Wealth Enhancement Advisory Services LLC Has $3.28 Million Position in US Foods Holding Corp. $USFD
by Mitch Edgeman · The Markets DailyWealth Enhancement Advisory Services LLC decreased its holdings in US Foods Holding Corp. (NYSE:USFD – Free Report) by 15.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 42,651 shares of the company’s stock after selling 7,508 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in US Foods were worth $3,281,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. True Wealth Design LLC raised its position in US Foods by 12.2% in the third quarter. True Wealth Design LLC now owns 1,402 shares of the company’s stock worth $107,000 after purchasing an additional 152 shares in the last quarter. Benjamin Edwards Inc. boosted its holdings in US Foods by 3.3% during the second quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock valued at $451,000 after purchasing an additional 185 shares in the last quarter. Suncoast Equity Management grew its stake in shares of US Foods by 1.7% in the 3rd quarter. Suncoast Equity Management now owns 11,435 shares of the company’s stock valued at $876,000 after purchasing an additional 190 shares during the period. GAMMA Investing LLC raised its holdings in shares of US Foods by 3.7% in the 4th quarter. GAMMA Investing LLC now owns 5,506 shares of the company’s stock worth $415,000 after buying an additional 197 shares in the last quarter. Finally, Xponance Inc. lifted its position in shares of US Foods by 0.7% during the 3rd quarter. Xponance Inc. now owns 29,445 shares of the company’s stock worth $2,256,000 after buying an additional 206 shares during the period. 98.76% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
USFD has been the topic of a number of analyst reports. UBS Group reiterated a “buy” rating and issued a $117.00 price target on shares of US Foods in a research report on Friday, February 13th. Morgan Stanley set a $94.00 target price on shares of US Foods and gave the stock a “mixed” rating in a report on Friday, February 13th. Wells Fargo & Company increased their target price on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Piper Sandler downgraded shares of US Foods from an “overweight” rating to a “neutral” rating and lifted their price target for the company from $85.00 to $103.00 in a report on Friday, February 13th. Finally, Guggenheim upped their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, US Foods has an average rating of “Moderate Buy” and an average target price of $107.33.
View Our Latest Stock Analysis on US Foods
US Foods Stock Up 1.3%
Shares of NYSE:USFD opened at $92.10 on Wednesday. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. The firm has a market cap of $20.31 billion, a P/E ratio of 31.33, a P/E/G ratio of 1.11 and a beta of 0.98. US Foods Holding Corp. has a 12 month low of $57.36 and a 12 month high of $102.13. The company’s 50-day moving average price is $91.10 and its two-hundred day moving average price is $81.37.
US Foods (NYSE:USFD – Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $1.01 by $0.03. The business had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. US Foods’s revenue was up 3.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, research analysts forecast that US Foods Holding Corp. will post 3.59 EPS for the current fiscal year.
Insider Buying and Selling at US Foods
In other news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the transaction, the insider owned 88,176 shares of the company’s stock, valued at $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.60% of the stock is currently owned by insiders.
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.