Robbins Farley Buys 6,398 Shares of US Foods Holding Corp. $USFD

Robbins Farley increased its position in US Foods Holding Corp. (NYSE:USFD) by 14.1% in the 2nd quarter, HoldingsChannel reports. The fund owned 51,845 shares of the company’s stock after purchasing an additional 6,398 shares during the period. US Foods accounts for about 2.0% of Robbins Farley’s holdings, making the stock its 21st biggest position. Robbins Farley’s holdings in US Foods were worth $5,301,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in USFD. Measured Wealth Private Client Group LLC purchased a new position in US Foods during the third quarter valued at approximately $26,000. Keating Financial Advisory Services Inc. bought a new stake in US Foods in the 2nd quarter worth approximately $27,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new position in US Foods in the 2nd quarter worth $28,000. Nalls Sherbakoff Group LLC purchased a new position in shares of US Foods in the fourth quarter worth about $36,000. Finally, Geneos Wealth Management Inc. lifted its position in US Foods by 120.1% in the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after purchasing an additional 263 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

US Foods Stock Down 2.1%

Shares of NYSE:USFD opened at $104.45 on Thursday. The company has a market cap of $22.60 billion, a price-to-earnings ratio of 32.14, a PEG ratio of 1.36 and a beta of 0.82. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19. The company has a 50-day moving average price of $103.17 and a 200 day moving average price of $94.73. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $111.42.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating the consensus estimate of $1.36 by $0.08. The company had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The firm’s revenue was up 4.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities research analysts predict that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

Insider Activity

In other US Foods news, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total value of $1,283,603.10. Following the completion of the transaction, the insider owned 73,618 shares of the company’s stock, valued at approximately $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider William Spencer Hancock sold 21,754 shares of the company’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the completion of the sale, the insider directly owned 101,144 shares in the company, valued at approximately $10,952,883.76. The trade was a 17.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.74% of the stock is owned by insiders.

Analyst Ratings Changes

USFD has been the subject of a number of research analyst reports. Morgan Stanley set a $107.00 price target on US Foods in a research note on Friday, August 7th. Guggenheim increased their target price on US Foods from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. TD Cowen boosted their price objective on shares of US Foods from $116.00 to $119.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Citigroup raised their price target on shares of US Foods from $110.00 to $124.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, JPMorgan Chase & Co. cut their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a report on Thursday, May 14th. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $113.92.

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.