US Foods Holding Corp. $USFD Stock Position Lifted by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. lifted its holdings in US Foods Holding Corp. (NYSE:USFD) by 39.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 24,438 shares of the company’s stock after purchasing an additional 6,938 shares during the quarter. Daiwa Securities Group Inc.’s holdings in US Foods were worth $1,841,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Choreo LLC grew its stake in shares of US Foods by 2.4% in the fourth quarter. Choreo LLC now owns 5,707 shares of the company’s stock worth $433,000 after purchasing an additional 133 shares in the last quarter. Crossmark Global Holdings Inc. grew its stake in shares of US Foods by 0.7% in the fourth quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company’s stock worth $1,383,000 after purchasing an additional 134 shares in the last quarter. Root Financial Partners LLC grew its stake in shares of US Foods by 22.4% in the fourth quarter. Root Financial Partners LLC now owns 840 shares of the company’s stock worth $63,000 after purchasing an additional 154 shares in the last quarter. Fifth Third Bancorp grew its stake in shares of US Foods by 6.5% in the fourth quarter. Fifth Third Bancorp now owns 2,847 shares of the company’s stock worth $214,000 after purchasing an additional 173 shares in the last quarter. Finally, Benjamin Edwards Inc. grew its stake in shares of US Foods by 3.3% in the second quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock worth $451,000 after purchasing an additional 185 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on USFD shares. 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 research note on Monday, June 1st. BTIG Research decreased their price target on US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a research note on Monday, May 11th. UBS Group reissued a “buy” rating and issued a $117.00 price target on shares of US Foods in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 price target on US Foods and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, JPMorgan Chase & Co. decreased their target price on US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research note on Thursday, May 14th. Ten analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, US Foods presently has a consensus rating of “Moderate Buy” and a consensus target price of $105.50.

US Foods Trading Up 1.3%

Shares of USFD stock opened at $90.43 on Thursday. The stock has a 50-day simple moving average of $87.44 and a 200 day simple moving average of $85.64. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $102.13. The stock has a market capitalization of $19.91 billion, a P/E ratio of 30.45, a P/E/G ratio of 1.12 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 (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 firm had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the prior year, the business earned $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, sell-side analysts expect that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

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.