Lakewood Capital Management LP Purchases New Position in United Natural Foods, Inc. $UNFI

Posted by Brenda Bartman on Aug 25th, 2026

Lakewood Capital Management LP acquired a new position in shares of United Natural Foods, Inc. (NYSE:UNFI – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 350,000 shares of the company’s stock, valued at approximately $15,984,000.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in United Natural Foods in the fourth quarter valued at approximately $656,000. AQR Capital Management LLC boosted its position in shares of United Natural Foods by 52.5% during the first quarter. AQR Capital Management LLC now owns 111,854 shares of the company’s stock worth $3,064,000 after purchasing an additional 38,504 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of United Natural Foods by 5.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 35,117 shares of the company’s stock valued at $962,000 after buying an additional 1,703 shares during the period. Millennium Management LLC grew its holdings in shares of United Natural Foods by 58.1% in the 1st quarter. Millennium Management LLC now owns 332,973 shares of the company’s stock valued at $9,120,000 after buying an additional 122,412 shares during the period. Finally, Goldman Sachs Group Inc. increased its position in shares of United Natural Foods by 10.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 625,481 shares of the company’s stock valued at $17,132,000 after buying an additional 58,705 shares in the last quarter. Institutional investors and hedge funds own 87.63% of the company’s stock.

United Natural Foods Stock Performance

UNFI opened at $48.46 on Tuesday. The business’s 50-day moving average price is $48.57 and its two-hundred day moving average price is $46.47. United Natural Foods, Inc. has a 1 year low of $26.95 and a 1 year high of $57.02. The company has a market capitalization of $2.93 billion, a price-to-earnings ratio of -73.42 and a beta of 0.84. The company has a debt-to-equity ratio of 1.04, a current ratio of 1.33 and a quick ratio of 0.51.

United Natural Foods (NYSE:UNFI – Get Free Report) last issued its quarterly earnings results on Tuesday, June 9th. The company reported $0.77 EPS for the quarter, missing analysts’ consensus estimates of $0.81 by ($0.04). The firm had revenue of $7.72 billion during the quarter, compared to the consensus estimate of $7.79 billion. United Natural Foods had a negative net margin of 0.12% and a positive return on equity of 7.42%. The business’s revenue for the quarter was down 4.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.44 earnings per share. United Natural Foods has set its FY 2026 guidance at 2.400-2.600 EPS. Equities analysts expect that United Natural Foods, Inc. will post 2.52 EPS for the current fiscal year.

Insider Buying and Selling

In other United Natural Foods news, insider Mark Bushway sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $51.56, for a total value of $515,600.00. Following the sale, the insider owned 51,119 shares in the company, valued at approximately $2,635,695.64. The trade was a 16.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 2.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on UNFI shares. UBS Group raised their price objective on United Natural Foods from $44.00 to $47.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 10th. BMO Capital Markets reissued an “outperform” rating and issued a $56.00 target price on shares of United Natural Foods in a research note on Wednesday, June 10th. Zacks Research downgraded United Natural Foods from a “strong-buy” rating to a “hold” rating in a report on Monday, August 3rd. Roth Capital reaffirmed a “neutral” rating and set a $43.00 price target on shares of United Natural Foods in a research report on Wednesday, June 10th. Finally, Wall Street Zen lowered United Natural Foods from a “buy” rating to a “hold” rating in a research report on Sunday, July 12th. Two analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $47.86.

Read Our Latest Research Report on UNFI

About United Natural Foods

(Free Report)

United Natural Foods, Inc (NYSE: UNFI) is a leading distributor of natural, organic and specialty foods in North America. Founded in 1976 and headquartered in Providence, Rhode Island, the company has grown through strategic acquisitions and organic expansion to become one of the largest food distributors serving retail, foodservice and e-commerce customers.

UNFI’s core business centers on the procurement, warehousing and distribution of a broad portfolio of products, including fresh produce, groceries, frozen foods, dairy, bakery items, beverages, supplements and household essentials.