Mitsubishi UFJ Trust & Banking Corp Acquires 27,454 Shares of US Foods Holding Corp. $USFD

Key Points

• Mitsubishi UFJ Trust & Banking Corp boosted its stake in US Foods (NYSE:USFD) by 239.4% in Q4, buying an additional 27,454 shares to hold 38,924 shares worth about $2.93 million.
• Insider James David Works Jr. sold 65,737 shares on Feb. 18 for roughly $6.34 million, reducing his position by 42.71%; insiders now own about 0.74% of the company.
• Analyst sentiment is broadly positive with 10 Buy and 3 Hold ratings, an average rating of "Moderate Buy" and an average price target of $107.33, after several firms raised targets into the $104–$115 range.

Mitsubishi UFJ Trust & Banking Corp increased its holdings in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) by 239.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 38,924 shares of the company's stock after acquiring an additional 27,454 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in US Foods were worth $2,932,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the business. Royal Bank of Canada grew its stake in US Foods by 85.8% during the first quarter. Royal Bank of Canada now owns 148,512 shares of the company's stock worth $9,722,000 after buying an additional 68,567 shares in the last quarter. Empowered Funds LLC acquired a new stake in US Foods during the first quarter worth about $359,000. Sivia Capital Partners LLC acquired a new stake in US Foods during the second quarter worth about $526,000. Brown Advisory Inc. acquired a new stake in US Foods during the second quarter worth about $252,000. Finally, Cerity Partners LLC grew its stake in US Foods by 20.5% during the second quarter. Cerity Partners LLC now owns 47,977 shares of the company's stock worth $3,695,000 after buying an additional 8,162 shares in the last quarter. 98.76% of the stock is owned by institutional investors.

US Foods Trading Up 0.2%

USFD opened at $93.20 on Monday. The company's 50 day moving average is $92.11 and its 200-day moving average is $83.65. US Foods Holding Corp. has a 1-year low of $66.50 and a 1-year high of $102.13. 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 company has a market cap of $20.53 billion, a P/E ratio of 31.70, a PEG ratio of 1.14 and a beta of 0.90.

US Foods (NYSE:USFD - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The company had revenue of $9.80 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same period last year, the company posted $0.84 EPS. The firm'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. Equities research analysts predict that US Foods Holding Corp. will post 4.51 earnings per share for the current fiscal year.

Insider Buying and Selling at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the firm's 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 sale, the insider directly owned 88,176 shares in the company, valued at approximately $8,510,747.52. This trade represents a 42.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.74% of the company's stock.

Analyst Upgrades and Downgrades

USFD has been the topic of a number of analyst reports. BMO Capital Markets increased their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock an "outperform" rating in a research note on Friday, February 13th. Weiss Ratings downgraded shares of US Foods from a "buy (b+)" rating to a "buy (b)" rating in a research note on Friday. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on shares of US Foods and gave the stock a "buy" rating in a research note on Friday, February 13th. Wall Street Zen upgraded shares of US Foods from a "hold" rating to a "buy" rating in a research note on Saturday, April 4th. Finally, Barclays increased their price objective on shares of US Foods from $90.00 to $104.00 and gave the stock an "overweight" rating in a research note on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average 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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