NYSE:UL

Unilever PLC (UL)

56.48
+1.43 (2.60%)
as of Jun 5, 2026, 5:02:35 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Unilever PLC has recently experienced a revitalization under new management, focusing on growth and improvement of earnings and margins. The company's robust cost structure has allowed it to maintain a competitive edge, operating efficiently in 190 countries. Analysts are optimistic about the upcoming spin-off of its ice cream business, anticipating that this move will enhance shareholder value. Despite external opinions questioning its presence among competitors, Unilever is still viewed as a strong player in the consumer products segment, boasting a reasonable P/E ratio of 17 and a respectable dividend yield of 3.3%. Given these factors, the consensus surrounding its future performance remains encouraging, with analysts setting a price target of $69.60.

consensus icon
Consensus
Positive
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Valuation
Fair Value
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BUY
Would still buy at these levels. Over half revenues from emerging markets. Pretty attractive yield. Relative discount to piers. Getting into person care that gets a larger multiple. Great long-term investment.
TOP PICK
Defensive name. Has held up relatively well through the economic uncertainty. Half of their revenues come from emerging markets. Bullion growth has been very good this year. Long-term play on emerging markets.
PAST TOP PICK
(A Top Pick June 22/10. Up 18.08%.) Still a buy.
PAST TOP PICK
(A Top Pick April 26/10. Up 11.62%.) Earnings came in on line. Consumer staple companies are having to deal with input costs. They have combated this with price increases and cost reduction programs. Over half their earned revenues are from emerging markets.
PAST TOP PICK
(Top Pick Mar 30/10, Up 9.17%)
BUY
Global consumer staples play. Where a lot of growth opportunity comes from. He likes it a lot. More secular and more global than a lot. Give the 3-4% yield without the volatility. Prefers to buy the ADR rather than the direct stock.
HOLD
Most of the consumer staples companies are experiencing rising costs, which is an overhang on the sector. New management has been streamlining and investing for volume growth and it is working. Input costs are going up and it is a competitive market. Likes their positioning on the global market with more coming from emerging markets. Trades at a discount to its global peers.
BUY
Has been hit a little because of their acquisition of Alberta Culver but latest quarterly earnings showed revenue and margin improvement for the first time in a few quarters. Largest consumer product company in India. The acquisition gives them more sustainability from a products standpoint.
TOP PICK
Many main brand names in consumer products. 50% of sales are to emerging markets. Trades at a discount because it traded with lower margins in the past but expects margins and volume t increase. 4% yield.
BUY
Great and one of the larger food processing global companies. Good defensive characteristics. 4.2% dividend.
TOP PICK
Global consumer products. Likes their emerging market exposure, which provides 50% of their revenues with about 4% from China.
TOP PICK
50% of sales are to emerging markets. We are going to see increasing consumption of consumer goods. Biggest risk is not executing and input pricing really increasing.
TOP PICK
Has the highest emerging market exposure of all consumer products companies. New management team to refocus on its core brand and management is now focusing on top line volume growth. Dividend yield of about 3.5%.
HOLD
Likes this one and will keep it.
BUY
Last quarter was a surprise with earnings that beat estimates, so the cost cutting program is starting to pay off,
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