Rhumbline Advisers Sells 15,907 Shares of US Foods Holding Corp. $USFD

Rhumbline Advisers lessened its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 2.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 611,718 shares of the company’s stock after selling 15,907 shares during the period. Rhumbline Advisers’ holdings in US Foods were worth $46,870,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Securian Asset Management Inc. boosted its position in shares of US Foods by 0.7% in the 2nd quarter. Securian Asset Management Inc. now owns 17,618 shares of the company’s stock worth $1,357,000 after purchasing an additional 121 shares in the last quarter. Archer Investment Corp increased its position in US Foods by 8.8% during the 2nd quarter. Archer Investment Corp now owns 1,850 shares of the company’s stock valued at $142,000 after buying an additional 150 shares in the last quarter. True Wealth Design LLC raised its stake in US Foods by 12.2% during the third quarter. True Wealth Design LLC now owns 1,402 shares of the company’s stock valued at $107,000 after buying an additional 152 shares during the last quarter. Benjamin Edwards Inc. boosted its holdings in 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 acquiring an additional 185 shares in the last quarter. Finally, Suncoast Equity Management grew its stake in shares of US Foods by 1.7% in the third quarter. Suncoast Equity Management now owns 11,435 shares of the company’s stock worth $876,000 after acquiring an additional 190 shares during the last quarter. Institutional investors own 98.76% of the company’s stock.

Trending Headlines about US Foods

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Q4 EPS beat and strong profit metrics — US Foods reported $1.04 EPS vs. a $1.01 consensus and showed meaningful YoY improvement in net income and adjusted EBITDA, supporting the company’s profitability narrative. US Foods Q4 earnings / MarketBeat
• Positive Sentiment: FY‑2026 EPS guidance raised — Management set FY‑2026 EPS guidance at $4.696–$4.935, above the consensus (~$4.56), which supports longer‑term earnings upside. FY2026 guidance / Press Release
• Positive Sentiment: Analyst price target upgrades — Citigroup raised its PT to $118 (Buy) and Wells Fargo to $110 (Overweight), signaling institutional confidence in upside from current levels. Benzinga: Analyst price target updates
• Neutral Sentiment: Coverage and commentary — Several transcripts, summaries and analyst notes are available (earnings call transcript, slide deck, and third‑party commentary), useful for drilling into unit/margin detail and channel trends. Seeking Alpha: Earnings presentation
• Negative Sentiment: Revenue miss and softer top‑line outlook — Q4 revenue came in at $9.80B vs. ~$9.90B expected, and management’s FY revenue guidance ($41.0B–$41.8B) is below the consensus (~$42B). That top‑line softness is the likely driver of intra‑day weakness despite the EPS beat. Revenue miss / MarketBeat

US Foods Stock Performance

Shares of NYSE USFD opened at $99.92 on Friday. The firm’s 50-day moving average price is $81.09 and its 200-day moving average price is $78.22. US Foods Holding Corp. has a 52-week low of $57.36 and a 52-week high of $102.13. The company has a market cap of $22.28 billion, a PE ratio of 33.99, a PEG ratio of 1.28 and a beta of 1.02. The company has a quick ratio of 0.70, a current ratio of 1.16 and a debt-to-equity ratio of 1.18.

US Foods (NYSE:USFD) last issued its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. The company had revenue of $9.80 billion for the quarter, compared to the consensus estimate of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The firm’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same quarter 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, analysts anticipate that US Foods Holding Corp. will post 3.59 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. 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. BMO Capital Markets upped their target price on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research note on Friday. Wells Fargo & Company increased their price target on shares of US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a report on Friday. Finally, Piper Sandler downgraded shares of US Foods from an “overweight” rating to a “neutral” rating and raised their price target for the company from $85.00 to $103.00 in a research report on Friday. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $107.33.

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.