Jefferies Increases Unilever (UL) Price Target While Maintaining Underperform Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
0mins
Should l Buy UL?
Source: Yahoo Finance
Unilever's Market Performance: Unilever PLC has been recognized as one of the 12 Best European Dividend Stocks, with a recent price target increase from Jefferies to 4,000 GBp, despite maintaining an Underperform rating due to ambitious growth targets.
Q3 Financial Results: In Q3 2025, Unilever reported a 3.9% underlying sales growth and stable operating margins at 16.1%, driven by effective cost management and a successful multi-year portfolio transformation.
Growth in Various Markets: The company outperformed in developed markets and saw improvements in emerging markets like Indonesia and China, with broad-based growth across all business groups, particularly from its Power Brands.
Investment Considerations: While Unilever shows potential as an investment, there are suggestions that certain AI stocks may offer better upside potential and lower risk, prompting a comparison with other investment opportunities.
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Analyst Views on UL
Wall Street analysts forecast UL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UL is 68.37 USD with a low forecast of 60.10 USD and a high forecast of 74.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 71.570
Low
60.10
Averages
68.37
High
74.00
Current: 71.570
Low
60.10
Averages
68.37
High
74.00
About UL
Unilever PLC is a United Kingdom-based global consumer goods business. The Company's segments include Beauty & Wellbeing, Personal Care, Home Care and Foods. The Beauty & Wellbeing segment primarily sells hair care (shampoo, conditioner, styling), skin care (face, hand and body moisturizers) and includes Prestige Beauty and Wellbeing. The Personal Care segment primarily sells skin cleansing (soap, shower), deodorant and oral care (toothpaste, toothbrush, mouthwash) products. The Home Care segment primarily sells fabric care (washing powders and liquids, rinse conditioners) and a range of home and hygiene cleaning products. The Foods segment primarily sells cooking aids and mini-meals (soups, bouillons, seasonings), condiments (mayonnaise, ketchup) and Unilever Food Solutions. The Company's beauty & wellbeing brands include CLEAR, Dermalogica, Liquid I.V., Dove and TRESemme. The Company's home care brands include Cif, Comfort, Domestos, OMO, Radiant, Sunlight and Surf.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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