Unisphere Establishment Boosts Stock Position in US Foods Holding Corp. $USFD

Unisphere Establishment increased its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 28.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 353,000 shares of the company’s stock after buying an additional 78,000 shares during the period. Unisphere Establishment’s holdings in US Foods were worth $32,550,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Compound Planning Inc. raised its position in US Foods by 10.5% during the first quarter. Compound Planning Inc. now owns 9,033 shares of the company’s stock worth $833,000 after acquiring an additional 857 shares during the period. Lido Advisors LLC lifted its stake in US Foods by 47.3% in the 1st quarter. Lido Advisors LLC now owns 5,275 shares of the company’s stock valued at $487,000 after buying an additional 1,695 shares in the last quarter. Cetera Investment Advisers boosted its holdings in US Foods by 3.8% in the 1st quarter. Cetera Investment Advisers now owns 23,576 shares of the company’s stock worth $2,174,000 after buying an additional 873 shares during the last quarter. PNC Financial Services Group Inc. increased its stake in US Foods by 13.1% during the 1st quarter. PNC Financial Services Group Inc. now owns 9,881 shares of the company’s stock worth $911,000 after buying an additional 1,147 shares in the last quarter. Finally, Earned Wealth Advisors LLC acquired a new position in shares of US Foods during the first quarter valued at approximately $225,000. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on USFD. Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, May 1st. TD Cowen initiated coverage on shares of US Foods in a report on Tuesday, July 7th. They set a “buy” rating and a $116.00 target price for the company. Zacks Research downgraded shares of US Foods from a “hold” rating to a “strong sell” rating in a research note on Wednesday, July 1st. BTIG Research dropped their price objective on shares of US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a research note on Monday, May 11th. Finally, JPMorgan Chase & Co. cut their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a report on Thursday, May 14th. Eleven research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $107.00.

US Foods Trading Up 1.7%

Shares of USFD stock opened at $97.17 on Friday. US Foods Holding Corp. has a twelve month low of $69.88 and a twelve month high of $105.17. The stock has a market cap of $21.40 billion, a price-to-earnings ratio of 32.72, a PEG ratio of 1.22 and a beta of 0.79. The company’s 50-day moving average price is $92.30 and its 200-day moving average price is $90.32. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 EPS 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 firm had revenue of $9.61 billion for the quarter, compared to analysts’ expectations of $9.66 billion. During the same period last year, the firm earned $0.68 earnings per share. US Foods’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. As a group, equities analysts predict that US Foods Holding Corp. will post 4.35 earnings per share 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.