Brown Advisory Inc. Acquires 846,520 Shares of US Foods Holding Corp. $USFD

Brown Advisory Inc. raised its holdings in US Foods Holding Corp. (NYSE:USFD) by 24,117.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 850,030 shares of the company’s stock after purchasing an additional 846,520 shares during the quarter. Brown Advisory Inc.’s holdings in US Foods were worth $64,024,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. CIBC Bancorp USA Inc. acquired a new stake in shares of US Foods during the third quarter worth $40,375,000. CENTRAL TRUST Co grew its stake in US Foods by 30,283.3% in the third quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock valued at $419,000 after acquiring an additional 5,451 shares during the period. Nordea Investment Management AB acquired a new position in US Foods in the fourth quarter valued at about $4,834,000. TD Asset Management Inc acquired a new position in US Foods in the third quarter valued at about $1,477,000. Finally, DNB Asset Management AS grew its stake in US Foods by 42.1% in the third quarter. DNB Asset Management AS now owns 24,410 shares of the company’s stock valued at $1,870,000 after acquiring an additional 7,233 shares during the period. 98.76% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have issued reports on USFD. BTIG Research decreased their target price on US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a research note on Monday, May 11th. Piper Sandler dropped their price objective on US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a research note on Monday, June 1st. Citigroup lowered their target price on US Foods from $115.00 to $111.00 and set a “buy” rating on the stock in a research note on Friday, May 8th. Zacks Research lowered US Foods from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Finally, JPMorgan Chase & Co. lowered their target price 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. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, US Foods currently has a consensus rating of “Moderate Buy” and a consensus price target of $105.50.

US Foods Trading Up 0.1%

Shares of USFD stock opened at $93.43 on Monday. The stock’s fifty day moving average price is $87.47 and its two-hundred day moving average price is $85.90. The company has a market cap of $20.58 billion, a PE ratio of 31.46, a P/E/G ratio of 1.17 and a beta of 0.84. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $102.13. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). The business had revenue of $9.61 billion during the quarter, compared to analyst estimates of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The company’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.68 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts predict that US Foods Holding Corp. will post 4.41 EPS for the current fiscal year.

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.