Jupiter Topco LLC Makes New $9.92 Million Investment in US Foods Holding Corp. $USFD

Jupiter Topco LLC purchased a new position in shares of US Foods Holding Corp. (NYSE:USFD) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 96,973 shares of the company’s stock, valued at approximately $9,920,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in USFD. BlackRock Inc. bought a new position in US Foods during the 2nd quarter worth about $2,131,439,000. Primecap Management Co. CA bought a new stake in shares of US Foods in the 2nd quarter valued at about $406,997,000. Price T Rowe Associates Inc. MD raised its holdings in shares of US Foods by 412.9% in the 4th 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. Bank of Montreal Can lifted its position in shares of US Foods by 8,056.1% in the 4th quarter. Bank of Montreal Can now owns 2,866,721 shares of the company’s stock worth $215,921,000 after purchasing an additional 2,831,573 shares during the period. Finally, Norges Bank purchased a new stake in shares of US Foods in the 4th quarter worth approximately $192,849,000. 98.76% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on USFD shares. JPMorgan Chase & Co. cut their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a report on Thursday, May 14th. BMO Capital Markets restated an “outperform” rating and set a $120.00 target price on shares of US Foods in a research note on Friday, August 7th. Wall Street Zen raised US Foods from a “hold” rating to a “buy” rating in a research report on Saturday, August 15th. Wells Fargo & Company lifted their price objective on US Foods from $110.00 to $125.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Finally, Morgan Stanley set a $107.00 target price on US Foods in a research report on Friday, August 7th. Eleven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, US Foods presently has an average rating of “Moderate Buy” and a consensus price target of $113.92.

Insider Transactions at US Foods

In related news, insider William Spencer Hancock sold 21,754 shares of the company’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $108.29, for a total value of $2,355,740.66. Following the completion of the sale, the insider directly owned 101,144 shares of the company’s stock, valued at $10,952,883.76. This represents a 17.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the transaction, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. The trade was a 13.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.74% of the stock is currently owned by insiders.

US Foods Trading Up 0.1%

Shares of USFD stock opened at $107.33 on Monday. The company has a 50-day moving average of $102.50 and a two-hundred day moving average of $94.50. US Foods Holding Corp. has a 1-year low of $69.88 and a 1-year high of $111.42. The firm has a market cap of $23.22 billion, a PE ratio of 33.02, a price-to-earnings-growth ratio of 1.36 and a beta of 0.81. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. The company had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The business’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts predict that US Foods Holding Corp. will post 4.41 EPS for the current 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.