Amundi Grows Stock Position in US Foods Holding Corp. $USFD

Key Points

• Amundi increased its US Foods stake by 39.7% in the first quarter, ending with 51,967 shares valued at approximately $4.8 million. Institutional investors collectively own 98.76% of the company.
• US Foods delivered strong quarterly results, reporting adjusted EPS of $1.44 and revenue of $10.53 billion, both above analyst estimates. Net income, adjusted EBITDA, and independent restaurant volumes also increased year over year.
• Management reaffirmed its fiscal 2026 outlook, including adjusted EPS of $4.696–$4.935 and revenue of $41.0–$41.8 billion. Analysts maintain a “Moderate Buy” consensus with a $107 target price, although some firms recently lowered targets or ratings.

Amundi increased its stake in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) by 39.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,967 shares of the company's stock after purchasing an additional 14,761 shares during the quarter. Amundi's holdings in US Foods were worth $4,792,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of USFD. Orion Porfolio Solutions LLC grew its position in shares of US Foods by 1.4% during the fourth quarter. Orion Porfolio Solutions LLC now owns 7,108 shares of the company's stock worth $535,000 after buying an additional 101 shares in the last quarter. Choreo LLC grew its holdings in US Foods by 2.4% during the 4th quarter. Choreo LLC now owns 5,707 shares of the company's stock worth $433,000 after acquiring an additional 133 shares in the last quarter. Crossmark Global Holdings Inc. grew its holdings in US Foods by 0.7% during the 4th quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company's stock worth $1,383,000 after acquiring an additional 134 shares in the last quarter. Root Financial Partners LLC increased its position in shares of US Foods by 22.4% in the 4th quarter. Root Financial Partners LLC now owns 840 shares of the company's stock valued at $63,000 after purchasing an additional 154 shares during the last quarter. Finally, Brooklyn Investment Group raised its holdings in shares of US Foods by 0.9% in the 4th quarter. Brooklyn Investment Group now owns 18,469 shares of the company's stock valued at $1,413,000 after purchasing an additional 157 shares in the last quarter. Hedge funds and other institutional investors own 98.76% of the company's stock.

US Foods News Roundup

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Quarterly earnings and revenue beat estimates. US Foods reported adjusted earnings of $1.44 per share, above the $1.36–$1.37 consensus range, while sales reached $10.53 billion versus expectations of $10.46 billion. Revenue grew 4.5% year over year, and earnings improved from $1.19 per share in the prior-year quarter. US Foods Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Profitability and operating momentum strengthened. Net income rose 22.8% to $275 million, adjusted EBITDA increased 10.2% to a record $604 million, and adjusted diluted EPS climbed 21.0%. Total case volume grew 1.9%, led by a 5.1% increase in independent restaurant volume, suggesting continued market-share gains. US Foods Q2 Net Income Rises
• Positive Sentiment: Full-year guidance was reaffirmed at levels above some consensus expectations. US Foods maintained its fiscal 2026 adjusted EPS outlook of $4.696–$4.935, compared with consensus of $4.620, along with projected revenue of $41.0 billion–$41.8 billion. Management also expects adjusted EBITDA growth of 9%–13% and adjusted EPS growth of 18%–24%. US Foods Rallies After Earnings and Guidance Update
• Positive Sentiment: Share repurchases supported investor confidence. The company repurchased approximately $374 million of stock during the quarter, reinforcing its commitment to returning capital while profitability improves. US Foods Q2 2026 Earnings
• Neutral Sentiment: Institutional positioning was mixed, with several major investors increasing holdings while Capital World Investors significantly reduced its position. This provides no clear directional signal.
• Negative Sentiment: Insiders reported three open-market sales and no purchases over the past six months, including sales by the chief financial officer. These transactions could modestly temper enthusiasm, although they did not outweigh the earnings strength.

Analysts Set New Price Targets

Several research firms have recently issued reports on USFD. Piper Sandler decreased their price objective on shares of US Foods from $103.00 to $88.00 and set a "neutral" rating for the company in a research report on Monday, June 1st. TD Cowen restated a "buy" rating on shares of US Foods in a research note on Thursday. BTIG Research decreased their price target on US Foods from $110.00 to $105.00 and set a "buy" rating for the company in a report on Monday, May 11th. Wall Street Zen cut US Foods from a "buy" rating to a "hold" rating in a research report on Saturday, May 9th. Finally, JPMorgan Chase & Co. dropped their price objective on US Foods from $98.00 to $90.00 and set a "neutral" rating on the stock in a report on Thursday, May 14th. Eleven investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $107.00.

US Foods Stock Up 6.5%

Shares of NYSE USFD opened at $107.01 on Friday. The business has a 50-day moving average price of $95.88 and a 200 day moving average price of $91.82. The stock has a market cap of $23.57 billion, a PE ratio of 36.03, a price-to-earnings-growth ratio of 1.28 and a beta of 0.81. 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 52-week low of $69.88 and a 52-week high of $110.09.

US Foods (NYSE:USFD - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating analysts' consensus estimates of $1.36 by $0.08. The company had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. US Foods's quarterly revenue was up 4.5% on a year-over-year basis. During the same period in the previous year, the business posted $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities research analysts forecast that US Foods Holding Corp. will post 4.35 earnings per share for the current year.

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.

Want to see what other hedge funds are holding USFD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for US Foods Holding Corp. (NYSE:USFD - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source