American Century Companies Inc. Purchases 7,424 Shares of US Foods Holding Corp. $USFD

American Century Companies Inc. increased its position in US Foods Holding Corp. (NYSE:USFD) by 2.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 280,365 shares of the company’s stock after buying an additional 7,424 shares during the period. American Century Companies Inc. owned 0.13% of US Foods worth $21,482,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in USFD. Quantbot Technologies LP bought a new stake in US Foods in the third quarter worth approximately $3,968,000. Handelsbanken Fonder AB lifted its position in shares of US Foods by 32.0% in the third quarter. Handelsbanken Fonder AB now owns 69,241 shares of the company’s stock worth $5,305,000 after buying an additional 16,800 shares during the last quarter. R Squared Ltd bought a new stake in shares of US Foods during the 3rd quarter worth about $271,000. Xponance Inc. boosted its stake in shares of US Foods by 0.7% during the 3rd quarter. Xponance Inc. now owns 29,445 shares of the company’s stock worth $2,256,000 after acquiring an additional 206 shares in the last quarter. Finally, DNB Asset Management AS increased its holdings in shares of US Foods by 42.1% during the 3rd quarter. DNB Asset Management AS now owns 24,410 shares of the company’s stock valued at $1,870,000 after acquiring an additional 7,233 shares during the last quarter. Institutional investors own 98.76% of the company’s stock.

US Foods Stock Up 0.3%

USFD stock opened at $90.52 on Tuesday. US Foods Holding Corp. has a twelve month low of $57.36 and a twelve month 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 market cap of $19.96 billion, a PE ratio of 30.79, a price-to-earnings-growth ratio of 1.10 and a beta of 0.97. The business’s 50-day simple moving average is $87.07 and its 200 day simple moving average is $79.87.

US Foods (NYSE:USFD) last posted its quarterly 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 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 company’s revenue for the quarter was up 3.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts anticipate that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Insiders Place Their Bets

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were 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 of the company’s stock, valued at $8,510,747.52. The trade was a 42.71% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.60% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on USFD shares. BMO Capital Markets boosted their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Citigroup raised their target price on US Foods from $95.00 to $118.00 and gave the company a “buy” rating in a report on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Finally, Piper Sandler lowered US Foods from an “overweight” rating to a “neutral” rating and upped their price target for the stock from $85.00 to $103.00 in a report on Friday, February 13th. One investment 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. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price 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.