Tradewinds LLC. Sells 6,564 Shares of US Foods Holding Corp. $USFD

Tradewinds LLC. lowered its position in shares of US Foods Holding Corp. (NYSE:USFD) by 8.0% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 75,674 shares of the company’s stock after selling 6,564 shares during the quarter. US Foods comprises 2.6% of Tradewinds LLC.’s holdings, making the stock its 12th biggest position. Tradewinds LLC.’s holdings in US Foods were worth $7,041,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Boston Partners increased its position in US Foods by 0.5% during the fourth quarter. Boston Partners now owns 16,203,880 shares of the company’s stock worth $1,222,537,000 after acquiring an additional 73,656 shares during the period. Wellington Management Group LLP boosted its holdings in US Foods by 7.0% in the 4th quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company’s stock valued at $1,037,949,000 after purchasing an additional 904,556 shares during the period. Capital World Investors boosted its holdings in US Foods by 10.3% in the 4th quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock valued at $968,773,000 after purchasing an additional 1,197,360 shares during the period. Invesco Ltd. boosted its holdings in US Foods by 8.6% in the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after purchasing an additional 649,950 shares during the period. Finally, Price T Rowe Associates Inc. MD grew its position in shares of US Foods by 412.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,165,611 shares of the company’s stock worth $313,755,000 after purchasing an additional 3,353,396 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

US Foods Stock Down 0.1%

NYSE USFD opened at $100.90 on Monday. The business has a fifty day moving average price of $90.17 and a two-hundred day moving average price of $88.90. The stock has a market capitalization of $22.22 billion, a PE ratio of 33.97, a PEG ratio of 1.29 and a beta of 0.79. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $105.17. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.04). US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. During the same quarter in the previous year, the business posted $0.68 EPS. The company’s revenue for the quarter was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts expect that US Foods Holding Corp. will post 4.34 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on USFD. Piper Sandler lowered their target price on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a report on Monday, June 1st. BTIG Research cut their price target on US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a research note on Monday, May 11th. JPMorgan Chase & Co. reduced their price target 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. Zacks Research lowered US Foods from a “hold” rating to a “strong sell” rating in a research note on Wednesday, July 1st. Finally, Citigroup dropped their price objective on US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a report on Friday, May 8th. Eleven research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, US Foods has an average rating of “Moderate Buy” and a consensus price target of $106.31.

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.