Dec 30, 2025 • MarketBeat
NEUTRAL
Copeland Capital Management LLC Cuts Holdings in Unifirst Corporation $UNF
Copeland Capital Management LLC has reduced its stake in Unifirst Corporation (NYSE:UNF) by 5.3%, selling 17,560 shares and now owning 311,996 shares valued at $52.16 million. This comes as UniFirst beat Q3 earnings estimates with $2.28 EPS and $614.5 million in revenue, leading to a recent dividend increase to $0.365 per share. Analysts generally rate UNF with a "Reduce" consensus, with an average target price of $174.75.
Dec 23, 2025 • Finviz
BULLISH
Cintas' $5.2B UniFirst Bid Ignites the Battle for Route Dominance
Cintas Corporation has proposed to acquire UniFirst Corporation for $5.2 billion in an all-cash deal, offering a 64% premium to UniFirst shareholders. This acquisition aims to leverage "route density" to achieve an estimated $375 million in annual cost efficiencies by combining the two largest players in the North American industrial services market. The deal, however, faces hurdles including UniFirst's dual-class share structure and potential antitrust review, despite Cintas's inclusion of a $350 million reverse termination fee.
Dec 22, 2025 • The Boston Globe
NEUTRAL
Hostile shareholder campaign at family-controlled UniFirst comes to an end
A hostile shareholder campaign by New York hedge fund Engine Capital to shake up the board of UniFirst, a family-controlled uniform supplier, has ended. Despite getting more common-stock votes for its nominees, Engine Capital's efforts failed due to the Croatti family's preferred shares, which carry significant voting weight. Meanwhile, Cintas has submitted a new acquisition bid for UniFirst, suggesting the saga may not be over.
Dec 22, 2025 • Finviz
SOMEWHAT-BULLISH
UniFirst (UNF) Stock Trades Up, Here Is Why
Shares of UniFirst (UNF) jumped 18.4% after the company confirmed it received an unsolicited acquisition proposal from Cintas Corporation for $275.00 per share in cash, valuing UniFirst at approximately $5.2 billion. This offer represents a significant 64% premium over the company's 90-day average closing stock price. UniFirst's Board of Directors is currently evaluating the proposal to determine the best course of action for its shareholders.
Dec 22, 2025 • TradingView — Track All Markets
SOMEWHAT-BULLISH
Cintas Corp Proposes Acquisition of UniFirst for $275 Per Share
Cintas Corp (CTAS) has proposed to acquire UniFirst for $275 per share in cash, a transaction valued at approximately $5.2 billion. This offer represents a 64% premium to UniFirst's 90-day average price and is expected to generate $375 million in annual cost synergies. The acquisition has no financing contingencies and a clear regulatory path, including a $350 million reverse termination fee.
Dec 22, 2025 • Asianet Newsable
BULLISH
Why Did UniFirst Stock Surge 37% Pre-Market Today?
UniFirst Corp (UNF) stock surged over 37% in pre-market trading after Cintas Corp. (CTAS) officially submitted an acquisition proposal. The offer, valuing UniFirst at roughly $5.2 billion or $275 per share, represents a 64% premium over the company's 90-day average closing price. Cintas believes the merger would enhance processing capacity and route density, improving customer service efficiency.