Erste Group Bank Raises Earnings Estimates for Unilever

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for Unilever to $3.76 from $3.73, above the $3.52 consensus estimate, and projected FY2027 EPS of $4.01.
• Unilever’s latest quarterly results fell short of expectations, with EPS of $0.59 versus $1.84 expected and revenue of $14.62 billion versus a $14.80 billion consensus.
• Analyst sentiment remains mixed, with a consensus rating of “Hold” and a target price of $65.55; shares recently opened at $65.12, while institutional investors collectively own 9.67% of the stock.

Unilever PLC (NYSE:UL - Free Report) - Stock analysts at Erste Group Bank increased their FY2026 earnings estimates for Unilever in a research report issued to clients and investors on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now anticipates that the company will post earnings per share of $3.76 for the year, up from their previous estimate of $3.73. The consensus estimate for Unilever's current full-year earnings is $3.52 per share. Erste Group Bank also issued estimates for Unilever's FY2027 earnings at $4.01 EPS.

Unilever (NYSE:UL - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.59 earnings per share for the quarter, missing the consensus estimate of $1.84 by ($1.25). The company had revenue of $14.62 billion for the quarter, compared to the consensus estimate of $14.80 billion.

Several other equities research analysts have also recently weighed in on UL. TD Cowen reissued a "buy" rating on shares of Unilever in a research note on Wednesday, July 29th. Weiss Ratings upgraded Unilever from a "sell (d)" rating to a "hold (c-)" rating in a report on Thursday, July 30th. Zacks Research raised shares of Unilever from a "strong sell" rating to a "hold" rating in a research report on Tuesday, July 28th. Finally, Jefferies Financial Group reissued an "underperform" rating on shares of Unilever in a research report on Monday, July 6th. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $65.55.

Unilever Stock Up 0.1%

Shares of UL opened at $65.12 on Monday. The stock's 50-day moving average price is $62.44 and its two-hundred day moving average price is $61.78. Unilever has a 12 month low of $54.75 and a 12 month high of $74.97.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Saturna Capital Corp boosted its position in shares of Unilever by 38.0% during the first quarter. Saturna Capital Corp now owns 794,310 shares of the company's stock valued at $45,252,000 after buying an additional 218,767 shares during the last quarter. Diversify Wealth Management LLC grew its holdings in Unilever by 77.6% during the first quarter. Diversify Wealth Management LLC now owns 39,116 shares of the company's stock worth $2,226,000 after buying an additional 17,093 shares in the last quarter. Bank of America Corp DE raised its position in Unilever by 16.4% in the 1st quarter. Bank of America Corp DE now owns 6,661,426 shares of the company's stock valued at $379,501,000 after buying an additional 937,346 shares during the last quarter. Lazard Asset Management LLC raised its position in Unilever by 674.2% in the 1st quarter. Lazard Asset Management LLC now owns 2,794,600 shares of the company's stock valued at $159,208,000 after buying an additional 2,433,625 shares during the last quarter. Finally, Arkadios Wealth Advisors lifted its stake in Unilever by 135.1% during the 1st quarter. Arkadios Wealth Advisors now owns 31,179 shares of the company's stock valued at $1,776,000 after acquiring an additional 17,918 shares in the last quarter. 9.67% of the stock is owned by institutional investors.

About Unilever

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.

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