Cozad Asset Management Inc. Sells 28,573 Shares of US Foods Holding Corp. $USFD

Cozad Asset Management Inc. reduced its stake in US Foods Holding Corp. (NYSE:USFD) by 22.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,564 shares of the company’s stock after selling 28,573 shares during the period. Cozad Asset Management Inc.’s holdings in US Foods were worth $7,629,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Affinity Investment Advisors LLC grew its stake in US Foods by 8.2% in the third quarter. Affinity Investment Advisors LLC now owns 5,338 shares of the company’s stock worth $409,000 after purchasing an additional 406 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of US Foods by 7.1% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 5,291 shares of the company’s stock worth $405,000 after buying an additional 350 shares during the period. Transatlantique Private Wealth LLC grew its position in shares of US Foods by 7.8% during the 3rd quarter. Transatlantique Private Wealth LLC now owns 6,687 shares of the company’s stock worth $512,000 after buying an additional 484 shares in the last quarter. Avalon Trust Co increased its stake in shares of US Foods by 0.9% during the third quarter. Avalon Trust Co now owns 141,675 shares of the company’s stock valued at $10,855,000 after buying an additional 1,250 shares during the period. Finally, Makena Capital Management LLC increased its stake in shares of US Foods by 8.8% during the third quarter. Makena Capital Management LLC now owns 252,675 shares of the company’s stock valued at $19,360,000 after buying an additional 20,359 shares during the period. Institutional investors own 98.76% of the company’s stock.

US Foods Trading Up 0.3%

NYSE USFD opened at $96.40 on Wednesday. The firm has a market cap of $21.26 billion, a PE ratio of 32.79, a price-to-earnings-growth ratio of 1.17 and a beta of 1.02. US Foods Holding Corp. has a 52 week low of $57.36 and a 52 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. The company has a 50 day moving average price of $84.04 and a 200 day moving average price of $78.86.

US Foods (NYSE:USFD) last issued its quarterly 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. The business had revenue of $9.80 billion for the quarter, compared to the consensus estimate of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The business’s quarterly revenue was up 3.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts forecast that US Foods Holding Corp. will post 3.59 EPS for the current fiscal year.

Insider Activity

In other news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction dated 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 transaction, the insider owned 88,176 shares in the company, valued at $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.60% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on USFD shares. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on shares of US Foods and gave the stock a “buy” rating in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research note on Monday, December 29th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Wells Fargo & Company upped their target price on US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Finally, Guggenheim increased their target price on US Foods from $95.00 to $115.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Ten equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $107.33.

US Foods 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.