Washington
Q3 2026Lobbying Q3 None last Q1 2025
YoY n/a vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
8 quarters Open in Washington ›
UNFI
UNITED NATURAL FOODS INC$46.88 −0.40 (−0.85%)
Oct 23 4:00 PM ET · prev $47.28
Market cap
$2.9B
Mid cap
Consensus
Buy
47% Buy or better · 17 analysts
Median target
$51.50
+10% · range $45.00–61.00
1 year
+20.3%
from $38.96 · Oct 27
30 days
+2.5%
from $45.75
52-week range
$31.42–55.52
−16% from high · low Dec 10
Avg volume 20D
566.2K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$765.6K
0 buyers · 2 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
6
analyzed by SecBot
SecBot read BULLISH 1 report · 90 days
Balance 0 bearish · 1 bullish oldest → newest, height = score
Avg score ·High conf. 1/1
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- R Feb 20 UNFI won a motion to compel arbitration in a putative class action a…
- R Feb 20 The court granted UNFI's motion to compel arbitration in a putative…
- S May 6 1 insider sell $250.0K at $52.00
- S Jun 23 1 insider sell $515.6K at $51.56
- R Sep 8 UNFI reported Q4 fiscal 2026 results with net sales of $7.64B (down…
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $765.6K.
- InstitutionsMIXED
Q2 2026: 22 added (0 new), 23 trimmed or exited.
- AnalystsBULLISH
8 of 17 rate it Buy or better. Median target $51.50 (+10%).
- TrendUPTREND
2% above its 50-day average.
- SocialQUIET
No Reddit mentions this week. Last mention Sep 30.
Who's buying
13F· Q2 20260
new positions
0
exits
| Fund | Move | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | $70.5M |
| Swedbank AB | DOUBLED | $20.4M |
| HSBC HOLDINGS PLC | DOUBLED | $11.8M |
| MILLENNIUM MANAGEMENT LLC | TRIM | $11.4M |
| Trexquant Investment LP | TRIM | $9.7M |
| CITIGROUP INC | DOUBLED | $9.0M |
| Amundi | DOUBLED | $8.8M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | $8.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
17 analysts 47% rate it Buy or better
12-month targets · 8 analysts
$46.88 $45.00 $51.50 $61.00
Price is inside the target range. Median implies +10%.Targets as of Oct 27, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Sep 11, 2026 | Deutsche Bank MAINTAIN | Hold |
| Sep 10, 2026 | Roth Capital REITERATE | Neutral |
| Sep 9, 2026 | UBS MAINTAIN | Neutral |
| Jun 10, 2026 | UBS MAINTAIN | Neutral |
Reddit
Recent posts
All social signals and their track recordsInsider ledger
Form 4$0
bought · 0 insiders
$765.6K
sold · 2 insiders
| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 8, 2026 | Bushway Mark Chief Supply Chain Officer | AWARD | 3,207 sh |
| Oct 8, 2026 | STAHL JACK L Director | AWARD | 4,197 sh |
| Oct 8, 2026 | Shamim Mohammad Director | AWARD | 4,197 sh |
| Oct 8, 2026 | Muehlbauer James L Director | AWARD | 4,197 sh |
| Oct 8, 2026 | Boyland Gloria R. Director | AWARD | 4,197 sh |
| Oct 8, 2026 | FUNK MICHAEL S Director | AWARD | 4,197 sh |
| Oct 8, 2026 | Dufresne Daphne J Director | AWARD | 4,197 sh |
| Oct 8, 2026 | Dinh Hong Thi Chief Accounting Officer | AWARD | 6,807 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | $3.35 | $3.25–$3.47 | +4.1% | $31.5B |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 8, 2026 Insider
Bushway Mark was granted 3,207 shares
Chief Supply Chain Officer
Oct 8, 2026 Insider
STAHL JACK L was granted 4,197 shares
Director
Oct 8, 2026 Insider
Sep 8, 2026 SEC Shamim Mohammad was granted 4,197 shares
Director
UNFI reported Q4 fiscal 2026 results with net sales of $7.64B (down 0.7% YoY) and GAAP EPS of $0.57, while Adjusted…
8-K — Impact 6/10
Sep 8, 2026 Earnings calendar
Jul 9, 2026 SEC UNFI Q4 2026 Earnings After Market Close — 2026-09-08
UNFI announced executive leadership changes: Matteo Tarditi promoted to President and COO, Alfredo Luchini appointed…
8-K — Impact 3/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
1,542,662 shares ($70.5M)
Jun 30, 2026 Inst.
Swedbank AB — DOUBLED
446,000 shares ($20.4M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 8, 2026
Earnings date
UNFI Q4 2026 Earnings After Market Close — 2026-09-08
Jun 9, 2026
Earnings date
UNFI Q3 2026 Earnings Scheduled — 2026-06-09
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 date
UNFI Q2 2026 Earnings Scheduled — 2026-03-10
Feb 20, 2026
Enforcement
Verley v. United Natural Foods Inc
Court ruling from District Court, W.D. Washington. Docket: 3:25-cv-05846
SecBot reports
6 filings · 4 bullish · 0 bearish · 1 mixed · 1 neutral- BULLISH 8-KSep 8, 2026
UNFI reported Q4 fiscal 2026 results with net sales of $7.64B (down 0.7% YoY) and GAAP EPS of…
The in-line Q4 print and FY2027 guidance midpoint for Adjusted EBITDA ($755M) exceeding the prior Investor Day target by $25M signal operational momentum. The $200M buyback authorization (7.4% of…
- NEUTRAL 8-KJul 9, 2026
UNFI announced executive leadership changes: Matteo Tarditi promoted to President and COO, Alfredo…
Monitor for any strategic shifts under the new COO/CFO leadership, but no immediate trading catalyst. The orderly transition and internal promotion suggest continuity rather than disruption.
- BULLISH 8-KJun 22, 2026
UNFI entered into Amendment No. 5 to its Term Loan Agreement, repricing approximately $371 million…
The repricing reduces UNFI's interest burden by roughly $2.8M annually, a modest but clear positive for free cash flow. With no new debt or covenant changes, this is a straightforward credit…
- MIXED 8-KJun 9, 2026
UNFI reported Q3 fiscal 2026 GAAP EPS of $0.52 (vs. consensus $0.77, a 32.5% miss) and net sales…
The GAAP EPS miss is significant, but the narrowing of full-year guidance and continued deleveraging (net leverage at 2.5x) provide a counterbalance. Monitor the Q4 earnings call for updates on the…
All UNFI filing & press-release reports (6)
- 8-K reportSep 8, 2026
- 8-K reportJul 9, 2026
- COURT-RULING reportFeb 20, 2026
- COURT-RULING reportFeb 20, 2026
- 8-K reportJun 22, 2026
- 8-K reportJun 9, 2026