Market Cap
$1.4B
UFCS
UNITED FIRE GROUP INC
$54.62 ▲ +1.26%
Prev close $53.94Market cap$1.4B
ConsensusBuy
12-mo target$58.50 (+7.1%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)14 New Institutional Positions8 Institutional Exits Traditional Finance
Snapshot
The big-picture read on UFCS right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$764.4M
Inst. Activity
14 buys / 8 sells
Insider Activity
$203.5K buy / $1.2M sell
Insider Net $
-$994.2K
SEC Reports
8
Price chart 30d -2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 3, 2026 Insider
Carlton Scott L sold 9,777 shares
Director @ $55.52 ($542.8K)
Aug 21, 2026 dividend
Jul 17, 2026 SEC United Fire Group, Inc. declares quarterly cash dividend of $0.20 per share and announces new board appointment
CEDAR RAPIDS, Iowa, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Today, the board of directors of United Fire G
United Fire Group announced via press release that its Q2 2026 earnings will be released after market close on August 3,
8-K — Impact 1/10
United Fire Group announced the release date for its Q2 2026 earnings results (after market close on August 3, 2026) and
PRESS-RELEASE — Impact 2/10
Jul 1, 2026 Insider
Vogt Adam M surrendered for taxes 159 shares
VP - Chief Accounting Officer @ $53.42 ($8.5K)
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
721,246 shares ($37.8M)
Jun 30, 2026 Inst.
PANAGORA ASSET MANAGEMENT INC — DOUBLED
149,885 shares ($7.9M)
Jun 5, 2026 Insider
MILLIGAN GEORGE D bought 4,500 shares
Director @ $45.23 ($203.5K)
Analyst ratings buy % +4.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| May 6, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Aug 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Jul 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Apr 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% |
Price targets
Where 2 covering analysts think UFCS trades over the next 12 months.
$58.50 +7.1% upside Buy
Current$54.62 Low$57.00 Median$58.50 High$60.00 2 analysts
$57.00$60.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 7 neutral · avg impact 2.6/10.
NEUTRAL8-K1/10
United Fire Group announced via press release that its Q2 2026 earnings will be released after marke
Jul 17, 2026
NEUTRALPRESS-RELEASE2/10
United Fire Group announced the release date for its Q2 2026 earnings results (after market close on
Jul 17, 2026
NEUTRAL8-K2/10
United Fire Group shareholders approved amendments to the Non-Employee Director Stock Plan at the 20
May 26, 2026
NEUTRAL8-K3/10
United Fire Group declared a $0.20 quarterly dividend (unchanged) and doubled its share repurchase a
May 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 21, 2026
dividend
United Fire Group, Inc. declares quarterly cash dividend of $0.20 per share and announces new board appointment
CEDAR RAPIDS, Iowa, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Today, the board of directors of United Fire Group, Inc. (UFG) (Nasdaq: UFCS) declared a common
Aug 3, 2026
earnings
United Fire Group, Inc. reports second quarter 2026 results
Second quarter net income of $1.29 per diluted share and adjusted operating income of $1.30 per diluted share
Aug 3, 2026
earnings_calendar
UFCS Q2 2026 Earnings Scheduled — 2026-08-03
Jul 17, 2026
earnings
United Fire Group, Inc. announces its second quarter 2026 earnings call
CEDAR RAPIDS, Iowa, July 17, 2026 (GLOBE NEWSWIRE) -- United Fire Group, Inc. (Nasdaq: UFCS) (UFG) announced today that its second quarter 2026 earnin
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
CEDAR RAPIDS, Iowa, May 20, 2026 (GLOBE NEWSWIRE) -- Today, the board of directors of United Fire Group, Inc. (UFG) (Nasdaq: UFCS
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.19–$1.19 | -20.7% | -9.5% | 1↑ 1↓ | $0.4B | 2 |
| Next Q | $1.35 | $1.33–$1.37 | -10.0% | -1.8% | 1↑ 1↓ | $0.4B | 2 |
| Current FY | $4.99 | $4.98–$5.00 | 8.5% | +9.8% | 2↑ 0↓ | $1.6B | 2 |
| Next FY | $4.84 | $4.48–$5.20 | -3.0% | +6.8% | 2↑ 0↓ | $1.9B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.190 | — |
| 7d ago | $1.315 | -0.125 |
| 30d ago | $1.315 | -0.125 |
| 60d ago | $1.315 | -0.125 |
| 90d ago | $1.260 | -0.070 |
Institutional ownership
Which big funds own UFCS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $764.4M total value (14,576,950 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 14 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,492,305 | $183.1M | 24.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,505,183 | $78.9M | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 965,279 | $50.6M | 6.6% | — |
| STATE STREET CORP | 860,633 | $45.1M | 5.9% | — |
| AMERICAN CENTURY COMPANIES INC | 721,246 | $37.8M | 4.9% | ADD +27.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 710,198 | $37.2M | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 558,629 | $29.3M | 3.8% | — |
| BANK OF AMERICA CORP /DE/ | 475,517 | $24.9M | 3.3% | — |
| Invesco Ltd. | 433,243 | $22.7M | 3.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 405,797 | $21.3M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 567,083 | 721,246 | +27.2% | $37.8M |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 72,388 | 149,885 | +107.1% | $7.9M |
| PRUDENTIAL FINANCIAL INC | ADD | 59,967 | 117,347 | +95.7% | $6.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 172,017 | 112,026 | -34.9% | $5.9M |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | 35,526 | 105,036 | +195.7% | $5.5M |
| UBS Group AG | TRIM | 162,430 | 86,116 | -47.0% | $4.5M |
| JPMORGAN CHASE & CO | ADD | 53,535 | 82,648 | +54.4% | $4.4M |
| Trexquant Investment LP | ADD | 58,029 | 77,832 | +34.1% | $4.1M |
| Qube Research & Technologies Ltd | TRIM | 135,983 | 66,981 | -50.7% | $3.5M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 32,938 | 48,213 | +46.4% | $2.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$994.2K — $203.5K bought, $1.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Carlton Scott L | Director | SELL | 9,777 | $55.52 | $542.8K |
| Jul 1, 2026 | Vogt Adam M | VP - Chief Accounting Officer | TAX W/H | 159 | $53.42 | $8.5K |
| 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 |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UFCS.
Shares short
564,032
Settlement Sep 15, 2026
Change vs prior
+0.0%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All UFCS filing & press-release reports (8)
- 8-K reportJul 17, 2026
- PRESS-RELEASE reportJul 17, 2026
- 8-K reportMay 26, 2026
- 8-K reportMay 20, 2026
- 8-K reportMay 5, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportApr 21, 2026
- DEFA14A reportApr 7, 2026