US Foods Holding Corp. $USFD Shares Bought by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. raised its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 1,027.7% during the third quarter, HoldingsChannel reports. The firm owned 652,114 shares of the company’s stock after purchasing an additional 594,289 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in US Foods were worth $49,965,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Syon Capital LLC grew its stake in US Foods by 22.6% during the 3rd quarter. Syon Capital LLC now owns 4,592 shares of the company’s stock valued at $352,000 after purchasing an additional 847 shares during the last quarter. Skandinaviska Enskilda Banken AB publ acquired a new stake in shares of US Foods during the third quarter worth about $1,510,000. State of New Jersey Common Pension Fund D boosted its position in US Foods by 8.7% in the third quarter. State of New Jersey Common Pension Fund D now owns 76,475 shares of the company’s stock valued at $5,860,000 after buying an additional 6,144 shares during the last quarter. CENTRAL TRUST Co boosted its position in US Foods by 30,283.3% in the third quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock valued at $419,000 after buying an additional 5,451 shares during the last quarter. Finally, Longbow Finance SA increased its holdings in US Foods by 37.2% in the 3rd quarter. Longbow Finance SA now owns 134,859 shares of the company’s stock worth $10,333,000 after buying an additional 36,549 shares during the period. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on USFD. Citigroup upped their price objective on shares of US Foods from $95.00 to $118.00 and gave the company a “buy” rating 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. BTIG Research lifted their price objective on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Guggenheim upped their target price on US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.33.

US Foods Price Performance

Shares of US Foods stock opened at $96.40 on Friday. The firm has a market cap of $21.26 billion, a PE ratio of 32.79, a P/E/G ratio of 1.18 and a beta of 1.02. The business has a 50-day moving average price of $82.84 and a 200 day moving average price of $78.61. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. US Foods Holding Corp. has a twelve month low of $57.36 and a twelve month high of $102.13.

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

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.