Corient Private Wealth LLC Increases Stock Position in US Foods Holding Corp. $USFD

Corient Private Wealth LLC grew its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 8.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 66,587 shares of the company’s stock after buying an additional 5,106 shares during the period. Corient Private Wealth LLC’s holdings in US Foods were worth $5,016,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in USFD. Price T Rowe Associates Inc. MD boosted its position in shares of US Foods by 412.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,165,611 shares of the company’s stock worth $313,755,000 after acquiring an additional 3,353,396 shares during the last quarter. Bank of Montreal Can raised its stake in shares of US Foods by 8,056.1% in the 4th quarter. Bank of Montreal Can now owns 2,866,721 shares of the company’s stock valued at $215,921,000 after acquiring an additional 2,831,573 shares during the period. Norges Bank purchased a new position in shares of US Foods in the 4th quarter valued at $192,849,000. Wellington Management Group LLP lifted its holdings in shares of US Foods by 14.2% during the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock valued at $986,557,000 after acquiring an additional 1,599,033 shares in the last quarter. Finally, Capital World Investors lifted its holdings in shares of US Foods by 10.3% during 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 in the last quarter. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Piper Sandler decreased their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Citigroup lowered their price objective on shares of US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a research report on Friday, May 8th. JPMorgan Chase & Co. dropped their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, May 14th. Finally, Weiss Ratings cut shares of US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 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 company currently has an average rating of “Moderate Buy” and a consensus target price of $105.50.

US Foods Stock Up 2.4%

US Foods stock opened at $98.53 on Friday. US Foods Holding Corp. has a twelve month low of $69.88 and a twelve month 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 firm has a market cap of $21.70 billion, a PE ratio of 33.18, a P/E/G ratio of 1.23 and a beta of 0.83. The firm’s 50 day moving average price is $88.14 and its two-hundred day moving average price is $87.02.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.78 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 firm had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the previous year, the firm posted $0.68 EPS. The company’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, research analysts predict that US Foods Holding Corp. will post 4.34 EPS for the current fiscal year.

US Foods 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.