Analysts Offer Predictions for Unilever FY2026 Earnings

Unilever PLC (NYSE:UL) – Stock analysts at Erste Group Bank increased their FY2026 EPS estimates for Unilever in a research report issued to clients and investors on Tuesday, May 12th. Erste Group Bank analyst S. Lingnau now expects that the company will earn $3.74 per share for the year, up from their previous forecast of $3.73. The consensus estimate for Unilever’s current full-year earnings is $3.54 per share. Erste Group Bank also issued estimates for Unilever’s FY2027 earnings at $3.98 EPS.

UL has been the subject of several other research reports. Kepler Capital Markets cut shares of Unilever from a “buy” rating to a “hold” rating in a report on Tuesday, February 17th. DZ Bank upgraded shares of Unilever from a “hold” rating to a “strong-buy” rating in a report on Wednesday, April 8th. Argus upgraded shares of Unilever to a “strong-buy” rating in a report on Monday, March 2nd. Jefferies Financial Group restated an “underperform” rating on shares of Unilever in a report on Monday. Finally, Weiss Ratings cut shares of Unilever from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, March 31st. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $65.55.

Unilever Stock Performance

Shares of UL opened at $57.24 on Wednesday. Unilever has a 12 month low of $54.95 and a 12 month high of $74.97. The firm has a fifty day simple moving average of $59.20 and a 200 day simple moving average of $64.71.

Institutional Trading of Unilever

A number of large investors have recently added to or reduced their stakes in UL. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in shares of Unilever during the 4th quarter worth about $268,704,000. Wellington Management Group LLP lifted its stake in shares of 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 buying an additional 2,935,227 shares during the last quarter. Lazard Asset Management LLC lifted its stake in shares of Unilever by 674.2% during the 1st quarter. Lazard Asset Management LLC now owns 2,794,600 shares of the company’s stock worth $159,208,000 after buying an additional 2,433,625 shares during the last quarter. Thrivent Financial for Lutherans lifted its stake in shares of Unilever by 13,906.2% during the 3rd quarter. Thrivent Financial for Lutherans now owns 2,268,300 shares of the company’s stock worth $134,465,000 after buying an additional 2,252,105 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Unilever during the 4th quarter worth about $132,027,000. Institutional investors and hedge funds own 9.67% of the company’s stock.

Unilever Company 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.