Unilever PLC

Informe acción NYSE:UL

Capitalización de mercado: US$126.4b

Unilever Dividendos y recompras

Dividendo controles de criterios 5/6

Unilever es una empresa que paga dividendos con una rentabilidad actual de 3.9% que está bien cubierta por los beneficios. La próxima fecha de pago es en 26th June, 2026 con una fecha ex dividendo de 15th May, 2026.

Información clave

3.9%

Rentabilidad por dividendo

1.4%

Rendimiento de la recompra

Rendimiento total para el accionista5.3%
Rendimiento futuro de los dividendos4.1%
Crecimiento de los dividendos4.7%
Próxima fecha de pago de dividendos26 Jun 26
Fecha ex dividendo15 May 26
Dividendo por acciónn/a
Ratio de pago76%

Últimas actualizaciones de dividendos y recompras

Recent updates

Seeking Alpha Apr 10

Unilever: Market Undervaluing Its Transition To A Higher-Quality HPC Business

Summary Unilever PLC is transforming from a diversified FMCG conglomerate to a focused Home & Personal Care business, targeting higher growth and margins. Recent spin-offs of the ice cream and food businesses address conglomerate discount, improve profit margins, and align capital allocation with strategic priorities. Premiumization, emerging market growth, and robust distribution underpin UL’s long-term earnings and cash flow potential, despite near-term volatility from commodity exposure. I recommend a BUY rating for UL, as strategic execution and margin expansion offer attractive long-term value, contingent on successful portfolio transformation. Read the full article on Seeking Alpha
Seeking Alpha Feb 16

Unilever: Growth Disappoints But Business Efficiency Process Continues

Summary Unilever's modest revenue growth and improved profitability in FY 2024 were overshadowed by concerns over commodity inflation and subdued H1 2025 expectations. The company is focusing on high-demand, high-margin brands, with significant growth in the Beauty & Wellbeing and Personal Care segments. Unilever plans to demerge its Ice Cream segment by 2025 and streamline its Foods segment by selling underperforming brands. Management is addressing challenges in key markets like Asia Pacific Africa, with strategic adjustments expected to yield improvements by mid-2025. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Unilever: No More Valaution Discount - Downgrade To Neutral

Summary Lower volume growth expected due to persistent inflation and consumer shift towards private-label and unbranded products. Restructuring costs and higher CAPEX investment will be decremental on Unilever's EPS evolution. Unilever no longer trades at a valuation discount vs. peers. We prefer Nestlè at this stage. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

Procter & Gamble Is In Trouble, Buy Unilever Instead

Summary Unilever is a better buy than Procter & Gamble due to its better value for money, forward valuation, and product mix. Both companies face headwinds in emerging markets, but Unilever's issues are simpler to fix, making it less risky. Unilever's lower P/E ratio and higher dividend yield make it more attractively valued compared to Procter & Gamble. Despite risks, Unilever's higher dividend, better forward valuation, and simpler risk profile make it a solid consumer staples stock amid the market sell-off. Read the full article on Seeking Alpha
Seeking Alpha Dec 13

Unilever: Quality And Improving Growth Are Largely In The Price

Summary Unilever's recent history has been marked by a lackluster performance at both the business and stock level. Margins and currency have weighed on earnings growth. While there's not much management can do about the latter, the headwind from the former shouldn't repeat. Unilever deserves a premium valuation, but its earnings quality and growth potential are largely reflected in its current multiple. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

Unilever: A Path To Dividend Growth And Solid Returns Lies Ahead

Summary Unilever has been increasing its dividend for the first time since 2020, which is a reflection of an improvement in operating results. In FY 2024, UL is able to improve its margins and achieve volume growth again, which is a prerequisite for sustainable top-line growth. Based on the earnings growth model, UL appears fairly valued at the current share price. For investors that are interested in stable earnings and dividend growth, UL can be an interesting investment candidate. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Unilever: This Giant Continues To Grow Step By Step

Summary Unilever's Q3 2024 results showed solid growth, driven by Power Brands and a focus on increasing sales volumes rather than prices. The Beauty & Wellbeing segment led growth, with a 6.70% increase in underlying volume growth, while the Ice Cream segment is set for a spin-off by 2025. Europe's negative underlying price growth reflects economic difficulties, while North America showed the strongest performance, driven by a resilient economy. Despite strong performance, Unilever's valuation multiples are in line with industry averages, justifying a hold rating. Guidance for 2024 remains optimistic with USG expected between 3-5%. Read the full article on Seeking Alpha
Seeking Alpha Sep 26

Unilever Progressing On P&G Transformation Playbook

Summary Unilever's transformation, akin to P&G's, has significantly boosted its share price, making it an attractive investment with potential for further growth. My investment strategy focuses on achieving financial independence through dividend income, prioritizing high-quality, undervalued companies with reliable dividends. Unilever's progress over the past 2.5 years shows substantial gains, with the share price up 30%, excluding dividends, indicating strong performance. Despite past gains, I believe Unilever still holds potential for new investments, with up to 30% additional share price increase potential. Read the full article on Seeking Alpha
Seeking Alpha Aug 27

Unilever: Nearing The Tipping Point

Summary Unilever's recent 26% stock rise is driven by reduced price increases and organizational restructuring, enhancing efficiency and focusing on Power Brands. Expansion in emerging markets and potential Ice Cream segment spin-off could unlock further growth and profitability. Dividends and buybacks will continue to reward shareholders, but capital gains may be once again the main component in the coming months. Read the full article on Seeking Alpha
Seeking Alpha Aug 12

Unilever: New CEO Making Impact

Summary Unilever's new CEO has positively impacted the company, with a 20% share price increase and a return to positive volume growth. The company is separating its ice cream division valued at around $20B and plans to cut 1/3rd of office workers in the EU. We expect continued shareholder returns for Unilever in FY2024 and beyond due to improved growth and profitability prospects. Read the full article on Seeking Alpha
Seeking Alpha Jul 10

Unilever: Unjustified Discount Despite Upping Its Performance

Summary Most divisions and regions experienced volume growth that was better than anticipated. Productivity and savings will likely step up with the new management changes. Portfolio disposals and superior performance of Unilever's Power Brands give us the confidence to maintain a buy rating recommendation. Read the full article on Seeking Alpha
Seeking Alpha Jun 06

Unilever: Recent Performance Has Removed The Margin Of Safety

Summary Unilever has seen a rapid rise in share price over the past month, reducing the margin of safety. The company is divesting its ice cream business and focusing on four key areas: Beauty and Wellbeing, Personal Care, Home Care, and Nutrition. Unilever's recent trading update shows a stable market share, however, the restructuring program may create short-term headwinds. The first tranche of the share repurchase program has commenced as of May 17th. Read the full article on Seeking Alpha
Seeking Alpha Mar 24

Unilever: The Company Is Moving In The Right Direction

Summary Unilever's performance has been underwhelming compared to its peers in the consumer staples sector; however, this could change in the future. The company still has a high-quality product portfolio with sufficient growth prospects in emerging markets. Management is working on a turnaround and is shifting towards higher-margin segments and streamlining its portfolio, with a spin-off of its ice cream division planned. UL is no longer a typical dividend growth company, but it does pay an above-average dividend yield of 3.7%. Based on DCF analysis, shares are 7.3% undervalued. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

Unilever: Don't Expect Market Beating Returns

Summary Unilever significantly underperformed the market in the past 3 years, down -11% while the S&P500 is up almost 28%. The action plan presented by new CEO Hein Schumacher is expected to drive 3-5% annual revenue growth while modestly improving margins, which is fairly reflected in the $50 stock price. Despite solid Q4 2023 results with a return to positive volume growth and margin improvements, Unilever lacks catalysts for market-beating returns. Unilever could be attractive for income-oriented investors looking for a reliable dividend yielding almost 4% with moderate risk and stock volatility. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de UL se han mantenido estables en los últimos 10 años.

Dividendo creciente: El pago de dividendos de UL ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Unilever vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de UL con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (UL)3.9%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Personal Products)3.2%
Analista de previsiones (UL) (hasta 3 años)4.1%

Dividendo destacado: El dividendo de UL(3.9%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.39%).

Alto dividendo: El (3.9%) del dividendo de UL es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.2%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su actual ratio de pago (76%), los pagos de UL están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonable ratio de pago en efectivo (63%), los pagos de dividendos de UL están cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/11 14:32
Precio de las acciones al final del día2026/06/11 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Unilever PLC está cubierta por 42 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Andreas von ArxBaader Helvea Equity Research
Arancha PiñeiroBanco de Sabadell. S.A.