Zurcher Kantonalbank Zurich Cantonalbank Increases Stake in US Foods Holding Corp. $USFD

Key Points

• Zurcher Kantonalbank increased its stake in US Foods by 47.6% in Q4, adding 34,814 shares to hold 107,928 shares valued at about $8.13 million.
• US Foods beat quarterly EPS estimates ($1.04 vs. $1.01), reported revenue up 3.3% year-over-year, set FY2026 guidance of 4.696–4.935 EPS, and has a consensus "Moderate Buy" price target of $107.33.
• Institutional investors own 98.76% of the stock, and insider James David Works Jr. recently sold 65,737 shares (~$6.34 million), cutting his stake by roughly 42.7%.

Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of US Foods Holding Corp. (NYSE:USFD - Free Report) by 47.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 107,928 shares of the company's stock after acquiring an additional 34,814 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank's holdings in US Foods were worth $8,129,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the stock. Boston Partners raised its position in US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company's stock valued at $1,235,585,000 after acquiring an additional 908,993 shares in the last quarter. Wellington Management Group LLP raised its position in US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company's stock valued at $986,557,000 after acquiring an additional 1,599,033 shares in the last quarter. Capital World Investors raised its position in US Foods by 11.0% during the third quarter. Capital World Investors now owns 11,664,740 shares of the company's stock valued at $893,752,000 after acquiring an additional 1,155,254 shares in the last quarter. Invesco Ltd. raised its position in US Foods by 8.6% during the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company's stock valued at $625,530,000 after acquiring an additional 649,950 shares in the last quarter. Finally, Primecap Management Co. CA raised its position in US Foods by 5.9% during the third quarter. Primecap Management Co. CA now owns 3,793,209 shares of the company's stock valued at $290,636,000 after acquiring an additional 212,499 shares in the last quarter. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

US Foods Stock Up 0.6%

US Foods stock opened at $92.80 on Friday. The stock has a market capitalization of $20.44 billion, a PE ratio of 31.57, a price-to-earnings-growth ratio of 1.13 and a beta of 0.98. US Foods Holding Corp. has a 12 month low of $63.40 and a 12 month high of $102.13. The business has a 50 day simple moving average of $92.71 and a 200-day simple moving average of $82.98. 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 posted its quarterly earnings data on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. The business had revenue of $9.80 billion during the quarter, compared to analysts' expectations of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The business's revenue was up 3.3% compared to the same quarter last year. During the same period in the previous year, the business earned $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts anticipate that US Foods Holding Corp. will post 4.53 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. 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 report on Friday, February 13th. UBS Group reiterated a "buy" rating and set a $117.00 price target on shares of US Foods 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. Morgan Stanley set a $94.00 price objective on US Foods and gave the company a "mixed" rating in a research report on Friday, February 13th. Finally, Zacks Research cut US Foods from a "strong-buy" rating to a "hold" rating in a research report on Monday. Ten research 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 stock has a consensus rating of "Moderate Buy" and a consensus price target of $107.33.

Insider Activity

In other news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction that occurred on Wednesday, February 18th. The stock was 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 of the company's stock, valued at $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.74% of the stock is owned by corporate insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.