Unilever lifts margins and reshapes portfolio as Ice Cream demerger completes
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Unilever ( (GB:ULVR) ) has issued an update.
Unilever reported 2025 underlying sales growth of 3.5% driven by a 1.5% rise in volumes, resilient margins and strong contributions from its Power Brands, even as headline turnover declined due to currency headwinds and disposals. The group expanded its underlying operating margin to 20.0%, lifted earnings, generated robust free cash flow and raised its dividend while announcing a €1.5 billion share buyback.
Management accelerated portfolio reshaping by completing the demerger of the Ice Cream business and executing ten portfolio transactions, increasing exposure to Beauty & Wellbeing and Personal Care and exiting non-core food assets. Operational changes, including category-led sales structures and resets in Indonesia and China, underpinned stronger emerging-market performance and support guidance for modestly higher margins and low-end-of-range sales growth in 2026 despite slower markets.
The most recent analyst rating on (GB:ULVR) stock is a Hold with a £5150.00 price target. To see the full list of analyst forecasts on Unilever stock, see the GB:ULVR Stock Forecast page.
Spark’s Take on GB:ULVR Stock
According to Spark, TipRanks’ AI Analyst, GB:ULVR is a Outperform.
Unilever’s overall stock score reflects strong financial performance and positive corporate events, which are somewhat offset by bearish technical indicators and a high valuation. The company’s strategic initiatives, including the demerger, are expected to enhance its market position, but current market momentum remains a concern.
To see Spark’s full report on GB:ULVR stock, click here.
More about Unilever
Unilever is a global consumer goods group focused on beauty and wellbeing, personal care, home care and foods, with strong positions in both developed and emerging markets. The company is increasingly prioritising higher-growth, premium segments and digital commerce, with strategic emphasis on the U.S. and India as key engines of future expansion.
Average Trading Volume: 3,791,131
Technical Sentiment Signal: Strong Buy
Current Market Cap: £112.6B
Find detailed analytics on ULVR stock on TipRanks’ Stock Analysis page.
