Rhumbline Advisers Sells 15,907 Shares of US Foods Holding Corp. $USFD

Rhumbline Advisers reduced its holdings in US Foods Holding Corp. (NYSE:USFD) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 611,718 shares of the company’s stock after selling 15,907 shares during the quarter. Rhumbline Advisers owned 0.27% of US Foods worth $46,870,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of USFD. Royal Bank of Canada lifted its position in US Foods by 85.8% during the first quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock valued at $9,722,000 after purchasing an additional 68,567 shares during the last quarter. Empowered Funds LLC purchased a new position in US Foods in the first quarter worth $359,000. Sivia Capital Partners LLC bought a new position in US Foods in the second quarter valued at $526,000. IFP Advisors Inc raised its position in US Foods by 13.3% during the second quarter. IFP Advisors Inc now owns 3,658 shares of the company’s stock valued at $282,000 after purchasing an additional 428 shares in the last quarter. Finally, Sequoia Financial Advisors LLC bought a new stake in US Foods during the second quarter worth about $255,000. Institutional investors own 98.76% of the company’s stock.

US Foods News Roundup

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Q4 EPS beat and strong profit metrics — US Foods reported $1.04 EPS vs. a $1.01 consensus and showed meaningful YoY improvement in net income and adjusted EBITDA, supporting the company’s profitability narrative. US Foods Q4 earnings / MarketBeat
• Positive Sentiment: FY‑2026 EPS guidance raised — Management set FY‑2026 EPS guidance at $4.696–$4.935, above the consensus (~$4.56), which supports longer‑term earnings upside. FY2026 guidance / Press Release
• Positive Sentiment: Analyst price target upgrades — Citigroup raised its PT to $118 (Buy) and Wells Fargo to $110 (Overweight), signaling institutional confidence in upside from current levels. Benzinga: Analyst price target updates
• Neutral Sentiment: Coverage and commentary — Several transcripts, summaries and analyst notes are available (earnings call transcript, slide deck, and third‑party commentary), useful for drilling into unit/margin detail and channel trends. Seeking Alpha: Earnings presentation
• Negative Sentiment: Revenue miss and softer top‑line outlook — Q4 revenue came in at $9.80B vs. ~$9.90B expected, and management’s FY revenue guidance ($41.0B–$41.8B) is below the consensus (~$42B). That top‑line softness is the likely driver of intra‑day weakness despite the EPS beat. Revenue miss / MarketBeat

US Foods Stock Down 2.0%

Shares of NYSE USFD opened at $99.92 on Friday. The company has a market cap of $22.28 billion, a price-to-earnings ratio of 33.99, a PEG ratio of 1.28 and a beta of 1.02. The company has a quick ratio of 0.70, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. The firm’s fifty day moving average is $81.09 and its 200 day moving average is $78.22. US Foods Holding Corp. has a 52 week low of $57.36 and a 52 week high of $102.13.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. The business had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The company’s revenue was up 3.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts expect that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on USFD shares. Barclays increased their price objective on US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the stock a “buy” rating in a research note on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a research note on Monday, December 29th. BMO Capital Markets boosted their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday. Finally, UBS Group reaffirmed a “buy” rating and set a $117.00 target price on shares of US Foods in a report on Friday. Ten analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, US Foods presently has an average rating of “Moderate Buy” and a consensus target price of $107.33.

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.