Unilever, the Consumer Defensive sector company, was revisited by a Wall Street analyst today. Analyst Victoria Petrova from Bank of America Securities reiterated a Buy rating on the stock and has a p5,400.00 price target.
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Victoria Petrova’s rating is based on Unilever’s promising growth prospects and strategic initiatives. The company is targeting a 3-5% organic sales growth from 2026, driven by innovations in market-making, expanding availability through digital commerce, and premiumization efforts. These strategies are expected to capitalize on new snacking occasions and international market roll-outs, which could enhance Unilever’s market position.
Additionally, Unilever’s management has initiated a €500 million productivity program aimed at improving EBITDA margins by 40-60 basis points annually starting in 2026. This program includes supply-chain optimization, overhead reductions, and tech-enabled productivity gains. With these initiatives, Unilever is well-positioned to achieve superior margins, particularly in high-margin regions like AMEA, and maintain a strong financial performance, justifying the Buy rating.
In another report released on September 8, Barclays also maintained a Buy rating on the stock with a £56.00 price target.
Based on the recent corporate insider activity of 92 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ULVR in relation to earlier this year.