Goldman Sachs Group Inc. Buys 306,599 Shares of US Foods Holding Corp. $USFD

Goldman Sachs Group Inc. raised its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 30.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,316,889 shares of the company’s stock after purchasing an additional 306,599 shares during the quarter. Goldman Sachs Group Inc. owned 0.59% of US Foods worth $99,188,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the stock. Boston Partners lifted its position in US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock valued at $1,235,585,000 after purchasing an additional 908,993 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after acquiring an additional 1,599,033 shares in the last quarter. Capital World Investors lifted its holdings in shares of US Foods by 11.0% in the 3rd quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock worth $893,752,000 after acquiring an additional 1,155,254 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of US Foods by 8.6% in the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after acquiring an additional 649,950 shares during the last quarter. Finally, Primecap Management Co. CA lifted 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 acquiring an additional 212,499 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.

US Foods Stock Up 2.6%

Shares of NYSE USFD opened at $89.05 on Wednesday. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. US Foods Holding Corp. has a 52 week low of $69.88 and a 52 week high of $102.13. The firm’s fifty day moving average is $87.45 and its 200 day moving average is $85.49. The company has a market cap of $19.61 billion, a price-to-earnings ratio of 29.98, a PEG ratio of 1.09 and a beta of 0.83.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The firm had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same period in the previous year, the firm earned $0.68 earnings per share. The firm’s quarterly revenue was up 2.8% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts expect that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on USFD shares. Morgan Stanley set a $94.00 price objective on shares of US Foods and gave the stock a “mixed” rating in a report on Friday, February 13th. Citigroup lowered their price objective on shares of US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a report on Friday, May 8th. Sanford C. Bernstein restated an “outperform” rating and issued a $106.00 price objective on shares of US Foods in a report on Friday, February 13th. Barclays boosted their price objective on shares of US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Finally, Wells Fargo & Company boosted their price objective on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $105.50.

US Foods Company 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.