Donaldson Capital Management LLC lessened its position in Cintas Corporation (NASDAQ:CTAS – Free Report) by 25.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,430 shares of the business services provider’s stock after selling 5,547 shares during the period. Donaldson Capital Management LLC’s holdings in Cintas were worth $3,090,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Cintas by 9.3% during the fourth quarter. Brighton Jones LLC now owns 1,268 shares of the business services provider’s stock worth $232,000 after purchasing an additional 108 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Cintas by 42.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,441 shares of the business services provider’s stock valued at $321,000 after buying an additional 428 shares during the last quarter. Groupama Asset Managment acquired a new stake in Cintas during the 2nd quarter worth approximately $1,102,000. Northwestern Mutual Wealth Management Co. boosted its position in Cintas by 4.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 29,706 shares of the business services provider’s stock worth $6,621,000 after buying an additional 1,249 shares during the period. Finally, Level Four Advisory Services LLC bought a new stake in Cintas during the 2nd quarter worth approximately $214,000. 63.46% of the stock is currently owned by institutional investors.
More Cintas News
Here are the key news stories impacting Cintas this week:
- Positive Sentiment: Q3 results and outlook: Cintas reported fiscal Q3 EPS in line with consensus ($1.24) and revenue slightly above estimates, with organic growth around ~8% and management commentary that implied continued revenue and margin momentum; some writeups note the company lifted fiscal-2026 guidance. Cintas Corporation Q3 2026 Earnings Call Summary
- Positive Sentiment: Long-term value case & capital returns: Analysts and commentators highlight Cintas’ strong cash flow, dividend-aristocrat track record, ongoing share buybacks and the potential for significant synergies from the UniFirst acquisition to drive medium/long-term earnings upside. Cintas Corporation: The Deep Value Opportunity in Plain Sight
- Neutral Sentiment: UniFirst merger — opportunity vs. execution risk: Coverage notes the UniFirst acquisition is progressing (board approval cited) and could expand revenue and cost synergies, but the deal also introduces integration and potential regulatory/competition scrutiny that keeps outcomes uncertain. Assessing Cintas (CTAS) Valuation Ahead Of Q3 2026 Earnings And UniFirst M&A Update
- Negative Sentiment: Analyst price-target cuts and caution: UBS trimmed its price target (from $235 to $228) but kept a Buy, citing margin strength and UniFirst opportunities; Stifel cut its target more sharply (to $190) and moved to a Hold — these downgrades reduce near-term investor enthusiasm and add selling pressure. UBS Cuts Cintas (CTAS) Price Target but Sees Opportunity
- Negative Sentiment: Valuation and technical headwinds: Commentary flags Cintas’ premium valuation relative to peers and recent technical weakness (shares trading below key moving averages for now), which makes the stock more sensitive to any negative news or analyst revisions in the short term. MarketBeat CTAS coverage
Cintas Price Performance
Cintas (NASDAQ:CTAS – Get Free Report) last posted its quarterly earnings data on Wednesday, March 25th. The business services provider reported $1.24 EPS for the quarter, meeting analysts’ consensus estimates of $1.24. Cintas had a net margin of 17.57% and a return on equity of 41.47%. The company had revenue of $2.84 billion for the quarter, compared to analyst estimates of $2.82 billion. During the same period in the prior year, the firm posted $1.13 EPS. The company’s quarterly revenue was up 8.9% on a year-over-year basis. Equities analysts predict that Cintas Corporation will post 4.31 EPS for the current year.
Cintas Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 13th were given a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.80 dividend on an annualized basis and a yield of 1.1%. Cintas’s dividend payout ratio is 52.48%.
Wall Street Analysts Forecast Growth
CTAS has been the subject of several recent research reports. Weiss Ratings upgraded shares of Cintas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Stifel Nicolaus cut their price target on shares of Cintas from $222.00 to $190.00 and set a “hold” rating on the stock in a report on Thursday. Morgan Stanley decreased their price objective on Cintas from $220.00 to $210.00 and set an “equal weight” rating for the company in a report on Wednesday, December 17th. Bank of America assumed coverage on Cintas in a research report on Tuesday, February 17th. They set a “neutral” rating and a $215.00 target price for the company. Finally, Argus raised Cintas to a “strong-buy” rating in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $216.92.
Get Our Latest Stock Analysis on Cintas
About Cintas
Cintas Corporation (NASDAQ: CTAS) is a provider of business services and products focused on workplace appearance, safety and facility maintenance. The company is best known for its uniform rental and corporate apparel programs, which include rental, leasing and direct-purchase options, laundering and garment repair. Cintas markets its services to a wide range of end-users, including manufacturing, food service, healthcare, hospitality, retail and government customers.
Beyond uniforms, Cintas offers a suite of facility services and products designed to help organizations maintain clean, safe and compliant workplaces.
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