Goldman Sachs Group Inc. Raises Stock Position in US Foods Holding Corp. $USFD

Goldman Sachs Group Inc. raised its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 30.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,316,889 shares of the company’s stock after purchasing an additional 306,599 shares during the quarter. Goldman Sachs Group Inc.’s holdings in US Foods were worth $99,188,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Boston Partners increased its position in US Foods by 6.0% during the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock valued at $1,235,585,000 after purchasing an additional 908,993 shares during the period. Wellington Management Group LLP increased its position in US Foods by 14.2% during the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock valued at $986,557,000 after purchasing an additional 1,599,033 shares during the period. Capital World Investors increased its position in US Foods by 11.0% during the 3rd quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock valued at $893,752,000 after purchasing an additional 1,155,254 shares during the period. Invesco Ltd. increased its position in US Foods by 8.6% during the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after purchasing an additional 649,950 shares during the period. Finally, Primecap Management Co. CA increased its position in US Foods by 5.9% during the 3rd quarter. Primecap Management Co. CA now owns 3,793,209 shares of the company’s stock valued at $290,636,000 after purchasing an additional 212,499 shares during the period. 98.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on USFD. BTIG Research reduced their price objective on shares of US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Citigroup reduced their price objective on shares of US Foods from $115.00 to $111.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. Deutsche Bank Aktiengesellschaft set a $111.00 target price on shares of US Foods and gave the stock a “buy” rating in a research report on Friday, February 13th. Zacks Research downgraded shares of US Foods from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Finally, Morgan Stanley set a $94.00 target price on shares of US Foods and gave the stock a “mixed” rating in a research report on Friday, February 13th. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $105.50.

US Foods Stock Up 2.6%

NYSE:USFD opened at $89.05 on Wednesday. The firm’s 50-day moving average price is $87.45 and its 200-day moving average price is $85.49. The company has a market capitalization of $19.61 billion, a PE ratio of 29.98, a P/E/G ratio of 1.09 and a beta of 0.83. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70. US Foods Holding Corp. has a 1-year low of $69.88 and a 1-year high of $102.13.

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