US Foods Holding Corp. $USFD Shares Purchased by Wellington Management Group LLP

Key Points

• Wellington Management increased its US Foods stake by 46.1% in the second quarter, acquiring 7.26 million additional shares and bringing its ownership to 10.64%. Institutional investors and hedge funds collectively own 98.76% of the company.
• US Foods reported quarterly earnings of $1.44 per share, exceeding the $1.36 consensus estimate, while revenue rose 4.5% year over year to $10.53 billion. The company issued fiscal 2026 EPS guidance of $4.696 to $4.935.
• Analyst sentiment remains positive, with 11 Buy ratings and four Holds; the stock has a “Moderate Buy” consensus rating and an average price target of $113.92. Several firms recently raised their targets, including UBS to $127 and Wells Fargo to $125.

Wellington Management Group LLP boosted its stake in US Foods Holding Corp. (NYSE:USFD - Free Report) by 46.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,009,877 shares of the company's stock after acquiring an additional 7,259,357 shares during the quarter. Wellington Management Group LLP owned about 10.64% of US Foods worth $2,352,760,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in USFD. Archer Investment Corp acquired a new stake in shares of US Foods during the second quarter valued at about $188,000. Empowered Funds LLC bought a new stake in shares of US Foods in the 2nd quarter valued at approximately $6,379,000. United Capital Financial Advisors LLC bought a new stake in US Foods during the second quarter valued at $834,000. Public Employees Retirement System of Ohio acquired a new stake in US Foods during the second quarter worth about $13,250,000. Finally, Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in shares of US Foods during the 2nd quarter worth approximately $919,000. 98.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at US Foods

In other news, insider William Spencer Hancock sold 21,754 shares of the stock in a transaction on Friday, August 7th. The shares were sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the transaction, the insider owned 101,144 shares in the company, valued at $10,952,883.76. This represents a 17.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Randy J. Taylor sold 11,630 shares of the stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the transaction, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. The trade was a 13.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.74% of the company's stock.

US Foods Stock Performance

Shares of US Foods stock opened at $107.33 on Friday. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $111.42. The stock has a market cap of $23.22 billion, a PE ratio of 33.02, a price-to-earnings-growth ratio of 1.37 and a beta of 0.81. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.19. The business has a fifty day simple moving average of $102.50 and a 200-day simple moving average of $94.47.

US Foods (NYSE:USFD - Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, beating analysts' consensus estimates of $1.36 by $0.08. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The company had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. During the same quarter in the prior year, the company earned $1.19 EPS. The firm's quarterly revenue was up 4.5% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts anticipate that US Foods Holding Corp. will post 4.41 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

USFD has been the subject of a number of analyst reports. UBS Group boosted their price objective on US Foods from $117.00 to $127.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Morgan Stanley set a $107.00 target price on shares of US Foods in a research report on Friday, August 7th. Wells Fargo & Company lifted their price target on US Foods from $110.00 to $125.00 and gave the company an "overweight" rating in a research report on Friday, August 7th. BTIG Research boosted their target price on shares of US Foods from $105.00 to $120.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Finally, Zacks Research raised US Foods from a "strong sell" rating to a "hold" rating in a report on Tuesday, July 28th. Eleven analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $113.92.

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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