LSE:ULVR 11 March 2026 - 13 June 2026

Unilever (LON:ULVR) lags FTSE 350 with traders eyeing buyback and July results
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Unilever (ULVR.L) Sinks After $66 Billion Food Deal Hit by More Terry Smith Criticism

Unilever PLC dropped almost 2% in London on Thursday, giving up most of Tuesday’s bounce. The move came as ex-shareholder Terry Smith renewed criticism of its $66 billion food deal, keeping focus on management and governance instead of product lines or profit margins. Delayed data from AJ Bell put the shares at 4,566p, off 1.9%, with market cap just under £98 billion. Based on Tuesday’s £46.89 close, the drop has wiped out about £2.6 billion from Unilever’s equity value. This matters now because the latest drop isn’t about a new profit warning. Investors are reacting to Unilever’s plan for a new structure. The company aims to dig further into beauty, wellbeing, personal care and home care, while splitting off Foods
July 9, 2026
Unilever Stock Rises as Investors Eye July Results and McCormick Deal Risk
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Unilever Stock Rises as Investors Eye July Results and McCormick Deal Risk

Unilever PLC ended the latest London trading session with a modest gain, giving investors a small rebound after a volatile stretch shaped by portfolio restructuring and questions over growth. The shares last traded at 4,386p on June 12, up 34p, or 0.78%, with reported volume of about 3.36 million shares; the stock’s 52-week range runs from 3,644p to 5,542.11p. The move matters because Unilever is no longer being valued simply as a slow-moving consumer staples stock. Investors are judging whether CEO Fernando Fernandez can turn a sprawling group into a cleaner, faster-growing company after the Magnum Ice Cream demerger and the planned separation of most of the food business. In its Q1 2026 trading statement, Unilever reported 3.8% underlying sales
June 13, 2026
Unilever announces €1.5 billion share buyback, ahead of McCormick challenge
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Unilever Stock Rises as Investors Weigh Q2 Catalyst, Buyback Support and Growth Risks

Unilever PLC shares edged higher on Friday, with the London-listed stock trading around 4,391p, up 0.9%, after opening at 4,348p and touching an intraday high of 4,409p. The move came as the FTSE 100 was also stronger, leaving the stock’s short-term performance tied partly to a broader rebound in large-cap UK equities rather than a single fresh corporate announcement. Hargreaves Lansdown data showed Unilever at a market value of about £95 billion, with a dividend yield close to 4%, while Google Finance showed the stock still well below its 52-week high of 5,542.11p. The latest price action matters because Unilever has been trying to rebuild investor confidence after a period of portfolio reshaping, cost savings and uneven demand in developed
June 12, 2026
UK stock market today: FTSE 100 rises, but oil and rate fears keep London on edge
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UK stock market today: FTSE 100 rises, but oil and rate fears keep London on edge

London stocks rose on Wednesday, but the move was less a broad vote of confidence than a rotation into oil-linked and defensive shares as investors weighed Middle East risk, higher energy prices and fresh pressure on UK rate expectations. The FTSE 100 ended 0.3% higher at 10,254.8, with the more domestically exposed FTSE 250 up 0.5%. The change from Tuesday mattered. A day earlier, the FTSE 100 had fallen 1.4% to 10,227.33, its weakest close since May 15, dragged down by banks and energy stocks as crude prices slipped and investors monitored the conflict in the Middle East. Wednesday’s rebound only partly repaired that damage.
June 10, 2026
Unilever up after €1.5 billion buyback wraps, McCormick deal comes into view
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Unilever up after €1.5 billion buyback wraps, McCormick deal comes into view

Unilever PLC shares traded higher on Wednesday on news of the latest €1.5 billion buyback update, with investors focusing on returns. Shares gained 0.89% to 4,322.50p by midday in London, according to Google Finance. Unilever pushed 2.23% higher to £42.85 on Tuesday, beating the FTSE 100, which dropped 1.41%. The stock’s move came ahead of a Wednesday filing that stopped short of launching a fresh buyback and instead clarified how much stock from the finished programme is now in Unilever's hands.
June 10, 2026
Unilever Down After €1.5B Buyback, Focus on Margins
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Unilever Down After €1.5B Buyback, Focus on Margins

Unilever PLC slipped in late London trade on Monday, paring some of Friday’s gains. The stock, tracked by AJ Bell, was last seen around 4,164p, down 24p or 0.57%. It opened at 4,220.5p. Unilever had climbed 2.71% on Friday ahead of a modest 0.07% uptick in the FTSE 100, after wrapping up a €1.5 billion share buyback. Investors had looked to the buyback as a rare, visible support for capital returns while Fernando Fernandez works on a bigger overhaul of the company. In a buyback, a company purchases its own shares, which typically cuts the share count and can boost earnings per share by increasing profit per each share.
June 8, 2026
Unilever announces €1.5 billion share buyback, ahead of McCormick challenge
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Unilever announces €1.5 billion share buyback, ahead of McCormick challenge

Unilever wrapped up its €1.5 billion share buyback on Friday. The Dove soap maker’s London shares had ended the day higher. Unilever bought 30,703,780 ordinary shares for a total market value of €1,499,999,891, according to a statement on the London Stock Exchange. Timing is important here—there’s no longer a regular buyback in place. A buyback means the company is buying back its own shares, so there are fewer shares out. This spreads future earnings across fewer shares, which can boost earnings per share. But it doesn’t repair bad sales or address trouble over a deal.
June 6, 2026
Unilever dips as break-up faces new hurdle
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Unilever dips as break-up faces new hurdle

Unilever PLC shares dropped nearly 1% in early London trade Wednesday, trailing a weaker FTSE 100. Traders are weighing cost pressures at the Dove maker against its push for a leaner, higher-growth business. Unilever shares were at 4,249.50 pence as of 09:15 on Davy’s 20-minute-delayed feed, off 0.99%. Hargreaves Lansdown also had Unilever down 1.00%. The FTSE 100 slipped 0.37%. Prior close for Unilever was 4,292p, according to Hargreaves Lansdown. London stock trading runs from 8:00 a.m. to 4:30 p.m. BST on weekdays.
May 20, 2026
Unilever Shares Edge Up After Jefferies Warning, CEO Pay and Buybacks Back in Focus
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Unilever Shares Edge Up After Jefferies Warning, CEO Pay and Buybacks Back in Focus

Unilever PLC shares moved higher early Tuesday in London, tracking a stronger FTSE 100. The gain came as investors weighed a new executive share-award filing and a Jefferies note sounding caution on the company’s turnaround push. Unilever shares rose 1.4% to 4,316 pence at 9:01 a.m. in London, moving up from their 4,292 pence open. The stock outperformed the FTSE 100, which was up 0.46%. Rival Reckitt Benckiser added 0.57%.
May 19, 2026
Unilever Shares Up as Magnum Sale Chatter Puts Focus on Break-Up Talk
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Unilever Shares Up as Magnum Sale Chatter Puts Focus on Break-Up Talk

Unilever PLC shares ticked up 0.12% to 4,212 pence early Monday in London, with trading volume at 440,372 shares. The move put Unilever ahead of the FTSE 100, which slipped 0.04% to 10,190.81 according to Reuters’ LSEG-delayed data. Buyers looked beyond a new bearish note from Jefferies to renewed takeover talk around Unilever’s old Magnum ice-cream division. Unilever is getting fresh attention as it shifts away from its old image as a sluggish consumer goods stock. The London-listed firm has been focusing more on personal care, beauty and household brand lines. It still holds a 19.9% stake in Magnum and wants to sell that in the next five years.
May 18, 2026
Unilever in focus as traders look to Monday open after slump
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Unilever in focus as traders look to Monday open after slump

Unilever PLC finished the week lower, with shares ending Friday at 4,207 pence in London. That’s a drop of 16.5p, or 0.39%, before the market closed for the weekend. The stock is trading close to its April low following a week where UK risk assets fell and investors reassessed the company’s portfolio moves. London trading is shut Saturday, just standard business days, no special holiday. The focus shifts to Monday, as investors watch for any private-equity offer for Magnum Ice Cream and what it could do for Unilever's stake. Some wonder if it boosts value or just complicates Unilever's ongoing breakup.
May 16, 2026
Unilever’s McCormick Deal Gets Awkward After Terry Smith Walks Away
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Unilever’s McCormick Deal Gets Awkward After Terry Smith Walks Away

Unilever PLC finds itself under sharper scrutiny after Fundsmith’s Terry Smith exited his position, criticizing the shift from fixing operations to splitting up the business and tying its foods unit to McCormick. Smith’s departure—flagged by The Times—lands one of the group’s most prominent shareholders in open opposition to CEO Fernando Fernández’s most significant move to date. Timing is key here. Unilever’s board won shareholder support at Wednesday’s annual meeting, but the McCormick deal skips a Unilever shareholder vote under UK listing rules, the company said in its announcement. Closing is targeted by mid-2027. The deal still needs McCormick shareholder approval, regulatory sign-off, and other standard conditions.
May 15, 2026
Unilever’s $45 Billion McCormick Deal Faces Fresh Investor Heat After Terry Smith Exit
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Unilever’s $45 Billion McCormick Deal Faces Fresh Investor Heat After Terry Smith Exit

Unilever PLC’s board secured wide support from shareholders at its annual meeting, yet debate flared up again over the proposed merger of its food unit with McCormick & Co. The issue gained steam after veteran fund manager Terry Smith exited his stake in the maker of Dove and Vaseline. Shareholders gave the green light to all 21 resolutions put forward at the annual general meeting on May 13, according to a regulatory filing. Among the directors re-elected: Chief Executive Fernando Fernandez and activist investor Nelson Peltz, who secured backing from 98.35% of voting shareholders. Roughly 73% of eligible share capital participated in most of the votes.
May 14, 2026
Unilever Shares Slip as Strong Volumes Meet a Fresh McCormick Deal Test
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Unilever Shares Slip as Strong Volumes Meet a Fresh McCormick Deal Test

Unilever PLC shares in London edged lower late in the morning, hovering at GBX 4,247—£42.47—a 0.67% drop. The stock barely budged at the open, ticked up for a moment, and then slipped back. No rush for the exits here. Instead, the shares are drifting as investors debate what Unilever’s future actually looks like. The real squeeze isn’t about how much soap, shampoo, or deodorant Unilever sells right now. It’s about whether investors still trust leadership’s big-picture bets. On Tuesday, City AM reported that Terry Smith’s Fundsmith Equity Fund dumped its Unilever shares after the McCormick food deal. Smith accused the company of ditching its “promised operational focus” and chasing breakups instead. A prominent exit like that, especially after years in
May 13, 2026
Unilever PLC’s $65 Billion McCormick Deal Faces Fresh ESG Investor Pressure
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Unilever PLC’s $65 Billion McCormick Deal Faces Fresh ESG Investor Pressure

Some Unilever PLC investors are pressing for the foods group being created with McCormick & Co. to keep tougher forestry and sustainability standards, putting a new governance question over the $65 billion transaction. The pressure matters now because McCormick would take charge of a much larger food supply chain, with more exposure to agriculture, commodities and smallholder farming. Those are areas where environmental, social and governance standards — ESG, investor shorthand for non-financial risks such as climate, labour and board oversight — can turn into legal, reputational and financing problems.
May 9, 2026
Unilever Stock Drops 3% as Cost Fears Test Dove Maker’s Turnaround
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Unilever Stock Drops 3% as Cost Fears Test Dove Maker’s Turnaround

Unilever PLC slipped 3.23% to £42.65 in London trading Tuesday, lagging the FTSE 100’s decline and drawing attention to renewed pricing plans from the Dove brand owner after its Q1 sales surprise. Market data put the shares 23.05% under their 52-week peak. Timing could hardly be trickier for Unilever. Chief Executive Fernando Fernandez is in the thick of persuading investors that a leaner operation—focused more heavily on beauty, personal care, and household goods—will finally deliver faster growth after years of choppy volumes and relentless reshuffling.
May 5, 2026
Unilever PLC Price Hikes Are Back: Dove Maker Beats Forecasts, Then Flags Cost Squeeze
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Unilever PLC Price Hikes Are Back: Dove Maker Beats Forecasts, Then Flags Cost Squeeze

Unilever PLC plans to roll out targeted price hikes later this year, finance chief Srinivas Phatak said, describing the adjustments as “small doses.” The move comes as increased costs linked to the Iran war took the shine off a quarterly sales beat for the group behind Dove soap and Axe deodorant. Timing is key here. Unilever’s been working to win back volume—actual units sold—since a series of steep price hikes nudged customers over to cheaper private labels. More hikes now could jeopardize that progress, particularly in the home care segment, where oil-based chemical costs filter directly into detergents and cleaners.
May 2, 2026
Unilever Price Hikes Are Coming After Dove Maker Flags War-Driven Cost Shock
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Unilever Price Hikes Are Coming After Dove Maker Flags War-Driven Cost Shock

Unilever PLC plans to implement targeted price increases after costs linked to the Iran war climbed more than anticipated. Still, robust demand for Dove, Vaseline, and home-care lines pushed the company past first-quarter sales projections. The timing’s key: big consumer-goods players are once again probing how much price pressure shoppers can handle after a two-year stretch where plenty of families switched to cheaper alternatives. Unilever finance chief Srinivas Phatak said expected cost inflation for the full year will hit €750 million to €900 million—running €350 million to €500 million above what the company forecast at the year’s open.
May 1, 2026
Unilever Stock Watch: Nigeria Profit Jump Puts Spotlight on April 30 Q1 Test
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Unilever Stock Watch: Nigeria Profit Jump Puts Spotlight on April 30 Q1 Test

Unilever PLC approaches its April 30 first-quarter update backed by new numbers out of Nigeria: its local arm delivered a 26% jump in revenue and matched that with a 26% gain in net profit for the quarter, thanks mainly to strong performance in foods and increased volumes. Timing is critical here. Investors are probing whether Chief Executive Fernando Fernandez can sustain Unilever’s momentum, especially after February’s caution that 2026 underlying sales growth might only scrape the lower edge of its 4% to 6% multi-year target, thanks to weaker U.S. and European demand. The Q1 2026 trading statement arrives Thursday.
April 25, 2026
Unilever PLC Stock Falls Again as Food Spin-Off Talk, Kraft Heinz Talks Rattle Investors
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Unilever PLC Stock Falls Again as Food Spin-Off Talk, Kraft Heinz Talks Rattle Investors

Unilever PLC shares slid further on Thursday following reports that the company considered spinning off its food division and had opened—then dropped—talks with Kraft Heinz about a deal for part of the business. Reuters noted the stock declined again, adding to Wednesday’s 3.5% drop. The timing isn't great. Chief Executive Fernando Fernandez has only been in the role a little more than a year and is still trying to steer Unilever’s ice-cream demerger—now trading as The Magnum Ice Cream Company after its December listing. Investors are worried a second major spin-off could distract management from delivering.
March 19, 2026
Unilever PLC Stock Price Falls as Oil Volatility Rekindles Margin Fears
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Unilever PLC Stock Price Falls as Oil Volatility Rekindles Margin Fears

Unilever PLC slipped 1.37% to 4,840 pence in London trading by 1546, having dipped as low as 4,824 pence earlier. Shares followed the FTSE 100 lower, with the index down 0.6%. Oil price volatility, driven by ongoing Middle East tensions, kept pressure on the market. The timing isn’t great. Back in February, Unilever flagged that underlying sales growth for 2026 — excluding currencies and M&A — would probably come in at the lower edge of its 4% to 6% target, and that gains in operating margin would be limited. Now, with Brent crude climbing above $90 a barrel, holding that line won’t get any easier.
March 11, 2026
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