US Foods Holding Corp. $USFD Stock Holdings Raised by Burgundy Asset Management Ltd.

Burgundy Asset Management Ltd. boosted its stake in US Foods Holding Corp. (NYSE:USFD) by 34.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,971,782 shares of the company’s stock after acquiring an additional 765,042 shares during the quarter. US Foods comprises about 2.2% of Burgundy Asset Management Ltd.’s holdings, making the stock its 9th largest holding. Burgundy Asset Management Ltd.’s holdings in US Foods were worth $230,610,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Archer Investment Corp lifted its position in shares of US Foods by 8.8% during the second quarter. Archer Investment Corp now owns 1,850 shares of the company’s stock worth $142,000 after purchasing an additional 150 shares in the last quarter. True Wealth Design LLC increased its stake in US Foods by 12.2% during the 3rd quarter. True Wealth Design LLC now owns 1,402 shares of the company’s stock worth $107,000 after buying an additional 152 shares during the period. Benjamin Edwards Inc. lifted its holdings in US Foods by 3.3% in the 2nd quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock worth $451,000 after buying an additional 185 shares in the last quarter. Suncoast Equity Management lifted its holdings in US Foods by 1.7% in the 3rd quarter. Suncoast Equity Management now owns 11,435 shares of the company’s stock worth $876,000 after buying an additional 190 shares in the last quarter. Finally, Intrust Bank NA boosted its position in US Foods by 3.8% in the 2nd quarter. Intrust Bank NA now owns 5,437 shares of the company’s stock valued at $419,000 after buying an additional 201 shares during the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on USFD. Barclays lifted their target price on US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and issued a $117.00 target price on shares of US Foods in a research report on Friday, February 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research note on Monday, December 29th. BTIG Research lifted their price target on shares of US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft set a $111.00 price objective on shares of US Foods and gave the company a “buy” rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.33.

US Foods Stock Up 0.1%

Shares of NYSE:USFD opened at $93.06 on Thursday. The company’s fifty day moving average is $86.19 and its two-hundred day moving average is $79.57. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16. US Foods Holding Corp. has a 1-year low of $57.36 and a 1-year high of $102.13. The stock has a market capitalization of $20.52 billion, a price-to-earnings ratio of 31.65, a price-to-earnings-growth ratio of 1.14 and a beta of 0.98.

US Foods (NYSE:USFD) last announced its quarterly earnings data 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. The business had revenue of $9.80 billion during the quarter, compared to the consensus estimate of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The company’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts anticipate that US Foods Holding Corp. will post 3.59 EPS for the current year.

Insider Activity at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the company’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 transaction, the insider directly owned 88,176 shares of the company’s stock, valued at approximately $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.60% of the company’s stock.

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.