Reynders McVeigh Capital Management LLC Trims Stake in Unilever PLC $UL

Reynders McVeigh Capital Management LLC reduced its position in shares of Unilever PLC (NYSE:UL) by 3.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 288,396 shares of the company’s stock after selling 9,915 shares during the quarter. Reynders McVeigh Capital Management LLC’s holdings in Unilever were worth $18,861,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Aurora Private Wealth Inc. purchased a new position in Unilever during the 4th quarter worth $254,000. Benjamin Edwards Inc. increased its holdings in Unilever by 17.0% during the 4th quarter. Benjamin Edwards Inc. now owns 57,792 shares of the company’s stock worth $3,779,000 after purchasing an additional 8,382 shares during the period. Fifth Third Bancorp increased its holdings in Unilever by 13.5% during the 4th quarter. Fifth Third Bancorp now owns 7,606 shares of the company’s stock worth $497,000 after purchasing an additional 904 shares during the period. Pekin Hardy Strauss Inc. purchased a new position in Unilever during the 4th quarter worth $271,000. Finally, Carrera Capital Advisors increased its holdings in Unilever by 6.7% during the 4th quarter. Carrera Capital Advisors now owns 3,780 shares of the company’s stock worth $247,000 after purchasing an additional 238 shares during the period. 9.67% of the stock is currently owned by hedge funds and other institutional investors.

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 Stock Up 0.1%

Shares of UL stock opened at $59.80 on Monday. Unilever PLC has a 1-year low of $54.95 and a 1-year high of $74.97. The stock’s 50-day moving average is $62.20 and its 200 day moving average is $65.65.

Unilever (NYSE:UL) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.75 earnings per share for the quarter, missing analysts’ consensus estimates of $1.75 by ($1.00). The company had revenue of $11.87 billion during the quarter, compared to the consensus estimate of $31.39 billion. On average, analysts forecast that Unilever PLC will post 3.69 EPS for the current fiscal year.

Unilever Cuts Dividend

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

Analysts Set New Price Targets

UL has been the topic of a number of analyst reports. Argus upgraded Unilever to a “strong-buy” rating in a report on Monday, March 2nd. BNP Paribas Exane set a $71.00 price objective on Unilever and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Jefferies Financial Group reaffirmed an “underperform” rating on shares of Unilever in a research report on Monday, February 23rd. Weiss Ratings downgraded Unilever from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, March 31st. Finally, Deutsche Bank Aktiengesellschaft downgraded Unilever from a “buy” rating to a “hold” rating in a research report on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $65.55.

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.