South Street Advisors LLC Sells 21,439 Shares of US Foods Holding Corp. $USFD

South Street Advisors LLC decreased its position in shares of US Foods Holding Corp. (NYSE:USFD) by 7.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 273,545 shares of the company’s stock after selling 21,439 shares during the period. US Foods makes up 2.9% of South Street Advisors LLC’s holdings, making the stock its 14th biggest position. South Street Advisors LLC’s holdings in US Foods were worth $20,603,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in USFD. Measured Wealth Private Client Group LLC bought a new position in US Foods during the 3rd quarter worth $26,000. Steph & Co. bought a new position in US Foods during the 4th quarter worth $34,000. Geneos Wealth Management Inc. increased its position in 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 buying an additional 263 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in US Foods during the 3rd quarter worth $49,000. Finally, V Square Quantitative Management LLC bought a new position in US Foods during the 4th quarter worth $73,000. Institutional investors own 98.76% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. BTIG Research lowered their price objective on US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Weiss Ratings cut US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Citigroup lowered their price objective 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. JPMorgan Chase & Co. lowered their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, May 14th. Finally, UBS Group reissued a “buy” rating and set a $117.00 target price on shares of US Foods in a report on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $106.75.

US Foods Price Performance

USFD stock opened at $81.23 on Friday. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $102.13. The firm has a market cap of $17.89 billion, a P/E ratio of 27.35, a P/E/G ratio of 1.02 and a beta of 0.90. The company’s 50-day moving average price is $88.54 and its two-hundred day moving average price is $84.82.

US Foods (NYSE:USFD) last released its earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). The firm had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. US Foods’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts anticipate that US Foods Holding Corp. will post 4.47 earnings per share for the current fiscal 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.