CW Advisors LLC Has $13.16 Million Holdings in US Foods Holding Corp. $USFD

Key Points

• CW Advisors LLC sold 33,147 shares of US Foods, reducing its holdings by 14.2% to approximately 201,026 shares, valued at $13.16 million at the end of the 1st quarter.
• US Foods reported earnings per share of $1.19, beating analysts' estimates, with revenue of $10.08 billion, marking a year-over-year increase of 3.8%.
• Several analysts have upgraded US Foods with high price targets, with Citigroup setting a target of $95.00 and a consensus rating of "Buy" on the stock.

CW Advisors LLC trimmed its position in US Foods Holding Corp. (NYSE:USFD - Free Report) by 14.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 201,026 shares of the company's stock after selling 33,147 shares during the quarter. CW Advisors LLC owned approximately 0.09% of US Foods worth $13,159,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Colonial Trust Co SC bought a new stake in shares of US Foods in the 4th quarter valued at about $25,000. GeoWealth Management LLC raised its holdings in shares of US Foods by 94.5% in the 4th quarter. GeoWealth Management LLC now owns 389 shares of the company's stock valued at $26,000 after purchasing an additional 189 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of US Foods in the 1st quarter valued at about $31,000. True Wealth Design LLC raised its holdings in shares of US Foods by 153.6% in the 4th quarter. True Wealth Design LLC now owns 492 shares of the company's stock valued at $33,000 after purchasing an additional 298 shares during the period. Finally, Blue Trust Inc. lifted its stake in shares of US Foods by 487.2% during the 1st quarter. Blue Trust Inc. now owns 875 shares of the company's stock worth $57,000 after buying an additional 726 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Guggenheim upped their price target on shares of US Foods from $80.00 to $88.00 and gave the company a "buy" rating in a research note on Monday, August 11th. JPMorgan Chase & Co. upped their price target on shares of US Foods from $82.00 to $85.00 and gave the company a "neutral" rating in a research note on Wednesday, June 25th. UBS Group upped their price target on shares of US Foods from $84.00 to $96.00 and gave the company a "buy" rating in a research note on Monday, July 28th. Barclays upped their price target on shares of US Foods from $85.00 to $95.00 and gave the company an "overweight" rating in a research note on Wednesday, June 4th. Finally, Wall Street Zen lowered shares of US Foods from a "strong-buy" rating to a "buy" rating in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company's stock. According to data from MarketBeat, US Foods has an average rating of "Buy" and a consensus price target of $80.55.

Insider Buying and Selling

In related news, EVP Dirk J. Locascio sold 7,500 shares of the business's stock in a transaction dated Thursday, July 10th. The stock was sold at an average price of $80.00, for a total value of $600,000.00. Following the completion of the transaction, the executive vice president owned 115,077 shares of the company's stock, valued at $9,206,160. The trade was a 6.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.60% of the company's stock.

US Foods Stock Performance

NYSE:USFD traded up $0.6520 during mid-day trading on Friday, reaching $78.0320. 1,511,310 shares of the company's stock were exchanged, compared to its average volume of 2,500,415. US Foods Holding Corp. has a one year low of $56.47 and a one year high of $85.11. The firm has a market capitalization of $17.57 billion, a PE ratio of 33.35, a price-to-earnings-growth ratio of 1.10 and a beta of 1.44. The business's fifty day simple moving average is $79.66 and its two-hundred day simple moving average is $72.83. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.73 and a current ratio of 1.17.

US Foods (NYSE:USFD - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The company reported $1.19 EPS for the quarter, topping analysts' consensus estimates of $1.14 by $0.05. US Foods had a net margin of 1.43% and a return on equity of 16.86%. The business had revenue of $10.08 billion for the quarter, compared to analyst estimates of $10.17 billion. During the same period last year, the firm earned $0.93 earnings per share. US Foods's revenue for the quarter was up 3.8% compared to the same quarter last year. US Foods has set its FY 2025 guidance at 3.764-3.874 EPS. Analysts anticipate that US Foods Holding Corp. will post 3.59 earnings per share for the current fiscal year.

US Foods Profile

US Foods Holding Corp., together with its subsidiaries, engages in marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations.