Why Cintas Corporation (CTAS) Stock Is Down Today

Cintas Corporation (CTAS) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear single-day catalyst is not obvious, so this looks more like a valuation reset or profit-taking move than a reaction to a fresh operational miss. This could be because investors are reassessing the stock after its recent earnings-driven strength while also weighing acquisition-related costs and regulatory uncertainty tied to the pending UniFirst deal.

Details:

Cintas reported fiscal fourth-quarter results on July 15, with revenue rising 8.9% to $2.91 billion and adjusted diluted EPS rising to $1.29.

The company also gave fiscal 2027 guidance for revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, which signaled continued growth.

That same earnings release noted $14.0 million of fourth-quarter transaction expenses tied to the UniFirst acquisition, showing the deal is already creating near-term costs.

Cintas also said both companies received a second request from the U.S. Federal Trade Commission, leaving investors to factor in timing risk and possible deal-related uncertainty even though management said this was expected.

Sources:

Cintas, SEC, UniFirst

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.

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$CTAS Hedge Fund Activity

We have seen 620 institutional investors add shares of $CTAS stock to their portfolio, and 684 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ added 3,058,768 shares (+114.0%) to their portfolio in Q1 2026, for an estimated $517,360,019
BLACKROCK, INC. removed 1,959,134 shares (-6.8%) from their portfolio in Q1 2026, for an estimated $331,367,924
WINSLOW CAPITAL MANAGEMENT, LLC removed 1,822,369 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $308,235,492
GOLDMAN SACHS GROUP INC added 1,496,704 shares (+61.4%) to their portfolio in Q1 2026, for an estimated $253,152,514
NUVEEN, LLC added 1,433,075 shares (+136.8%) to their portfolio in Q1 2026, for an estimated $242,390,305
TWO SIGMA INVESTMENTS, LP added 1,142,149 shares (+93.8%) to their portfolio in Q1 2026, for an estimated $193,183,081
BROWN ADVISORY INC added 1,026,567 shares (+118.2%) to their portfolio in Q1 2026, for an estimated $173,633,542

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 $117,301 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
FLOOR MAT SERVICE: $25,997
FIRST AID KITS QUARTERLY REPLENISHMENT: $12,744
CINTAS RAG DELIVERY USCG HITRON FY26: $10,800
UNIFORMS: $10,000

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 4 analysts offer price targets for $CTAS in the last 6 months, with a median target of $195.0.

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
Shlomo Rosenbaum from Stifel set a target price of $190.0 on 03/26/2026

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.