US Foods Holding Corp. $USFD is Clarkston Capital Partners LLC’s 7th Largest Position

Clarkston Capital Partners LLC lessened its stake in US Foods Holding Corp. (NYSE:USFD) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,763,116 shares of the company’s stock after selling 132,429 shares during the quarter. US Foods accounts for approximately 3.1% of Clarkston Capital Partners LLC’s holdings, making the stock its 7th biggest position. Clarkston Capital Partners LLC’s holdings in US Foods were worth $132,798,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of USFD. Measured Wealth Private Client Group LLC purchased a new position in shares of US Foods in the 3rd quarter worth about $26,000. Steph & Co. purchased a new position in shares of US Foods in the 4th quarter worth about $34,000. Geneos Wealth Management Inc. raised its position in shares of US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in shares of US Foods in the 3rd quarter worth about $49,000. Finally, Root Financial Partners LLC raised its position in shares of US Foods by 22.4% in the 4th quarter. Root Financial Partners LLC now owns 840 shares of the company’s stock worth $63,000 after purchasing an additional 154 shares during the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on USFD shares. Deutsche Bank Aktiengesellschaft set a $111.00 price target on US Foods and gave the stock a “buy” rating in a research report on Friday, February 13th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $106.00 price target on shares of US Foods in a research report on Friday, February 13th. Citigroup lowered their price target on US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a research report on Friday, May 8th. UBS Group reissued a “buy” rating and issued a $117.00 target price on shares of US Foods in a research report on Friday, February 13th. Finally, Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $105.50.

US Foods Price Performance

Shares of NYSE:USFD opened at $93.43 on Friday. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $102.13. The business has a 50-day simple moving average of $87.47 and a two-hundred day simple moving average of $85.83. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. The firm has a market cap of $20.58 billion, a price-to-earnings ratio of 31.46, a price-to-earnings-growth ratio of 1.15 and a beta of 0.83.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share 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 business had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same period last year, the firm posted $0.68 EPS. US Foods’s quarterly revenue was up 2.8% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts expect that US Foods Holding Corp. will post 4.41 earnings per share 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.