Unilever PLC

Report azionario NYSE:UL

Capitalizzazione di mercato: US$134.7b

Unilever Gestione

Criteri Gestione verificati 2/4

Unilever Il CEO è Fernando Fernandez, nominato in Mar2025, e ha un mandato di 1.5 anni. la retribuzione annua totale è € 5.63M, composta da 30.4% di stipendio e 69.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.013% delle azioni della società, per un valore di $ 17.74M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 2.8 anni.

Informazioni chiave

Fernando Fernandez

Amministratore delegato

€5.6m

Compenso totale

Percentuale dello stipendio del CEO30.40%
Mandato del CEO1.5yrs
Proprietà del CEO0.01%
Durata media del management1.5yrs
Durata media del Consiglio di amministrazione2.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Sep 10

Unilever: 15-Year-High Volume Growth Isn't Enough

Summary Unilever PLC remains a Hold, as its current valuation reflects a balanced risk-reward and leaves little margin of safety. UL delivered its strongest volume growth in over 15 years, with Q2 underlying sales up 5.8% and margin improvement, supported by emerging markets. Portfolio streamlining, including potential divestitures and the McCormick deal, positions UL for capital influx and future buybacks, but macro and private label risks persist. Guidance was raised to 4–6% underlying sales growth for the year, yet macroeconomic pressures and competition from private labels temper near-term enthusiasm. 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Fernando Fernandez rispetto agli utili di Unilever?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

€6b

Mar 31 2026n/an/a

€6b

Dec 31 2025€6m€2m

€6b

Jun 30 2025n/an/a

€5b

Mar 31 2025n/an/a

€5b

Dec 31 2024€5m€1m

€5b

Compensazione vs Mercato: La retribuzione totale di Fernando ($USD 6.50M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.71M ).

Compensazione vs guadagni: La retribuzione di Fernando è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Fernando Fernandez (60 yo)

1.5yrs
Mandato
€5,628,000
Compensazione

Mr. Fernando Fernandez serves as Chief Executive Officer at Unilever PLC since March 01, 2025 and had been its CFO until March 01, 2025. He served as Business Group President, Beauty & Wellbeing for Unilev...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Fernando Fernandez
CEO & Director1.5yrs€5.63m0.013%
$ 17.7m
Srinivas Phatak
CFO & Director1.5yrs€2.37m0.0026%
$ 3.5m
Hein M. Schumacher
Executive Officer1.5yrs€2.14mNessun dato
Wilhelmus Uijen
Chief Supply Chain & Operations Officer1.7yrsNessun datoNessun dato
Reema Jain
Chief Information Officerless than a yearNessun datoNessun dato
Jemma Spalton
Head of Investor Relationsno dataNessun datoNessun dato
Prakash Kakkad
Chief Legal Officer & Group Company Secretaryless than a yearNessun datoNessun dato
Michael Stewart
Chief Corporate Affairs & Communications Officerless than a yearNessun datoNessun dato
Leandro Barreto
Chief Marketing Officer and Chief Marketing Officer of Beauty & Wellbeingless than a yearNessun datoNessun dato
Mairead Nayager
Chief People Officer2.3yrsNessun datoNessun dato
Richard Slater
Chief Research & Development Officer7.4yrsNessun datoNessun dato
Fabian Garcia
Business Group President of Personal Care6.7yrsNessun dato0.0022%
$ 3.0m
1.5yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di UL non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Fernando Fernandez
CEO & Director2.7yrs€5.63m0.013%
$ 17.7m
Srinivas Phatak
CFO & Director1yr€2.37m0.0026%
$ 3.5m
Nelson Peltz
Independent Non-Executive Director4.2yrs€183.00k0.0051%
$ 6.9m
Adrian Hennah
Independent Non-Executive Director4.8yrs€184.00k0.00017%
$ 228.9k
Ian Meakins
Non-Executive Chairman3yrs€839.00k0.0011%
$ 1.4m
Susan Kilsby
Vice Chair of the Board & Senior Independent Director7.1yrs€300.00k0.000090%
$ 121.2k
Benoit Potier
Independent Non-Executive Director1.7yrs€190.00k0.000090%
$ 121.2k
Rong Lu
Independent Non-Executive Director4.8yrs€243.00k0.00041%
$ 552.1k
Judith McKenna
Independent Non-Executive Director2.5yrs€297.00k0.00020%
$ 269.3k
Zoe Yujnovich
Independent Non-Executive Director1.5yrs€137.00k0.00012%
$ 161.6k
2.8yrs
Durata media
64yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di UL non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/15 18:20
Prezzo dell'azione a fine giornata2026/09/15 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Unilever PLC è coperta da 44 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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