693,604 Shares in US Foods Holding Corp. $USFD Bought by Junto Capital Management LP

Junto Capital Management LP bought a new position in US Foods Holding Corp. (NYSE:USFD) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 693,604 shares of the company’s stock, valued at approximately $70,921,000.

Several other large investors have also recently bought and sold shares of the company. Callan Family Office LLC bought a new position in US Foods in the 2nd quarter valued at approximately $1,762,000. SaddleRock Capital Management LLC bought a new stake in US Foods during the 2nd quarter worth approximately $7,058,000. Fifth Third Bancorp grew its holdings in US Foods by 2,548.1% during the 1st quarter. Fifth Third Bancorp now owns 75,392 shares of the company’s stock worth $6,952,000 after acquiring an additional 72,545 shares during the last quarter. BlackRock Inc. acquired a new position in US Foods in the 2nd quarter valued at approximately $2,131,439,000. Finally, University of Texas Texas AM Investment Management Co. acquired a new position in US Foods in the 4th quarter valued at approximately $4,221,000. 98.76% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently commented on USFD shares. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a report on Wednesday, July 29th. Citigroup increased their price objective on US Foods from $110.00 to $124.00 and gave the company a “buy” rating in a report on Friday, August 7th. Morgan Stanley set a $107.00 target price on US Foods in a research report on Friday, August 7th. BMO Capital Markets reiterated an “outperform” rating and issued a $120.00 price target on shares of US Foods in a research report on Friday, August 7th. Finally, Zacks Research raised US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, US Foods currently has a consensus rating of “Moderate Buy” and an average price target of $113.92.

Insider Activity

In related news, insider Randy J. Taylor sold 11,630 shares of the company’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the sale, the insider owned 73,618 shares in the company, valued at $8,125,218.66. This represents a 13.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William Spencer Hancock sold 21,754 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $108.29, for a total value of $2,355,740.66. Following the sale, the insider directly owned 101,144 shares of the company’s stock, valued at $10,952,883.76. This represents a 17.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.74% of the company’s stock.

US Foods Trading Down 5.4%

USFD opened at $97.51 on Thursday. US Foods Holding Corp. has a twelve month low of $69.88 and a twelve month high of $111.42. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.19. The company has a fifty day moving average of $103.42 and a 200-day moving average of $94.90. The stock has a market cap of $21.09 billion, a PE ratio of 30.00, a price-to-earnings-growth ratio of 1.31 and a beta of 0.82.

US Foods (NYSE:USFD) last released its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.36 by $0.08. The business had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. US Foods’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts predict that US Foods Holding Corp. will post 4.41 EPS for the current year.

About US Foods

US Foods Holding Corp. (NYSE: USFD) is a major foodservice distributor serving restaurants and other food-away-from-home businesses across the United States. The company supplies independent and multi-unit restaurants, healthcare organizations, hospitality businesses, educational institutions, government facilities and other commercial customers.

Its product portfolio includes fresh produce, meat and seafood, dairy products, frozen and dry groceries, beverages, ingredients, disposable supplies, kitchen equipment and other foodservice-related products.