Chilton Investment Co. Inc. Invests $414,000 in US Foods Holding Corp. $USFD

Chilton Investment Co. Inc. bought a new position in US Foods Holding Corp. (NYSE:USFD) during the third quarter, Holdings Channel reports. The fund bought 5,402 shares of the company’s stock, valued at approximately $414,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. SG Americas Securities LLC raised its holdings in US Foods by 323.5% during the 3rd quarter. SG Americas Securities LLC now owns 38,515 shares of the company’s stock worth $2,951,000 after buying an additional 29,420 shares during the period. CENTRAL TRUST Co boosted its holdings in shares of US Foods by 30,283.3% in the third quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock worth $419,000 after buying an additional 5,451 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al increased its position in shares of US Foods by 55.1% in the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 48,709 shares of the company’s stock worth $3,732,000 after acquiring an additional 17,300 shares in the last quarter. Y Intercept Hong Kong Ltd acquired a new stake in shares of US Foods during the third quarter valued at approximately $3,599,000. Finally, Artisan Partners Limited Partnership lifted its position in shares of US Foods by 12.4% in the 2nd quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock valued at $247,003,000 after acquiring an additional 354,747 shares in the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have weighed in on USFD shares. UBS Group reiterated a “buy” rating and set a $117.00 price objective on shares of US Foods in a research report on Friday, February 13th. Weiss Ratings restated a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. BTIG Research raised their target price on US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Deutsche Bank Aktiengesellschaft set a $111.00 price target on US Foods and gave the company a “buy” rating in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, US Foods has an average rating of “Moderate Buy” and an average price target of $107.33.

US Foods Stock Up 2.2%

USFD stock opened at $94.67 on Monday. US Foods Holding Corp. has a 12-month low of $57.36 and a 12-month high of $102.13. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. The company has a market cap of $20.88 billion, a price-to-earnings ratio of 32.20, a PEG ratio of 1.16 and a beta of 0.97. The company has a 50 day moving average of $88.44 and a two-hundred day moving average of $80.28.

US Foods (NYSE:USFD) last posted its quarterly earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating 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 business had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same period in the previous year, the company posted $0.84 EPS. US Foods’s revenue was up 3.3% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts anticipate that US Foods Holding Corp. will post 3.59 earnings per share for the current fiscal year.

Insider Buying and Selling

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction dated 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 transaction, the insider directly owned 88,176 shares of the company’s stock, valued at $8,510,747.52. This represents a 42.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.60% of the stock is owned by company insiders.

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.