University of Texas Texas AM Investment Management Co. Buys New Position in US Foods Holding Corp. $USFD

University of Texas Texas AM Investment Management Co. bought a new stake in US Foods Holding Corp. (NYSE:USFD) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 56,043 shares of the company’s stock, valued at approximately $4,221,000. US Foods comprises about 0.6% of University of Texas Texas AM Investment Management Co.’s holdings, making the stock its 24th biggest position.

Other institutional investors also recently added to or reduced their stakes in the company. CIBC Bancorp USA Inc. bought a new position in US Foods during the third quarter worth $40,375,000. CENTRAL TRUST Co boosted its holdings in US Foods by 30,283.3% in the 3rd quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock valued at $419,000 after purchasing an additional 5,451 shares during the period. Nordea Investment Management AB acquired a new stake in US Foods in the 4th quarter worth $4,834,000. TD Asset Management Inc acquired a new stake in US Foods in the 3rd quarter worth $1,477,000. Finally, DNB Asset Management AS increased its holdings in shares of US Foods by 42.1% during the 3rd quarter. DNB Asset Management AS now owns 24,410 shares of the company’s stock worth $1,870,000 after purchasing an additional 7,233 shares during the period. 98.76% of the stock is owned by institutional investors.

Analysts Set New Price Targets

USFD has been the topic of a number of recent research reports. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Piper Sandler cut their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a 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 for the company in a research report on Thursday, May 14th. BTIG Research lowered their price objective on US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Finally, Citigroup cut their target price on US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $105.50.

US Foods Stock Performance

NYSE:USFD opened at $93.30 on Tuesday. The firm has a market capitalization of $20.55 billion, a PE ratio of 31.41, a price-to-earnings-growth ratio of 1.17 and a beta of 0.84. 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 Holding Corp. has a 12-month low of $69.88 and a 12-month high of $102.13. The firm has a 50-day moving average price of $87.54 and a 200 day moving average price of $86.00.

US Foods (NYSE:USFD) last released its quarterly earnings data 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). US Foods had a net margin of 1.71% and a return on equity of 19.37%. The company had revenue of $9.61 billion for the quarter, compared to analyst estimates of $9.66 billion. During the same period in the previous year, the firm posted $0.68 earnings per share. The firm’s revenue for the quarter was up 2.8% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research 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.