Chilton Investment Co. Inc. Acquires New Position in US Foods Holding Corp. $USFD

Chilton Investment Co. Inc. bought a new position in US Foods Holding Corp. (NYSE:USFD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 5,402 shares of the company’s stock, valued at approximately $414,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of USFD. Parkside Financial Bank & Trust grew its holdings in shares of US Foods by 303.7% during the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after purchasing an additional 246 shares during the last quarter. Geneos Wealth Management Inc. raised its position in shares of US Foods by 120.1% during the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares during the period. First Horizon Corp bought a new stake in shares of US Foods in the 3rd quarter worth approximately $39,000. MAI Capital Management lifted its holdings in shares of US Foods by 155.6% in the 2nd quarter. MAI Capital Management now owns 529 shares of the company’s stock worth $41,000 after purchasing an additional 322 shares during the last quarter. Finally, Quent Capital LLC acquired a new position in US Foods during the 3rd quarter valued at approximately $43,000. 98.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the sale, the insider directly owned 88,176 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which is available at the SEC website. 0.60% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

USFD has been the topic of several analyst reports. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Guggenheim boosted their price target on shares of US Foods from $95.00 to $115.00 and gave the company a “buy” rating in a report on Friday, February 13th. BTIG Research upped their price target on shares of US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Zacks Research upgraded shares of US Foods from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 26th. Finally, Barclays boosted their target price on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $107.33.

US Foods Trading Up 2.2%

Shares of USFD stock opened at $94.67 on Monday. The stock has a 50-day simple moving average of $88.44 and a 200 day simple moving average of $80.28. The stock has a market capitalization of $20.88 billion, a P/E ratio of 32.20, a P/E/G ratio of 1.16 and a beta of 0.97. US Foods Holding Corp. has a fifty-two week low of $57.36 and a fifty-two week high of $102.13. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18.

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

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.