NYSE · Consumer Discretionary

UNILEVER PLC-SPONSORED ADR UL

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe. It operates through four segments: Beauty & Wellbeing, Personal Care, Home Care, and Foods. The Beauty & Wellbeing segment offers hair care, such as shampoo, conditioner, and styling; face, hand, and body moisturizer skin care products; and Prestige Beauty and Wellbeing products.

Package Goods/Cosmetics

Company profile

Business mix

  • It operates through four segments: Beauty & Wellbeing, Personal Care, Home Care, and Foods.
  • The Personal Care segment provides soap and shower skin cleansing products; and deodorant and oral care, including toothpaste, toothbrush, and mouthwash products.
  • The Home Care segment offers washing powders and liquids, and rinse conditioner fabric care products; and a range of home and hygiene cleaning products.
  • The Foods segment provides cooking aids and mini meals comprising soups, bouillons, and seasonings, as well as mayonnaise and ketchup condiments; and Unilever food solutions.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.91 FCF 6.59% Buyback -10.55%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 0.8% $535.6M 2026-03-31
Mar Vista Investment Partners 2.0% $19.7M 2026-03-31
Yacktman Asset Management Stephen Yacktman 0.2% $11.4M 2026-03-31
Tweedy, Browne Company 0.2% $2.9M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $22.5M Estimated from net added shares
Reduction amount $209,707 Estimated from net reduced shares
Net share change / base shares +4.1% +391,556 / 9,606,494
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 2.5% 13F value change -$2.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 336,467 Last 1 periods +8,491 (+2.5%) Total shares 344,958 Value $19.7M
GQG Partners Rajiv Jain 1 filing periods
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 4.2% 13F value change -$54.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 9,018,850 Last 1 periods +382,436 (+4.2%) Total shares 9,401,286 Value $535.6M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -6.6% 13F value change -$676,488
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 55,374 Last 1 periods -3,681 (-6.6%) Total shares 51,693 Value $2.9M
Yacktman Asset Management Stephen Yacktman 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 2.2% 13F value change -$1.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 195,803 Last 1 periods +4,310 (+2.2%) Total shares 200,113 Value $11.4M

Recent mentions

No public mentions.