Universal Beteiligungs und Servicegesellschaft mbH Boosts Holdings in US Foods Holding Corp. $USFD

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in US Foods (NYSE:USFD) by 264.7% in Q4, purchasing 106,112 shares to own 146,203 shares worth $11.045 million (about 0.07% of the company).
• US Foods reported Q results with EPS $1.04 (vs. $1.01 expected) and revenue of $9.80B (up 3.3% YoY but slightly below estimates), issued FY2026 EPS guidance of 4.696–4.935, and carries a consensus “Moderate Buy” rating with an average target of $107.33 after multiple analysts raised price targets.

Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) by 264.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 146,203 shares of the company's stock after purchasing an additional 106,112 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.07% of US Foods worth $11,045,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of USFD. SG Americas Securities LLC boosted its holdings in US Foods by 323.5% during the third quarter. SG Americas Securities LLC now owns 38,515 shares of the company's stock worth $2,951,000 after buying an additional 29,420 shares in the last quarter. CIBC Bancorp USA Inc. acquired a new stake in US Foods during the third quarter valued at $40,375,000. Nordea Investment Management AB acquired a new stake in US Foods during the fourth quarter valued at $4,834,000. CENTRAL TRUST Co increased its holdings in US Foods by 30,283.3% in the third quarter. CENTRAL TRUST Co now owns 5,469 shares of the company's stock valued at $419,000 after buying an additional 5,451 shares in the last quarter. Finally, TD Asset Management Inc acquired a new position in shares of US Foods in the third quarter worth about $1,477,000. Hedge funds and other institutional investors own 98.76% of the company's stock.

US Foods Stock Performance

USFD opened at $93.31 on Monday. The firm's fifty day simple moving average is $92.58 and its two-hundred day simple moving average is $83.21. US Foods Holding Corp. has a 52-week low of $63.65 and a 52-week high of $102.13. The company has a market cap of $20.55 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 1.14 and a beta of 0.98. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18.

US Foods (NYSE:USFD - Get Free Report) last released its earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, topping 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 business had revenue of $9.80 billion during the quarter, compared to analysts' expectations of $9.90 billion. During the same quarter in the previous year, the company earned $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 anticipate that US Foods Holding Corp. will post 4.53 earnings per share for the current fiscal year.

Analysts Set New Price Targets

USFD has been the topic of several recent analyst reports. UBS Group reissued a "buy" rating and set a $117.00 target price on shares of US Foods in a research note on Friday, February 13th. Wells Fargo & Company lifted their price target on US Foods from $87.00 to $110.00 and gave the company an "overweight" rating in a research note on Friday, February 13th. Piper Sandler cut US Foods from an "overweight" rating to a "neutral" rating and upped their price target for the stock from $85.00 to $103.00 in a report on Friday, February 13th. Guggenheim increased their price target on US Foods from $95.00 to $115.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Finally, BTIG Research raised their price objective on US Foods from $82.00 to $110.00 and gave the company a "buy" rating in a report on Friday, February 13th. Ten investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $107.33.

Insider Buying and Selling

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the sale, the insider directly owned 88,176 shares in the company, valued at approximately $8,510,747.52. The trade was a 42.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.74% of the company's stock.

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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