Boston Partners Acquires 73,656 Shares of US Foods Holding Corp. $USFD

Boston Partners boosted its position in US Foods Holding Corp. (NYSE:USFD) by 0.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,203,880 shares of the company’s stock after purchasing an additional 73,656 shares during the period. US Foods comprises 1.3% of Boston Partners’ investment portfolio, making the stock its 4th biggest position. Boston Partners owned approximately 7.27% of US Foods worth $1,222,537,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of USFD. Wellington Management Group LLP boosted its holdings in shares of US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after purchasing an additional 1,599,033 shares during the last quarter. Capital World Investors boosted its holdings in shares of US Foods by 10.3% during the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after purchasing an additional 1,197,360 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of 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 purchasing an additional 649,950 shares during the last quarter. Primecap Management Co. CA raised its position in shares of US Foods by 3.1% in the 4th quarter. Primecap Management Co. CA now owns 3,911,610 shares of the company’s stock worth $294,622,000 after buying an additional 118,401 shares during the period. Finally, Burgundy Asset Management Ltd. raised its position in shares of US Foods by 34.7% in the 3rd quarter. Burgundy Asset Management Ltd. now owns 2,971,782 shares of the company’s stock worth $230,610,000 after buying an additional 765,042 shares during the period. Institutional investors and hedge funds own 98.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on USFD. Barclays increased their target price on US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Citigroup cut their target price 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. Wells Fargo & Company raised their price objective on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. BMO Capital Markets raised their price objective on US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft set a $111.00 price objective on US Foods and gave the company a “buy” rating in a research report on Friday, February 13th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, US Foods presently has a consensus rating of “Moderate Buy” and a consensus price target of $105.50.

US Foods Stock Performance

Shares of USFD stock opened at $93.43 on Friday. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. The business has a 50 day moving average of $87.47 and a two-hundred day moving average of $85.83. US Foods Holding Corp. has a 52 week low of $69.88 and a 52 week high of $102.13. The company has a market cap of $20.58 billion, a P/E ratio of 31.46, a PEG ratio of 1.15 and a beta of 0.83.

US Foods (NYSE:USFD) last released its quarterly 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). 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 last year, the firm posted $0.68 EPS. The business’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. As a group, 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.