Natixis Advisors LLC Boosts Stake in US Foods Holding Corp. $USFD

Natixis Advisors LLC increased its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 49.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 116,002 shares of the company’s stock after purchasing an additional 38,237 shares during the period. Natixis Advisors LLC owned approximately 0.05% of US Foods worth $8,738,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the stock. Measured Wealth Private Client Group LLC purchased a new position in US Foods in the 3rd quarter valued at approximately $26,000. Steph & Co. purchased a new position in US Foods in the 4th quarter valued at approximately $34,000. Geneos Wealth Management Inc. boosted its position in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after buying an additional 263 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in US Foods in the 3rd quarter valued at approximately $49,000. Finally, Root Financial Partners LLC boosted its position in US Foods by 22.4% in the 4th quarter. Root Financial Partners LLC now owns 840 shares of the company’s stock valued at $63,000 after buying an additional 154 shares during the period. Hedge funds and other institutional investors own 98.76% of the company’s stock.

US Foods Price Performance

Shares of NYSE:USFD opened at $84.49 on Monday. The company’s fifty day moving average price is $87.59 and its 200 day moving average price is $85.26. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $102.13. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70. The firm has a market capitalization of $18.61 billion, a P/E ratio of 28.45, a P/E/G ratio of 1.06 and a beta of 0.83.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $9.61 billion for the quarter, compared to analyst estimates of $9.66 billion. During the same quarter in the prior year, the business earned $0.68 earnings per share. US Foods’s 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. As a group, sell-side analysts predict that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have commented on USFD. Deutsche Bank Aktiengesellschaft set a $111.00 price target on shares of US Foods and gave the company a “buy” rating in a research report on Friday, February 13th. JPMorgan Chase & Co. decreased their price target on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research report on Thursday, May 14th. Guggenheim raised their price target on shares of US Foods from $95.00 to $115.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Sanford C. Bernstein reissued an “outperform” rating and issued a $106.00 price target on shares of US Foods in a research report on Friday, February 13th. Finally, Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $105.50.

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.