Ontario Teachers Pension Plan Board Decreases Stock Holdings in US Foods Holding Corp. $USFD

Ontario Teachers Pension Plan Board lowered its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 51.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,137 shares of the company’s stock after selling 37,660 shares during the quarter. Ontario Teachers Pension Plan Board’s holdings in US Foods were worth $2,692,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Syon Capital LLC raised its position in shares of US Foods by 22.6% during the 3rd quarter. Syon Capital LLC now owns 4,592 shares of the company’s stock valued at $352,000 after buying an additional 847 shares in the last quarter. Skandinaviska Enskilda Banken AB publ bought a new stake in US Foods during the third quarter worth approximately $1,510,000. State of New Jersey Common Pension Fund D raised its position in US Foods by 8.7% during the third quarter. State of New Jersey Common Pension Fund D now owns 76,475 shares of the company’s stock valued at $5,860,000 after purchasing an additional 6,144 shares during the period. CENTRAL TRUST Co raised its position in US Foods by 30,283.3% during the third quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock valued at $419,000 after purchasing an additional 5,451 shares during the period. Finally, Longbow Finance SA lifted its stake in shares of US Foods by 37.2% in the 3rd quarter. Longbow Finance SA now owns 134,859 shares of the company’s stock valued at $10,333,000 after purchasing an additional 36,549 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.

US Foods Trading Down 0.5%

NYSE USFD opened at $96.59 on Thursday. The stock has a market cap of $21.30 billion, a PE ratio of 32.85, a PEG ratio of 1.22 and a beta of 1.02. 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 $82.45 and its 200-day moving average price is $78.48. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18.

US Foods (NYSE:USFD) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.01 by $0.03. The company had revenue of $9.80 billion during 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%. The firm’s quarterly revenue was up 3.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities research analysts forecast that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Barclays boosted their price objective on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 target price on shares of US Foods and gave the stock a “buy” rating in a report on Friday, February 13th. Wells Fargo & Company lifted their price target on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Finally, Citigroup increased their price objective on shares of US Foods from $95.00 to $118.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $107.33.

US Foods Company 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.