# Unilever PLC (UL)

> Source: Nexqual · https://nexqual.com/UL · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Unilever PLC (UL), nexqual.com/UL" · informational, not investment advice.

**Price:** USD 67 (+4.04% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 64.4 · day 65.26–67.03 · 52w 54.75–74.98 · market cap $144B · NYQ

## Key facts
- 5 of 80 tracked superinvestors hold UL (13F, Q2 2026): 0 new, 3 added, 1 reduced, 1 unchanged.
- Analysts: Buy (mean 2.40 on a 1–5 scale) (5 analysts), mean target USD 71.47 (range 67.01–75.02).
- Total return with dividends: 1Y -1.2% vs S&P 500 +14.9%; 5Y +32.0% vs S&P 500 +80.3%.
- Next earnings: 2026-07-28, EPS estimate USD —, revenue estimate $13.2B.

## Superinvestors (SEC 13F-HR, Q2 2026)
5 of 80 tracked investors hold UL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne |  | 0.22% | $3.0M | Reduced -5.0% |
| Yacktman Asset Management |  | 0.18% | $14.5M | Added +20.5% |
| First Eagle Investment | First Eagle Investment Management | 0.08% | $50.7M | Added +4.5% |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $315K | Unchanged |
| Bill Nygren | Oakmark Funds | <0.01% | $272K | Added +9.5% |

## Analysts
Consensus Buy (mean 2.40 on a 1–5 scale), 5 analysts; mean target USD 71.47 (low 67.01, high 75.02).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | TD Cowen | Target lowered | Buy | $76 → $74 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -1.2% | +32.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -1.2% | +5.7% |
| Volatility (annualized) | 24.7% | 18.9% |
| Max drawdown | -25.1% (Feb 2026→Apr 2026) | -25.1% (Feb 2026→Mar 2026) |

## Peers (Household & Personal Products)
CL (Colgate-Palmolive Company) USD 97.39 +4.27% · PG (Procter & Gamble Company (The)) USD 165.59 +5.58% · EL (Estee Lauder Companies, Inc. (T) USD 107.72 +3.92% · KVUE (Kenvue Inc.) USD 19.88 +4.41% · KMB (Kimberly-Clark Corporation) USD 112.32 +5.32% · CHD (Church & Dwight Company, Inc.) USD 108.86 +3.68%

## More
Full page: https://nexqual.com/UL · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in UL's own 20-F filed 2026-03-12 (https://www.sec.gov/Archives/edgar/data/217410/000021741026000007/ul-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Binzagr Unilever | "(a)Our principal joint ventures are Unilever FIMA LDA and Gallo Worldwide LDA in Portugal, Binzagr Unilever Distribution in the Middle East, the Pepsi Lipton Tea Partnership in the US and" |

Other companies that name UL in their own reports (relationship from UL's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| competitor | Prestige Consumer Healthcare Inc. (PBH) | 10-K 2026-05-14 | "Our branded competitors include, among others, AbbVie Inc., Alcon, Bausch + Lomb, Bayer AG, Combe, Compass Diversified, Haleon plc, Kenvue, Mondelez International, Reckitt Benckiser Group plc, Opella,…" |
| partner | D-MARKET Electronic Services & Trading (HEPS) | 20-F 2026-04-30 | "In addition, we enjoy direct procurement from key brands such as Apple, Casper, Samsung, Tefal, P&G, Unilever, Spigen, Huawei Türkiye, Phillips, Vestel, Puma, Adidas and SharkNinja, both for new launc…" |
| related | Magnum Ice Cream Co N.V. (MICC) | 20-F 2026-03-18 | "Unilever transacts with customers on the Company's behalf in accordance with the TSA." |
| partner | Anheuser-Busch InBev SA/NV (BUD) | 20-F 2026-03-03 | "In partnership with the Coca-Cola Company, Colgate Palmolive, Danone, Mondelēz and Unilever, the 100+ Accelerator has worked with 190 startups from 40 countries." |
| related | Ferrovial N.V. (FER) | 20-F 2026-02-25 | "She also held various management positions at Unilever in" |
| competitor | Honest Company, Inc. (HNST) | 10-K 2026-02-25 | "Select competitors of our skin and personal care products include Kimberly-Clark Corporation (pending acquiror of Kenvue Inc.), The Clorox Company (parent company of Burt's Bees, Inc.), Unilever PLC (…" |
| competitor | Kenvue Inc. (KVUE) | 10-K 2026-02-20 | "Beiersdorf, Estée Lauder, L'Oréal, Procter & Gamble, Unilever, and private-label brands" |
| customer | SMITH A O CORP (AOS) | 10-K 2026-02-10 | "The purchase price consists of an initial cash payment of $117.9 million upon the closing of the transaction and a separate payment of $6.7 million made under a transitional supply agreement with Unil…" |
| competitor | Mondelez International, Inc. (MDLZ) | 10-K 2026-02-04 | "The Mondelēz International performance peer group consists of the following companies considered our market competitors or that have been selected on the basis of industry, global focus or industry le…" |
| partner | PEPSICO INC (PEP) | 10-K 2026-02-03 | "PBNA also, either independently or in conjunction with third parties, makes, markets, distributes and sells ready-to-drink tea and coffee products through joint ventures with Unilever (under the Lipto…" |
| competitor | EDGEWELL PERSONAL CARE Co (EPC) | 10-K 2025-11-18 | "Our competitors in this market include large companies such as Kenvue, L'Oréal S.A., The Estee Lauder Companies, Inc. and Unilever, and numerous other smaller companies." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | — | — | — | $13.15B | — |
| Next quarter (ends 2026-12-31) | — | — | — | $13.45B | — |
| Current fiscal year (ends 2026-12-31) | $3.24 | $3.16 | +2.5% | $51.74B | 3 |
| Next fiscal year (ends 2027-12-31) | $3.34 | $3.41 | -1.9% | $53.91B | 4 |

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 26.4% | ±3.1% |
| 2026-11-20 | 28 | 24.1% | ±5.7% |
| 2026-12-18 | 56 | 22.3% | ±7.1% |
| 2027-01-15 | 84 | 19.2% | ±7.5% |
| 2027-02-19 | 119 | 23.5% | ±10.7% |
| 2027-05-21 | 210 | 20.8% | ±12.7% |
| 2027-06-17 | 237 | 21.1% | ±13.5% |