Mitsubishi UFJ Trust & Banking Corp increased its holdings in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 239.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 38,924 shares of the company’s stock after acquiring an additional 27,454 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in US Foods were worth $2,932,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in the business. M&T Bank Corp boosted its position in US Foods by 35.9% during the 4th quarter. M&T Bank Corp now owns 20,987 shares of the company’s stock worth $1,581,000 after buying an additional 5,541 shares during the period. Verdence Capital Advisors LLC boosted its position in US Foods by 2.4% during the 4th quarter. Verdence Capital Advisors LLC now owns 62,197 shares of the company’s stock worth $4,685,000 after buying an additional 1,484 shares during the period. Impax Asset Management Group plc boosted its position in US Foods by 9.5% during the 4th quarter. Impax Asset Management Group plc now owns 230,000 shares of the company’s stock worth $17,324,000 after buying an additional 20,000 shares during the period. Chicago Partners Investment Group LLC boosted its position in US Foods by 15.5% during the 4th quarter. Chicago Partners Investment Group LLC now owns 6,598 shares of the company’s stock worth $536,000 after buying an additional 886 shares during the period. Finally, B. Metzler seel. Sohn & Co. AG boosted its position in US Foods by 882.7% during the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 285,015 shares of the company’s stock worth $21,544,000 after buying an additional 256,013 shares during the period. 98.76% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
USFD has been the topic of several recent research reports. UBS Group reiterated a “buy” rating and set a $117.00 target price on shares of US Foods in a research report on Friday, February 13th. Guggenheim lifted their target price on shares of US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Sanford C. Bernstein restated an “outperform” rating and set a $106.00 price target on shares of US Foods in a report on Friday, February 13th. Morgan Stanley set a $94.00 price target on shares of US Foods and gave the stock a “mixed” rating in a report on Friday, February 13th. Finally, Citigroup raised their price target on shares of US Foods from $95.00 to $118.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, US Foods has an average rating of “Moderate Buy” and an average price target of $107.33.
US Foods Stock Up 0.2%
US Foods stock opened at $93.20 on Monday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16. US Foods Holding Corp. has a 52-week low of $66.50 and a 52-week high of $102.13. The firm has a 50 day moving average price of $92.11 and a two-hundred day moving average price of $83.65. The firm has a market cap of $20.53 billion, a price-to-earnings ratio of 31.70, a PEG ratio of 1.14 and a beta of 0.90.
US Foods (NYSE:USFD – Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The firm had revenue of $9.80 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same quarter last year, the business earned $0.84 EPS. The company’s revenue was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts predict that US Foods Holding Corp. will post 4.51 EPS for the current year.
Insider Buying and Selling at US Foods
In other news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total value of $6,344,935.24. Following the completion of the sale, the insider owned 88,176 shares in the company, valued at $8,510,747.52. The trade was a 42.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.74% of the stock is owned by corporate insiders.
US Foods 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.
Further Reading
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