Segall Bryant & Hamill LLC cut its stake in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 10.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 119,805 shares of the company’s stock after selling 13,774 shares during the quarter. Segall Bryant & Hamill LLC’s holdings in US Foods were worth $11,047,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also recently made changes to their positions in the stock. Boston Partners lifted its holdings in shares of US Foods by 0.5% during the 4th quarter. Boston Partners now owns 16,203,880 shares of the company’s stock worth $1,222,537,000 after acquiring an additional 73,656 shares during the last quarter. Wellington Management Group LLP grew its position in US Foods by 7.0% in the fourth quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company’s stock worth $1,037,949,000 after acquiring an additional 904,556 shares in the last quarter. Capital World Investors increased its stake in US Foods by 10.3% in the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock valued at $968,773,000 after acquiring an additional 1,197,360 shares during 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 purchasing an additional 649,950 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in US Foods by 412.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,165,611 shares of the company’s stock valued at $313,755,000 after purchasing an additional 3,353,396 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.
Analyst Ratings Changes
USFD has been the subject of several research analyst reports. Piper Sandler dropped their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a research note on Monday, June 1st. Morgan Stanley raised their price objective on US Foods from $94.00 to $103.00 and gave the company an “equal weight” rating in a report on Wednesday, July 15th. JPMorgan Chase & Co. dropped their target price on US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research report on Thursday, May 14th. Zacks Research raised US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Finally, Citigroup reiterated a “buy” rating on shares of US Foods in a research report on Wednesday, July 22nd. Eleven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.00.
US Foods Stock Performance
NYSE USFD opened at $100.72 on Monday. The company has a 50-day simple moving average of $94.26 and a two-hundred day simple moving average of $91.29. US Foods Holding Corp. has a 12-month low of $69.88 and a 12-month high of $105.17. The firm has a market cap of $22.18 billion, a price-to-earnings ratio of 33.91, a PEG ratio of 1.28 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 1.16.
US Foods (NYSE:USFD – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same quarter in the prior year, the firm posted $0.68 EPS. The firm’s quarterly revenue was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts forecast that US Foods Holding Corp. will post 4.35 EPS for the current year.
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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