Unilever’s (ULVR) “Underperform” Rating Reiterated at Jefferies Financial Group

Jefferies Financial Group reaffirmed their underperform rating on shares of Unilever (LON:ULVR) in a research note issued to investors on Wednesday morning,Digital Look reports. The brokerage currently has a GBX 4,000 price objective on the stock.

A number of other equities analysts have also recently weighed in on the stock. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a GBX 5,150 price objective on shares of Unilever in a research report on Monday, October 12th. Royal Bank Of Canada upgraded shares of Unilever to a “sector perform” rating and lifted their target price for the company from GBX 4,300 to GBX 4,600 in a research report on Wednesday, July 29th. Finally, Berenberg Bank lifted their target price on shares of Unilever from GBX 5,040 to GBX 5,050 and gave the company a “hold” rating in a research report on Wednesday, August 5th. One analyst has rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Unilever currently has a consensus rating of “Reduce” and a consensus price target of GBX 4,690.

Unilever Trading Up 2.2%

Shares of LON:ULVR opened at GBX 4,878.50 on Wednesday. The business’s 50 day moving average price is GBX 4,725.54 and its 200-day moving average price is GBX 4,646.51. Unilever has a 1 year low of GBX 3,644 and a 1 year high of GBX 5,526. The firm has a market capitalization of £105.06 billion, a price-to-earnings ratio of 11.51, a price-to-earnings-growth ratio of 16.72 and a beta of 0.46. The company has a debt-to-equity ratio of 198.28, a current ratio of 0.74 and a quick ratio of 0.48.

Insiders Place Their Bets

In related news, insider Fernando Fernandez sold 30,158 shares of the company’s stock in a transaction dated Friday, October 30th. The shares were sold at an average price of GBX 4,890, for a total transaction of £1,474,726.20. Insiders own 1.41% of the company’s stock.

Key Headlines Impacting Unilever

Here are the key news stories impacting Unilever this week:

• Positive Sentiment: Unilever lifted its 2026 outlook, offering a positive signal on expected operating performance. However, a potential Dutch regulatory block on a brand disposal could slow portfolio simplification. Unilever Faces Dutch Block on Brand Disposal as It Lifts 2026 Outlook
• Positive Sentiment: Strong volume growth is supporting the investment case, although UBS reportedly remains unconvinced because of mounting margin pressure. Unilever’s Strong Volume Growth Fails to Convince UBS as Margin Pressures Mount
• Positive Sentiment: Deutsche Bank reaffirmed its “hold” rating and set a GBX 5,150 price target, implying moderate potential upside from recent trading levels.
• Neutral Sentiment: Unilever executive Fernando Fernandez sold 30,158 shares for approximately £1.47 million. The transaction may attract investor attention, but does not necessarily indicate a change in the company’s fundamentals.
• Neutral Sentiment: Unilever’s Fabian Garcia was named chief executive of Clorox, highlighting a senior management departure but not an immediate change to Unilever’s earnings outlook. Clorox Names Unilever’s Fabian Garcia as CEO
• Negative Sentiment: Jefferies reaffirmed its “underperform”/sell view, while Berenberg maintained a sell or underperform rating with a GBX 4,000 target. These calls point to concerns about valuation, growth quality and profitability. Berenberg Bank Remains a Sell on Unilever Jefferies Reaffirms Underperform Rating for Unilever
• Negative Sentiment: The company flagged price increases as costs linked to the Iran war rise, raising the risk of weaker consumer demand and further pressure on margins. Unilever Flags Price Hikes as Iran War Costs Stack Up

About Unilever

The world’s best?known brands, creating Desire at Scale.
Unilever employed approximately 116,000 people in 2025 and generated €50.5?billion in turnover for the year. We have around 400 brands found in homes all over the world, with many iconic names including Dove, Hellmann’s, Knorr, OMO and Surf. We create culturally connected brands. Connecting with people where and how it matters to them, pioneering change, defining the future and delivering impact.

Our vision is to be the global leader in sustainable business, market-making, culture-creating, future-shaping.