TD Cowen Cuts Unilever (UL) Price Target to $74

TD Cowen has reaffirmed its Buy rating for Unilever PLC with a new price target of $74, a 12.10% upside from the current price.

By TradeTexts Research Desk · Published Oct 16, 2026, 1:59 PM EDT

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TD Cowen cut its price target on Unilever PLC ($UL) to $74 from $76 on October 13, 2026, and rates the stock "Buy".

Since the rating, $UL is up 5.9% to date (from the $62.49 close on Oct 13, 2026).

UL Unilever PLC

$66.16 +4.34% year to date

Daily close · Oct 16, 2026

Key Points

On October 13, 2026, TD Cowen reiterated its Buy rating on Unilever PLC, lowering the price target from $76 to $74.
TD Cowen's $74 price target implies 12.10% upside from Unilever PLC's ($UL) current $66.01 share price.
As of October 16, 2026, Unilever shares traded recently around $66.01, which is about 10.8% below the new target.
Unilever has a dividend rate of $2.12 and a payout ratio of 76.5%, highlighting its commitment to returning value to shareholders.

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Not investment advice. TradeTexts is not a registered investment adviser, and this automated Unilever PLC alert may contain errors. Disclosures

TD Cowen has maintained its Buy rating on Unilever PLC (NYSE: UL) while lowering the price target from $76 to $74 on October 13, 2026. This change reflects the firm's outlook on the company's performance and the broader market conditions.

TD Cowen's Call on Unilever

TD Cowen's recent action marks a slight adjustment in their expectations for Unilever, a fast-moving consumer goods company based in London. The firm believes the stock remains an attractive investment despite the lowered target.

Other Institutional Activity in Unilever

Several other institutional investors have also adjusted their positions in Unilever. Wellington Management Group reduced its stake by 4,867,586 shares, ending with 35,063,391 shares valued at about $2.32 billion. Conversely, Fisher Asset Management increased its holdings by 3,426,163 shares, bringing its total to 24,693,472 shares worth approximately $1.63 billion. Morgan Stanley added 306,050 shares, resulting in 9,665,376 shares valued at around $639.5 million, while FMR, LLC increased its stake significantly by 3,442,968 shares, totaling 9,006,011 shares worth about $595.8 million.

Unilever PLC Stock Up 6.8%

Unilever shares were trading recently at $66.01 as of October 16, 2026. This price is about 10.8% below TD Cowen's new price target of $74, suggesting that the stock may be undervalued in light of its strong fundamentals. The company operates in the consumer defensive sector and has a solid dividend yield, which appeals to income-focused investors.

12-month forecast

$UL price target

Unilever PLC daily closes and this analyst's $74 target. Not advice.

Recent Earnings

In its latest earnings report, Unilever reported a trailing twelve-month revenue of approximately $50.62 billion and earnings per share (EPS) of $2.92. The company has demonstrated a revenue growth of 0.5% year-over-year and a net margin of 18.3%, indicating stable profitability. The next earnings report is scheduled for February 9, 2027.

About Unilever

Unilever PLC is a consumer goods giant that operates across various segments, including Beauty & Wellbeing, Personal Care, Home Care, and Foods. The company is known for its wide range of household and personal products, making it a staple in many consumers' lives. As it continues to adapt to market changes, analyst ratings like those from TD Cowen help investors gauge its potential.

Bottom Line

Investors should keep an eye on Unilever's upcoming earnings release on February 9, 2027, and monitor any further updates from analysts. The recent adjustment from TD Cowen reflects ongoing assessments of market conditions and company performance.