UNFI

UNITED NATURAL FOODS INC

NYSE · Wholesale-Groceries, General Line · Inc. DE · CIK 0001020859
$50.39 +1.06% $3.0B
14 New Institutional Positions12 Institutional Exits
Vol
Market Cap$3.0B
Cap SizeMid Cap
Analyst ConsensusHold (47%)
Inst. Holders50 funds
Inst. Value$1.8B
Inst. Activity14 buys / 12 sells
Insider Activity0B / 1S
Insider Net $-$250.0K
SEC Reports1
Exchange NYSE·Sector Wholesale-Groceries, General Line·Inc. DE·CIK 0001020859·Prev Close $49.86

Recent Activity

Jun 9, 2026 SEC
UNFI reported Q3 fiscal 2026 GAAP EPS of $0.52 (vs. consensus $0.77, a 32.5% miss) and net sales of $7.723B (vs. consens
8-K — Impact 5/10
Jun 9, 2026 earnings_calendar
UNFI Q3 2026 Earnings Scheduled — 2026-06-09
Jun 7, 2026 Insider
Tarditi Giorgio Matteo surrendered for taxes 8,199 shares
President and CFO @ $55.52 ($455.2K)
May 6, 2026 Insider
Benedict Danielle sold 4,807 shares
Chief Human Resources Officer @ $52.00 ($250.0K)
Apr 1, 2026 Insider
Dinh Hong Thi acquired via exercise 1,221 shares
Chief Accounting Officer
Inst.
Invesco Ltd. — TRIM
1,397,939 shares ($63.0M)
Inst.
Nuveen, LLC — ADD
1,326,616 shares ($59.8M)

Price Targets

$49.38 -2.0% upside Hold
Current $50.39 Low $43.00 Median $47.50 High $56.00 8 analysts
$43.00 $56.00

Analyst Ratings

Hold47% buy · 17 analysts
3Strong Buy
5Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 UBS MAINTAIN Neutral → Neutral
Mar 26, 2026 Wells Fargo UPGRADE Equal-Weight → Overweight
Mar 12, 2026 Deutsche Bank MAINTAIN Hold → Hold
Mar 11, 2026 UBS MAINTAIN Neutral → Neutral
Mar 11, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.77 ▲ +30.3% $0.57 — $0.96 801% YoY 10
Next Q $0.71 ▲ +3.2% $0.62 — $0.90 742% YoY 10
Current FY $2.56 $2.46 — $2.73 261% YoY 10
Next FY $3.21 ▲ +0.7% $2.76 — $3.62 25% YoY 10

Top Institutional Holders

FundValueMove
BlackRock, Inc.$469.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$195.8M
DIMENSIONAL FUND ADVISORS LP$158.1M
VANGUARD CAPITAL MANAGEMENT LLC$116.1M
STATE STREET CORP$107.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 7, 2026Tarditi GiorgioF$455.2K
May 6, 2026Benedict DanielleSELL$250.0K
Apr 1, 2026Dinh HongM$0.00
Apr 1, 2026Dinh HongD$54.7K
50 institutional holders with $1.8B total value (38,877,263 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 14 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,410,538$469.1M26.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,344,530$195.8M11.2%
3DIMENSIONAL FUND ADVISORS LP3,508,581$158.1M9.0%
4VANGUARD CAPITAL MANAGEMENT LLC2,577,241$116.1M6.6%
5STATE STREET CORP2,377,412$107.1M6.1%
6D. E. Shaw & Co., Inc.1,586,166$71.5M4.1%
7Invesco Ltd.1,397,939$63.0M3.6%TRIM -33.2%
8Nuveen, LLC1,326,616$59.8M3.4%ADD +49.2%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,073,918$48.4M2.8%
10MORGAN STANLEY1,051,916$47.4M2.7%
11WELLINGTON MANAGEMENT GROUP LLP830,749$37.4M2.1%DOUBLED +195.3%
12GOLDMAN SACHS GROUP INC710,892$32.0M1.8%
13MARSHALL WACE, LLP612,466$27.6M1.6%ADD +42.8%
14VICTORY CAPITAL MANAGEMENT INC607,787$27.4M1.6%DOUBLED +721.3%
15Parallax Volatility Advisers, L.P.540,000$25.3M1.4%
16FMR LLC476,194$21.5M1.2%ADD +34.5%
17Trexquant Investment LP450,431$20.3M1.2%NEW
18VANGUARD FIDUCIARY TRUST CO390,933$17.6M1.0%
19BANK OF AMERICA CORP /DE/359,539$16.2M0.9%ADD +67.1%
20Allianz Asset Management GmbH291,065$13.1M0.7%TRIM -29.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM2,091,6291,397,939-33.2%$63.0M2026-Q1
Nuveen, LLCADD889,3351,326,616+49.2%$59.8M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED281,310830,749+195.3%$37.4M2026-Q1
BANK OF AMERICA CORP /DE/ADD215,217359,539+67.1%$16.2M2026-Q1
Allianz Asset Management GmbHTRIM414,805291,065-29.8%$13.1M2026-Q1
FRANKLIN RESOURCES INCDOUBLED98,012261,456+166.8%$11.8M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM311,821184,981-40.7%$8.3M2026-Q1
SEI INVESTMENTS COADD94,023177,979+89.3%$8.0M2026-Q1
Erste Asset Management GmbHDOUBLED30,468175,468+475.9%$8.0M2026-Q1
MACKENZIE FINANCIAL CORPADD66,91097,233+45.3%$4.4M2026-Q1
HSBC HOLDINGS PLCDOUBLED36,81487,297+137.1%$3.9M2026-Q1
ZACKS INVESTMENT MANAGEMENTADD57,57378,228+35.9%$3.5M2026-Q1
Gotham Asset Management, LLCTRIM98,32255,017-44.0%$2.5M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED18,07146,251+155.9%$2.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM124,55038,550-69.0%$1.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,04434,265+3182.1%$1.5M2026-Q1
Independent Advisor AllianceADD17,15323,680+38.1%$1.1M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED8,65420,844+140.9%$939.2K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM20,60014,700-28.6%$662.4K2026-Q1
AmundiNEAR_EXIT150,25212,167-91.9%$548.2K2026-Q1
Brevan Howard Capital Management LPTRIM27,44511,219-59.1%$505.5K2026-Q1
WOLVERINE ASSET MANAGEMENT LLCTRIM14,5007,157-50.6%$322.5K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT27,2475,972-78.1%$269.1K2026-Q1
CWM, LLCADD2,4673,159+28.1%$142.3K2026-Q1
Rockefeller Capital Management L.P.TRIM2,865983-65.7%$44.3K2026-Q1
3 unique insiders with 4 transactions. Net insider value: -$250.0K ($0.00 bought, $250.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 7, 2026Tarditi Giorgio MatteoPresident and CFOTAX W/H8,199$55.52$455.2K
May 6, 2026Benedict DanielleChief Human Resources OfficerSELL4,807$52.00$250.0K
Apr 1, 2026Dinh Hong ThiChief Accounting OfficerEXERCISE1,221
Apr 1, 2026Dinh Hong ThiChief Accounting OfficerD1,221$44.82$54.7K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 5.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (47% buy). Based on 17 analysts: 3 strong buy, 5 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$49.38 mean target -2.0% upside Hold (2.40)
$43.00 Low $56.00 High
MetricValue
Current Price$50.39
Target Low$43.00
Target Mean$49.38
Target Median$47.50
Target High$56.00
# Analysts8
RecommendationHold (2.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.77 $0.57 $0.96 801.4% +30.3% 10↑ 0↓ $7.7B -0.3% 10
Next Q
2026-07-31
$0.71 $0.62 $0.90 741.7% +3.2% 2↑ 3↓ $7.9B 1.4% 10
Current FY
2026-07-31
$2.56 $2.46 $2.73 261.1% -0.5% 10↑ 0↓ $31.2B -1.8% 10
Next FY
2027-07-31
$3.21 $2.76 $3.62 25.2% +0.7% 8↑ 1↓ $31.9B 2.2% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.772
7d ago$0.779-0.007
30d ago$0.592+0.179
60d ago$0.592+0.179
90d ago$0.594+0.178
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 UBS MAINTAIN Neutral Neutral
Mar 26, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Mar 12, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 11, 2026 UBS MAINTAIN Neutral Neutral
Mar 11, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 11, 2026 BMO Capital MAINTAIN Outperform Outperform
Dec 19, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263590047%
May 1, 20263590047%
Apr 1, 20263590047%
Mar 1, 202634100041%
Feb 1, 202634100041%
Jan 1, 20263490044%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 9, 2026
earnings_calendar
UNFI Q3 2026 Earnings Scheduled — 2026-06-09
Jun 9, 2026
short_volume
Short Volume: UNFI — 55.6% short (0.7M / 1.2M)
Short: 669,894 | Exempt: 52,784 | TRF Vol: 1,204,108 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: UNFI — 78,932 shares ($4.0M) failed to deliver
Settlement: 20260513, Price: $51.13, FTD Value: $4,035,793.16, UNITED NATURAL FOODS INC
Mar 10, 2026
earnings_calendar
UNFI Q2 2026 Earnings Scheduled — 2026-03-10