US Foods Holding Corp. $USFD Shares Sold by Clearbridge Investments LLC

Clearbridge Investments LLC decreased its position in shares of US Foods Holding Corp. (NYSE:USFD) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 339,696 shares of the company’s stock after selling 31,082 shares during the period. Clearbridge Investments LLC owned about 0.15% of US Foods worth $25,586,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new position in US Foods during the 3rd quarter worth about $26,000. Steph & Co. acquired a new stake in US Foods in the 4th quarter valued at about $34,000. Geneos Wealth Management Inc. raised its position in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after purchasing an additional 263 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in US Foods in the 3rd quarter valued at about $49,000. Finally, Root Financial Partners LLC raised its position in US Foods by 22.4% in 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 in the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

Wall Street Analysts Forecast Growth

USFD has been the topic of a number of analyst reports. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Wells Fargo & Company increased their price target on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and issued a $117.00 price target on shares of US Foods in a research report on Friday, February 13th. Citigroup reduced their price target on US Foods from $115.00 to $111.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. Finally, Piper Sandler reduced their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a research report on Monday, June 1st. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $105.50.

US Foods Trading Up 2.6%

NYSE:USFD opened at $89.05 on Wednesday. The stock’s 50 day moving average price is $87.45 and its 200 day moving average price is $85.49. The company has a market capitalization of $19.61 billion, a PE ratio of 29.98, a P/E/G ratio of 1.09 and a beta of 0.83. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. US Foods Holding Corp. has a 52-week low of $69.88 and a 52-week high of $102.13.

US Foods (NYSE:USFD) last announced its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share 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 analysts’ expectations of $9.66 billion. During the same quarter last year, the business posted $0.68 earnings per share. The company’s revenue for the quarter 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, research analysts anticipate that US Foods Holding Corp. will post 4.41 EPS 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.