Cozad Asset Management Inc. Trims Stake in US Foods Holding Corp. $USFD

Cozad Asset Management Inc. cut its stake in US Foods Holding Corp. (NYSE:USFD) by 29.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 76,168 shares of the company’s stock after selling 31,654 shares during the quarter. Cozad Asset Management Inc.’s holdings in US Foods were worth $7,023,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Argent Capital Management LLC raised its holdings in US Foods by 698.4% in the first quarter. Argent Capital Management LLC now owns 406,326 shares of the company’s stock worth $37,467,000 after purchasing an additional 355,432 shares in the last quarter. Western Wealth Management LLC purchased a new stake in shares of US Foods in the 1st quarter worth about $46,000. Bank of America Corp DE increased its stake in shares of US Foods by 50.9% in the 1st quarter. Bank of America Corp DE now owns 1,520,296 shares of the company’s stock worth $140,186,000 after acquiring an additional 512,511 shares in the last quarter. Edgestream Partners L.P. increased its stake in shares of US Foods by 31.4% in the 1st quarter. Edgestream Partners L.P. now owns 17,106 shares of the company’s stock worth $1,577,000 after acquiring an additional 4,086 shares in the last quarter. Finally, Janus Henderson Group PLC lifted its position in US Foods by 233.1% during the 1st quarter. Janus Henderson Group PLC now owns 331,032 shares of the company’s stock valued at $30,523,000 after acquiring an additional 231,651 shares during the period. Institutional investors own 98.76% of the company’s stock.

US Foods Price Performance

Shares of NYSE:USFD opened at $100.72 on Friday. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. The firm has a market cap of $22.18 billion, a price-to-earnings ratio of 33.91, a price-to-earnings-growth ratio of 1.28 and a beta of 0.79. The business has a 50-day simple moving average of $94.26 and a two-hundred day simple moving average of $91.20. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $105.17.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. TD Cowen assumed coverage on shares of US Foods in a report on Tuesday, July 7th. They issued a “buy” rating and a $116.00 price objective on the stock. Piper Sandler lowered their target price on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Zacks Research raised US Foods from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 28th. JPMorgan Chase & Co. cut their price target on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, May 14th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a research report on Wednesday. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, US Foods currently has an average rating of “Moderate Buy” and an average price target of $107.00.

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.