Savant Capital LLC Trims Position in US Foods Holding Corp. $USFD

Savant Capital LLC decreased its position in US Foods Holding Corp. (NYSE:USFD) by 90.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,354 shares of the company’s stock after selling 59,517 shares during the quarter. Savant Capital LLC’s holdings in US Foods were worth $479,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

Several research analysts have weighed in on USFD shares. Wells Fargo & Company increased their price target 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. 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. Weiss Ratings cut US Foods from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, May 1st. BMO Capital Markets boosted their price target on US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a report on Friday, February 13th. Finally, Zacks Research cut US Foods from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $105.50.

US Foods Stock Performance

USFD opened at $82.32 on Friday. The firm has a market cap of $18.13 billion, a P/E ratio of 27.72, a PEG ratio of 1.04 and a beta of 0.83. US Foods Holding Corp. has a 1-year low of $69.88 and a 1-year high of $102.13. The company has a 50 day simple moving average of $87.75 and a two-hundred day simple moving average of $85.16. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70.

US Foods (NYSE:USFD) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). US Foods had a net margin of 1.71% and a return on equity of 19.37%. The firm had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. During the same quarter in the previous year, the business earned $0.68 earnings per share. The firm’s revenue for the quarter was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts forecast that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

About US Foods

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.