CIBC Private Wealth Group LLC Sells 10,331 Shares of Unilever PLC $UL

CIBC Private Wealth Group LLC decreased its holdings in shares of Unilever PLC (NYSE:UL) by 15.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 57,243 shares of the company’s stock after selling 10,331 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in Unilever were worth $3,393,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of UL. Palisade Asset Management LLC bought a new position in Unilever in the 3rd quarter valued at $25,000. Asset Dedication LLC increased its stake in Unilever by 108.8% in the third quarter. Asset Dedication LLC now owns 476 shares of the company’s stock worth $28,000 after purchasing an additional 248 shares during the period. GPS Wealth Strategies Group LLC lifted its position in shares of Unilever by 141.3% during the third quarter. GPS Wealth Strategies Group LLC now owns 514 shares of the company’s stock worth $30,000 after purchasing an additional 301 shares during the last quarter. Financial Life Planners bought a new stake in shares of Unilever during the third quarter worth $30,000. Finally, Measured Wealth Private Client Group LLC purchased a new stake in shares of Unilever during the third quarter valued at $31,000. 9.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on UL. Morgan Stanley set a $60.10 price target on shares of Unilever and gave the stock an “overweight” rating in a research note on Monday, December 15th. Jefferies Financial Group reissued an “underperform” rating on shares of Unilever in a research report on Monday, February 23rd. Weiss Ratings downgraded shares of Unilever from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, February 26th. BNP Paribas Exane set a $71.00 target price on shares of Unilever and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Finally, Argus raised shares of Unilever to a “strong-buy” rating in a research note on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Unilever presently has a consensus rating of “Hold” and a consensus price target of $65.55.

Key Headlines Impacting Unilever

Here are the key news stories impacting Unilever this week:

• Positive Sentiment: Potential value unlock — a spin‑off or sale of Unilever’s foods arm would leave a more focused beauty & personal‑care Unilever and could create shareholder value if assets are re‑rated. Unilever in Talks to Separate Food Business and Combine It With McCormick
• Positive Sentiment: Strategic fit for foods — McCormick’s dealmaking track record (e.g., Frank’s, Cholula) suggests the combined foods business could be positioned for growth under a specialist owner. From Frank’s to Cholula, McCormick’s decade of deals sets stage for bold Unilever move
• Neutral Sentiment: Unilever confirms talks but stresses no agreement yet — active discussions and an inbound offer are underway, so timing and terms remain uncertain. Unilever confirms talks with McCormick over sale of foods business
• Neutral Sentiment: Process still fluid — reports say the deal could be structured as an all‑stock combination and could move quickly, but market reaction will hinge on swap terms and governance. Unilever in talks to combine food business with McCormick, WSJ reports
• Negative Sentiment: Execution and integration risks — combining sizeable food brands with a smaller acquirer raises operational, regulatory and cultural risks that could pressure the stock if uncertainties persist. Quotes: Analysts and experts react to Unilever’s potential food business sale to McCormick
• Negative Sentiment: Near‑term investor concern — foods is a meaningful revenue component and earlier reporting of a possible spin‑off coincided with share weakness; recent quarterly results also showed notable EPS and revenue misses, which amplify sensitivity to strategic disruption. Explainer: How important is food to Unilever?

Unilever Stock Performance

Shares of Unilever stock opened at $61.53 on Friday. The stock’s fifty day moving average price is $68.51 and its 200-day moving average price is $67.83. Unilever PLC has a 12 month low of $61.25 and a 12 month 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 the consensus estimate of $31.39 billion. On average, equities research analysts forecast 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 will be paid on Friday, April 10th. Stockholders of record on Friday, February 27th will be given a $0.5547 dividend. This represents a $2.22 annualized dividend and a dividend yield of 3.6%. The ex-dividend date of this dividend is 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.