US Foods Holding Corp. $USFD Shares Bought by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership grew its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 4.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 3,127,601 shares of the company’s stock after buying an additional 143,165 shares during the period. Artisan Partners Limited Partnership’s holdings in US Foods were worth $235,571,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC increased its position in US Foods by 1.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 7,108 shares of the company’s stock worth $535,000 after purchasing an additional 101 shares during the period. Choreo LLC increased its position in US Foods by 2.4% during the 4th quarter. Choreo LLC now owns 5,707 shares of the company’s stock worth $433,000 after purchasing an additional 133 shares during the period. Crossmark Global Holdings Inc. boosted its stake in shares of US Foods by 0.7% during the 4th quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company’s stock worth $1,383,000 after acquiring an additional 134 shares in the last quarter. Root Financial Partners LLC boosted its stake in shares of US Foods by 22.4% during the 4th quarter. Root Financial Partners LLC now owns 840 shares of the company’s stock worth $63,000 after acquiring an additional 154 shares in the last quarter. Finally, Brooklyn Investment Group boosted its stake in shares of US Foods by 0.9% during the 4th quarter. Brooklyn Investment Group now owns 18,469 shares of the company’s stock worth $1,413,000 after acquiring an additional 157 shares in the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

US Foods Price Performance

USFD stock opened at $93.16 on Wednesday. US Foods Holding Corp. has a 1 year low of $69.88 and a 1 year 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. The stock’s 50 day moving average price is $87.60 and its 200 day moving average price is $86.10. The firm has a market cap of $20.52 billion, a P/E ratio of 31.37, a PEG ratio of 1.17 and a beta of 0.83.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $9.66 billion. During the same period in the previous year, the company posted $0.68 EPS. US Foods’s quarterly revenue was up 2.8% 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 expect that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on USFD shares. JPMorgan Chase & Co. decreased their price target 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. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Citigroup decreased their price target 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. Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, May 1st. Finally, Piper Sandler decreased their price target 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. Ten analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $105.50.

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.