Fluent Financial LLC Purchases New Shares in Cintas Corporation $CTAS

Fluent Financial LLC acquired a new stake in Cintas Corporation (NASDAQ:CTAS) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 3,953 shares of the business services provider’s stock, valued at approximately $811,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Cintas in the second quarter valued at about $925,531,000. Voya Investment Management LLC increased its position in Cintas by 516.8% during the first quarter. Voya Investment Management LLC now owns 854,032 shares of the business services provider’s stock worth $175,529,000 after acquiring an additional 715,570 shares during the period. Los Angeles Capital Management LLC raised its stake in Cintas by 90.1% in the 2nd quarter. Los Angeles Capital Management LLC now owns 1,214,098 shares of the business services provider’s stock worth $270,586,000 after purchasing an additional 575,372 shares in the last quarter. Caisse DE Depot ET Placement DU Quebec boosted its holdings in Cintas by 169.7% in the 1st quarter. Caisse DE Depot ET Placement DU Quebec now owns 910,985 shares of the business services provider’s stock valued at $187,235,000 after purchasing an additional 573,151 shares during the period. Finally, Panagora Asset Management Inc. grew its position in shares of Cintas by 264.9% during the 2nd quarter. Panagora Asset Management Inc. now owns 776,042 shares of the business services provider’s stock worth $172,956,000 after purchasing an additional 563,366 shares in the last quarter. Institutional investors and hedge funds own 63.46% of the company’s stock.

Key Headlines Impacting Cintas

Here are the key news stories impacting Cintas this week:

• Positive Sentiment: Q2 results beat consensus and management raised FY‑2026 EPS and revenue guidance (revenue $2.80B, EPS ~$1.21; FY26 EPS guide 4.810–4.880), supporting forward growth expectations. Cintas Corporation Announces Fiscal 2026 Second Quarter Results
• Positive Sentiment: Analysts and management point to stronger retention driven by Cintas’ digital push — a structural improvement that supports recurring revenue and customer lifetime value. Cintas’ Digital Push Is Paying Off With Higher Retention, Analyst Says
• Positive Sentiment: Certain firms raised price targets after the print (e.g., Wells Fargo and Robert W. Baird increased targets), signaling continued analyst confidence in medium‑term upside. Cintas price target raised to $205 from $185 at Wells Fargo
• Neutral Sentiment: Conference‑call highlights and transcripts show management emphasizing record revenue and operating‑margin progress, but also note near‑term cost pressures — useful detail for modeling margin trajectory. Cintas Corp (CTAS) Q2 2026 Earnings Call Highlights
• Negative Sentiment: Despite the beat and the guide lift, shares slipped — likely due to a modest beat (only a penny on EPS), profit‑taking after recent gains, and investor sensitivity to valuation (CTAS trades at a high P/E). Cintas’ Digital Push Is Paying Off With Higher Retention, Analyst Says
• Negative Sentiment: Several analysts flagged the stock as fully valued or kept market‑perform/hold ratings (Bernstein maintained Hold; Morgan Stanley trimmed its target), which may cap upside near term. Reports also point to higher operating costs that could pressure margins if persistent. Cintas: Solid Operational Execution but Fully Valued, Supporting a Market-Perform (Hold) Rating

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Wells Fargo & Company set a $205.00 price target on shares of Cintas and gave the company an “equal weight” rating in a research report on Friday. Redburn Partners set a $184.00 price objective on Cintas in a report on Tuesday, November 11th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Cintas in a research report on Monday, December 15th. Robert W. Baird raised their price target on Cintas from $220.00 to $225.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Rothschild & Co Redburn raised Cintas from a “sell” rating to a “neutral” rating and set a $184.00 price target for the company in a research note on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $211.64.

Cintas Trading Down 1.2%

Shares of CTAS stock opened at $187.57 on Friday. Cintas Corporation has a fifty-two week low of $180.39 and a fifty-two week high of $229.24. The stock’s fifty day moving average price is $186.39 and its two-hundred day moving average price is $204.40. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.94 and a current ratio of 1.71. The company has a market cap of $75.38 billion, a PE ratio of 56.67, a P/E/G ratio of 3.24 and a beta of 0.96.

Cintas (NASDAQ:CTAS) last posted its quarterly earnings results on Thursday, December 18th. The business services provider reported $1.21 EPS for the quarter, topping analysts’ consensus estimates of $1.20 by $0.01. The company had revenue of $2.80 billion during the quarter, compared to analysts’ expectations of $2.77 billion. Cintas had a return on equity of 41.07% and a net margin of 17.58%.Cintas’s revenue was up 9.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.09 EPS. Cintas has set its FY 2026 guidance at 4.810-4.880 EPS. Equities analysts predict that Cintas Corporation will post 4.31 EPS for the current fiscal year.

Cintas Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Friday, November 14th were paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, November 14th. Cintas’s dividend payout ratio (DPR) is presently 54.38%.

Cintas announced that its Board of Directors has authorized a share repurchase plan on Tuesday, October 28th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the business services provider to buy up to 1.3% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Cintas Company Profile

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.