UBS cuts target for Unilever stock to GBp 4,390.00

Published on 10/09/2026 at 11:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UBS set a GBp 4,390.00 target, down GBp 50.00, on October 6, 2026. Unilever stock costs EUR 55.06 versus EUR 54.94, plus 0.22 percent.

Key points in brief

UBS cut Unilever's price target from GBp 4,440.00 to GBp 4,390.00 on October 6, 2026, while retaining a Sell rating.
Unilever reported EUR 25.60 billion of turnover and a 20.30 percent underlying operating margin for the first half of 2026.
The stock was trading at EUR 55.06 at Lang & Schwarz on October 9, 2026, up 0.22 percent from the prior close of EUR 54.94.
Unilever's third-quarter 2026 trading statement is scheduled for October 28, 2026, followed by an investor event on November 4, 2026.

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Unilever (ISIN GB00BVZK7T90) was trading at EUR 55.06 at Lang & Schwarz on October 9, 2026 at 11:47 a.m. CEST, while UBS had cut its target to GBp 4,390.00 from GBp 4,440.00 on October 6, 2026, according to Yahoo Finance. The bank retained its 12-month Sell rating and cited a lower 2026 earnings forecast after higher finance costs.

Three signals shape the stock

On July 28, 2026, Unilever reported EUR 25.60 billion of turnover for the first half of 2026, according to Unilever. Underlying sales growth reached 4.80 percent, while the underlying operating margin was 20.30 percent, giving investors a measurable base before the third-quarter update.

On September 29, 2026, Bernstein Research maintained an Outperform rating and a GBp 5,800.00 target, as reported by finanzen.at. The gap between that target and UBS's newer GBp 4,390.00 target highlights a wide range of analyst expectations rather than a single market view.

What does the target cut mean?

UBS expects third-quarter underlying sales growth of 5.00 percent, above Visible Alpha consensus of 4.46 percent but below the 5.80 percent achieved in the second quarter, according to Yahoo Finance. Its forecast calls for 3.20 percent volume growth and a 1.70 percent pricing contribution, compared with 5.50 percent volume growth and 0.20 percent pricing in the second quarter.

Dates set the next test

Unilever's third-quarter 2026 trading statement is scheduled for October 28, 2026, and its investor event is set for November 4, 2026, according to the company's investor calendar. Those dates put the next operating update ahead of the investor event, where productivity and medium-term margin ambitions are expected to receive attention.

Unilever stock stays near EUR 55.00

The Lang & Schwarz quote was EUR 55.06 on October 9, 2026 at 11:47 a.m. CEST, up 0.22 percent versus the prior close of EUR 54.94 on October 8, 2026. The further course of trading is shown by the continuously updated real-time quote of Unilever stock.