UniFirst Corporation (NYSE: UNF) reported fiscal fourth-quarter revenue of $645.0 million, up 5.0% from a year earlier, while net income fell to $34.7 million from $41.0 million. Diluted earnings per share were $1.90, compared with $2.23 in the prior-year quarter.
For fiscal 2026, revenue increased 3.7% to $2.523 billion. Net income was $109.5 million and diluted EPS was $6.02, compared with $148.3 million and $7.98, respectively, in fiscal 2025.
- Fourth-quarter operating income was $41.7 million, down from $49.6 million a year earlier.
- Fourth-quarter results included about $14.4 million of costs related to the proposed Cintas merger and $2.8 million of enterprise resource planning costs.
- Uniform & Facility Service Solutions quarterly revenue rose 4.5% to $585.4 million, while First Aid & Safety Solutions revenue increased 13.0% to $35.2 million.
- Cash and cash equivalents totaled $192.1 million at August 29, 2026, and the company reported no long-term debt outstanding.
- UniFirst and Cintas agreed not to close their transaction before December 11, 2026, unless the FTC closes its investigation earlier. The transaction is expected to close before the end of calendar 2026, subject to conditions and approvals.
$UNF Hedge Fund Activity
We have seen 156 institutional investors add shares of $UNF stock to their portfolio, and 152 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RIVER ROAD ASSET MANAGEMENT, LLC removed 452,314 shares (-90.5%) from their portfolio in Q2 2026, for an estimated $119,618,960
- JPMORGAN CHASE & CO added 278,853 shares (+inf%) to their portfolio in Q2 2026, for an estimated $73,745,464
- PRICE T ROWE ASSOCIATES INC /MD/ removed 256,010 shares (-77.2%) from their portfolio in Q2 2026, for an estimated $67,704,404
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 221,334 shares (+inf%) to their portfolio in Q2 2026, for an estimated $58,533,989
- BRANDES INVESTMENT PARTNERS, LP removed 161,875 shares (-59.0%) from their portfolio in Q2 2026, for an estimated $42,809,462
- MORGAN STANLEY added 129,742 shares (+74.7%) to their portfolio in Q2 2026, for an estimated $34,311,569
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added 122,280 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,338,168
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.
