NYSE:UL

Unilever PLC (UL)

61.37
+0.43 (0.71%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
155 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

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

Unilever PLC, despite some initial concerns about its place in the consumer goods sector, is showing signs of resurgence under new management. Analysts highlight that the company's earnings and margins are on the rise, coupled with an efficient cost structure. Their presence in 190 countries further supports growth prospects. Notably, Unilever is spinning off its ice cream business, which is expected to enhance shareholder value. Trading at a PE ratio of 17 and offering a dividend yield of 3.3%, Unilever is positioned as one of the fastest-growing companies in the consumer products space, with an optimistic price target of $69.60 from analysts. This indicates a promising outlook for investors.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Nestlé, NESN
COMMENT

He exited their positions recently because of concerns over the euro. Pays a solid dividend and the dividend is safe. This will be a boring, defensive holding that should just churn along with possible marginal dividend increases.

TOP PICK

54% of sales from emerging markets. Dove, Helmans, Radox. A wide range of consumer products. 3.2% yield. New CEO has done an excellent job.

BUY

About 30% of the revenues are in Europe, 40% in the US and the rest are worldwide. Largest consumer products company in Europe. This is a better way to get into growth of emerging markets rather than doing it directly into a country, especially through an ETF, which may have overweightings of some of the largest companies.

PAST TOP PICK

(A Top Pick Sept 14/11. Up 19.09%.)

BUY

(Market Call Minute) Add selectively. Getting rich.

BUY
You get about 35%-40% coming from emerging markets, especially India. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security. Anytime there is a dip in the market, Buy.
BUY
Trades at a slightly lower multiple than Nestle (NESN-X). Had a few hiccups a few years back but have been executing well now. 56% of revenues come from emerging markets.
BUY
(Market Call Minute) exposure to consumer emerging markets.
BUY ON WEAKNESS
(Market Call Minute.) Defensive. Good yield. Good revenue growth.
COMMENT
If you buy this in a RRIF, would any withholding tax be deducted? Yes it would. It is foreign income, so tax is deducted.
TOP PICK
60% of its business revenues are from emerging markets and they are seeing very strong growth, predicated on the expanding middle class. They are a consumers’ product company, both in food and personal care. Yield of about 3.7%.
BUY
Did very well last year as a defensive play as it is a huge consumers’ product company. Has pulled back along with other defensive names. Just reported their quarter and there was some margin pressures. Almost 64% of revenues are from developing markets.
PAST TOP PICK
(A Top Pick Nov 29/10. Up 22.81%.) Half their sales are to emerging markets.
BUY
Likes names like this in this environment. 14.5 times forward earnings. Chart looks very strong. 3.75% yield. Is looking at Kraft right now.
BUY
Unilever (UL-N) or Vodafone (VOD-Q)? Prefers Vodafone, which pays an 8% dividend. Unilever is a very good business. Both are representative of stable, large-cap equities that are good places to hide.
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