Avior Wealth Management LLC Makes New $2.18 Million Investment in US Foods Holding Corp. $USFD

Avior Wealth Management LLC purchased a new stake in US Foods Holding Corp. (NYSE:USFD) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 29,000 shares of the company’s stock, valued at approximately $2,184,000.

A number of other institutional investors have also modified their holdings of the business. Norges Bank bought a new stake in shares of US Foods in the 2nd quarter worth approximately $184,413,000. Wellington Management Group LLP grew its stake 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 worth $986,557,000 after buying an additional 1,599,033 shares during the last quarter. Capital World Investors increased its position in US Foods by 11.0% in the third quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock worth $893,752,000 after buying an additional 1,155,254 shares during the period. Boston Partners increased its position in US Foods by 6.0% in the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after buying an additional 908,993 shares during the period. Finally, Holocene Advisors LP bought a new stake in US Foods in the second quarter valued at $64,220,000. Institutional investors own 98.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on USFD. Piper Sandler lowered shares of US Foods from an “overweight” rating to a “neutral” rating and upped their price target for the stock from $85.00 to $103.00 in a research report on Friday, February 13th. Sanford C. Bernstein reissued an “outperform” rating and set a $106.00 target price on shares of US Foods in a research note on Friday, February 13th. BMO Capital Markets upped their target price on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and set a $117.00 price target on shares of US Foods in a report on Friday, February 13th. Finally, Zacks Research upgraded US Foods from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, US Foods has a consensus rating of “Moderate Buy” and an average target price of $107.33.

US Foods Price Performance

Shares of NYSE:USFD opened at $89.46 on Friday. The company has a market capitalization of $19.73 billion, a PE ratio of 30.43, a price-to-earnings-growth ratio of 1.09 and a beta of 0.98. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16. The stock has a fifty day moving average of $89.89 and a 200-day moving average of $80.69. US Foods Holding Corp. has a one year low of $57.36 and a one year high of $102.13.

US Foods (NYSE:USFD) last announced its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The company had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same period in the previous year, the firm 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. As a group, equities analysts anticipate that US Foods Holding Corp. will post 3.59 EPS for the current fiscal year.

Insider Transactions at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the transaction, the insider owned 88,176 shares in the company, valued at approximately $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.60% of the stock is currently owned by company insiders.

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.