US Foods Holding Corp. $USFD Shares Bought by Barclays PLC

Barclays PLC increased its stake in US Foods Holding Corp. (NYSE:USFD) by 124.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 306,208 shares of the company’s stock after acquiring an additional 170,078 shares during the period. Barclays PLC owned approximately 0.14% of US Foods worth $23,462,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA boosted its holdings in US Foods by 2.7% in the second quarter. Massachusetts Financial Services Co. MA now owns 6,134,905 shares of the company’s stock valued at $472,449,000 after acquiring an additional 161,749 shares during the last quarter. Geode Capital Management LLC raised its holdings in US Foods by 1.3% in the second quarter. Geode Capital Management LLC now owns 3,986,397 shares of the company’s stock valued at $307,044,000 after buying an additional 52,361 shares during the period. Primecap Management Co. CA lifted its position in US Foods by 5.9% during the third quarter. Primecap Management Co. CA now owns 3,793,209 shares of the company’s stock valued at $290,636,000 after buying an additional 212,499 shares in the last quarter. Artisan Partners Limited Partnership grew its stake in US Foods by 12.4% during the second quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock worth $247,003,000 after buying an additional 354,747 shares during the period. Finally, Burgundy Asset Management Ltd. grew its stake in US Foods by 34.7% during the third quarter. Burgundy Asset Management Ltd. now owns 2,971,782 shares of the company’s stock worth $230,610,000 after buying an additional 765,042 shares during the period. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $8,510,747.52. This trade represents a 42.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.60% of the stock is currently owned by corporate insiders.

US Foods Stock Up 0.6%

Shares of US Foods stock opened at $91.36 on Thursday. The business has a 50-day moving average price of $87.69 and a 200 day moving average price of $80.04. US Foods Holding Corp. has a fifty-two week low of $57.36 and a fifty-two week high of $102.13. The firm has a market cap of $20.15 billion, a P/E ratio of 31.07, a P/E/G ratio of 1.11 and a beta of 0.98. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18.

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

Analyst Ratings Changes

A number of brokerages recently weighed in on USFD. Guggenheim upped their price target on shares of US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and issued a $117.00 target price on shares of US Foods in a research report on Friday, February 13th. Zacks Research raised US Foods from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 26th. Weiss Ratings restated a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Finally, BMO Capital Markets increased their price objective on shares of US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $107.33.

About US Foods

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.