James David Works, Jr. Sells 65,737 Shares of US Foods (NYSE:USFD) Stock

US Foods Holding Corp. (NYSE:USFD) insider James David Works, Jr. sold 65,737 shares of the stock in a transaction 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 directly owned 88,176 shares in the company, valued at approximately $8,510,747.52. This trade represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

US Foods Stock Up 0.3%

USFD stock opened at $96.64 on Friday. US Foods Holding Corp. has a 52 week low of $57.36 and a 52 week high of $102.13. The business has a 50-day simple moving average of $83.24 and a 200 day simple moving average of $78.67. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. The company has a market cap of $21.31 billion, a PE ratio of 32.87, a price-to-earnings-growth ratio of 1.18 and a beta of 1.02.

US Foods (NYSE:USFD) last released its earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $1.01 by $0.03. The firm had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The business’s quarterly revenue was up 3.3% compared to the same quarter last year. During the same period last year, the firm earned $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 3.59 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have weighed in on USFD. Piper Sandler downgraded US Foods from an “overweight” rating to a “neutral” rating and raised their target price for the company from $85.00 to $103.00 in a report on Friday, February 13th. Morgan Stanley set a $94.00 price objective on US Foods and gave the company a “mixed” rating in a research note on Friday, February 13th. Citigroup boosted their target price on US Foods from $95.00 to $118.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Finally, Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Ten equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $107.33.

Institutional Trading of US Foods

Hedge funds and other institutional investors have recently made changes to their positions in the company. Royal Bank of Canada boosted its position in US Foods by 85.8% during the 1st quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock worth $9,722,000 after buying an additional 68,567 shares during the period. Empowered Funds LLC bought a new position in shares of US Foods during the first quarter valued at $359,000. Sivia Capital Partners LLC acquired a new position in shares of US Foods during the second quarter worth $526,000. Sequoia Financial Advisors LLC bought a new stake in shares of US Foods in the second quarter worth $255,000. Finally, Chicago Partners Investment Group LLC increased its holdings in US Foods by 27.5% in the second quarter. Chicago Partners Investment Group LLC now owns 4,650 shares of the company’s stock valued at $391,000 after purchasing an additional 1,003 shares during the period. 98.76% of the stock is currently owned by institutional investors.

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.