SG Americas Securities LLC Acquires 40,554 Shares of US Foods Holding Corp. $USFD

SG Americas Securities LLC lifted its stake in US Foods Holding Corp. (NYSE:USFD) by 105.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,069 shares of the company’s stock after acquiring an additional 40,554 shares during the period. SG Americas Securities LLC’s holdings in US Foods were worth $5,955,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Parkside Financial Bank & Trust boosted its holdings in US Foods by 303.7% in the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after purchasing an additional 246 shares during the period. Measured Wealth Private Client Group LLC bought a new position in shares of US Foods during the 3rd quarter worth about $26,000. Geneos Wealth Management Inc. raised its position in shares of US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after buying an additional 263 shares during the last quarter. First Horizon Corp acquired a new position in shares of US Foods during the third quarter valued at about $39,000. Finally, Quent Capital LLC bought a new stake in shares of US Foods in the third quarter valued at about $43,000. 98.76% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages recently issued reports on USFD. UBS Group restated a “buy” rating and set a $117.00 price target on shares of US Foods in a research note on Friday, February 13th. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Morgan Stanley set a $94.00 target price on US Foods and gave the company a “mixed” rating in a research note on Friday, February 13th. Citigroup raised their target price on US Foods from $95.00 to $118.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Finally, BMO Capital Markets lifted their price target on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $107.33.

US Foods Stock Up 1.3%

NYSE USFD opened at $92.10 on Wednesday. US Foods Holding Corp. has a 1-year low of $57.36 and a 1-year high of $102.13. The company has a market capitalization of $20.31 billion, a price-to-earnings ratio of 31.33, a PEG ratio of 1.11 and a beta of 0.98. The stock’s 50 day moving average is $91.10 and its two-hundred day moving average is $81.37. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. The business had revenue of $9.80 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts forecast that US Foods Holding Corp. will post 3.59 earnings per share for the current fiscal year.

Insider Transactions at US Foods

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the transaction, the insider directly owned 88,176 shares in the company, valued at $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.60% of the stock is owned by corporate insiders.

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.