753,951 Shares in US Foods Holding Corp. $USFD Purchased by Commerce Bank

Commerce Bank purchased a new position in US Foods Holding Corp. (NYSE:USFD) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 753,951 shares of the company’s stock, valued at approximately $77,091,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of USFD. Fifth Third Bancorp raised its holdings in shares of US Foods by 2,548.1% in the 1st quarter. Fifth Third Bancorp now owns 75,392 shares of the company’s stock worth $6,952,000 after purchasing an additional 72,545 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in US Foods during the fourth quarter valued at approximately $4,221,000. BlackRock Inc. bought a new stake in US Foods during the second quarter worth approximately $2,131,439,000. Premier Fund Managers Ltd bought a new stake in US Foods during the fourth quarter worth approximately $23,818,000. Finally, Sumitomo Mitsui Trust Group Inc. boosted its holdings in US Foods by 9,713.4% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,243,456 shares of the company’s stock worth $114,659,000 after buying an additional 1,230,785 shares in the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

US Foods Stock Up 1.0%

NYSE:USFD opened at $109.52 on Friday. The business’s fifty day moving average price is $100.96 and its 200 day moving average price is $93.74. The firm has a market capitalization of $23.69 billion, a price-to-earnings ratio of 33.70, a PEG ratio of 1.39 and a beta of 0.81. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19. US Foods Holding Corp. has a 1-year low of $69.88 and a 1-year high of $111.42.

US Foods (NYSE:USFD) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.44 EPS for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The firm had revenue of $10.53 billion during the quarter, compared to analyst estimates of $10.46 billion. During the same period last year, the company posted $1.19 EPS. The business’s quarterly revenue was up 4.5% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts forecast that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

Insider Activity at US Foods

In other US Foods news, insider Randy J. Taylor sold 11,630 shares of the company’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total value of $1,283,603.10. Following the transaction, the insider owned 73,618 shares in the company, valued at approximately $8,125,218.66. This represents a 13.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider William Spencer Hancock sold 21,754 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the completion of the transaction, the insider owned 101,144 shares in the company, valued at approximately $10,952,883.76. This represents a 17.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.74% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on USFD. Wells Fargo & Company upped their price target on US Foods from $110.00 to $125.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Morgan Stanley set a $107.00 price objective on US Foods in a research report on Friday, August 7th. BMO Capital Markets reissued an “outperform” rating and set a $120.00 price objective on shares of US Foods in a research note on Friday, August 7th. Guggenheim lifted their target price on US Foods from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, BTIG Research boosted their target price on US Foods from $105.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Eleven analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, US Foods presently has a consensus rating of “Moderate Buy” and a consensus price target of $113.92.

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.