Cintas gains after strong quarterly results and higher fiscal 2027 outlook

Cintas Corporation (CTAS) is up 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a strong fiscal 2027 first-quarter report that showed double-digit revenue growth, margin expansion, and adjusted earnings above analyst expectations. Investors also appear to be reacting positively to Cintas raising its full-year revenue and adjusted EPS guidance, which reinforced confidence in the company’s operating momentum.

Details:

Cintas said first-quarter fiscal 2027 revenue rose 10.9% year over year to $3.01 billion, while organic revenue growth was 8.9%.

Adjusted diluted EPS was $1.39, up 15.8% from a year earlier after excluding transaction expenses tied to the proposed UniFirst acquisition, and modestly above Wall Street expectations.

Profitability improved, with gross margin increasing to 51.5% from 50.3% and operating margin reaching 23.6%, despite acquisition-related costs.

The company raised fiscal 2027 guidance, lifting expected annual revenue to $12.15 billion to $12.27 billion and adjusted diluted EPS to $5.45 to $5.54; it also disclosed $544.7 million in share repurchases during the quarter and through September 22.

Sources:

Cintas press release, SEC, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CTAS Insider Trading Activity

$CTAS insiders have traded $CTAS stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $CTAS stock by insiders over the last 6 months:

MELANIE W. BARSTAD sold 9,142 shares for an estimated $1,855,277
RONALD W TYSOE has made 0 purchases and 2 sales selling 9,029 shares for an estimated $1,706,771.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$CTAS Hedge Fund Activity

We have seen 648 institutional investors add shares of $CTAS stock to their portfolio, and 840 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 8,983,825 shares (+195.5%) to their portfolio in Q2 2026, for an estimated $1,527,968,956
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,182,460 shares (+inf%) to their portfolio in Q2 2026, for an estimated $371,192,796
WINSLOW CAPITAL MANAGEMENT, LLC removed 1,822,369 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $308,235,492
BANK OF NEW YORK MELLON CORP added 1,577,199 shares (+71.3%) to their portfolio in Q2 2026, for an estimated $268,250,005
JPMORGAN CHASE & CO added 1,558,274 shares (+inf%) to their portfolio in Q2 2026, for an estimated $265,031,241
VONTOBEL HOLDING LTD. added 1,277,054 shares (+1253.1%) to their portfolio in Q2 2026, for an estimated $217,201,344
FRANKLIN RESOURCES INC added 1,070,615 shares (+44.7%) to their portfolio in Q2 2026, for an estimated $182,090,199

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CTAS Government Contracts

We have seen $101,490 of award payments to $CTAS over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

UNIFORM RENTAL WITH LAUNDRY: $43,759
CINTAS RAG DELIVERY USCG HITRON FY26: $10,800
UNIFORMS: $10,000
UNIFORMS: $6,037
UNIFORMS: $5,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$CTAS Price Targets

Multiple analysts have issued price targets for $CTAS recently. We have seen 3 analysts offer price targets for $CTAS in the last 6 months, with a median target of $200.0.

Here are some recent targets:

Curtis Nagle from B of A Securities set a target price of $200.0 on 06/29/2026
Jasper Bibb from Truist Securities set a target price of $225.0 on 06/15/2026
Leo Carrington from Citigroup set a target price of $160.0 on 03/31/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.