JPMorgan Chase & Co. Sells 55,861 Shares of US Foods Holding Corp. $USFD

JPMorgan Chase & Co. decreased its stake in US Foods Holding Corp. (NYSE:USFD) by 2.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,332,957 shares of the company’s stock after selling 55,861 shares during the period. JPMorgan Chase & Co. owned 1.05% of US Foods worth $178,755,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Archer Investment Corp boosted its position in shares of 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 purchasing an additional 150 shares in the last quarter. True Wealth Design LLC boosted its position in shares of US Foods by 12.2% during the 3rd 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 position in shares of US Foods by 3.3% during the 2nd quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock worth $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 buying an additional 190 shares during the period. Finally, Intrust Bank NA increased its position in US Foods by 3.8% in the 2nd quarter. Intrust Bank NA now owns 5,437 shares of the company’s stock valued at $419,000 after buying an additional 201 shares in the last quarter. 98.76% of the stock is currently owned by institutional investors and hedge funds.

US Foods Stock Up 0.3%

USFD stock opened at $96.64 on Friday. The stock has a fifty day moving average of $83.24 and a 200-day moving average of $78.70. US Foods Holding Corp. has a fifty-two week low of $57.36 and a fifty-two week high of $102.13. The company has a market capitalization of $21.31 billion, a price-to-earnings ratio of 32.87, a PEG ratio of 1.18 and a beta of 1.02. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16.

US Foods (NYSE:USFD) last announced its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 18.74% and a net margin of 1.71%.The firm’s quarterly revenue was up 3.3% compared to the same quarter last year. During the same period in the previous year, the business posted $0.84 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities research analysts predict that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Insider Transactions at US Foods

In related news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction dated 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 sale, the insider owned 88,176 shares of the company’s stock, valued at approximately $8,510,747.52. This represents a 42.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on USFD shares. Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the stock a “buy” rating in a research report on Friday, February 13th. BTIG Research upped their target price on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a report on Friday, February 13th. Morgan Stanley set a $94.00 price target on US Foods and gave the company a “mixed” rating in a research report on Friday, February 13th. Sanford C. Bernstein restated an “outperform” rating and issued a $106.00 price objective on shares of US Foods in a research note on Friday, February 13th. Finally, Piper Sandler downgraded shares of US Foods from an “overweight” rating to a “neutral” rating and boosted their price target for the stock from $85.00 to $103.00 in a report on Friday, February 13th. Ten research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company 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.