United Natural Foods (NYSE:UNFI) Releases FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: UNFI gave EPS guidance of $2.30–$2.70 (above the $2.15 consensus) but issued revenue guidance of $31.0–$31.4 billion, which is below the $32.1 billion consensus.
• Analyst sentiment: The street is mostly neutral with an average rating of "Hold", an average target price of $38.78, and a mix of 3 Buys, 7 Holds and 1 Sell.
• Market reaction and insider activity: Shares jumped about 6.6% to open at $38.88 after the update, while company insiders sold stock in December, trimming their ownership to roughly 2.40%.

United Natural Foods (NYSE:UNFI - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.300-2.700 for the period, compared to the consensus EPS estimate of 2.150. The company issued revenue guidance of $31.0 billion-$31.4 billion, compared to the consensus revenue estimate of $32.1 billion.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on UNFI shares. Roth Mkm reaffirmed a "neutral" rating and set a $35.00 price target on shares of United Natural Foods in a research note on Thursday, December 11th. Weiss Ratings restated a "sell (d-)" rating on shares of United Natural Foods in a report on Friday, January 9th. BMO Capital Markets restated an "outperform" rating on shares of United Natural Foods in a research note on Thursday, December 11th. Zacks Research lowered United Natural Foods from a "strong-buy" rating to a "hold" rating in a report on Monday, February 2nd. Finally, Deutsche Bank Aktiengesellschaft set a $40.00 target price on shares of United Natural Foods in a research note on Thursday, January 8th. Three investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Hold" and an average target price of $38.78.

United Natural Foods Stock Up 6.6%

Shares of NYSE UNFI opened at $38.88 on Tuesday. United Natural Foods has a 52 week low of $20.78 and a 52 week high of $43.29. The company has a market cap of $2.37 billion, a P/E ratio of -23.42 and a beta of 1.00. The company has a quick ratio of 0.50, a current ratio of 1.38 and a debt-to-equity ratio of 1.25. The business has a 50-day simple moving average of $36.94 and a two-hundred day simple moving average of $35.57.

Insider Activity

In other United Natural Foods news, insider Louis Anthony Martin sold 9,439 shares of United Natural Foods stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $34.67, for a total transaction of $327,250.13. Following the completion of the sale, the insider directly owned 81,234 shares in the company, valued at $2,816,382.78. The trade was a 10.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Richard Eric Esper sold 4,261 shares of the firm's stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $33.08, for a total value of $140,953.88. Following the sale, the chief accounting officer owned 37,369 shares in the company, valued at $1,236,166.52. The trade was a 10.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 2.40% of the company's stock.

Hedge Funds Weigh In On United Natural Foods

Several hedge funds have recently made changes to their positions in UNFI. Quarry LP purchased a new stake in shares of United Natural Foods in the 3rd quarter worth about $29,000. Larson Financial Group LLC lifted its position in United Natural Foods by 4,266.7% during the third quarter. Larson Financial Group LLC now owns 786 shares of the company's stock valued at $30,000 after buying an additional 768 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of United Natural Foods by 84.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,332 shares of the company's stock worth $31,000 after acquiring an additional 609 shares in the last quarter. Arax Advisory Partners increased its stake in shares of United Natural Foods by 37.4% during the fourth quarter. Arax Advisory Partners now owns 1,102 shares of the company's stock valued at $37,000 after purchasing an additional 300 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd purchased a new stake in shares of United Natural Foods in the 4th quarter worth approximately $38,000. 87.63% of the stock is owned by hedge funds and other institutional investors.

United Natural Foods Company Profile

United Natural Foods, Inc NYSE: UNFI is a leading distributor of natural, organic and specialty foods in North America. Founded in 1976 and headquartered in Providence, Rhode Island, the company has grown through strategic acquisitions and organic expansion to become one of the largest food distributors serving retail, foodservice and e-commerce customers.

UNFI's core business centers on the procurement, warehousing and distribution of a broad portfolio of products, including fresh produce, groceries, frozen foods, dairy, bakery items, beverages, supplements and household essentials.

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