Northside Capital Management LLC Sells 18,151 Shares of Unilever PLC $UL

Northside Capital Management LLC reduced its stake in shares of Unilever PLC (NYSE:UL) by 11.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 144,948 shares of the company’s stock after selling 18,151 shares during the quarter. Northside Capital Management LLC’s holdings in Unilever were worth $9,480,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the stock. Wellington Management Group LLP grew its position in Unilever by 9.3% in 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 last quarter. Fisher Asset Management LLC raised its position in shares of Unilever by 4.4% during the third quarter. Fisher Asset Management LLC now owns 22,537,917 shares of the company’s stock valued at $1,336,048,000 after buying an additional 959,269 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of Unilever by 1.6% in the third quarter. Bank of America Corp DE now owns 5,773,638 shares of the company’s stock valued at $342,261,000 after buying an additional 91,049 shares during the period. Envestnet Asset Management Inc. lifted its stake in shares of Unilever by 3.5% in the third quarter. Envestnet Asset Management Inc. now owns 4,001,060 shares of the company’s stock valued at $237,183,000 after buying an additional 133,776 shares during the period. Finally, Raymond James Financial Inc. grew its position in Unilever by 0.5% during the third quarter. Raymond James Financial Inc. now owns 3,293,210 shares of the company’s stock worth $195,221,000 after buying an additional 17,763 shares in the last quarter. 9.67% of the stock is owned by institutional investors.

Unilever News Summary

Here are the key news stories impacting Unilever this week:

• Positive Sentiment: Potential value unlock — a spin‑off or sale of Unilever’s foods arm would leave a more focused beauty & personal‑care Unilever and could create shareholder value if assets are re‑rated. Unilever in Talks to Separate Food Business and Combine It With McCormick
• Positive Sentiment: Strategic fit for foods — McCormick’s dealmaking track record (e.g., Frank’s, Cholula) suggests the combined foods business could be positioned for growth under a specialist owner. From Frank’s to Cholula, McCormick’s decade of deals sets stage for bold Unilever move
• Neutral Sentiment: Unilever confirms talks but stresses no agreement yet — active discussions and an inbound offer are underway, so timing and terms remain uncertain. Unilever confirms talks with McCormick over sale of foods business
• Neutral Sentiment: Process still fluid — reports say the deal could be structured as an all‑stock combination and could move quickly, but market reaction will hinge on swap terms and governance. Unilever in talks to combine food business with McCormick, WSJ reports
• Negative Sentiment: Execution and integration risks — combining sizeable food brands with a smaller acquirer raises operational, regulatory and cultural risks that could pressure the stock if uncertainties persist. Quotes: Analysts and experts react to Unilever’s potential food business sale to McCormick
• Negative Sentiment: Near‑term investor concern — foods is a meaningful revenue component and earlier reporting of a possible spin‑off coincided with share weakness; recent quarterly results also showed notable EPS and revenue misses, which amplify sensitivity to strategic disruption. Explainer: How important is food to Unilever?

Analyst Ratings Changes

UL has been the topic of several research reports. BNP Paribas Exane set a $71.00 price target on Unilever and gave the company a “neutral” rating in a research note on Thursday, January 8th. Weiss Ratings downgraded Unilever from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft lowered Unilever from a “buy” rating to a “hold” rating in a report on Monday, February 9th. DZ Bank cut Unilever from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Kepler Capital Markets lowered Unilever from a “buy” rating to a “hold” rating in a research note on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $65.55.

Unilever Price Performance

NYSE UL opened at $61.53 on Friday. Unilever PLC has a twelve month low of $61.25 and a twelve month high of $74.97. The company’s 50-day simple moving average is $68.51 and its 200 day simple moving average is $67.83.

Unilever (NYSE:UL) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.75 EPS for the quarter, missing analysts’ consensus estimates of $1.75 by ($1.00). The business had revenue of $11.87 billion for the quarter, compared to analysts’ expectations of $31.39 billion. On average, equities research analysts forecast that Unilever PLC will post 3.27 EPS for the current year.

Unilever Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 10th. Stockholders of record on Friday, February 27th will be issued a $0.5547 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 3.6%.

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.