Unilever: The Food Deal Helps, But The Stock Looks Fairly Valued

Unilever remains a Hold, with valuation reflecting a balanced risk-reward post-Food business divestiture and ongoing macro headwinds. UL's Q1 saw 3.8% underlying sales growth, driven by emerging markets and Power Brands, with Home Care outperforming and Foods lagging. The McCormick deal delivers UL $15.7B cash, a 9.9% stake in the new entity, and unlocks capital for buybacks and higher-growth initiatives.

Seeking Alpha • 15 hours ago

The Hormuz Reopening Trade: These 20 Large-Cap Stocks Still Haven't Caught Up To Pre-War Levels

Wall Street rallied toward record highs Monday as President Donald Trump declared the Strait of Hormuz reopened and oil prices plunged, yet a cluster of the market's biggest names are still trading well below their pre-war levels.

Benzinga • Jun 15, 2026

Forget Timing the Market: Just Buy These Dividend Stocks and Hold Forever

McCormick combines a century-long dividend record with transformative merger-driven growth potential. Clorox's temporary operational challenges have created an attractive high-yield entry point.

The Motley Fool • Jun 6, 2026

Unilever PLC (UL) Presents at 23rd annual dbAccess Global Consumer Conference Transcript

Unilever PLC (UL) Presents at 23rd annual dbAccess Global Consumer Conference Transcript

Seeking Alpha • Jun 3, 2026

Prediction: Unilever's Turnaround Could Drive Shares to $75

Our Unilever (NYSE:UL | UL Price Prediction) call lands on the cautious side of fair value.

24/7 Wall Street • Jun 2, 2026

Unilever Investing $270M in Global Innovation Center in New Haven, Connecticut

NEW HAVEN, Conn.--(BUSINESS WIRE)--Unilever today unveiled plans to develop a new Global Innovation Center in New Haven, Connecticut, opening by spring 2029. The center will be a leading hub for the company's research and development for its personal care, beauty and wellbeing businesses in the U.S. and globally. The center further propels Unilever's growth strategy in the U.S. market, raising the bar for research and development in the consumer goods industry and powering the company's portfol.

Business Wire • May 28, 2026

Unilever to Build New U.S. Research Facility

The New Haven, Conn., center will mark the company's biggest U.S. R&D infrastructure investment in four decades.

WSJ • May 28, 2026

McCormick: Unilever Synergies Create A Great Long-Term Story

McCormick & Company is rated 'Buy' due to resilient brands, margin expansion, and a compelling 4% dividend yield at depressed valuations. MKC's planned $45B merger with Unilever's food business is expected to drive 3–5% revenue growth and $600M in run-rate synergies. Despite near-term volume pressures, MKC's pricing power and alignment with health trends support durable growth and expanding operating margins.

Seeking Alpha • May 25, 2026

Forget Crowded U.S. Mega Caps. These 3 Global Stocks Under $60 Are Undervalued And Pay Real Dividends

U.S. equity benchmarks remain richly valued, and a growing chorus of strategists is reminding retail investors that single-country exposure has historically been a portfolio risk.

24/7 Wall Street • May 19, 2026

Artisan International Value Fund Q1 2026 Portfolio Update

Almost two-thirds of the stocks in the portfolio declined during the quarter, with nearly half falling by more than 10%. Samsung Electronics, the portfolio's largest investment, pre-released its Q1 results, highlighting significant growth in its core semiconductor operations. The equities that had the largest negative impact on the portfolio during the quarter were ICON, Unilever and UBS.

Seeking Alpha • May 12, 2026