Bank of New York Mellon Corp Lowers Stake in US Foods Holding Corp. $USFD

Bank of New York Mellon Corp cut its stake in US Foods Holding Corp. (NYSE:USFD) by 13.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,413,270 shares of the company’s stock after selling 221,676 shares during the period. Bank of New York Mellon Corp’s holdings in US Foods were worth $106,448,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Goldman Sachs Group Inc. raised its position in US Foods by 30.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,316,889 shares of the company’s stock valued at $99,188,000 after purchasing an additional 306,599 shares in the last quarter. Dynasty Wealth Management LLC boosted its holdings in shares of US Foods by 13.8% in the 4th quarter. Dynasty Wealth Management LLC now owns 48,393 shares of the company’s stock worth $3,645,000 after purchasing an additional 5,867 shares in the last quarter. Natixis Advisors LLC increased its position in shares of US Foods by 49.2% during the 4th quarter. Natixis Advisors LLC now owns 116,002 shares of the company’s stock valued at $8,738,000 after purchasing an additional 38,237 shares during the last quarter. Root Financial Partners LLC increased its position 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 valued at $63,000 after purchasing an additional 154 shares during the last quarter. Finally, Ellevest Inc. raised its holdings in shares of US Foods by 11.3% during the 4th quarter. Ellevest Inc. now owns 6,234 shares of the company’s stock valued at $470,000 after buying an additional 631 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on USFD shares. BMO Capital Markets boosted their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. lowered their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research report on Thursday, May 14th. Guggenheim increased their price objective on US Foods from $95.00 to $115.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Finally, Piper Sandler decreased their target price on shares of 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 given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $105.50.

US Foods Stock Down 0.1%

NYSE USFD opened at $84.49 on Monday. US Foods Holding Corp. has a 1 year low of $69.88 and a 1 year high of $102.13. The stock has a market capitalization of $18.61 billion, a PE ratio of 28.45, a PEG ratio of 1.06 and a beta of 0.83. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70. The business’s 50-day moving average is $87.59 and its 200 day moving average is $85.26.

US Foods (NYSE:USFD) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.78 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 business had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the previous year, the company earned $0.68 EPS. The company’s revenue for the quarter was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Sell-side analysts forecast that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

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.