Impax Asset Management Group plc Has $17.32 Million Stock Position in US Foods Holding Corp. $USFD

Key Points

• Impax Asset Management Group plc raised its stake in US Foods by 9.5% to 230,000 shares, valued at about $17.32 million (roughly 0.10% of the company) at the end of the quarter.
• US Foods reported Q EPS of $1.04, beating estimates by $0.03 on $9.80 billion in revenue, set FY2026 EPS guidance of 4.696–4.935, and carries a consensus analyst rating of Moderate Buy with a $107.33 price target.
• Insider James David Works Jr. sold 65,737 shares for about $6.34 million, cutting his stake by 42.71% after the transaction.

Impax Asset Management Group plc increased its position in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) by 9.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 230,000 shares of the company's stock after purchasing an additional 20,000 shares during the quarter. Impax Asset Management Group plc owned approximately 0.10% of US Foods worth $17,324,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. Parkside Financial Bank & Trust increased its position in US Foods by 303.7% in the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company's stock valued at $25,000 after acquiring an additional 246 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in US Foods in the 3rd quarter valued at about $26,000. Steph & Co. acquired a new stake in US Foods in the 4th quarter valued at about $34,000. Geneos Wealth Management Inc. increased its position in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company's stock valued at $37,000 after acquiring an additional 263 shares in the last quarter. Finally, First Horizon Corp acquired a new stake in US Foods in the 3rd quarter valued at about $39,000. Institutional investors and hedge funds own 98.76% of the company's stock.

US Foods Stock Up 0.5%

US Foods stock opened at $93.31 on Friday. The company's 50 day simple moving average is $92.58 and its 200 day simple moving average is $83.11. US Foods Holding Corp. has a fifty-two week low of $63.65 and a fifty-two week high of $102.13. The firm has a market capitalization of $20.55 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 1.13 and a beta of 0.98. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.16 and a quick ratio of 0.68.

US Foods (NYSE:USFD - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The business had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter last year, the firm earned $0.84 EPS. US Foods's quarterly revenue was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts anticipate that US Foods Holding Corp. will post 4.53 EPS for the current year.

Insiders Place Their Bets

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total value of $6,344,935.24. Following the transaction, the insider owned 88,176 shares of the company's stock, valued at approximately $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.74% of the company's stock.

Wall Street Analyst Weigh In

USFD has been the subject of several research reports. Wall Street Zen upgraded shares of US Foods from a "hold" rating to a "buy" rating in a research report on Saturday, April 4th. UBS Group restated a "buy" rating and issued a $117.00 price objective on shares of US Foods in a research report on Friday, February 13th. BTIG Research raised their price objective on shares of US Foods from $82.00 to $110.00 and gave the company a "buy" rating in a research report on Friday, February 13th. Sanford C. Bernstein restated an "outperform" rating and issued a $106.00 price objective on shares of US Foods in a research report on Friday, February 13th. Finally, Wells Fargo & Company raised their price objective on shares of US Foods from $87.00 to $110.00 and gave the company an "overweight" rating in a research report on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $107.33.

US Foods 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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