Jupiter Asset Management Ltd. Raises Position in US Foods Holding Corp. $USFD

Jupiter Asset Management Ltd. lifted its stake in US Foods Holding Corp. (NYSE:USFD) by 1,027.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 652,114 shares of the company’s stock after purchasing an additional 594,289 shares during the quarter. Jupiter Asset Management Ltd. owned about 0.29% of US Foods worth $49,965,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. SG Americas Securities LLC lifted its holdings in shares of US Foods by 323.5% in the 3rd quarter. SG Americas Securities LLC now owns 38,515 shares of the company’s stock worth $2,951,000 after acquiring an additional 29,420 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al grew its holdings in US Foods by 55.1% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 48,709 shares of the company’s stock valued at $3,732,000 after purchasing an additional 17,300 shares during the last quarter. Y Intercept Hong Kong Ltd bought a new position in US Foods during the 3rd quarter valued at about $3,599,000. Artisan Partners Limited Partnership raised its position in US Foods by 12.4% in the 2nd quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock worth $247,003,000 after purchasing an additional 354,747 shares during the period. Finally, AlphaQuest LLC lifted its stake in US Foods by 187.9% in the third quarter. AlphaQuest LLC now owns 21,924 shares of the company’s stock worth $1,680,000 after purchasing an additional 14,309 shares during the last quarter. Institutional investors own 98.76% of the company’s stock.

US Foods Stock Performance

Shares of US Foods stock opened at $96.40 on Friday. 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 stock’s fifty day moving average price is $82.84 and its 200-day moving average price is $78.61. The firm has a market cap of $21.26 billion, a P/E ratio of 32.79, a P/E/G ratio of 1.18 and a beta of 1.02. US Foods Holding Corp. has a 12 month low of $57.36 and a 12 month high of $102.13.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) 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 company had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same period in the prior year, the business earned $0.84 EPS. The firm’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. On average, equities research analysts expect that US Foods Holding Corp. will post 3.59 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

USFD has been the topic of a number of analyst reports. Wells Fargo & Company upped their target price on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Sanford C. Bernstein restated an “outperform” rating and set a $106.00 price objective on shares of US Foods in a report on Friday, February 13th. Barclays increased their target price on US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Guggenheim lifted their target price 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, UBS Group restated a “buy” rating and issued a $117.00 price target on shares of US Foods in a report on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus 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.