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Stock impact report

BNP Paribas Downgrades Unilever PLC (UL) from Outperform to Neutral [Yahoo! Finance]

Unilever PLC American Depositary Shares (each representing One Ordinary Share) (UL) 
US:NYSE Investor Relations: unilever.com/investor-relations
Company Research Source: Yahoo! Finance
On January 8, 2026, TheFly reported that BNP Paribas had downgraded Unilever PLC (NYSE:UL) from Outperform to Neutral with a price target of $71. The firm stated that valuations in the consumer staples area are anticipated to stay “cheap.” Separately, on January 7, 2026, Jefferies maintained its Underperform rating and lifted its price target for Unilever PLC (NYSE:UL) from 4,000 GBp to 4,100 GBp. As reported by Jefferies, price and operating margin challenges are limiting earnings growth, and valuation downside risk is still present. On February 12, the company anticipates that volume and mix will be approximately 2% in the fourth-quarter results. The potential impact of a declining U.S. growth contribution was identified by Jefferies as a concern to market confidence in the first half of 2026, along with anticipated volatility around FY26 operating margin dynamics. The stock is down by 1.65% YTD as of January 9, 2026. Unilever PLC (NYSE:UL) is a corporation that specializes i Show less Read more
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