US Foods Holding Corp. $USFD Stake Decreased by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC cut its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 2.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 527,094 shares of the company’s stock after selling 12,533 shares during the period. CIBC Private Wealth Group LLC owned approximately 0.24% of US Foods worth $40,386,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in USFD. Parkside Financial Bank & Trust raised its stake in US Foods by 303.7% during the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after acquiring an additional 246 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of US Foods in the third quarter worth $26,000. Geneos Wealth Management Inc. increased its holdings in shares of 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 during the period. First Horizon Corp bought a new stake in shares of US Foods during the third quarter valued at about $39,000. Finally, MAI Capital Management raised its stake in shares of US Foods by 155.6% during the second quarter. MAI Capital Management now owns 529 shares of the company’s stock valued at $41,000 after purchasing an additional 322 shares in the last quarter. 98.76% of the stock is owned by institutional investors.

Insider Activity at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction that occurred on Wednesday, February 18th. The shares were 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 trade represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.60% of the stock is currently owned by insiders.

US Foods Stock Down 3.5%

Shares of US Foods stock opened at $88.96 on Thursday. US Foods Holding Corp. has a 12-month low of $57.36 and a 12-month high of $102.13. The firm has a market capitalization of $19.62 billion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 1.13 and a beta of 0.98. 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 stock’s fifty day moving average is $89.33 and its 200-day moving average is $80.54.

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

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on USFD shares. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Zacks Research upgraded shares of US Foods from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 26th. UBS Group reiterated a “buy” rating and set a $117.00 price objective on shares of US Foods in a research note on Friday, February 13th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $106.00 target price on shares of US Foods in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $107.33.

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.