UFCS

UNITED FIRE GROUP INC

Nasdaq · Fire, Marine & Casualty Insurance · CIK 0000101199

$45.24 +0.02% $1.2B

Insider Selling Cluster (2 insiders)

Vol

Market Cap$1.2B

Cap SizeSmall Cap

Analyst ConsensusStrong Buy (78%)

Inst. Holders8 funds

Inst. Value$105.2M

Inst. Activity1 buys / 1 sells

Insider Activity1B / 6S

Insider Net $-$776.2K

SEC Reports6

Exchange Nasdaq·Sector Fire, Marine & Casualty Insurance·CIK 0000101199·Prev Close $45.23

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 sold 2,082 shares

Director @ $48.04 ($100.0K)

May 20, 2026 Insider

Carlton Scott L sold 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.

RENAISSANCE TECHNOLOGIES LLC — ADD

140,510 shares ($5.1M)

Price Targets

$51.00 +10.1% upside Buy

Current $46.32 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
VANGUARD GROUP INC	$54.9M	—
BANK OF AMERICA CORP	$18.3M	—
MORGAN STANLEY	$11.7M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$7.3M	NEW
RENAISSANCE TECHNOLOGIES LLC	$5.1M	ADD

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

8 institutional holders with $105.2M total value (2,892,988 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	1,511,541	$54.9M	52.2%	—
2	BANK OF AMERICA CORP /DE/	502,103	$18.3M	17.4%	—
3	MORGAN STANLEY	322,293	$11.7M	11.1%	—
4	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	201,803	$7.3M	7.0%	NEW
5	RENAISSANCE TECHNOLOGIES LLC	140,510	$5.1M	4.9%	ADD +94.4%
6	WELLS FARGO & COMPANY/MN	111,598	$4.1M	3.9%	—
7	TWO SIGMA INVESTMENTS, LP	68,186	$2.5M	2.4%	TRIM -28.3%
8	FMR LLC	34,954	$1.3M	1.2%	ADD +60.6%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
RENAISSANCE TECHNOLOGIES LLC	ADD	72,283	140,510	+94.4%	$5.1M	2025-Q4
TWO SIGMA INVESTMENTS, LP	TRIM	95,076	68,186	-28.3%	$2.5M	2025-Q4
UBS Group AG	ADD	117,814	211,339	+79.4%	$6.4M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	TRIM	108,883	72,283	-33.6%	$2.2M	2025-Q3
NORGES BANK	EXIT	41,300	0	-100.0%	$0.00	2025-Q3
UBS Group AG	TRIM	328,040	117,814	-64.1%	$3.4M	2025-Q2
NORGES BANK	NEW	—	41,300	—	$1.2M	2025-Q2
FMR LLC	ADD	23,481	37,712	+60.6%	$1.1M	2025-Q2
UBS Group AG	DOUBLED	88,080	328,040	+272.4%	$9.7M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	ADD	74,083	114,283	+54.3%	$3.4M	2025-Q1
TWO SIGMA INVESTMENTS, LP	ADD	65,719	96,849	+47.4%	$2.9M	2025-Q1
CITADEL ADVISORS LLC	TRIM	92,483	64,752	-30.0%	$1.9M	2025-Q1
FMR LLC	DOUBLED	598	23,481	+3826.6%	$691.7K	2025-Q1
CITADEL ADVISORS LLC	DOUBLED	44,306	92,483	+108.7%	$2.6M	2024-Q4
UBS Group AG	ADD	59,892	88,080	+47.1%	$2.5M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	280,642	—	$5.9M	2024-Q3

18 unique insiders with 7 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	A	2,082	$48.04	$100.0K
May 20, 2026	Carlton Scott L	Director	A	2,082	$48.04	$100.0K
May 20, 2026	Spencer Gilda Livingston	Director	A	2,082	$48.04	$100.0K
May 20, 2026	Voss Susan E	Director	A	2,082	$48.04	$100.0K
May 20, 2026	NOYCE JAMES	Director	A	2,082	$48.04	$100.0K
May 20, 2026	McBride Lura E	Director	A	2,082	$48.04	$100.0K
May 20, 2026	MILLIGAN GEORGE D	Director	A	2,082	$48.04	$100.0K
May 20, 2026	Green Mark A.	Director	A	2,082	$48.04	$100.0K
May 20, 2026	Foran Matthew R	Director	A	2,082	$48.04	$100.0K
May 20, 2026	Clancy Brenda Kay	Director	A	2,082	$48.04	$100.0K
May 15, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	F	485	$48.06	$23.3K
Mar 20, 2026	Madsen Sarah E	Chief Legal Officer	F	613	$36.40	$22.3K
Mar 20, 2026	Leidwinger Kevin James	Director, CEO	F	3,925	$36.40	$142.9K
Mar 20, 2026	Stephenson Julie A	Executive VP & COO	F	1,692	$36.40	$61.6K
Mar 20, 2026	Martin Eric J	Chief Financial Officer	F	1,069	$36.40	$38.9K
Mar 15, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	F	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	F	721	$38.86	$28.0K
Feb 24, 2026	Stephenson Julie A	Executive VP & COO	A	3,540	$37.72	$133.5K
Feb 24, 2026	Madsen Sarah E	Chief Legal Officer	F	551	$37.72	$20.8K
Feb 24, 2026	Martin Eric J	Chief Financial Officer	F	900	$37.72	$33.9K
Feb 24, 2026	Leidwinger Kevin James	Director, CEO	A	9,141	$37.72	$344.8K
Feb 21, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	F	542	$38.53	$20.9K
Feb 21, 2026	Martin Eric J	Chief Financial Officer	F	1,089	$38.53	$42.0K
Feb 21, 2026	Madsen Sarah E	Chief Legal Officer	F	660	$38.53	$25.4K
Feb 21, 2026	Vogt Adam M	VP - Chief Accounting Officer	F	160	$38.53	$6.2K
Feb 21, 2026	Leidwinger Kevin James	Director, CEO	F	3,114	$38.53	$120.0K
Feb 21, 2026	Stephenson Julie A	Executive VP & COO	F	1,191	$38.53	$45.9K
Feb 20, 2026	Vogt Adam M	VP - Chief Accounting Officer	A	1,570	$38.53	$60.5K
Feb 20, 2026	Hernandez Steven Dennis	Chief Human Resources Officer	A	4,817	$38.53	$185.6K
Feb 20, 2026	Stephenson Julie A	Executive VP & COO	A	9,109	$38.53	$351.0K
Feb 20, 2026	Martin Eric J	Chief Financial Officer	A	7,660	$38.53	$295.1K
Feb 20, 2026	Madsen Sarah E	Chief Legal Officer	A	5,714	$38.53	$220.2K
Feb 20, 2026	Leidwinger Kevin James	Director, CEO	A	22,710	$38.53	$875.0K
Feb 20, 2026	Rawlins Brian Keith	SVP - Chief Claim Officer	A	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 +10.1% upside Buy (3.00)

$45.00 Low $57.00 High

Metric	Value
Current Price	$46.32
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