Why UniFirst (UNF) Stock Is Down Today

UniFirst Corporation (UNF) is down 8.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied mainly to investor reaction to UniFirst’s latest quarterly results, which showed revenue growth but weaker profitability and lower earnings per share than a year ago. This could also be because the pending Cintas merger continues to keep attention on regulatory timing rather than near-term operating momentum.

Details:

UniFirst reported fiscal fourth-quarter revenue of $645.0 million, up 5.0% from the prior year, but net income fell to $34.7 million from $41.0 million and diluted EPS declined to $1.90 from $2.23.

Operating income dropped to $41.7 million from $49.6 million, and operating margin narrowed to 6.5% from 8.1%, indicating that higher sales did not translate into stronger bottom-line performance.

The company said fourth-quarter results included about $14.4 million of merger-related costs tied to the proposed Cintas transaction, which weighed on earnings.

UniFirst is no longer providing financial guidance or hosting quarterly conference calls while the transaction is pending, and filings show UniFirst and Cintas agreed not to close the deal before December 11, 2026 unless the regulatory review ends sooner.

Sources:

UniFirst Investor Relations, SEC, Cintas SEC Filings

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

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$UNF Hedge Fund Activity

We have seen 162 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.

$UNF Government Contracts

We have seen $2,377,343 of award payments to $UNF over the last year.

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

CLEANROOM CLEANING: $227,809
CONTRACTOR TO PROVIDE UNIFORMS LEASE AND LAUDERING FOR BASE PLUS TWO OPTION YEARS FOR EMPLOYEES AT THE WATE...: $129,928
FLAME RESISTANT CLOTHING DPW: $125,798
TRF LAUNDRY SERVICES BASE WITH FOUR(4) OPTION YEARS.: $123,876
LAUNDRY CLEANING SERVICES, FIVE (5) YEAR, OPTIONS: $72,958

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.

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.