Fifth Third Wealth Advisors LLC Trims Stake in US Foods Holding Corp. $USFD

Key Points

• Fifth Third Wealth Advisors trimmed its US Foods stake by 16.4% in Q4, selling 13,154 shares and ending the period with 66,876 shares valued at about $5.04 million; institutional investors now own 98.76% of the stock.
• Significant insider sale: James David Works Jr. sold 65,737 shares at an average price of $96.52 on Feb. 18, cutting his holding by 42.7; insiders collectively own just 0.60% of the company.
• Operational and analyst backdrop: US Foods beat EPS estimates ($1.04 vs. $1.01) while reporting $9.80B in revenue, issued FY2026 EPS guidance of $4.696–4.935, and has seen multiple price-target upgrades with a consensus "Moderate Buy" and a $107.33 target.

Fifth Third Wealth Advisors LLC lowered its position in US Foods Holding Corp. (NYSE:USFD - Free Report) by 16.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 66,876 shares of the company's stock after selling 13,154 shares during the period. Fifth Third Wealth Advisors LLC's holdings in US Foods were worth $5,037,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Royal Bank of Canada lifted its position in US Foods by 85.8% during the first quarter. Royal Bank of Canada now owns 148,512 shares of the company's stock valued at $9,722,000 after buying an additional 68,567 shares during the period. Empowered Funds LLC bought a new position in shares of US Foods in the 1st quarter worth about $359,000. Sivia Capital Partners LLC purchased a new position in US Foods during the 2nd quarter valued at about $526,000. Franklin Resources Inc. lifted its position in US Foods by 30.8% during the 2nd quarter. Franklin Resources Inc. now owns 47,780 shares of the company's stock valued at $3,680,000 after acquiring an additional 11,244 shares during the period. Finally, American Century Companies Inc. boosted its stake in US Foods by 4.8% during the second quarter. American Century Companies Inc. now owns 272,941 shares of the company's stock worth $21,019,000 after acquiring an additional 12,517 shares in the last quarter. 98.76% of the stock is currently owned by institutional investors.

Insider Transactions at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the firm's 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 sale, the insider owned 88,176 shares of the company's stock, valued at $8,510,747.52. This trade represents a 42.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.60% of the company's stock.

US Foods Stock Up 1.3%

US Foods stock opened at $92.10 on Wednesday. US Foods Holding Corp. has a 12 month low of $57.36 and a 12 month high of $102.13. The stock has a fifty day simple moving average of $91.10 and a two-hundred day simple moving average of $81.37. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18. The firm has a market cap of $20.31 billion, a price-to-earnings ratio of 31.33, a PEG ratio of 1.11 and a beta of 0.98.

US Foods (NYSE:USFD - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The firm had revenue of $9.80 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same period in the prior year, the company posted $0.84 earnings per share. The company's quarterly revenue was up 3.3% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts predict that US Foods Holding Corp. will post 3.59 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

USFD has been the subject of a number of analyst reports. Wells Fargo & Company raised their target price on shares of US Foods from $87.00 to $110.00 and gave the company an "overweight" rating in a research note on Friday, February 13th. Wall Street Zen downgraded US Foods from a "buy" rating to a "hold" rating in a research note on Saturday, February 7th. Barclays lifted their price objective on US Foods from $90.00 to $104.00 and gave the company an "overweight" rating in a research note on Friday, February 13th. BTIG Research lifted their price target on US Foods from $82.00 to $110.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Finally, BMO Capital Markets raised their price objective on shares of US Foods from $95.00 to $115.00 and gave the company an "outperform" rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, US Foods has an average rating of "Moderate Buy" and a consensus price target 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.

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