US Foods Holding Corp. $USFD Shares Sold by Clarkston Capital Partners LLC

Clarkston Capital Partners LLC reduced its position in shares of US Foods Holding Corp. (NYSE:USFD) by 83.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 289,575 shares of the company’s stock after selling 1,473,541 shares during the period. US Foods makes up about 2.0% of Clarkston Capital Partners LLC’s investment portfolio, making the stock its 18th largest position. Clarkston Capital Partners LLC’s holdings in US Foods were worth $26,702,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new stake in US Foods during the third quarter valued at approximately $26,000. Steph & Co. bought a new stake in US Foods during the fourth quarter worth approximately $34,000. Nalls Sherbakoff Group LLC acquired a new position in US Foods in the fourth quarter worth approximately $36,000. Geneos Wealth Management Inc. grew its position in US Foods by 120.1% in the second 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 last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of US Foods in the third quarter valued at $49,000. 98.76% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently commented on USFD. JPMorgan Chase & Co. cut their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research report on Thursday, May 14th. Piper Sandler cut their target price on US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a research report on Monday, June 1st. BTIG Research reduced their target price on US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a report on Monday, May 11th. Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Finally, TD Cowen began coverage on US Foods in a research note on Tuesday, July 7th. They issued a “buy” rating and a $116.00 price target on the stock. Eleven research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $107.00.

US Foods Trading Down 0.6%

US Foods stock opened at $95.46 on Friday. The company has a 50 day moving average price of $92.00 and a 200 day moving average price of $90.27. US Foods Holding Corp. has a 52 week low of $69.88 and a 52 week high of $105.17. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. The firm has a market capitalization of $21.02 billion, a price-to-earnings ratio of 32.14, a P/E/G ratio of 1.23 and a beta of 0.79.

US Foods (NYSE:USFD) last announced its 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). The firm had revenue of $9.61 billion for the quarter, compared to analyst estimates of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. US Foods’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period last year, the firm earned $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research analysts forecast that US Foods Holding Corp. will post 4.35 EPS 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.