3D·

Unilever ahead of Q4 2025 figures - what's in focus?

On February 12, 2026 $ULVR (+1.79%) will present its quarterly figures and many investors are wondering whether the consumer goods giant will be able to impress again.


Turnover (expected): €14.7bn

EPS (expected): 1,46 €


What should investors pay particular attention to?


  • Sales & price momentum: $ULVR (+1.79%) Operates in an environment where pricing vs. volume growth is key. Changing consumer preferences, currency influences and regional demand can weigh on the top line, even if core brands remain strong.


  • Margins & costs: Analysts are watching whether $ULVR (+1.79%) can maintain or expand margins despite inflationary costs - a key driver of EPS earnings.


  • Spin-off effects & strategic changes: The spin-off of the Ice Cream division (Magnum Ice Cream Company) was recently completed and will now play a role in valuation and earnings growth. Some analysts are cautious here, others see opportunities for clearer focus segments.


  • Analyst sentiment: There are currently different ratings, from "buy/overweight" to more cautious assessments - which shows that expectations are not uniform and that the market is acting differently in its expectations.


Is $ULVR (+1.79%) a defensive anchor of stability in the consumer segment for you, even if growth appears moderate? Or do you expect the figures and the outlook to give cause for caution?

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14 Comments

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I also have $ULVR in my portfolio and am looking forward to the figures tomorrow.
$MCD has already delivered well 📈.
The figures for $CSCO were good, but the outlook was unfortunately only average 📉.
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@Dividenden-Sammler $MCD is not really on my radar at the moment, as it is not yet in my portfolio. I'll take a closer look right away.
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@DividendenPapa I will be announcing some quarterly figures this week. Tomorrow is the top day. In addition to $ULVR, $BATS, $IRM and $PSA are also on the agenda.
From the name I also think you are a dividend investor.
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@Dividenden-Sammler For me, it's also $ULVR and $BATS this week. Also $MBG. Yes, I invest primarily in dividend stocks.
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Had Unilever in my portfolio as a dividend share for a long time. Most of the time in the red and hardly any movement: Yesterday I took the opportunity to sell in positive territory
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@CashflowG That sounds good. Congratulations on the positive return on the share after all. Do you already have an idea where you will invest the free capital? I'm currently quite well up. The share is not a price rocket, but it delivers quite reliably and I will remain invested.
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$ULVR is a stable, passive dividend earner as an anchor in my portfolio, I hardly expect any growth.
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@Irlandfan Exactly like this! Rock in the surf!
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@Gebsen79 @IrlandfanAre you invested in other consumer goods stocks? Or mainly in $ULVR?
@DividendenPapa Coke and McDonalds
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@Gebsen79 I like it. I also have Coke in the depot, McDonalds is still on my shopping list.
In the children's portfolio, I invest interest and dividends in a consumer staple etf. I also have an urilities etf as a supplement - this also has a stabilizing effect in hard times
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@Gebsen79 That sounds good. I myself still have $GIS in my portfolio. But I think I will build up one or two more positions here in the near future.
I bring all 3 positions to 3.5 % each. In the overall context, that's quite enough for me.
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