Windle Wealth LLC Reduces Holdings in Unilever PLC $UL

Windle Wealth LLC lowered its holdings in shares of Unilever PLC (NYSE:UL) by 9.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 121,262 shares of the company’s stock after selling 11,926 shares during the quarter. Unilever comprises about 3.6% of Windle Wealth LLC’s investment portfolio, making the stock its 18th biggest holding. Windle Wealth LLC’s holdings in Unilever were worth $7,931,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of UL. Brighton Jones LLC lifted its stake in Unilever by 5.4% in the 4th quarter. Brighton Jones LLC now owns 10,572 shares of the company’s stock valued at $599,000 after buying an additional 539 shares in the last quarter. AQR Capital Management LLC increased its position in Unilever by 4.7% during the first quarter. AQR Capital Management LLC now owns 35,007 shares of the company’s stock worth $2,085,000 after buying an additional 1,587 shares in the last quarter. Gamco Investors INC. ET AL raised its holdings in shares of Unilever by 39.7% in the second quarter. Gamco Investors INC. ET AL now owns 15,848 shares of the company’s stock worth $969,000 after acquiring an additional 4,501 shares during the last quarter. Federated Hermes Inc. raised its holdings in shares of Unilever by 25.9% in the second quarter. Federated Hermes Inc. now owns 134,788 shares of the company’s stock worth $8,245,000 after acquiring an additional 27,765 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its position in shares of Unilever by 70.5% in the second quarter. Qube Research & Technologies Ltd now owns 378,313 shares of the company’s stock valued at $23,141,000 after acquiring an additional 156,404 shares in the last quarter. Hedge funds and other institutional investors own 9.67% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on UL shares. Jefferies Financial Group reiterated an “underperform” rating on shares of Unilever in a research report on Monday, February 23rd. Deutsche Bank Aktiengesellschaft lowered Unilever from a “buy” rating to a “hold” rating in a research report on Monday, February 9th. Argus raised shares of Unilever to a “strong-buy” rating in a report on Monday, March 2nd. BNP Paribas Exane set a $71.00 price objective on shares of Unilever and gave the company a “neutral” rating in a research report on Thursday, January 8th. 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 issued a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $65.55.

More Unilever News

Here are the key news stories impacting Unilever this week:

• Positive Sentiment: Unilever agreed to buy U.S. supplements brand Grüns, signaling a clear push into beauty/wellbeing categories and building its nutrition/wellness footprint — a strategic fit for UL’s transition away from mainstream foods. Unilever to buy supplements brand Grüns With A $1.2 Billion Sale To Unilever
• Positive Sentiment: DZ Bank upgraded UL from “hold” to “strong-buy”, which can support the stock by validating management’s strategy and attracting buyers. DZ Bank upgrade / TickerReport
• Positive Sentiment: Analysis arguing the market is undervaluing Unilever’s shift to a higher‑quality HPC business suggests upside if the transition executes — a bullish narrative for longer‑term holders. Unilever: Market Undervaluing Its Transition
• Neutral Sentiment: Management continues to discuss a strategic separation of the foods business as part of the pivot to HPC — a transformational move that creates clarity but also execution risk and transitional costs. Strategic separation transcript
• Neutral Sentiment: Competitors are taking note: McCormick’s CEO framed the food deals as competitive on flavour, underscoring that UL’s food moves will invite pushback and intensified competition in certain segments. McCormick CEO on Unilever food deal
• Neutral Sentiment: Comparative analyses versus peers (e.g., Henkel) are circulating, giving investors more context on valuation and margin paths but not delivering a clear consensus. Critical Analysis: Unilever versus Henkel
• Negative Sentiment: Erste Group cut earnings estimates for Unilever, and broader skepticism about near‑term earnings (including the company’s recent quarterly EPS miss) is pressuring the stock — analysts trimming forecasts is a direct headwind for shares. Erste Group Lowers Earnings Estimates

Unilever Price Performance

Shares of UL opened at $58.35 on Friday. The firm has a fifty day moving average of $66.22 and a 200-day moving average of $66.55. Unilever PLC has a 1 year low of $54.95 and a 1 year high of $74.97.

Unilever (NYSE:UL) last released 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 for the quarter, compared to analyst estimates of $31.39 billion. Analysts expect that Unilever PLC will post 3.27 earnings per share for the current year.

Unilever Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 10th. Stockholders of record on Friday, February 27th were issued a dividend of $0.5547 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Friday, February 27th.

Unilever 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.