Pacer Advisors Inc. grew its position in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 2,127.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 766,147 shares of the company’s stock after purchasing an additional 731,747 shares during the quarter. Pacer Advisors Inc. owned about 0.34% of US Foods worth $57,706,000 as of its most recent SEC filing.
Several other hedge funds have also recently added to or reduced their stakes in USFD. Wellington Management Group LLP raised its holdings in US Foods by 14.2% during the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after purchasing an additional 1,599,033 shares during the last quarter. Capital World Investors raised its holdings in US Foods by 11.0% during the 3rd quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock worth $893,752,000 after purchasing an additional 1,155,254 shares during the last quarter. Boston Partners raised its holdings in US Foods by 6.0% during the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after purchasing an additional 908,993 shares during the last quarter. Holocene Advisors LP bought a new position in US Foods during the 2nd quarter worth approximately $64,220,000. Finally, Steadfast Capital Management LP bought a new position in US Foods during the 3rd quarter worth approximately $60,813,000. Institutional investors own 98.76% of the company’s stock.
Analyst Upgrades and Downgrades
Several research analysts have issued reports on USFD shares. Deutsche Bank Aktiengesellschaft set a $111.00 price target on shares of US Foods and gave the stock a “buy” rating in a report on Friday, February 13th. Piper Sandler lowered shares of US Foods from an “overweight” rating to a “neutral” rating and raised their price target for the stock from $85.00 to $103.00 in a report on Friday, February 13th. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Zacks Research lowered shares of US Foods from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Finally, Barclays raised their price target 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. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $106.33.
US Foods Stock Performance
NYSE:USFD opened at $85.13 on Thursday. The company has a fifty day moving average of $90.83 and a 200-day moving average of $84.19. The firm has a market capitalization of $18.75 billion, a P/E ratio of 28.66, a P/E/G ratio of 1.03 and a beta of 0.90. 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 twelve month low of $69.88 and a twelve month high of $102.13.
US Foods (NYSE:USFD – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing the consensus estimate of $0.82 by ($0.04). The company had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business’s revenue was up 2.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.68 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts anticipate that US Foods Holding Corp. will post 4.51 EPS for the current year.
Insider Buying and Selling at US Foods
In other news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction on Wednesday, February 18th. The shares were 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 owned 88,176 shares in the company, valued at $8,510,747.52. The trade was a 42.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.74% 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.
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