Windle Wealth LLC lowered its position in Unilever PLC (NYSE:UL – Free Report) by 9.0% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 121,262 shares of the company’s stock after selling 11,926 shares during the period. Unilever accounts for approximately 3.6% of Windle Wealth LLC’s portfolio, making the stock its 18th biggest holding. Windle Wealth LLC’s holdings in Unilever were worth $7,931,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of UL. Palisade Asset Management LLC acquired a new position in Unilever during the third quarter worth about $25,000. Global Wealth Strategies & Associates purchased a new position in shares of Unilever during the 4th quarter worth approximately $29,000. Asset Dedication LLC boosted its holdings in Unilever by 108.8% during the 3rd quarter. Asset Dedication LLC now owns 476 shares of the company’s stock valued at $28,000 after acquiring an additional 248 shares during the period. Financial Life Planners acquired a new position in shares of Unilever in the third quarter valued at approximately $30,000. Finally, FNY Investment Advisers LLC purchased a new stake in Unilever during the 3rd quarter worth approximately $29,000. Hedge funds and other institutional investors own 9.67% of the company’s stock.
Unilever Price Performance
NYSE UL opened at $58.35 on Friday. Unilever PLC has a 52-week low of $54.95 and a 52-week high of $74.97. The business’s 50-day moving average price is $66.22 and its 200 day moving average price is $66.55.
Unilever Cuts Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, April 10th. Shareholders of record on Friday, February 27th were issued a $0.5547 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.22 annualized dividend and a yield of 3.8%.
Trending Headlines about Unilever
Here are the key news stories impacting Unilever this week:
- Positive Sentiment: Unilever agreed to buy U.S. supplements brand Grüns, signaling a clear push into beauty/wellbeing categories and building its nutrition/wellness footprint — a strategic fit for UL’s transition away from mainstream foods. Unilever to buy supplements brand Grüns With A $1.2 Billion Sale To Unilever
- Positive Sentiment: DZ Bank upgraded UL from “hold” to “strong-buy”, which can support the stock by validating management’s strategy and attracting buyers. DZ Bank upgrade / TickerReport
- Positive Sentiment: Analysis arguing the market is undervaluing Unilever’s shift to a higher‑quality HPC business suggests upside if the transition executes — a bullish narrative for longer‑term holders. Unilever: Market Undervaluing Its Transition
- Neutral Sentiment: Management continues to discuss a strategic separation of the foods business as part of the pivot to HPC — a transformational move that creates clarity but also execution risk and transitional costs. Strategic separation transcript
- Neutral Sentiment: Competitors are taking note: McCormick’s CEO framed the food deals as competitive on flavour, underscoring that UL’s food moves will invite pushback and intensified competition in certain segments. McCormick CEO on Unilever food deal
- Neutral Sentiment: Comparative analyses versus peers (e.g., Henkel) are circulating, giving investors more context on valuation and margin paths but not delivering a clear consensus. Critical Analysis: Unilever versus Henkel
- Negative Sentiment: Erste Group cut earnings estimates for Unilever, and broader skepticism about near‑term earnings (including the company’s recent quarterly EPS miss) is pressuring the stock — analysts trimming forecasts is a direct headwind for shares. Erste Group Lowers Earnings Estimates
Wall Street Analysts Forecast Growth
Several research firms have commented on UL. Kepler Capital Markets cut shares of Unilever from a “buy” rating to a “hold” rating in a report on Tuesday, February 17th. Jefferies Financial Group reaffirmed an “underperform” rating on shares of Unilever in a research report on Monday, February 23rd. DZ Bank upgraded shares of Unilever from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Argus upgraded shares of Unilever to a “strong-buy” rating in a research report on Monday, March 2nd. Finally, Morgan Stanley set a $60.10 target price on shares of Unilever and gave the company an “overweight” rating in a report on Monday, December 15th. Two research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, four have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $65.55.
Check Out Our Latest Research Report on UL
About Unilever
Unilever PLC is a global consumer goods company with roots dating back to the early 20th century, formed from the merger of the British firm Lever Brothers and the Dutch company Margarine Unie. The company develops, manufactures and markets a broad portfolio of branded products in personal care, home care and foods and refreshments. Unilever’s corporate structure and listings reflect its long history in both the United Kingdom and the Netherlands, and it operates at scale across diverse consumer markets worldwide.
Unilever’s business is organized around major product categories—Beauty & Personal Care, Home Care and Foods & Refreshment—and includes numerous well-known consumer brands across those categories.
Further Reading
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