Unilever PLC $UL Shares Sold by US Bancorp DE

US Bancorp DE decreased its stake in Unilever PLC (NYSE:UL) by 10.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 137,293 shares of the company’s stock after selling 15,965 shares during the period. US Bancorp DE’s holdings in Unilever were worth $8,979,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Wellington Management Group LLP boosted its stake in Unilever by 9.3% during the 3rd quarter. Wellington Management Group LLP now owns 34,665,544 shares of the company’s stock worth $2,054,973,000 after purchasing an additional 2,935,227 shares during the period. Fisher Asset Management LLC boosted its stake in Unilever by 4.4% during the 3rd quarter. Fisher Asset Management LLC now owns 22,537,917 shares of the company’s stock worth $1,336,048,000 after purchasing an additional 959,269 shares during the period. Bank of America Corp DE boosted its stake in Unilever by 1.6% during the 3rd quarter. Bank of America Corp DE now owns 5,773,638 shares of the company’s stock worth $342,261,000 after purchasing an additional 91,049 shares during the period. Envestnet Asset Management Inc. boosted its stake in Unilever by 3.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 4,001,060 shares of the company’s stock worth $237,183,000 after purchasing an additional 133,776 shares during the period. Finally, Raymond James Financial Inc. boosted its stake in Unilever by 0.5% during the 3rd quarter. Raymond James Financial Inc. now owns 3,293,210 shares of the company’s stock worth $195,221,000 after purchasing an additional 17,763 shares during the period. Institutional investors and hedge funds own 9.67% of the company’s stock.

Analysts Set New Price Targets

UL has been the subject of a number of recent research reports. Kepler Capital Markets cut shares of Unilever from a “buy” rating to a “hold” rating in a research note on Tuesday, February 17th. Argus upgraded shares of Unilever to a “strong-buy” rating in a research note on Monday, March 2nd. Royal Bank Of Canada upgraded shares of Unilever from an “underperform” rating to a “sector perform” rating in a research note on Tuesday, April 21st. DZ Bank upgraded shares of Unilever from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft cut shares of Unilever from a “buy” rating to a “hold” rating in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Unilever presently has a consensus rating of “Hold” and a consensus target price of $65.55.

Unilever Stock Performance

UL stock opened at $59.80 on Friday. Unilever PLC has a one year low of $54.95 and a one year high of $74.97. The company has a fifty day moving average of $62.20 and a 200-day moving average of $65.67.

Unilever (NYSE:UL) last released its earnings results on Thursday, February 12th. The company reported $0.75 EPS for the quarter, missing the consensus estimate of $1.75 by ($1.00). The firm had revenue of $11.87 billion for the quarter, compared to the consensus estimate of $31.39 billion. As a group, equities analysts anticipate that Unilever PLC will post 3.69 earnings per share for the current fiscal year.

Unilever Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, May 15th will be paid a $0.5449 dividend. This represents a $2.18 annualized dividend and a dividend yield of 3.6%. The ex-dividend date is Friday, May 15th.

Key Unilever News

Here are the key news stories impacting Unilever this week:

• Positive Sentiment: Q1 results outperformed expectations driven by strong volume growth and underlying sales strength — this is cited as the main reason the stock rallied. Article Title
• Positive Sentiment: Unilever reported underlying sales up ~3.8% with volumes +2.9%; management says power brands and emerging-market growth led the quarter — supports revenue momentum and margin leverage. Article Title
• Positive Sentiment: Unilever launched a €1.5bn share buyback concurrent with the Q1 release; buybacks and volume-driven sales growth are supportive for EPS and shareholder returns. Article Title
• Positive Sentiment: Equity analysts at Erste Group raised FY2026 and FY2027 EPS forecasts modestly, reflecting the stronger volume/price mix—this lifts forward earnings expectations. (MarketBeat / analyst note)
• Neutral Sentiment: Seeking Alpha published the Q1 sales/trading call transcript (and a separate slideshow) — provides management commentary and detail on growth drivers and portfolio changes; useful for parsing execution but not a fresh catalyst by itself. Transcript Slideshow
• Neutral Sentiment: Reports say KKR is exploring a potential ~$10bn deal for Unilever’s ex-spreads business — a sale would generate cash and sharpen focus, but terms and timing are uncertain so market impact is conditional. Article Title
• Neutral Sentiment: The Wall Street Journal covered Unilever’s underlying-sales rise amid its large portfolio overhaul — confirms strategy but is more contextual than immediately catalytic. Article Title

Unilever Profile

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.