Fourpath Capital Management LLC Buys New Stake in Unilever PLC $UL

Fourpath Capital Management LLC bought a new stake in Unilever PLC (NYSE:UL) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 9,768 shares of the company’s stock, valued at approximately $639,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Wellington Management Group LLP lifted its stake in shares of Unilever by 9.3% during the 3rd quarter. Wellington Management Group LLP now owns 34,665,544 shares of the company’s stock worth $2,054,973,000 after purchasing an additional 2,935,227 shares during the period. Thrivent Financial for Lutherans lifted its stake in shares of Unilever by 13,906.2% during the 3rd quarter. Thrivent Financial for Lutherans now owns 2,268,300 shares of the company’s stock worth $134,465,000 after purchasing an additional 2,252,105 shares during the period. Munich Reinsurance Co Stock Corp in Munich purchased a new position in shares of Unilever during the 3rd quarter worth $82,461,000. Fisher Asset Management LLC lifted its stake in shares of Unilever by 4.4% during the 3rd quarter. Fisher Asset Management LLC now owns 22,537,917 shares of the company’s stock worth $1,336,048,000 after purchasing an additional 959,269 shares during the period. Finally, Corient Private Wealth LLC lifted its stake in shares of Unilever by 78.8% during the 2nd quarter. Corient Private Wealth LLC now owns 1,933,422 shares of the company’s stock worth $118,261,000 after purchasing an additional 852,099 shares during the period. Hedge funds and other institutional investors own 9.67% of the company’s stock.

Key Unilever News

Here are the key news stories impacting Unilever this week:

• Positive Sentiment: Unilever agreed to buy U.S. supplements brand Grüns, signaling a clear push into beauty/wellbeing categories and building its nutrition/wellness footprint — a strategic fit for UL’s transition away from mainstream foods. Unilever to buy supplements brand Grüns With A $1.2 Billion Sale To Unilever
• Positive Sentiment: DZ Bank upgraded UL from “hold” to “strong-buy”, which can support the stock by validating management’s strategy and attracting buyers. DZ Bank upgrade / TickerReport
• Positive Sentiment: Analysis arguing the market is undervaluing Unilever’s shift to a higher‑quality HPC business suggests upside if the transition executes — a bullish narrative for longer‑term holders. Unilever: Market Undervaluing Its Transition
• Neutral Sentiment: Management continues to discuss a strategic separation of the foods business as part of the pivot to HPC — a transformational move that creates clarity but also execution risk and transitional costs. Strategic separation transcript
• Neutral Sentiment: Competitors are taking note: McCormick’s CEO framed the food deals as competitive on flavour, underscoring that UL’s food moves will invite pushback and intensified competition in certain segments. McCormick CEO on Unilever food deal
• Neutral Sentiment: Comparative analyses versus peers (e.g., Henkel) are circulating, giving investors more context on valuation and margin paths but not delivering a clear consensus. Critical Analysis: Unilever versus Henkel
• Negative Sentiment: Erste Group cut earnings estimates for Unilever, and broader skepticism about near‑term earnings (including the company’s recent quarterly EPS miss) is pressuring the stock — analysts trimming forecasts is a direct headwind for shares. Erste Group Lowers Earnings Estimates

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Kepler Capital Markets lowered Unilever from a “buy” rating to a “hold” rating in a research note on Tuesday, February 17th. Weiss Ratings lowered Unilever from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, March 31st. Jefferies Financial Group reaffirmed an “underperform” rating on shares of Unilever in a research report on Monday, February 23rd. DZ Bank raised Unilever from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft lowered Unilever from a “buy” rating to a “hold” rating in a research report on Monday, February 9th. Two research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Unilever has an average rating of “Hold” and a consensus target price of $65.55.

Unilever Stock Performance

Shares of Unilever stock opened at $58.35 on Monday. The business has a 50-day moving average of $66.22 and a 200-day moving average of $66.53. Unilever PLC has a 1-year low of $54.95 and a 1-year high of $74.97.

Unilever (NYSE:UL) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.75 EPS for the quarter, missing analysts’ consensus estimates of $1.75 by ($1.00). The company had revenue of $11.87 billion during the quarter, compared to analyst estimates of $31.39 billion. As a group, analysts predict that Unilever PLC will post 3.27 EPS for the current fiscal year.

Unilever Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 10th. Stockholders of record on Friday, February 27th were issued a dividend of $0.5547 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Friday, February 27th.

Unilever Company 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.