CENTRAL TRUST Co Boosts Stock Position in US Foods Holding Corp. $USFD

CENTRAL TRUST Co increased its position in US Foods Holding Corp. (NYSE:USFD) by 30,283.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,469 shares of the company’s stock after acquiring an additional 5,451 shares during the quarter. CENTRAL TRUST Co’s holdings in US Foods were worth $419,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Parkside Financial Bank & Trust boosted its position in shares of US Foods by 303.7% in the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock worth $25,000 after purchasing an additional 246 shares during the period. Geneos Wealth Management Inc. lifted its stake 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 valued at $37,000 after buying an additional 263 shares in the last quarter. First Horizon Corp bought a new position in US Foods in the 3rd quarter worth $39,000. MAI Capital Management increased its stake in 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 buying an additional 322 shares in the last quarter. Finally, Quent Capital LLC bought a new stake in US Foods during the third quarter valued at about $43,000. Institutional investors own 98.76% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Citigroup upped their price objective on US Foods from $95.00 to $118.00 and gave the stock a “buy” rating in a research note on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. BTIG Research raised their target price on shares of US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research note on Friday. Wells Fargo & Company boosted their price target on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday. Finally, Morgan Stanley set a $94.00 price objective on shares of US Foods and gave the company a “mixed” rating in a report on Friday. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, US Foods currently has an average rating of “Moderate Buy” and an average price target of $107.33.

More US Foods News

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Q4 EPS beat and strong profit metrics — US Foods reported $1.04 EPS vs. a $1.01 consensus and showed meaningful YoY improvement in net income and adjusted EBITDA, supporting the company’s profitability narrative. US Foods Q4 earnings / MarketBeat
• Positive Sentiment: FY‑2026 EPS guidance raised — Management set FY‑2026 EPS guidance at $4.696–$4.935, above the consensus (~$4.56), which supports longer‑term earnings upside. FY2026 guidance / Press Release
• Positive Sentiment: Analyst price target upgrades — Citigroup raised its PT to $118 (Buy) and Wells Fargo to $110 (Overweight), signaling institutional confidence in upside from current levels. Benzinga: Analyst price target updates
• Neutral Sentiment: Coverage and commentary — Several transcripts, summaries and analyst notes are available (earnings call transcript, slide deck, and third‑party commentary), useful for drilling into unit/margin detail and channel trends. Seeking Alpha: Earnings presentation
• Negative Sentiment: Revenue miss and softer top‑line outlook — Q4 revenue came in at $9.80B vs. ~$9.90B expected, and management’s FY revenue guidance ($41.0B–$41.8B) is below the consensus (~$42B). That top‑line softness is the likely driver of intra‑day weakness despite the EPS beat. Revenue miss / MarketBeat

US Foods Stock Down 2.0%

Shares of NYSE USFD opened at $99.92 on Monday. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18. US Foods Holding Corp. has a 12-month low of $57.36 and a 12-month high of $102.13. The firm’s 50-day moving average price is $81.09 and its 200-day moving average price is $78.14. The stock has a market capitalization of $22.04 billion, a price-to-earnings ratio of 33.99, a P/E/G ratio of 1.26 and a beta of 1.02.

US Foods (NYSE:USFD) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.03. The company had revenue of $9.80 billion for 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% on a year-over-year basis. During the same period in the previous year, the firm posted $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts anticipate that US Foods Holding Corp. will post 3.59 EPS 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.