London, Feb 26, 2026, 08:21 GMT — Regular session
- Unilever shares slipped at the open in London after the stock went ex-dividend.
- That shift lands just before the Feb. 27 record date, with a cash payout set for April 10.
- Unilever’s Q1 trading statement drops April 30, and investors are watching closely.
Unilever PLC shares lost ground early Thursday, trading ex-dividend and dropping the right to its most recent quarterly payout. (StockAnalysis)
Timing’s key here—the way dividends are handled can really flood the open, particularly if it’s a big FTSE 100 stock. Traders usually chalk up that initial swing to accounting quirks, watching what comes next after the “dividend gap” settles out.
Shares of Unilever slipped roughly 0.7% to 5,365 pence by 0804 GMT, based on delayed pricing. The stock had ended the previous session at 5,402 pence. (StockAnalysis)
The company set its Q4 2025 dividend at 40.52 pence per share. Investors picking up shares from Thursday won’t get this payout. The record date is Feb. 27, and the payment lands on April 10. (Hargreaves Lansdown)
Once the dividend comes off, the focus turns to whether the stock claws anything back before the bell—or if sellers keep leaning on it until the close. Quick snapbacks suggest buyers are sticking around. A weak bounce? That’s often taken as a red flag, justified or not.
After a record-setting Wednesday for the FTSE 100, banks and miners did the heavy lifting, sending the broader UK market into Thursday on a high. (Reuters)
Unilever’s latest dividend drops right as the company faces ongoing questions about developed-market growth. Earlier this month, the maker of Dove and Hellmann’s projected its 2026 underlying sales growth would come in at the low end of its 4%–6% target, pointing to weaker momentum in the U.S. and Europe. The company also rolled out plans for a 1.5 billion euro share buyback, which is slated to kick off in the second quarter. (Reuters)
RBC Capital Markets’ James Edwardes Jones flagged Unilever’s restructuring and fresh strategy as encouraging, but cautioned in his note that patience is needed. Quilter Cheviot’s Chris Beckett, who covers consumer staples, described shoppers in developed economies as “okay-ish,” but said they’re far from “firing on all cylinders” with cost-of-living still biting. (Reuters)
Buybacks may be coming, but ex-dividend drops still muddy the picture for traders looking to gauge momentum from one session. When a stock’s “starting point” resets, a sharp move either way is all too easy to misread.
There’s more to this than just a dividend calculation. Should investor concerns about volume and pricing strength in North America and Europe persist, the shares might remain under pressure—payout or no payout. (Reuters)
Unilever’s Q1 2026 trading statement drops April 30, putting volumes, pricing, and margins back in focus for investors after the ex-dividend reset. (Unilever)
