US Foods (NYSE:USFD) Insider Sells $6,344,935.24 in Stock

US Foods Holding Corp. (NYSE:USFD) insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total value of $6,344,935.24. Following the completion of the transaction, the insider owned 88,176 shares of the company’s stock, valued at approximately $8,510,747.52. This trade represents a 42.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link.

US Foods Stock Performance

NYSE:USFD opened at $96.64 on Monday. The firm has a market capitalization of $21.31 billion, a PE ratio of 32.87, a PEG ratio of 1.18 and a beta of 1.02. The stock’s fifty day moving average is $83.24 and its 200 day moving average is $78.63. US Foods Holding Corp. has a fifty-two week low of $57.36 and a fifty-two week high of $102.13. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16.

US Foods (NYSE:USFD) last posted its quarterly earnings data on Thursday, February 12th. The company reported $1.04 EPS for the quarter, topping the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The company had revenue of $9.80 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same period in the previous year, the firm earned $0.84 earnings per share. US Foods’s quarterly revenue was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts anticipate that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of USFD. Boston Partners boosted its stake in US Foods by 0.5% in the fourth quarter. Boston Partners now owns 16,203,880 shares of the company’s stock valued at $1,222,537,000 after acquiring an additional 73,656 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of US Foods by 7.0% in the 4th quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company’s stock worth $1,037,949,000 after purchasing an additional 904,556 shares in the last quarter. Capital World Investors grew its stake in US Foods by 10.3% during the 4th quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after buying an additional 1,197,360 shares during the last quarter. Invesco Ltd. grew its stake in US Foods by 8.6% during the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after buying an additional 649,950 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA increased its position in US Foods by 2.7% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,134,905 shares of the company’s stock valued at $472,449,000 after buying an additional 161,749 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

Analysts Set New Price Targets

USFD has been the topic of several recent analyst reports. Guggenheim increased their price target on US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and issued a $117.00 price objective on shares of US Foods in a research report on Friday, February 13th. Barclays lifted their target price on US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. BTIG Research upped their price target on shares of US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, Wells Fargo & Company raised their price target on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $107.33.

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.