SG Americas Securities LLC Has $5.96 Million Holdings in US Foods Holding Corp. $USFD

SG Americas Securities LLC grew its position in shares of US Foods Holding Corp. (NYSE:USFD) by 105.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,069 shares of the company’s stock after buying an additional 40,554 shares during the quarter. SG Americas Securities LLC’s holdings in US Foods were worth $5,955,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in US Foods in the 2nd quarter valued at about $184,413,000. Wellington Management Group LLP raised its stake in shares of US Foods by 14.2% in 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 lifted its position in shares of 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 purchasing an additional 1,155,254 shares in the last quarter. Boston Partners lifted its position in shares of 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 purchasing an additional 908,993 shares in the last quarter. Finally, Holocene Advisors LP bought a new stake in shares of US Foods during the second quarter valued at approximately $64,220,000. Institutional investors own 98.76% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on USFD. Morgan Stanley set a $94.00 price objective on shares of US Foods and gave the stock a “mixed” rating in a research report on Friday, February 13th. UBS Group reiterated a “buy” rating and issued a $117.00 price objective on shares of US Foods in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the stock a “buy” rating in a research report on Friday, February 13th. Wells Fargo & Company upped their price target on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Finally, Zacks Research upgraded US Foods from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $107.33.

Insider Activity at US Foods

In related news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction dated 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. This represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 0.60% of the stock is currently owned by company insiders.

US Foods Price Performance

Shares of USFD stock opened at $92.10 on Wednesday. US Foods Holding Corp. has a 52-week low of $57.36 and a 52-week high of $102.13. The stock has a market cap of $20.31 billion, a PE ratio of 31.33, a PEG ratio of 1.11 and a beta of 0.98. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16. The firm’s 50 day moving average price is $91.10 and its two-hundred day moving average price is $81.37.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $1.01 by $0.03. The company had revenue of $9.80 billion during the quarter, compared to analysts’ expectations of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The business’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, analysts forecast that US Foods Holding Corp. will post 3.59 EPS for the current 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.