Unilever (ULVR) shares closed higher on 17 Dec 2025 as investors track the post‑Magnum strategy, M&A plans, potential UK brand sales, and the Ben & Jerry’s governance dispute.
Unilever PLC (LSE: ULVR) ended Wednesday higher in London as the market continues to re-price the consumer-goods giant’s “new look” story: a simplified Unilever following the ice-cream demerger, a sharper focus on Beauty & Wellbeing and Personal Care, and a clearer playbook for bolt‑on acquisitions—while political and governance noise around Ben & Jerry’s shifts to the newly listed Magnum Ice Cream Company. [1]
Unilever (ULVR) stock price today (17/12/2025): the market snapshot
Unilever shares were up 1.32% at the close, with Sell 4,855.50p / Buy 4,857.00p (about £48.56), according to end‑of‑day pricing. The session range was 4,781.50p–4,858.50p, and the previous close was 4,793.50p. [2]
Other key reference points from today’s close:
- Market cap:~£105.92bn [3]
- P/E ratio:~21.17 [4]
- Dividend yield:~3.43% [5]
- FTSE 100 (context):+1.63% on the day [6]
Important context for readers: ULVR’s price history has recently been affected by the company’s share consolidation (8 new shares for 9 old) tied to the ice‑cream demerger, so some charts and “percentage move” comparisons can look unusual if a platform hasn’t fully adjusted its time series. [7]
All notable ULVR news items publishing today (17/12/2025)
Here’s what newly hit news feeds today that directly references Unilever (ULVR) or ULVR trading:
1) ULVR and the “200‑day moving average” technical headline
A MarketBeat technical note published today flagged Unilever shares moving above the 200‑day moving average during Tuesday’s session, alongside a roundup of sell‑side targets and an insider purchase reference. [8]
Why this matters: technical triggers like the 200‑day moving average often attract short‑term systematic and momentum interest—especially in large, liquid FTSE names—though they don’t change the long‑term fundamentals on their own.
2) “Unilever slides Tuesday” market recap (published today)
A MarketWatch market‑data recap published today noted Unilever fell 1.06% on Tuesday (16 Dec) to £47.94, underperforming the broader session. [9]
Why this matters: these recaps can shape daily investor attention, especially for passive holders comparing ULVR’s move to the index.
3) No fresh regulatory headline today on the RNS feed (as of the captured page view)
The ULVR RNS listing page showed “0 new RNS articles” at the time of capture, with the most recent items dated 15 Dec 2025 (e.g., Director/PDMR Shareholding). [10]
In plain English: today’s tape looked more like price discovery and positioning than a “new company announcement” day.
The bigger Unilever story driving investor attention this week
Today’s trading sits on top of a much bigger restructuring narrative that has accelerated through December.
Unilever’s ice‑cream exit: what actually changed
Unilever’s ice-cream business has been separated into The Magnum Ice Cream Company, and Unilever subsequently executed a share consolidation at an 8‑for‑9 ratio. Reuters reported the consolidated ULVR shares were expected to begin trading on the London Stock Exchange on 9 December, with a nominal value of £0.035 per share. [11]
This matters because the ice‑cream business carried operational complexity (notably the cold-chain supply chain). Removing it is intended to make Unilever operationally simpler and, crucially, easier for markets to value against global staples peers. [12]
Unilever keeps a stake in Magnum—for now
Reuters reported Unilever retains a 19.9% stake in Magnum following the separation. [13]
Reuters also reported Unilever plans to exit that stake within five years.
Investor implication: even after “spinning out” ice cream, Unilever still has a financial linkage to Magnum’s early public-market performance until it fully exits.
Strategy: Unilever’s post‑Magnum growth plan (and why 2026 becomes the test)
A sharper focus on Beauty & Wellbeing and “faster growth” brands
In a Reuters analysis this month, Unilever pointed investors toward faster‑growing brands in personal care and beauty—specifically citing Vaseline, Liquid I.V., and Nutrafol—and argued the spin-off frees up resources while removing the burden of the cold-chain model. [14]
Reuters also reported Unilever’s Beauty & Wellbeing business accounts for more than half of revenues after the spin‑off, raising the bar for execution in those categories. [15]
Margin target: at least 19.5% in H2 (without ice cream)
At a JPMorgan-hosted event, CEO Fernando Fernandez said Unilever’s second‑half operating margin after the separation would be at least 19.5%, up from 18.5% including ice cream. [16]
Reuters’ follow‑up reporting also reiterated the “at least 19.5%” margin message in the post‑spin narrative. [17]
Why it matters: in global staples, margins and volume/mix are the language of credibility. If Unilever can show durable margin expansion while maintaining volume health, it strengthens the “simplified Unilever” equity story.
M&A: Unilever’s acquisition budget is now clearer
Investors have also been watching whether Unilever will lean more aggressively into bolt‑on deals once the demerger dust settles.
Reuters reported Unilever is allocating about €1.5 billion (~$1.74bn) per year for mergers and acquisitions, “focusing heavily” on the United States, according to CEO Fernando Fernandez. [18]
Why the U.S. matters: it’s a large profit pool for personal care, prestige beauty, and wellness—categories Unilever has explicitly highlighted as strategic priorities. [19]
Potential disposals: Marmite, Colman’s and Bovril are still on the watchlist
One of the most consequential portfolio headlines in late 2025 wasn’t ice cream—it was food.
Reuters reported Unilever has been considering selling historic UK brands including Marmite, Colman’s and Bovril, as it shifts away from some food assets to focus on Beauty & Wellbeing. [20]
The same report said the UK asset package was estimated at ~£200 million in revenue, and that Pot Noodle was not part of the package, according to sources. [21]
Why it matters now (even if nothing happened today): if Unilever proceeds, it would be a meaningful signal about how aggressive management is willing to be in reshaping the portfolio—and what it considers “core” for 2026 and beyond.
The Ben & Jerry’s governance dispute: “Unilever noise” becomes “Magnum noise,” but ULVR investors still care
Even after the demerger, the Ben & Jerry’s story remains relevant to Unilever investors for two reasons: (1) reputational spillover in the broader Unilever ecosystem, and (2) Unilever’s residual financial stake in Magnum. [22]
What happened
Reuters reported Ben & Jerry’s implemented governance changes including nine‑year term limits, and that board chair Anuradha Mittal was ousted as part of that shift—one of three directors told they were ineligible to serve. [23]
Reuters also noted the brand is now owned by The Magnum Ice Cream Company after the spinoff from Unilever. [24]
Why it matters for the post‑spin narrative
In Reuters’ analysis of the separation, one analyst explicitly framed Ben & Jerry’s as “noise” that would no longer distract Unilever once the ice‑cream unit was out. [25]
Separately, the Financial Times described the dispute as a power struggle around the brand’s independence and social mission, highlighting continuing tension inside the Magnum structure. [26]
What to watch next: catalysts on the calendar
Unilever’s next major scheduled market moment is its full‑year reporting.
According to Unilever’s investor calendar, Q4 and Full‑Year 2025 Results are scheduled for 12 February 2026, followed by the CAGNY Conference on 17 February 2026. [27]
Key questions heading into results season:
- Does Unilever sustain margin progress consistent with the 19.5%+ ambition described post‑spin? [28]
- Are “power brands” in Beauty & Wellbeing delivering the growth rates implied by management emphasis? [29]
- Do we get any concrete movement on UK food disposals (Marmite/Colman’s/Bovril) or U.S.-focused M&A? [30]
ULVR in one paragraph: the investment narrative as of 17 December 2025
Unilever is asking the market to re‑rate ULVR as a simpler, higher‑quality consumer staples compounder: less operational drag (ice cream removed), more exposure to beauty, wellbeing and personal care, clearer M&A firepower aimed at the U.S., and an active willingness to reshape the portfolio—including potential disposals of legacy UK food brands. The next credibility checkpoint is whether execution (growth + margins) catches up with the strategic clarity—starting with the company’s FY2025 results on 12 February 2026. [31]
This is a news-style overview for informational purposes and is not investment advice.
References
1. www.hl.co.uk, 2. www.hl.co.uk, 3. www.hl.co.uk, 4. www.hl.co.uk, 5. www.hl.co.uk, 6. www.hl.co.uk, 7. www.reuters.com, 8. www.marketbeat.com, 9. www.marketwatch.com, 10. www.lse.co.uk, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.reuters.com, 18. www.reuters.com, 19. www.reuters.com, 20. www.reuters.com, 21. www.reuters.com, 22. www.reuters.com, 23. www.reuters.com, 24. www.reuters.com, 25. www.reuters.com, 26. www.ft.com, 27. www.unilever.com, 28. www.reuters.com, 29. www.reuters.com, 30. www.reuters.com, 31. www.reuters.com
