O Shaughnessy Asset Management LLC Has $7.43 Million Stock Holdings in US Foods Holding Corp. $USFD

O Shaughnessy Asset Management LLC boosted its position in shares of US Foods Holding Corp. (NYSE:USFD) by 27.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 98,625 shares of the company’s stock after buying an additional 21,191 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in US Foods were worth $7,428,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of USFD. CenterBook Partners LP acquired a new stake in US Foods during the 4th quarter worth $3,111,000. JPMorgan Chase & Co. grew its holdings in US Foods by 0.6% during the 4th quarter. JPMorgan Chase & Co. now owns 2,346,671 shares of the company’s stock worth $176,751,000 after acquiring an additional 13,714 shares during the period. Syon Capital LLC grew its holdings in US Foods by 26.3% during the 4th quarter. Syon Capital LLC now owns 5,800 shares of the company’s stock worth $437,000 after acquiring an additional 1,208 shares during the period. Capital World Investors grew its holdings in US Foods by 10.3% during the 4th quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after acquiring an additional 1,197,360 shares during the period. Finally, Capital International Sarl grew its holdings in US Foods by 8.4% during the 4th quarter. Capital International Sarl now owns 33,165 shares of the company’s stock worth $2,498,000 after acquiring an additional 2,559 shares during the period. Institutional investors and hedge funds own 98.76% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Wells Fargo & Company lifted their target price on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 target price on shares of US Foods and gave the stock a “buy” rating in a report on Friday, February 13th. Barclays lifted their target price 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. JPMorgan Chase & Co. lowered their target price 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. Finally, Piper Sandler lowered their target price on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $105.50.

US Foods Trading Up 1.3%

Shares of NYSE USFD opened at $90.43 on Thursday. The company’s fifty day moving average is $87.44 and its 200-day moving average is $85.64. The stock has a market cap of $19.91 billion, a price-to-earnings ratio of 30.45, a P/E/G ratio of 1.12 and a beta of 0.83. US Foods Holding Corp. has a twelve month low of $69.88 and a twelve month high of $102.13. 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 results on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). The firm had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities research analysts predict that US Foods Holding Corp. will post 4.41 EPS for the current 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.