DNB Asset Management AS Purchases 7,233 Shares of US Foods Holding Corp. $USFD

DNB Asset Management AS grew its position in US Foods Holding Corp. (NYSE:USFD) by 42.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,410 shares of the company’s stock after buying an additional 7,233 shares during the quarter. DNB Asset Management AS’s holdings in US Foods were worth $1,870,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. SG Americas Securities LLC grew its holdings in shares of US Foods by 323.5% during the third quarter. SG Americas Securities LLC now owns 38,515 shares of the company’s stock worth $2,951,000 after purchasing an additional 29,420 shares during the last quarter. CENTRAL TRUST Co boosted its position in US Foods by 30,283.3% during the 3rd quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock worth $419,000 after buying an additional 5,451 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al grew its holdings in US Foods by 55.1% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 48,709 shares of the company’s stock worth $3,732,000 after acquiring an additional 17,300 shares during the last quarter. Y Intercept Hong Kong Ltd bought a new stake in US Foods during the 3rd quarter worth approximately $3,599,000. Finally, Artisan Partners Limited Partnership increased its position in US Foods by 12.4% in the 2nd quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock valued at $247,003,000 after acquiring an additional 354,747 shares during the period. Institutional investors and hedge funds own 98.76% of the company’s stock.

Wall Street Analyst Weigh In

USFD has been the subject of several recent research reports. BTIG Research increased their price target on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Wall Street Zen cut US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. UBS Group restated a “buy” rating and set a $117.00 price target on shares of US Foods in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 price target on shares of US Foods and gave the stock a “buy” rating in a research report on Friday, February 13th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $106.00 price objective on shares of US Foods in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $107.33.

US Foods Price Performance

US Foods stock opened at $93.11 on Wednesday. The stock has a market capitalization of $20.53 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 1.17 and a beta of 0.98. US Foods Holding Corp. has a 52-week low of $57.36 and a 52-week high of $102.13. 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’s 50 day moving average price is $85.85 and its two-hundred day moving average price is $79.47.

US Foods (NYSE:USFD) last released its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. The company had revenue of $9.80 billion for the quarter, compared to the consensus estimate of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. US Foods’s quarterly revenue was up 3.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts predict that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Insider Buying and Selling at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the 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 of the company’s stock, valued at $8,510,747.52. This represents a 42.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.60% of the company’s stock.

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.