Inceptionr LLC Purchases Shares of 5,732 US Foods Holding Corp. $USFD

Inceptionr LLC acquired a new stake in shares of US Foods Holding Corp. (NYSE:USFD) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 5,732 shares of the company’s stock, valued at approximately $439,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA boosted its position in shares of US Foods by 2.7% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,134,905 shares of the company’s stock valued at $472,449,000 after acquiring an additional 161,749 shares during the last quarter. Geode Capital Management LLC lifted its position in US Foods by 1.3% during the second quarter. Geode Capital Management LLC now owns 3,986,397 shares of the company’s stock valued at $307,044,000 after purchasing an additional 52,361 shares during the last quarter. Primecap Management Co. CA increased its holdings in shares of US Foods by 5.9% in the 3rd quarter. Primecap Management Co. CA now owns 3,793,209 shares of the company’s stock worth $290,636,000 after buying an additional 212,499 shares during the last quarter. Artisan Partners Limited Partnership increased its holdings in shares of US Foods by 12.4% in the 2nd quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock worth $247,003,000 after buying an additional 354,747 shares during the last quarter. Finally, Burgundy Asset Management Ltd. raised its position in shares of US Foods by 34.7% during the 3rd quarter. Burgundy Asset Management Ltd. now owns 2,971,782 shares of the company’s stock valued at $230,610,000 after buying an additional 765,042 shares in the last quarter. 98.76% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

USFD has been the subject of several recent research reports. BTIG Research lifted their price target on US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Piper Sandler lowered US Foods from an “overweight” rating to a “neutral” rating and increased their price target for the company from $85.00 to $103.00 in a report on Friday, February 13th. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Finally, Zacks Research raised shares of US Foods from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $107.33.

US Foods Price Performance

Shares of USFD stock opened at $91.36 on Thursday. The company’s 50-day simple moving average is $87.69 and its two-hundred day simple moving average is $80.04. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.16 and a quick ratio of 0.68. US Foods Holding Corp. has a one year low of $57.36 and a one year high of $102.13. The company has a market capitalization of $20.15 billion, a P/E ratio of 31.07, a P/E/G ratio of 1.11 and a beta of 0.98.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. The firm had revenue of $9.80 billion during the quarter, compared to analyst estimates of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.US Foods’s quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities analysts anticipate that US Foods Holding Corp. will post 3.59 EPS for the current year.

Insider Activity at US Foods

In related news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total value of $6,344,935.24. Following the completion of the sale, the insider directly owned 88,176 shares in the company, valued at $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Corporate insiders own 0.60% of the company’s stock.

US Foods Profile

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.