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UBS cuts Unilever target price, lowers 2026 earnings forecast due to higher finance costs

Analyst Insights
07 Oct 2026
Proactive Investors
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Bearish
UBS cuts Unilever target price, lowers 2026 earnings forecast due to higher finance costs

UBS has reduced its price target for Unilever PLC to 4,390p from 4,440p and cut its 2026 earnings forecast by 1%, citing higher finance costs. Despite expecting 5% underlying sales growth in Q3, UBS notes volume growth slowing and tougher conditions ahead in Q4 due to rising commodity costs. The bank maintains a 'sell' rating and anticipates Unilever will confirm its 2026 sales growth guidance at 4% to 6%. Attention will turn to Unilever's capital markets day in November for updates on productivity and margin targets.

Unilever PLC's market context includes a range of Consumer Staples stocks on Pluang, where 26 of 51 US-listed stocks rose and 20 fell as of Oct 07, 2026 16:51 WIB. For readers following Consumer Staples, here is Pluang's market snapshot: ACI (Albertsons Companies Inc) traded at USD 11.55 with a 79% sell order activity, MKC (McCormick & Company, Incorporated) at USD 45.61 with 100% sell orders, and PEP (PepsiCo, Inc.) at USD 126.28 with 100% buy orders. Typical hold times ranged from 42 to 107 days among these stocks.

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