Strategic Global Advisors LLC Invests $4.99 Million in US Foods Holding Corp. $USFD

Strategic Global Advisors LLC purchased a new position in shares of US Foods Holding Corp. (NYSE:USFD) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 66,200 shares of the company’s stock, valued at approximately $4,986,000.

A number of other institutional investors and hedge funds have also made changes to their positions in USFD. Royal Bank of Canada increased its stake in shares of US Foods by 85.8% during the first quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock worth $9,722,000 after acquiring an additional 68,567 shares during the period. Empowered Funds LLC acquired a new position in shares of US Foods during the first quarter worth about $359,000. Sivia Capital Partners LLC acquired a new position in shares of US Foods during the second quarter worth about $526,000. Brown Advisory Inc. acquired a new position in shares of US Foods during the second quarter worth about $252,000. Finally, Cerity Partners LLC increased its stake in shares of US Foods by 20.5% during the second quarter. Cerity Partners LLC now owns 47,977 shares of the company’s stock worth $3,695,000 after acquiring an additional 8,162 shares during the period. 98.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on USFD. BTIG Research lowered their target price 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. Piper Sandler lowered their target price on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a research report on Monday, June 1st. JPMorgan Chase & Co. lowered their target price on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, May 14th. Weiss Ratings lowered shares of US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Finally, Zacks Research lowered shares of US Foods from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, US Foods has an average rating of “Moderate Buy” and a consensus target price of $105.50.

US Foods Trading Up 0.1%

Shares of USFD opened at $93.43 on Monday. 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 firm’s 50-day moving average is $87.47 and its two-hundred day moving average is $85.90. US Foods Holding Corp. has a twelve month low of $69.88 and a twelve month high of $102.13. The firm has a market capitalization of $20.58 billion, a P/E ratio of 31.46, a PEG ratio of 1.17 and a beta of 0.84.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share 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 previous year, the company posted $0.68 earnings per share. The company’s quarterly 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. On average, research analysts predict that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

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.