US Foods Holding Corp. $USFD Shares Sold by Clearbridge Investments LLC

Clearbridge Investments LLC lowered its holdings in US Foods Holding Corp. (NYSE:USFD) by 8.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 339,696 shares of the company’s stock after selling 31,082 shares during the period. Clearbridge Investments LLC’s holdings in US Foods were worth $25,586,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Syon Capital LLC grew its position in US Foods by 26.3% during the fourth quarter. Syon Capital LLC now owns 5,800 shares of the company’s stock valued at $437,000 after acquiring an additional 1,208 shares during the period. Capital World Investors grew its position in US Foods by 10.3% during the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock valued at $968,773,000 after acquiring an additional 1,197,360 shares during the period. Capital International Sarl grew its position in US Foods by 8.4% during the fourth quarter. Capital International Sarl now owns 33,165 shares of the company’s stock valued at $2,498,000 after acquiring an additional 2,559 shares during the period. Nemes Rush Group LLC grew its position in US Foods by 4.5% during the fourth quarter. Nemes Rush Group LLC now owns 4,541 shares of the company’s stock valued at $342,000 after acquiring an additional 195 shares during the period. Finally, Havemeyer Place LP purchased a new stake in US Foods during the fourth quarter valued at about $683,000. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on USFD. Weiss Ratings downgraded US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Wells Fargo & Company boosted their price target on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Piper Sandler lowered their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a research report on Monday, June 1st. JPMorgan Chase & Co. reduced their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, May 14th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $106.00 price objective on shares of US Foods in a research note on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $105.50.

US Foods Trading Up 2.6%

Shares of NYSE USFD opened at $89.05 on Wednesday. The stock’s 50 day moving average price is $87.45 and its two-hundred day moving average price is $85.49. US Foods Holding Corp. has a 52-week low of $69.88 and a 52-week high of $102.13. The stock has a market capitalization of $19.61 billion, a P/E ratio of 29.98, a PEG ratio of 1.09 and a beta of 0.83. 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 (NYSE:USFD) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.04). The firm had revenue of $9.61 billion for 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 company’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.68 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts anticipate 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.