United Natural Foods, Inc. (NYSE: UNFI) is poised to announce its financial results for the first quarter of fiscal year 2026 on December 2, 2025, prior to the market opening. Analysts anticipate the company will report earnings of $0.39 per share, alongside projected revenues of approximately $7.9078 billion. The earnings call is scheduled for 8:30 AM ET, and interested parties can find further details on the company’s earnings results page.
In its previous earnings report, released on October 1, 2025, United Natural Foods reported a loss of ($0.11) per share, surpassing analyst expectations of ($0.18). The company generated revenues of $7.70 billion, exceeding predictions of $7.61 billion. Although this figure marked a 5.6% decline year-over-year, the company managed a positive return on equity of 2.74% despite a negative net margin of (0.37%).
Investors are closely monitoring the company’s stock performance, which opened at $35.59 on the day of the announcement. Over the past year, United Natural Foods has seen its stock fluctuate, with a low of $20.78 and a high of $43.29. The company currently holds a market capitalization of $2.17 billion, a debt-to-equity ratio of 1.20, and a P/E ratio of (18.25).
Recent Insider Activity and Institutional Investments
In related news, insider Danielle Benedict sold 11,655 shares of the company’s stock on September 30, 2025, at an average price of $35.31, resulting in a total transaction value of $411,538.05. Following this sale, she retains ownership of 89,544 shares, valued at approximately $3,161,798.64. This transaction reflects an 11.52% reduction in her position. The details of this sale have been disclosed in a filing with the Securities and Exchange Commission (SEC).
Institutional investors have been active in the market, with notable transactions occurring recently. Arrowstreet Capital Limited Partnership increased its stake in United Natural Foods by 40.4% during the third quarter, now holding 1,300,414 shares valued at approximately $48.92 million. Other significant investors include Goldman Sachs Group Inc., which lifted its holdings by 10.4%, and BNP Paribas Financial Markets, which raised its position by 19.6%.
Analyst Ratings and Future Projections
Wall Street analysts have provided varied assessments of United Natural Foods. BMO Capital Markets recently raised its price target from $36.00 to $48.00, assigning an “outperform” rating. Meanwhile, Wells Fargo & Company increased its target from $26.00 to $36.00, maintaining an “equal weight” rating. Conversely, Weiss Ratings issued a “sell (d-)” rating, highlighting a more cautious outlook.
Currently, one analyst has rated the stock as a Strong Buy, three have given it a Buy rating, eight analysts have assigned a Hold rating, and one has issued a Sell rating. According to data from MarketBeat.com, the average rating for United Natural Foods stands at “Hold” with an average price target of $36.00.
As United Natural Foods prepares to release its quarterly earnings, investors and analysts will be keen to assess the impact of recent market dynamics and the company’s strategic positioning within the organic and natural foods sector.
