Jefferies raises target for Unilever stock to GBp 4,000

Published on 10/16/2026 at 09:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Unilever stock costs EUR 57.96 on October 16, 2026, 0.26 percent below the Xetra close. Results are due October 28, 2026 after 4.8 percent growth.

Portfolio focus and trading dates

Jefferies lifted its Unilever target from GBp 3,900 to GBp 4,000 on October 12, 2026.
First-half 2026 turnover reached EUR 25.6 billion with 4.8 percent underlying sales growth.
Unilever stock trades at EUR 57.96 at 9:39 a.m. CEST at Lang & Schwarz on October 16, 2026, 0.26 percent below the Xetra close of October 15, 2026.
Unilever's third-quarter trading statement is scheduled for October 28, 2026, followed by an investor event on November 4, 2026.

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Unilever (GB00BVZK7T90) trades at EUR 57.96 at Lang & Schwarz on October 16, 2026 at 9:39 a.m. CEST, minus 0.26 percent versus the Xetra close of October 15, 2026 at EUR 58.11. Markets Insider reported on October 12, 2026 that Jefferies raised its target from GBp 3,900 to GBp 4,000 while retaining an Underperform rating.

Target change adds a warning

The target increase came ahead of Unilever's third-quarter trading statement, but the unchanged rating points to a guarded view. Jefferies cited rising input costs, challenges for consumers in Southeast Asia and complexity around the planned Foods exit, according to dpa-AFX on October 12, 2026.

First-half figures set the test

Unilever reported EUR 25.6 billion of turnover for the first half of 2026, with 4.8 percent underlying sales growth, 4.2 percent underlying volume growth and a 20.3 percent underlying operating margin. The margin expanded by 10 basis points, giving investors a measurable test for the next update.

Three dates explain the sequence

On September 9, 2026, Unilever presented its strategy at the Barclays Global Consumer Staples Conference; on September 17, 2026, it announced the sale of Zwitsal to Royal Sanders; on October 12, 2026, Jefferies raised its target to GBp 4,000. The Zwitsal transaction supports a portfolio centered on 30 Power Brands, whose businesses generated 78 percent of group turnover in the first half of 2026, according to El Fondo.

What does the target change mean?

The 2.56 percent increase from GBp 3,900 to GBp 4,000 is modest beside the operational questions facing the group. Unilever's own calendar lists the third-quarter trading statement for October 28, 2026 and the Unilever Investor Event for November 4, 2026.

Stock price and next dates

Unilever's EUR 124.9 billion market capitalization and EUR 46.98 to EUR 63.39 52-week range put the current euro quote in the middle of its annual trading band. The stock was trading at EUR 57.96 at Lang & Schwarz on October 16, 2026 at 9:39 a.m. CEST, 0.26 percent below the Xetra close of October 15, 2026 at EUR 58.11. The further course of trading is shown by the continuously updated real-time quote of Unilever stock.