Commerce Bank acquired a new stake in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 753,951 shares of the company's stock, valued at approximately $77,091,000. Commerce Bank owned 0.35% of US Foods at the end of the most recent reporting period.
A number of other institutional investors have also recently added to or reduced their stakes in USFD. BlackRock Inc. acquired a new stake in US Foods in the second quarter worth $2,131,439,000. Boston Partners boosted its holdings in shares of US Foods by 0.5% during the fourth quarter. Boston Partners now owns 16,203,880 shares of the company's stock valued at $1,222,537,000 after acquiring an additional 73,656 shares during the period. Wellington Management Group LLP boosted its holdings in shares of US Foods by 7.0% during the fourth quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company's stock valued at $1,037,949,000 after acquiring an additional 904,556 shares during the period. Capital World Investors grew its position in shares of US Foods by 10.3% during the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company's stock worth $968,773,000 after acquiring an additional 1,197,360 shares during the last quarter. Finally, Invesco Ltd. grew its position in shares of US Foods by 8.6% during the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company's stock worth $625,530,000 after acquiring an additional 649,950 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.
Insider Activity at US Foods
In other news, insider Randy J. Taylor sold 11,630 shares of the 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 completion of the transaction, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider William Spencer Hancock sold 21,754 shares of the firm'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 transaction, the insider owned 101,144 shares in the company, valued at $10,952,883.76. This represents a 17.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.74% of the company's stock.
US Foods Price Performance
Shares of USFD opened at $109.52 on Friday. US Foods Holding Corp. has a one year low of $69.88 and a one year high of $111.42. The stock's fifty day moving average is $100.96 and its 200-day moving average is $93.74. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.70 and a current ratio of 1.14. 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.
US Foods (NYSE:USFD - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, topping the consensus estimate of $1.36 by $0.08. The business had revenue of $10.53 billion during the quarter, compared to the consensus estimate of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The company's quarterly revenue was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts anticipate that US Foods Holding Corp. will post 4.41 EPS for the current year.
Analyst Ratings Changes
USFD has been the topic of several recent research reports. UBS Group lifted their price objective on shares of US Foods from $117.00 to $127.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Citigroup upped their target price on shares of US Foods from $110.00 to $124.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Guggenheim raised their price target on shares of US Foods from $115.00 to $120.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Morgan Stanley set a $107.00 price target on US Foods in a report on Friday, August 7th. Finally, Wall Street Zen upgraded US Foods from a "hold" rating to a "buy" rating in a research report on Saturday, August 15th. Eleven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $113.92.
Get Our Latest Analysis on USFD
US Foods Company Profile
(
Free Report)
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.
See Also
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).
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