Asset Management One Co. Ltd. Has $675,000 Holdings in US Foods Holding Corp. $USFD

Asset Management One Co. Ltd. boosted its position in US Foods Holding Corp. (NYSE:USFD) by 781.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,822 shares of the company’s stock after acquiring an additional 7,821 shares during the quarter. Asset Management One Co. Ltd.’s holdings in US Foods were worth $675,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Wellington Management Group LLP grew its stake in shares of US Foods by 14.2% during the third 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 grew its position in shares of US Foods by 11.0% during the 3rd 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 raised its position in shares of US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after purchasing an additional 908,993 shares during the period. Holocene Advisors LP bought a new stake in shares of US Foods during the second quarter worth about $64,220,000. Finally, Steadfast Capital Management LP bought a new stake in shares of US Foods during the third quarter worth about $60,813,000. 98.76% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at US Foods

In related news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total value of $6,344,935.24. Following the sale, the insider owned 88,176 shares in the company, valued at $8,510,747.52. This represents a 42.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.74% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

USFD has been the topic of a number of recent analyst reports. Barclays raised their price target on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Wall Street Zen upgraded US Foods from a “hold” rating to a “buy” rating in a research note on Saturday, April 4th. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on shares of US Foods and gave the company a “buy” rating in a research note on Friday, February 13th. Wells Fargo & Company raised their target price on US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Finally, Morgan Stanley set a $94.00 target price on US Foods and gave the stock a “mixed” rating in a research note on Friday, February 13th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.33.

US Foods Trading Up 0.5%

Shares of USFD opened at $93.31 on Friday. The firm has a market capitalization of $20.55 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 1.13 and a beta of 0.98. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18. The firm’s 50-day moving average price is $92.58 and its 200-day moving average price is $83.11. US Foods Holding Corp. has a 1-year low of $63.65 and a 1-year high of $102.13.

US Foods (NYSE:USFD) last released its earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. The company had revenue of $9.80 billion during the quarter, compared to analysts’ expectations of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The firm’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Sell-side analysts anticipate that US Foods Holding Corp. will post 4.53 EPS for the current 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.