US Foods Holding Corp. $USFD Stock Position Lifted by Amundi

Amundi lifted its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 115.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 111,705 shares of the company’s stock after purchasing an additional 59,738 shares during the quarter. Amundi’s holdings in US Foods were worth $11,422,000 at the end of the most recent reporting period.

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

Insider Activity

In other US Foods news, insider William Spencer Hancock sold 21,754 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the sale, the insider owned 101,144 shares in the company, valued at approximately $10,952,883.76. The trade was a 17.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Randy J. Taylor sold 11,630 shares of the company’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the sale, the insider directly owned 73,618 shares of the company’s stock, valued at $8,125,218.66. This represents a 13.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.74% of the stock is currently owned by insiders.

US Foods Stock Performance

USFD opened at $95.44 on Friday. 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 firm has a market cap of $20.65 billion, a PE ratio of 29.37, a P/E/G ratio of 1.22 and a beta of 0.82. The business has a fifty day simple moving average of $103.09 and a 200-day simple moving average of $94.90. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $111.42.

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

Analysts Set New Price Targets

Several brokerages recently commented on USFD. Citigroup boosted their target price on US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a report on Friday, August 7th. UBS Group lifted their price target on US Foods from $117.00 to $127.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Morgan Stanley set a $107.00 price objective on US Foods in a research note on Friday, August 7th. BTIG Research raised their target price on US Foods from $105.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Finally, Zacks Research raised US Foods from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. Eleven analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $113.92.

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.