Arrowstreet Capital Limited Partnership Buys 67,229 Shares of US Foods Holding Corp. $USFD

Arrowstreet Capital Limited Partnership raised its stake in US Foods Holding Corp. (NYSE:USFD) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,592,326 shares of the company’s stock after purchasing an additional 67,229 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in US Foods were worth $119,934,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Boston Partners boosted its holdings in shares of US Foods by 0.5% during the 4th quarter. Boston Partners now owns 16,203,880 shares of the company’s stock worth $1,222,537,000 after buying an additional 73,656 shares during the period. Wellington Management Group LLP grew its stake in US Foods by 14.2% in the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock valued at $986,557,000 after buying an additional 1,599,033 shares during the last quarter. Capital World Investors raised its holdings in US Foods by 10.3% in the 4th quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock valued at $968,773,000 after acquiring an additional 1,197,360 shares during the period. Invesco Ltd. lifted its position in US Foods by 8.6% during the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after acquiring an additional 649,950 shares during the last quarter. Finally, Primecap Management Co. CA lifted its position in US Foods by 3.1% during the fourth quarter. Primecap Management Co. CA now owns 3,911,610 shares of the company’s stock worth $294,622,000 after acquiring an additional 118,401 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

US Foods Stock Down 0.0%

Shares of USFD opened at $93.30 on Tuesday. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $102.13. The firm’s 50 day moving average is $87.54 and its 200-day moving average is $86.00. The stock has a market capitalization of $20.55 billion, a PE ratio of 31.41, a P/E/G ratio of 1.17 and a beta of 0.84.

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. BTIG Research decreased their target price on US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Wall Street Zen cut US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Piper Sandler reduced their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a research note on Monday, June 1st. Zacks Research lowered US Foods from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Finally, JPMorgan Chase & Co. lowered their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, May 14th. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $105.50.

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.