US Foods Holding Corp. $USFD Stock Holdings Lowered by Clarkston Capital Partners LLC

Clarkston Capital Partners LLC lowered its stake in US Foods Holding Corp. (NYSE:USFD) by 7.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,763,116 shares of the company’s stock after selling 132,429 shares during the period. US Foods accounts for approximately 3.1% of Clarkston Capital Partners LLC’s holdings, making the stock its 7th biggest holding. Clarkston Capital Partners LLC owned 0.79% of US Foods worth $132,798,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in USFD. Royal Bank of Canada boosted its holdings in US Foods by 85.8% in the first quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock valued at $9,722,000 after acquiring an additional 68,567 shares in the last quarter. Empowered Funds LLC bought a new stake in US Foods in the first quarter valued at $359,000. Sivia Capital Partners LLC bought a new stake in US Foods in the second quarter valued at $526,000. Brown Advisory Inc. bought a new stake in US Foods in the second quarter valued at $252,000. Finally, Cerity Partners LLC boosted its holdings in US Foods by 20.5% in the second quarter. Cerity Partners LLC now owns 47,977 shares of the company’s stock valued at $3,695,000 after acquiring an additional 8,162 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

US Foods Stock Performance

Shares of USFD stock opened at $93.43 on Friday. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $102.13. The stock has a market cap of $20.58 billion, a PE ratio of 31.46, a price-to-earnings-growth ratio of 1.15 and a beta of 0.83. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The company’s fifty day moving average price is $87.47 and its 200-day moving average price is $85.83.

US Foods (NYSE:USFD) last announced its earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. During the same quarter last year, the firm posted $0.68 EPS. The business’s quarterly revenue was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts expect that US Foods Holding Corp. will post 4.41 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. Barclays lifted their price target on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Wells Fargo & Company lifted their price target on shares of US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 price target on shares of US Foods and gave the company a “buy” rating in a report on Friday, February 13th. Piper Sandler dropped their target price on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a report on Monday, June 1st. Finally, BTIG Research dropped their target price on shares of US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a report on Monday, May 11th. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, US Foods presently has a consensus rating of “Moderate Buy” and an average price target of $105.50.

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.