North Dakota State Investment Board Invests $609,000 in US Foods Holding Corp. $USFD

North Dakota State Investment Board purchased a new position in shares of US Foods Holding Corp. (NYSE:USFD) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 8,085 shares of the company’s stock, valued at approximately $609,000.

Other large investors have also made changes to their positions in the company. Parkside Financial Bank & Trust increased its position in shares of US Foods by 303.7% during the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock worth $25,000 after purchasing an additional 246 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of US Foods during the third quarter worth $26,000. Steph & Co. acquired a new position in shares of US Foods during the fourth quarter worth $34,000. Geneos Wealth Management Inc. increased its position in shares of US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of US Foods in the 3rd quarter valued at $49,000. 98.76% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on USFD shares. Piper Sandler downgraded US Foods from an “overweight” rating to a “neutral” rating and upped their target price for the company from $85.00 to $103.00 in a research report on Friday, February 13th. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. BMO Capital Markets upped their target price on US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Wells Fargo & Company upped their target price on US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Finally, Citigroup cut their target price on US Foods from $115.00 to $111.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $106.75.

US Foods Price Performance

Shares of USFD opened at $81.32 on Friday. The business’s 50-day moving average is $89.66 and its two-hundred day moving average is $84.54. The company has a market capitalization of $17.91 billion, a P/E ratio of 27.38, a P/E/G ratio of 1.00 and a beta of 0.90. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $102.13.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing the consensus estimate of $0.82 by ($0.04). The company had revenue of $9.61 billion for the quarter, compared to analyst estimates of $9.66 billion. US Foods had a return on equity of 19.37% and a net margin of 1.71%.US Foods’s revenue for the quarter was up 2.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research analysts predict that US Foods Holding Corp. will post 4.51 earnings per share for the current year.

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.