Jupiter Asset Management Ltd. Has $52.47 Million Position in US Foods Holding Corp. $USFD

Jupiter Asset Management Ltd. lifted its stake in US Foods Holding Corp. (NYSE:USFD) by 6.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 696,651 shares of the company’s stock after acquiring an additional 44,537 shares during the quarter. Jupiter Asset Management Ltd. owned approximately 0.31% of US Foods worth $52,472,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of USFD. Measured Wealth Private Client Group LLC acquired a new stake in US Foods during the third quarter valued at $26,000. Steph & Co. purchased a new stake in shares of US Foods during the 4th quarter worth about $34,000. Geneos Wealth Management Inc. lifted its holdings in shares of US Foods by 120.1% during the 2nd 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. Caitong International Asset Management Co. Ltd bought a new stake in shares of US Foods in the 3rd quarter valued at approximately $49,000. Finally, V Square Quantitative Management LLC bought a new stake in shares of US Foods in the 4th quarter valued at approximately $73,000. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

US Foods Price Performance

Shares of US Foods stock opened at $81.23 on Friday. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The firm has a fifty day simple moving average of $88.54 and a 200-day simple moving average of $84.82. The stock has a market capitalization of $17.89 billion, a price-to-earnings ratio of 27.35, a PEG ratio of 1.02 and a beta of 0.90. US Foods Holding Corp. has a 1-year low of $69.88 and a 1-year high of $102.13.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). The firm had revenue of $9.61 billion during the quarter, compared to analyst estimates of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts expect that US Foods Holding Corp. will post 4.47 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on USFD shares. Morgan Stanley set a $94.00 price objective on shares of US Foods and gave the company a “mixed” rating in a research report on Friday, February 13th. Barclays lifted their price objective on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. JPMorgan Chase & Co. decreased their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a report on Thursday, May 14th. Wells Fargo & Company increased their target price on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Finally, BTIG Research reduced their price target on US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a research report on Monday, May 11th. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $106.75.

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.