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Added to YB: 2026-04-14

Pitch date: 2026-04-10

ULVR.L [neutral]

Unilever PLC

-0.07%

current return

Author Info

No bio for this author

Company Info

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.

Market Cap

GBP 108.1B

Pitch Price

GBP 42.98

Price Target

N/A

Dividend

4.00%

EV/EBITDA

11.64

P/E

19.11

EV/Sales

2.64

Sector

Personal Care Products

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 10/4/2026 - ULVR – Bolt-on acquisition

ULVR.L (update): Acquiring US VMS co Gruens for ~$1.2bn (per Axios), pivoting from foods to beauty/wellbeing. Deal immaterial vs £95bn mkt cap but strategically sound. Closing later 2026 pending approvals. Trades 14.8x 2027 EPS, 4.1% yield.

Read full article (1 min)