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4% Dividend Yield: A Rare Change to Buy Unilever Shares?

Playing FTSEApr 12, 2026

Unilever's stock dropped 7% after announcing the sale of its food business to McCormick for $44.8 billion. The deal, which includes a significant portion paid in stock, has led to a lower valuation multiple for Unilever's remaining personal care and beauty businesses. The creator suggests that while the market views the deal negatively, holding Unilever shares for about a year might become interesting due to the increased dividend yield and potential for the remaining business to be re-rated.

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Unilever shares are down significantly post-food business sale, increasing the dividend yield to 4%, making it a potential hold for a year.

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