Ararat Capital Management LP Sells 53,132 Shares of US Foods Holding Corp. $USFD

Ararat Capital Management LP decreased its position in US Foods Holding Corp. (NYSE:USFD) by 46.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 61,773 shares of the company’s stock after selling 53,132 shares during the period. US Foods makes up approximately 2.5% of Ararat Capital Management LP’s holdings, making the stock its 17th biggest position. Ararat Capital Management LP’s holdings in US Foods were worth $4,733,000 at the end of the most recent reporting period.

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

US Foods Trading Up 2.2%

NYSE USFD opened at $94.67 on Friday. 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 Holding Corp. has a 52 week low of $57.36 and a 52 week high of $102.13. The business has a 50 day moving average price of $88.44 and a 200-day moving average price of $80.26. The company has a market cap of $20.88 billion, a price-to-earnings ratio of 32.20, a P/E/G ratio of 1.16 and a beta of 0.98.

US Foods (NYSE:USFD) last issued its 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. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The company had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same period last year, the business earned $0.84 EPS. US Foods’s quarterly revenue 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. As a group, equities analysts expect that US Foods Holding Corp. will post 3.59 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have issued reports on USFD. Weiss Ratings restated a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. UBS Group reiterated a “buy” rating and issued a $117.00 price objective on shares of US Foods 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 research report on Saturday, February 7th. Piper Sandler lowered shares of US Foods from an “overweight” rating to a “neutral” rating and increased their target price for the stock from $85.00 to $103.00 in a research note on Friday, February 13th. Finally, Wells Fargo & Company raised their price target on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. One equities 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.33.

Insiders Place Their Bets

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the company’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 represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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.