New York State Teachers Retirement System Has $11.90 Million Stock Position in US Foods Holding Corp. $USFD

New York State Teachers Retirement System decreased its position in US Foods Holding Corp. (NYSE:USFD) by 4.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 157,985 shares of the company’s stock after selling 6,596 shares during the period. New York State Teachers Retirement System’s holdings in US Foods were worth $11,899,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Parkside Financial Bank & Trust grew its holdings in shares of US Foods by 303.7% in the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after buying an additional 246 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in shares of US Foods in the 3rd quarter valued at $26,000. Steph & Co. acquired a new position in shares of US Foods in the 4th quarter valued at $34,000. Geneos Wealth Management Inc. grew its holdings in shares of US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after buying an additional 263 shares during the period. Finally, First Horizon Corp acquired a new position in shares of US Foods in the 3rd quarter valued at $39,000. Institutional investors and hedge funds own 98.76% of the company’s stock.

Insider Activity at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the transaction, the insider directly owned 88,176 shares in the company, valued at $8,510,747.52. This represents a 42.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.74% of the stock is currently owned by corporate insiders.

US Foods Price Performance

Shares of NYSE USFD opened at $91.10 on Tuesday. The firm has a market cap of $20.06 billion, a PE ratio of 30.99, a PEG ratio of 1.14 and a beta of 0.90. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18. US Foods Holding Corp. has a 1-year low of $66.62 and a 1-year high of $102.13. The company has a fifty day moving average price of $92.11 and a 200 day moving average price of $83.65.

US Foods (NYSE:USFD) last announced its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. The firm had revenue of $9.80 billion during the quarter, compared to analyst estimates of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The company’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same period in the prior year, the business earned $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research analysts predict that US Foods Holding Corp. will post 4.51 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

USFD has been the subject of several research analyst reports. UBS Group reissued a “buy” rating and issued a $117.00 price target on shares of US Foods in a report on Friday, February 13th. Wall Street Zen raised shares of US Foods from a “hold” rating to a “buy” rating in a research note on Saturday, April 4th. Wells Fargo & Company upped their target price on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Citigroup upped their target price on shares of US Foods from $95.00 to $118.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Guggenheim upped their target price on shares of US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $107.33.

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.