US Foods Holding Corp. $USFD Stock Holdings Lowered by Congress Asset Management Co.

Congress Asset Management Co. cut its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 56.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,132 shares of the company’s stock after selling 10,414 shares during the period. Congress Asset Management Co.’s holdings in US Foods were worth $613,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust grew its position in US Foods by 303.7% in the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock worth $25,000 after buying an additional 246 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of US Foods during the 3rd quarter valued at $26,000. Geneos Wealth Management Inc. boosted its stake in shares of US Foods by 120.1% during the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after acquiring an additional 263 shares in the last quarter. First Horizon Corp bought a new stake in shares of US Foods during the 3rd quarter worth $39,000. Finally, MAI Capital Management grew its holdings in shares of US Foods by 155.6% in the 2nd quarter. MAI Capital Management now owns 529 shares of the company’s stock worth $41,000 after acquiring an additional 322 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.

US Foods Trading Down 0.4%

Shares of NYSE USFD opened at $92.15 on Friday. The business has a 50 day simple moving average of $90.71 and a 200 day simple moving average of $81.07. US Foods Holding Corp. has a 52 week low of $57.36 and a 52 week high of $102.13. The stock has a market cap of $20.32 billion, a price-to-earnings ratio of 31.34, a PEG ratio of 1.13 and a beta of 0.98. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16.

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

Analysts Set New Price Targets

USFD has been the topic of a number of recent analyst reports. BMO Capital Markets boosted their target price on US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Sanford C. Bernstein reissued an “outperform” rating and issued a $106.00 price target on shares of US Foods in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on shares of US Foods and gave the company a “buy” rating in a research note on Friday, February 13th. Finally, Barclays raised their target price on shares of US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $107.33.

Insider Buying and Selling at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the firm’s stock in a transaction on 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 approximately $8,510,747.52. This trade represents a 42.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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.