UBS Group AG Sells 60,527 Shares of US Foods Holding Corp. $USFD

UBS Group AG reduced its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 4.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,174,860 shares of the company’s stock after selling 60,527 shares during the quarter. UBS Group AG’s holdings in US Foods were worth $88,490,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in USFD. Wellington Management Group LLP increased its stake in 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 acquiring an additional 1,599,033 shares during the last quarter. Capital World Investors increased its stake in US Foods by 11.0% during the third quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock worth $893,752,000 after acquiring an additional 1,155,254 shares during the last quarter. Boston Partners increased its stake in US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after acquiring an additional 908,993 shares during the last quarter. Holocene Advisors LP bought a new stake in US Foods during the second quarter worth approximately $64,220,000. Finally, Steadfast Capital Management LP bought a new stake in US Foods during the third quarter worth approximately $60,813,000. 98.76% of the stock is owned by institutional investors.

US Foods Trading Down 0.3%

USFD opened at $93.20 on Friday. The stock has a market cap of $20.53 billion, a price-to-earnings ratio of 31.70, a P/E/G ratio of 1.14 and a beta of 0.90. The stock’s 50 day moving average price is $92.11 and its 200-day moving average price is $83.61. US Foods Holding Corp. has a one year low of $66.50 and a one year high of $102.13. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16.

US Foods (NYSE:USFD) last released its earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. The firm had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The company’s quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts forecast that US Foods Holding Corp. will post 4.51 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on USFD shares. Sanford C. Bernstein reissued an “outperform” rating and set a $106.00 price objective on shares of US Foods in a research note on Friday, February 13th. UBS Group reaffirmed a “buy” rating and set a $117.00 target price on shares of US Foods in a research note on Friday, February 13th. Wells Fargo & Company upped their target price on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. BTIG Research upped their target price on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Finally, Wall Street Zen raised US Foods from a “hold” rating to a “buy” rating in a research note on Saturday, April 4th. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $107.33.

Insider Activity

In related news, insider James David Works, Jr. sold 65,737 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total value of $6,344,935.24. Following the completion of the sale, the insider owned 88,176 shares in the company, valued at approximately $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.74% of the company’s stock.

About US Foods

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.