UNILEVER PLC
In the published model solve dated 2026-Q2, anchored at $64.43, UNILEVER PLC (UL) is priced for -4.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The reported top line went backwards in 2025 while the underlying business grew, because ⟦"Underlying sales growth contributed 3.5%, offset by a significant currency impact of (5.9)% and (1.2)% from disposals, net of acquisitions"⟧, which is a translation problem rather than a demand problem. • The company is being taken apart deliberately: the Ice Cream business was demerged in December 2025, and Foods, roughly a quarter of what is left, is now in a pending transaction with McCormick [Source:
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1,154 institutional managers reported holding UL in 13F filings for the quarter ended 2026-03-31. Together they hold about 11% of the company; the top 10 hold 5%. 134 opened new positions that quarter. Held by Wellington Management, Fisher Investments, GQG Partners, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 0.1% of shares outstanding (1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UL has cut its share count 5.5% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting). Cash returned over the past three years: $19.03B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.