Analysts Adjust Unilever Price Targets Amid Shifting Growth Outlook and Management Changes

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Feb 25

Updated

09 Dec 25

Views

423

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-8.4%

7D

-1.1%

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1Y

-8.4%

7D

-1.1%

You can edit this narrative until Dec 10 9:05 AM. Then, changes will post as Updates.

Author's Valuation

UK£56.0214.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Increased 13%

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Analysts have raised their price target on Unilever from approximately $50 to about $56, reflecting increased confidence in the company’s long term fair value and profitability trajectory following supportive recent research coverage. Analyst Commentary Recent Street research underscores rising optimism around Unilever’s strategic positioning, with a notable Buy initiation and a price target meaningfully above the newly raised $56 objective.

Shared on 22 Oct 25

Fair value Decreased 0.60%

Unilever's analyst price target has decreased slightly by $0.30, as analysts cite modest adjustments to revenue growth and discount rate assumptions following recent model updates. Analyst Commentary Recent analyst coverage on Unilever reflects both optimism and caution regarding the company's growth trajectory, valuation, and execution plans.

Shared on 08 Oct 25

Fair value Decreased 1.00%

Unilever's analyst price target has been slightly reduced from $50.35 to $49.85, as analysts cite moderating revenue growth prospects, balanced by steady profit margins and ongoing international expansion efforts. Analyst Commentary Analyst sentiment on Unilever reflects a mix of growth optimism and areas of caution, leading to a nuanced outlook for the company’s future performance and share valuation.

Shared on 27 Aug 25

Fair value Increased 1.18%

Analysts have modestly raised Unilever’s price target to £50.27, largely driven by confidence in emerging markets growth offsetting U.S. weakness and reflecting positive adjustments after strong first half results. Analyst Commentary Bullish analysts expect growth in emerging markets such as India, Indonesia, and China to offset slower growth in the U.S. Some analysts have increased price targets following Unilever's first half results, reflecting adjustments to their financial models.

Shared on 01 May 25

Fair value Decreased 1.05%

Shared on 23 Apr 25

Fair value Decreased 0.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.36%

AnalystConsensusTarget has increased revenue growth from 1.6% to 3.5%.

AnalystConsensusTarget Fair Value

UK£56.02

14.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-0.36%

Personal Products revenue growth rate

0.13%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.19%

Calculation

€7.94b

Earnings '28

x

24.37x

PE Ratio '28

=

€193.52b

Market Cap '28

€193.52b

Market Cap '28

/

2.38b

No. shares '28

=

€81.25

Share Price '28

€81.25 Share Price '28

Discounted to 2025 @ 8.23% p.a.

=

€64.09

Fair Value '25

€64.09 Fair Value '25

Converted to GBP @ 0.8737 EUR/GBP Exchange Rate

=

UK£56.00

Fair Value '25