Callan Family Office LLC Buys Shares of 17,228 US Foods Holding Corp. $USFD

Key Points

• Callan Family Office purchased 17,228 shares of US Foods worth approximately $1.76 million during the second quarter. Institutional investors collectively own 98.76% of the company.
• Analysts remain broadly positive, with 11 Buy ratings and four Holds, producing a “Moderate Buy” consensus and an average price target of $113.92.
• US Foods exceeded quarterly expectations, reporting $1.44 in EPS and $10.53 billion in revenue, up 4.5% year over year. The stock opened at $109.52, near its 52-week high of $111.42, while two insiders recently sold shares.

Callan Family Office LLC purchased a new stake in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 17,228 shares of the company's stock, valued at approximately $1,762,000.

A number of other large investors have also recently made changes to their positions in the stock. Royal Bank of Canada boosted its holdings in US Foods by 85.8% in the first quarter. Royal Bank of Canada now owns 148,512 shares of the company's stock worth $9,722,000 after purchasing an additional 68,567 shares during the last quarter. Empowered Funds LLC bought a new stake in US Foods in the 1st quarter worth approximately $359,000. Sivia Capital Partners LLC purchased a new stake in US Foods during the 2nd quarter valued at $526,000. Brown Advisory Inc. purchased a new stake in US Foods during the 2nd quarter valued at $252,000. Finally, Cerity Partners LLC lifted its holdings in shares of US Foods by 20.5% during the 2nd quarter. Cerity Partners LLC now owns 47,977 shares of the company's stock valued at $3,695,000 after buying an additional 8,162 shares during the period. 98.76% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

USFD has been the topic of a number of research reports. BMO Capital Markets restated an "outperform" rating and issued a $120.00 price target on shares of US Foods in a research note on Friday, August 7th. Guggenheim upped their price objective on US Foods from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Wells Fargo & Company increased their target price on US Foods from $110.00 to $125.00 and gave the company an "overweight" rating in a report on Friday, August 7th. JPMorgan Chase & Co. cut their price target on US Foods from $98.00 to $90.00 and set a "neutral" rating for the company in a research note on Thursday, May 14th. Finally, Piper Sandler upped their price target on shares of US Foods from $88.00 to $108.00 and gave the company a "neutral" rating in a research report on Wednesday, August 12th. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $113.92.

US Foods Trading Down 0.1%

NYSE:USFD opened at $109.52 on Monday. US Foods Holding Corp. has a one year low of $69.88 and a one year high of $111.42. The business has a fifty day moving average price of $100.96 and a 200-day moving average price of $93.81. The firm has a market capitalization of $23.69 billion, a price-to-earnings ratio of 33.70, a price-to-earnings-growth ratio of 1.39 and a beta of 0.81. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70.

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, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $10.46 billion. During the same quarter last year, the company earned $1.19 earnings per share. The business's revenue for the quarter 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. Sell-side analysts forecast that US Foods Holding Corp. will post 4.41 EPS for the current year.

Insider Activity at US Foods

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

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.

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