Freestone Grove Partners LP Buys New Position in US Foods Holding Corp. $USFD

Freestone Grove Partners LP bought a new stake in shares of US Foods Holding Corp. (NYSE:USFD) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 295,214 shares of the company’s stock, valued at approximately $30,186,000.

Several other institutional investors have also added to or reduced their stakes in USFD. Measured Wealth Private Client Group LLC purchased a new position in shares of US Foods during the 3rd quarter worth $26,000. Keating Financial Advisory Services Inc. purchased a new stake in shares of US Foods in the 2nd quarter worth $27,000. Barrow Hanley Mewhinney & Strauss LLC bought a new position in US Foods in the 2nd quarter worth $28,000. Nalls Sherbakoff Group LLC bought a new position in US Foods in the 4th quarter worth $36,000. Finally, Geneos Wealth Management Inc. lifted its position in US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after purchasing an additional 263 shares in the last quarter. 98.76% of the stock is currently owned by institutional investors.

US Foods Trading Down 0.6%

Shares of USFD opened at $107.83 on Friday. The firm has a market cap of $23.33 billion, a P/E ratio of 33.18, a price-to-earnings-growth ratio of 1.38 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 Holding Corp. has a 1 year low of $69.88 and a 1 year high of $111.42. The company has a 50 day simple moving average of $102.20 and a two-hundred day simple moving average of $94.37.

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

Insider Buying and Selling at US Foods

In other US Foods news, insider Randy J. Taylor sold 11,630 shares of the business’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total value of $1,283,603.10. Following the sale, the insider owned 73,618 shares in the company, valued at $8,125,218.66. The trade was a 13.64% 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 William Spencer Hancock sold 21,754 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the transaction, the insider directly owned 101,144 shares of the company’s stock, valued at $10,952,883.76. This trade represents a 17.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is owned by insiders.

Analyst Ratings Changes

USFD has been the subject of several recent research reports. UBS Group boosted their price target on US Foods from $117.00 to $127.00 and gave the company a “buy” rating in a report on Friday, August 7th. Piper Sandler boosted their price objective on US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Citigroup increased their target price on shares of US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a report on Friday, August 7th. JPMorgan Chase & Co. decreased their target price on shares of 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, TD Cowen lifted their price target on shares of US Foods from $116.00 to $119.00 and gave the company a “buy” rating in a report on Thursday, August 6th. 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, the company has an average rating of “Moderate Buy” and a consensus price target of $113.92.

US Foods 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.