UBS Reiterates Sell Rating on Unilever with £40 Price Target

UBS analyst Guillaume Delmas reaffirms a Sell rating on Unilever (ULVR) with a price target of £40.00. Delmas has a 47.80% success rate on recommended stocks and an average return of 0.2%. Unilever has a Moderate Buy analyst consensus and a price target consensus of £5,033.73. The company's shares opened at £4,643.00.

UBS analyst Guillaume Delmas has reaffirmed his Sell rating on Unilever (ULVR), with a price target of £40.00. This recommendation comes despite the company's recent financial performance and analyst consensus [1].

Delmas' decision to maintain a Sell rating is based on his assessment of Unilever's current valuation and potential risks. His track record includes a 47.80% success rate on recommended stocks, with an average return of 0.2% [2]. This rating is in contrast to the broader analyst consensus, which is currently Moderate Buy, with a price target consensus of £5,033.73 [1].

Unilever's shares opened at £4,643.00 on the day of Delmas' report. The company's recent financials have shown mixed signals, with a decrease in holdings by Rockland Trust Co. and an increase by Cardinal Capital Management Inc. [1, 2]. Despite these changes, institutional investors collectively own 9.67% of the company's stock [1].

Delmas' price target of £40.00 suggests that he believes Unilever's stock is overvalued and could face downward pressure in the near term. This view is contrary to the majority of analysts, who have a more optimistic outlook on the company's prospects. However, Delmas' track record indicates that he has a cautious approach to investing, which could prove beneficial for investors looking to avoid potential market downturns.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-rockland-trust-co-trims-holdings-in-unilever-plc-nyseul-2025-06-13/
[2] https://www.marketbeat.com/instant-alerts/filing-cardinal-capital-management-inc-purchases-8965-shares-of-unilever-plc-nyseul-2025-06-10/