WINTON GROUP Ltd Purchases Shares of 84,180 US Foods Holding Corp. $USFD

WINTON GROUP Ltd purchased a new stake in shares of US Foods Holding Corp. (NYSE:USFD) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 84,180 shares of the company’s stock, valued at approximately $6,340,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Boston Partners raised its holdings in US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock valued at $1,235,585,000 after acquiring an additional 908,993 shares during the period. Wellington Management Group LLP raised its holdings in US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock valued at $986,557,000 after acquiring an additional 1,599,033 shares during the period. Capital World Investors raised its holdings in US Foods by 11.0% during the third quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock valued at $893,752,000 after acquiring an additional 1,155,254 shares during the period. Invesco Ltd. increased its holdings in shares of US Foods by 8.6% in the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after purchasing an additional 649,950 shares during the last quarter. Finally, Primecap Management Co. CA increased its holdings in shares of US Foods by 5.9% in the third quarter. Primecap Management Co. CA now owns 3,793,209 shares of the company’s stock worth $290,636,000 after purchasing an additional 212,499 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on USFD shares. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $106.00 target price on shares of US Foods in a report on Friday, February 13th. JPMorgan Chase & Co. reduced their target price on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a report on Thursday, May 14th. Piper Sandler reduced their target price on US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a report on Monday, June 1st. UBS Group reaffirmed a “buy” rating and issued a $117.00 target price on shares of US Foods in a report on Friday, February 13th. Finally, Zacks Research cut US Foods from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $105.50.

US Foods Trading Up 2.8%

USFD opened at $84.49 on Friday. The firm has a market cap of $18.61 billion, a P/E ratio of 28.45, a P/E/G ratio of 1.06 and a beta of 0.83. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $102.13. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The stock has a 50-day moving average of $87.59 and a 200 day moving average of $85.16.

US Foods (NYSE:USFD) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). The company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company’s revenue was up 2.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.68 EPS. 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 4.41 EPS for the current year.

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.