Kevin James	Director, CEO	TAX W/H	3,925	$36.40	$142.9K
Mar 20, 2026	Stephenson Julie A	Executive VP & COO	TAX W/H	1,692	$36.40	$61.6K
Mar 20, 2026	Martin Eric J	Chief Financial Officer	TAX W/H	1,069	$36.40	$38.9K
Mar 15, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	TAX W/H	2,858	$36.87	$105.4K
Mar 4, 2026	Drahozal Christopher R	Director	SELL	4,250	$38.49	$163.6K
Mar 3, 2026	Drahozal Christopher R	Director	SELL	4,250	$37.94	$161.2K
Mar 2, 2026	Drahozal Christopher R	Director	SELL	4,250	$38.84	$165.1K
Mar 2, 2026	McIntyre Dee Ann	10%+ Owner	SELL	4,250	$38.84	$165.1K
Mar 2, 2026	Rawlins Brian Keith	SVP - Chief Claim Officer	TAX W/H	721	$38.86	$28.0K
Feb 24, 2026	Stephenson Julie A	Executive VP & COO	AWARD	3,540	$37.72	$133.5K
Feb 24, 2026	Madsen Sarah E	Chief Legal Officer	TAX W/H	551	$37.72	$20.8K
Feb 24, 2026	Martin Eric J	Chief Financial Officer	TAX W/H	900	$37.72	$33.9K
Feb 24, 2026	Leidwinger Kevin James	Director, CEO	AWARD	9,141	$37.72	$344.8K
Feb 21, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	TAX W/H	542	$38.53	$20.9K
Feb 21, 2026	Martin Eric J	Chief Financial Officer	TAX W/H	1,089	$38.53	$42.0K
Feb 21, 2026	Madsen Sarah E	Chief Legal Officer	TAX W/H	660	$38.53	$25.4K
Feb 21, 2026	Vogt Adam M	VP - Chief Accounting Officer	TAX W/H	160	$38.53	$6.2K
Feb 21, 2026	Leidwinger Kevin James	Director, CEO	TAX W/H	3,114	$38.53	$120.0K
Feb 21, 2026	Stephenson Julie A	Executive VP & COO	TAX W/H	1,191	$38.53	$45.9K
Feb 20, 2026	Vogt Adam M	VP - Chief Accounting Officer	AWARD	1,570	$38.53	$60.5K
Feb 20, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	AWARD	4,817	$38.53	$185.6K
Feb 20, 2026	Stephenson Julie A	Executive VP & COO	AWARD	9,109	$38.53	$351.0K
Feb 20, 2026	Martin Eric J	Chief Financial Officer	AWARD	7,660	$38.53	$295.1K
Feb 20, 2026	Madsen Sarah E	Chief Legal Officer	AWARD	5,714	$38.53	$220.2K
Feb 20, 2026	Leidwinger Kevin James	Director, CEO	AWARD	22,710	$38.53	$875.0K
Feb 20, 2026	Rawlins Brian Keith	SVP - Chief Claim Officer	AWARD	2,920	$38.53	$112.5K
Mar 4, 2025	McIntyre Dee Ann	10%+ Owner	SELL	4,250	$38.49	$163.6K
Mar 3, 2025	McIntyre Dee Ann	10%+ Owner	SELL	4,250	$37.94	$161.2K

6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.0/10.

NEUTRAL 8-K 2/10

United Fire Group shareholders approved amendments to the Non-Employee Director Stock Plan at the 20

May 26, 2026

NEUTRAL 8-K 3/10

United Fire Group declared a $0.20 quarterly dividend (unchanged) and doubled its share repurchase a

May 20, 2026

BULLISH 8-K 6/10

United Fire Group (UFCS) reported Q1 2026 adjusted operating EPS of $1.16, significantly beating con

May 5, 2026

NEUTRAL 8-K 2/10

United Fire Group announced it will release its first quarter 2026 earnings after the market closes

Apr 21, 2026

NEUTRAL PRESS-RELEASE 3/10

United Fire Group announced it will release Q1 2026 earnings on May 5, 2026, with a conference call

Apr 21, 2026

NEUTRAL DEFA14A 2/10

United Fire Group, Inc. (UFCS) has filed a definitive proxy statement (DEFA14A) for its upcoming sha

Apr 7, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$51.00 mean target +5.3% upside Buy (3.00)

$45.00 Low $57.00 High

Metric	Value
Current Price	$48.44
Target Low	$45.00
Target Mean	$51.00
Target Median	$51.00
Target High	$57.00
# Analysts	2
Recommendation	Buy (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.69	$0.67	$0.72	-22.8%	+101.4%	—	$0.4B	11.9%	2
Next Q 2026-09-30	$1.31	$1.14	$1.49	-12.3%	+4.4%	—	$0.4B	10.9%	2
Current FY 2026-12-31	$4.54	$4.21	$4.88	-1.2%	+26.8%	—	$1.5B	11.3%	2
Next FY 2027-12-31	$4.53	$4.11	$4.95	-0.3%	+21.4%	1↑ 0↓	$1.8B	16.1%	2

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.695
7d ago	$0.345	+0.350
30d ago	$0.345	+0.350
60d ago	$0.345	+0.350
90d ago	$0.545	+0.150

2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 7, 2026	Piper Sandler	MAINTAIN	Overweight	Overweight
May 7, 2026	Jones Trading	MAINTAIN	Buy	Buy
May 6, 2026	Piper Sandler	UPGRADE	Neutral	Overweight
Mar 2, 2026	Jones Trading	MAINTAIN	Buy	Buy
Feb 12, 2026	Piper Sandler	MAINTAIN	Neutral	Neutral
Dec 22, 2025	Piper Sandler	MAINTAIN	Neutral	Neutral

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	2	5	2	78%
May 1, 2026	2	4	2	75%
Apr 1, 2026	2	4	2	75%
Mar 1, 2026	2	4	2	75%
Feb 1, 2026	2	4	2	75%
Jan 1, 2026	2	4	2	75%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026

dividend

United Fire Group, Inc. declares quarterly cash dividend of $0.20 per share and announces results of annual meeting of shareholders

<p align="justify">CEDAR RAPIDS, Iowa, May 20, 2026 (GLOBE NEWSWIRE) -- Today, the board of directors of United Fire Group, Inc. (UFG) (Nasdaq: UFCS

May 5, 2026

earnings

United Fire Group, Inc. reports first quarter 2026 results

First quarter net income of $1.15 per diluted share and adjusted operating income of $1.16 per diluted share <pre>First quarter net income of $1.15 pe

May 5, 2026

earnings_calendar

UFCS Q1 2026 Earnings Scheduled — 2026-05-05

Apr 21, 2026

earnings

United Fire Group, Inc. announces its first quarter 2026 earnings call

<p>CEDAR RAPIDS, Iowa, April 21, 2026 (GLOBE NEWSWIRE) -- United Fire Group, Inc. (Nasdaq: UFCS) (UFG) announced today that its first quarter 2026 e