Sei Investments Co. Sells 101,488 Shares of US Foods Holding Corp. $USFD

Sei Investments Co. cut its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 16.8% in the first quarter, Holdings Channel reports. The firm owned 503,394 shares of the company’s stock after selling 101,488 shares during the quarter. Sei Investments Co.’s holdings in US Foods were worth $46,418,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Lido Advisors LLC increased its stake in shares of US Foods by 47.3% in the 1st quarter. Lido Advisors LLC now owns 5,275 shares of the company’s stock valued at $487,000 after acquiring an additional 1,695 shares during the last quarter. Cetera Investment Advisers grew its holdings in US Foods by 3.8% during the first quarter. Cetera Investment Advisers now owns 23,576 shares of the company’s stock valued at $2,174,000 after purchasing an additional 873 shares during the period. PNC Financial Services Group Inc. raised its holdings in US Foods by 13.1% in the first quarter. PNC Financial Services Group Inc. now owns 9,881 shares of the company’s stock worth $911,000 after purchasing an additional 1,147 shares during the period. Earned Wealth Advisors LLC bought a new position in shares of US Foods during the first quarter worth $225,000. Finally, Commonwealth Financial Services LLC bought a new position in shares of US Foods during the first quarter worth $200,000. Institutional investors and hedge funds own 98.76% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on USFD shares. Morgan Stanley upped their price target on shares of US Foods from $94.00 to $103.00 and gave the company an “equal weight” rating in a report on Wednesday, July 15th. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. JPMorgan Chase & Co. dropped their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, May 14th. Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, May 1st. Finally, TD Cowen assumed coverage on shares of US Foods in a research note on Tuesday, July 7th. They issued a “buy” rating and a $116.00 price target on the stock. Eleven investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, US Foods currently has a consensus rating of “Moderate Buy” and a consensus target price of $107.00.

US Foods Trading Up 1.7%

Shares of USFD stock opened at $97.17 on Friday. The stock has a market cap of $21.40 billion, a P/E ratio of 32.72, a price-to-earnings-growth ratio of 1.24 and a beta of 0.79. US Foods Holding Corp. has a 1 year low of $69.88 and a 1 year high of $105.17. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The stock has a 50 day simple moving average of $92.30 and a 200 day simple moving average of $90.32.

US Foods (NYSE:USFD) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). The company had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a return on equity of 19.37% and a net margin of 1.71%.US Foods’s revenue was up 2.8% on a year-over-year basis. During the same quarter last year, the business earned $0.68 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts predict that US Foods Holding Corp. will post 4.35 earnings per share for the current fiscal year.

About US Foods

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.