Handelsbanken Fonder AB Sells 9,300 Shares of US Foods Holding Corp. $USFD

Handelsbanken Fonder AB trimmed its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 13.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 59,941 shares of the company’s stock after selling 9,300 shares during the quarter. Handelsbanken Fonder AB’s holdings in US Foods were worth $4,515,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Choreo LLC grew its position in US Foods by 2.4% during the fourth quarter. Choreo LLC now owns 5,707 shares of the company’s stock valued at $433,000 after buying an additional 133 shares during the period. Crossmark Global Holdings Inc. boosted its position in shares of US Foods by 0.7% in the fourth quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company’s stock worth $1,383,000 after purchasing an additional 134 shares during the period. Fifth Third Bancorp boosted its position in shares of US Foods by 6.5% in the fourth quarter. Fifth Third Bancorp now owns 2,847 shares of the company’s stock worth $214,000 after purchasing an additional 173 shares during the period. Benjamin Edwards Inc. boosted its position in shares of US Foods by 3.3% in the second quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock worth $451,000 after purchasing an additional 185 shares during the period. Finally, GAMMA Investing LLC boosted its position in shares of US Foods by 3.7% in the fourth quarter. GAMMA Investing LLC now owns 5,506 shares of the company’s stock worth $415,000 after purchasing an additional 197 shares during the period. 98.76% of the stock is currently owned by institutional investors.

US Foods Price Performance

Shares of NYSE:USFD opened at $80.41 on Friday. 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 fifty day moving average price of $89.44 and a 200 day moving average price of $84.51. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $102.13. The firm has a market cap of $17.71 billion, a price-to-earnings ratio of 27.07, a P/E/G ratio of 1.00 and a beta of 0.90.

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

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on USFD. Piper Sandler lowered shares of US Foods from an “overweight” rating to a “neutral” rating and upped their price target for the stock from $85.00 to $103.00 in a research report on Friday, February 13th. Zacks Research lowered shares of US Foods from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Morgan Stanley set a $94.00 price target on shares of US Foods and gave the stock a “mixed” rating in a research report on Friday, February 13th. Barclays upped their price target on shares of US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Finally, Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, US Foods has a consensus rating of “Moderate Buy” and a consensus target price of $106.75.

US Foods 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.