Unilever PLC

NYSE:UL Stock Report

Market Cap: US$125.9b

Unilever Management

Management criteria checks 2/4

Unilever's CEO is Fernando Fernandez, appointed in Mar 2025, has a tenure of 1.25 years. total yearly compensation is €5.63M, comprised of 30.4% salary and 69.6% bonuses, including company stock and options. directly owns 0.013% of the company’s shares, worth $16.51M. The average tenure of the management team and the board of directors is 1.3 years and 2.6 years respectively.

Key information

Fernando Fernandez

Chief executive officer

€5.6m

Total compensation

CEO salary percentage30.40%
CEO tenure1.3yrs
CEO ownership0.01%
Management average tenure1.3yrs
Board average tenure2.6yrs

Recent management updates

Recent updates

Seeking Alpha Jun 17

Unilever: The Food Deal Helps, But The Stock Looks Fairly Valued

Summary Unilever remains a Hold, with valuation reflecting a balanced risk-reward post-Food business divestiture and ongoing macro headwinds. UL's Q1 saw 3.8% underlying sales growth, driven by emerging markets and Power Brands, with Home Care outperforming and Foods lagging. The McCormick deal delivers UL $15.7B cash, a 9.9% stake in the new entity, and unlocks capital for buybacks and higher-growth initiatives. Valuation suggests intrinsic value near current price, with a solid dividend and buyback program supporting shareholder returns but limited near-term upside. 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

CEO Compensation Analysis

How has Fernando Fernandez's remuneration changed compared to Unilever's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025€6m€2m

€6b

Jun 30 2025n/an/a

€6b

Mar 31 2025n/an/a

€6b

Dec 31 2024€5m€1m

€5b

Compensation vs Market: Fernando's total compensation ($USD6.46M) is below average for companies of similar size in the US market ($USD14.60M).

Compensation vs Earnings: Fernando's compensation has been consistent with company performance over the past year.


CEO

Fernando Fernandez (60 yo)

1.3yrs
Tenure
€5,628,000
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Fernando Fernandez
CEO & Director1.3yrs€5.63m0.013%
$ 16.5m
Srinivas Phatak
CFO & Director1.3yrs€2.37m0.0026%
$ 3.2m
Hein M. Schumacher
Executive Officer1.3yrs€2.14mno data
Wilhelmus Uijen
Chief Supply Chain & Operations Officer1.4yrsno datano data
Reema Jain
Chief Information Officerless than a yearno datano data
Jemma Spalton
Head of Investor Relationsno datano datano data
Prakash Kakkad
Chief Legal Officer & Group Company Secretaryless than a yearno datano data
Michael Stewart
Chief Corporate Affairs & Communications Officerless than a yearno datano data
Leandro Barreto
Chief Marketing Officer and Chief Marketing Officer of Beauty & Wellbeingless than a yearno datano data
Mairead Nayager
Chief People Officer2yrsno datano data
Richard Slater
Chief Research & Development Officer7.2yrsno datano data
Fabian Garcia
Business Group President of Personal Care6.4yrsno data0.0030%
$ 3.7m
1.3yrs
Average Tenure
55yo
Average Age

Experienced Management: UL's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Fernando Fernandez
CEO & Director2.4yrs€5.63m0.013%
$ 16.5m
Srinivas Phatak
CFO & Directorless than a year€2.37m0.0026%
$ 3.2m
Nelson Peltz
Independent Non-Executive Director3.9yrs€183.00k0.0051%
$ 6.4m
Adrian Hennah
Independent Non-Executive Director4.6yrs€184.00k0.00016%
$ 201.5k
Ian Meakins
Non-Executive Chairman2.8yrs€839.00k0.0011%
$ 1.3m
Susan Kilsby
Vice Chair of the Board & Senior Independent Director6.8yrs€300.00k0.000090%
$ 113.3k
Benoit Potier
Independent Non-Executive Director1.4yrs€190.00kno data
Rong Lu
Independent Non-Executive Director4.6yrs€243.00kno data
Judith McKenna
Independent Non-Executive Director2.3yrs€297.00kno data
Zoe Yujnovich
Independent Non-Executive Director1.3yrs€137.00k0.00012%
$ 151.1k
2.6yrs
Average Tenure
64yo
Average Age

Experienced Board: UL's board of directors are not considered experienced ( 2.6 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/18 19:27
End of Day Share Price 2026/06/18 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Unilever PLC is covered by 42 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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