Jim Cramer Shared His Takes on These 11 Stocks

3. Cintas Corporation (NASDAQ:CTAS)

Number of Hedge Fund Holders: 61

Cintas Corporation (NASDAQ:CTAS) is one of the stocks Jim Cramer shared his take on. Cramer noted the company’s interest in buying UniFirst, as he said:

“Then there’s a whole ‘nother template, Cintas trying to buy UniFirst, an ongoing saga that has the number one uniform retail company, Cintas, trying to acquire the number three player in the same business. There was an indication of interest via Cintas in 2022. Then in January of 2025, Cintas formalized a generous bid that was rejected. Now, it’s back with the same bid, $275, which is a 64% premium to where the stock had been trading. But get this, this is what’s important: Cintas is so confident that the regulators will… will bless this deal that they’re offering a $350 million reverse termination fee, bear with me, on this $5.2 billion transaction.

Therein lies what’s most interesting. If Cintas had offered a termination fee under the old FTC, there was a good chance they would’ve had to pay it because Lina Khan would’ve eagerly blocked this kind of deal. But this administration wants strong companies that can extend their reach, confident that others will rise up and challenge them. If you’re a client of UniFirst, you actually might, of course, may worry that your uniform bills are going to go up, and the government’s going to look at that. But Cintas, they’re not stupid. It will lose clients if it raises prices too much, as there’s always someone willing to come in underneath. UniFirst has been adamant about staying independent, but it’s a public company, which means it’s always for sale at the right price. Frankly, I think a 64% premium seems to me to be the right price.”

Cintas Corporation (NASDAQ:CTAS) provides uniform rental, facility services, and workplace supplies, including garments, mats, restroom products, and cleaning services. Moreover, the company offers first aid, safety, and fire protection products and services.