Loading market dashboard
Unilever PLC
ULConsumer DefensiveNYSEGB
Loading disclosure news
News and disclosures filtered by period, publisher, and event group.
Select a headline to open the full news page in the app.
Unilever PLC (UL) Presents at 23rd annual dbAccess Global Consumer Conference Transcript
Our Unilever (NYSE:UL | UL Price Prediction) call lands on the cautious side of fair value.
Toms Capital Investment Management, an activist U.S. hedge fund, has built a significant stake in McCormick & Co , according to sources familiar with the matter, at a time the U.S. food company is working on a prominent takeover deal.
NEW HAVEN, Conn.--(BUSINESS WIRE)--Unilever today unveiled plans to develop a new Global Innovation Center in New Haven, Connecticut, opening by spring 2029. The center will be a leading hub for the company's research and development for its personal care, beauty and wellbeing businesses in the U.S. and globally. The center further propels Unilever's growth strategy in the U.S. market, raising the bar for research and development in the consumer goods industry and powering the company's portfol.
The New Haven, Conn., center will mark the company's biggest U.S. R&D infrastructure investment in four decades.
McCormick & Company is rated 'Buy' due to resilient brands, margin expansion, and a compelling 4% dividend yield at depressed valuations. MKC's planned $45B merger with Unilever's food business is expected to drive 3–5% revenue growth and $600M in run-rate synergies. Despite near-term volume pressures, MKC's pricing power and alignment with health trends support durable growth and expanding operating margins.
U.S. equity benchmarks remain richly valued, and a growing chorus of strategists is reminding retail investors that single-country exposure has historically been a portfolio risk.
British dealmaking is heating up even as political risk hangs over the market. M&A targeting UK companies has jumped more than 250% this year to around $150 bil
Almost two-thirds of the stocks in the portfolio declined during the quarter, with nearly half falling by more than 10%. Samsung Electronics, the portfolio's largest investment, pre-released its Q1 results, highlighting significant growth in its core semiconductor operations. The equities that had the largest negative impact on the portfolio during the quarter were ICON, Unilever and UBS.
With Unilever set to spin off its food unit and merge it with U.S. peer McCormick , some investors plan to press the combined entity to adopt the same standards against deforestation and environmental risks as the UK consumer products giant.
A group of Magnum investors has criticised the ice cream maker over its handling of tensions around its Ben & Jerry's brand's social activism and a lack of transparency over its finances, a letter from shareholders seen by Reuters showed.
McCormick delivered strong Q1'26 results, with robust margin expansion and reaffirmed FY'26 guidance, despite market skepticism following the Unilever Foods combination announcement. The Unilever Foods deal offers compelling cost synergies ($600M/year by year three) and global distribution opportunities, though near-term leverage will rise to 4x and Unilever shareholders will initially own 55%. MKC's heat portfolio (Frank's RedHot, Cholula) is driving above-average growth and margin uplift, while Flavor Solutions is showing early signs of sustainable margin expansion.
Unilever PLC (UL) Q1 2026 Sales/Trading Call Transcript
Unilever PLC (LSE:ULVR) said it is launching a €1.5 billion share buyback today as it posted better-than-expected growth for the first quarter of the year, with volume growth driving a rise in underlying sales. The owner of consumer brands ranging from Cif and Colgate to Hellman's and Marmite reported 3.8% underlying sales growth in the first three months of 2026, with volumes up 2.9% and pricing contributing 0.9%.
Underlying sales rose 3.8%, as the consumer-goods company carries out its largest portfolio shuffle yet.
Unilever's first-quarter underlying sales growth beat expectations on Thursday, driven by a return to volume-led growth in emerging markets and strong demand for its "power brands" including Dove and Vaseline as it wins back customers.
Concurrent Investment Advisors LLC lifted its holdings in shares of Unilever PLC (NYSE: UL) by 66.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 87,844 shares of the company's stock after buying an additional 34,982 shares during
Advisors Capital Management LLC lessened its stake in Unilever PLC (NYSE: UL) by 7.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 614,490 shares of the company's stock after selling 51,004 shares during the period. Advisors Capital Management
Unilever (NYSE:UL | UL Price Prediction) is trading at $58.53 as of writing, down 15.86% over the past year.
RBC Capital Markets has lifted up its view on Unilever PLC (LSE:ULVR) to Sector Perform, from Underperform, claiming the market has already absorbed much of the pain from management's controversial food disposal plan. The bank's analysts call the proposal "fairly reflected" in the current share, even as the broker kept to a 4,200p price target (vs 4,219p today).
McCormick & Company is merging with Unilever's food business, creating a global leader in spices, condiments, and flavors. MKC is significantly undervalued, trading at ~17.5x 2026E EPS versus a 5-year average of 27–28x, with a fair value estimate of $68.20. The merger brings higher leverage (4.0x), integration risks, and dilution, but is expected to deliver 3–5% sales growth and 23–25% operating margins by year three.
Farther Finance Advisors LLC increased its position in shares of Unilever PLC (NYSE: UL) by 15.8% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 87,736 shares of the company's stock after acquiring an additional 11,979 shares during the period. Farther Finance
Assetmark Inc. lifted its holdings in Unilever PLC (NYSE: UL) by 29.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 338,317 shares of the company's stock after purchasing an additional 76,925 shares during the period. Assetmark Inc.'s holdings in Unilever were worth
Choreo LLC reduced its holdings in Unilever PLC (NYSE: UL) by 18.3% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,706 shares of the company's stock after selling 10,479 shares during the quarter. Choreo LLC's holdings in Unilever were worth
When Chad Janis had the idea to sell gummy-bear-shaped nutritional supplements four years ago, he had to convince manufacturers it could be done and retailers that customers would prefer his green gummies.
Grüns is a supplement brand that was created in 2023 with an innovative idea: make supplementation an easy, daily habit through grab-and-go gummies. Less than three years later, it is being acquired for more than a billion by Unilever's Wellbeing division.
Cardinal Capital Management Inc. lessened its position in Unilever PLC (NYSE: UL) by 11.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 383,058 shares of the company's stock after selling 49,626 shares during the period. Cardinal Capital Management
"Both shareholders win in this. What they get is a larger food company that's faster growing with stronger margins and an ability to really, kind of really, build out globally," says McCormick CEO Brendan Foley on the spice makers recent deal to combine its food business with Unilever.
McCormick CEO Brendan Foley joins 'Squawk on the Street' to discuss the company's deal with Unilever, how investors should digest the deal, where the company expects growth, and more.
Unilever said on Thursday it will buy U.S.-based supplements brand Grüns for an undisclosed amount, as it pivots towards beauty and wellbeing categories.
Unilever PLC (UL) Discusses Strategic Separation of Foods Business and Transition to HPC Pure Play Transcript
We bought four “new” holdings in the quarter. Two of the four — Blackstone and Otis — we have owned before. In IT, we exited Oracle and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a-service. On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor.
Henkel AG and Co. (OTCMKTS:HENKY - Get Free Report) and Unilever (NYSE: UL - Get Free Report) are both large-cap consumer staples companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, risk, profitability, valuation, analyst recommendations, dividends and institutional ownership. Insider and Institutional Ownership 0.0%
Barclays has defended Unilever PLC's (LSE:ULVR) decision to sell its Foods division to American spice giant McCormick, arguing that investor frustration with the deal's complexity is understandable but likely to fade over time. Both Unilever and McCormick shares have fallen around 8-9% since the deal was announced on 31 March, an unusually poor reception given that transactions of this kind rarely leave both parties worse off immediately.
MILWAUKEE, April 07, 2026 (GLOBE NEWSWIRE) -- Ademi LLP is investigating McCormick (NYSE: MKC) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Unilever.
SG Americas Securities LLC boosted its holdings in Unilever PLC (NYSE: UL) by 133.8% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 33,122 shares of the company's stock after acquiring an additional 18,955 shares during the quarter. SG
Eldred Rock Partners LLC cut its position in Unilever PLC (NYSE: UL) by 15.9% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 137,405 shares of the company's stock after selling 26,066 shares during the quarter. Unilever accounts for about 2.5% of
Shares of Unilever PLC (NYSE: UL - Get Free Report) reached a new 52-week low during trading on Tuesday. The company traded as low as $58.06 and last traded at $58.2080, with a volume of 305823 shares trading hands. The stock had previously closed at $59.98. Key Headlines Impacting Unilever Here are the key news
Compagnie Lombard Odier SCmA lessened its stake in Unilever PLC (NYSE: UL) by 11.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 348,443 shares of the company's stock after selling 43,557 shares during the quarter. Compagnie Lombard Odier
McCormick is making a move to get even bigger in the center of the grocery store. McCormick shareholders will own 35% of the new company.
As a senior Unilever executive in Brazil some 15 years ago, Fernando Fernandez made a bold gamble on hair care and beauty, rapidly expanding the then newly acquired TRESemmé brand into a major money-spinner in the giant South American market.
Unilever PLC (LSE:ULVR) shares continued to fall on Wednesday as analysts appeared to be split on the longer-term value of its deal to spin off its foods arm into merger with McCormick & Co Inc (NYSE:MKC). Both stocks dropped 7% on Tuesday as investors questioned value creation and the complex structure, with the FTSE 100 group falling another 2.25% to 4,104p the day after.
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed merger of McCormick & Company, Incorporated (NYSE: MKC) and Unilever PLC's (NYSE: UL) Foods business (excluding India and other excluded businesses). Under the terms of the merger agreement, upon closing of the proposed transaction, McCormick shareholders will own 35.0% of the combined company. KSF is seeking to d.
Unilever PLC (UL) Shareholder/Analyst Call Transcript
Artisan Partners, which has a history of driving strategic change at consumer companies, welcomed Unilever's decision on Tuesday to merge its food business with McCormick , saying the Dove soap maker should now be able to "more effectively manage" its core personal care and home brands.
Big-tech leaders surged on fresh hopes that the Iran war may be nearing an end, today, March 31, 2026.
McCormick is taking a huge bite in a bid to become a much bigger company.
Unilever and McCormick shareholders found the reality of their planned $65 billion food deal hard to digest on Tuesday, perturbed by the transaction's structure, its long timeline to closing and the potential for antitrust scrutiny.
MILWAUKEE, March 31, 2026 /PRNewswire/ -- Ademi LLP is investigating McCormick (NYSE: MKC) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Unilever. Click here to learn how to join our investigation and obtain additional information or contact us at gademi@ademilaw.com or toll-free: 866-264-3995.
The grocery aisle is getting a new spice, soup, and sauce conglomerate.
Unilever PLC (LSE:ULVR) said on Tuesday it has agreed to combine its food business with McCormick & Company Inc (NYSE:MKC) in a $44.8 billion transaction, creating a global portfolio of iconic and high-growth food brands. The combined business will include well-known labels such as McCormick, Knorr, and Hellmann's, as well as faster-growing brands including Cholula, Maille, and Frank's, generating an estimated $20 billion in revenues, Unilever said in a statement.
Top insights from the latest market news from Tuesday, March 31, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
Unilever agreed to combine its food business with spice maker McCormick & Co. in a $44.8 billion deal. Under the agreement, McCormick will pay $15.7 billion and the equivalent of $29.1 billion McCormick shares for most of Unilever's food business.
Unilever's plan to merge its food business with spice maker McCormick comes as the consumer products sector is fighting to stay relevant. The growth model that has powered big consumer goods companies for decades is eroding as the post-pandemic pricing supercycle fades and growth in massive markets like China stalls.
Unilever has agreed to separate its food unit, home to Knorr and Hellmann's, and merge it with spice maker McCormick in a cash-and-stock deal valuing the British firm's food business at about $44.8 billion, the companies said on Tuesday.
Stocks are moving higher to close out the month, but the first quarter is still poised to be the worst for major indexes since 2022; crude oil prices rose again amid reports that President Trump is willing to end the Iran war without the Strait of Hormuz being reopened; gas prices have topped $4 a gallon on average for the first time in four years; Unilever and McCormick announced a merger of Unilever's food brands with McCormick; and Netflix is reportedly interested in adding more NFL games to its live sports calendar as it enters the last year of its Christmas broadcasting deal. Here's what you need to know today.
Spice giant McCormick is buying Unilever's food business, including Hellmann's mayo. McCormick will pay a combination of cash and equity to expand further into condiments and spreads.
Unilever has agreed to separate its food unit, home to Knorr and Hellmann's, and merge it with spice maker McCormick in a cash-and-stock deal valuing the British firm's food business at about $44.8 billion, the companies said on Tuesday.
Unilever's European works council is worried about job losses from the company's potential food merger with McCormick , warning that it was stoking uncertainty and could lead to union action.
Combines Complementary, Strategically and Culturally Aligned Businesses with Strong Momentum and Iconic Brands that Meet Consumers' Growing Demand for Flavor Creates a Growth-Focused, Resilient Company Backed by McCormick's Proven Track Record of Successful Integrations of Iconic Brands Expected to be Accretive to McCormick's Net Sales Growth Rate, Operating Margin and Adjusted EPS in First Full Year Expected Annual Run-Rate Cost Synergies of $600 Million Net of Reinvestments; Expect to Achieve by Year 3, with Approximately Two-Thirds by Year 2 $100 Million of Incremental Synergies from Cost and Revenue to be Reinvested in Growth Combined Company to be Led by McCormick Leadership, with Senior Management Representation from Unilever Foods McCormick to Maintain its Name, Global Headquarters in Hunt Valley, Maryland, and NYSE Listing, with International Headquarters in the Netherlands McCormick Expected to Maintain Commitment to its Dividend Payment Consistent with its History McCormick to Host Call with Unilever CEO Today at 8:00 a.m. Eastern Time HUNT VALLEY, Md.
