SG Americas Securities LLC Has $6.59 Million Position in US Foods Holding Corp. $USFD

SG Americas Securities LLC lessened its stake in US Foods Holding Corp. (NYSE:USFD) by 9.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 71,467 shares of the company’s stock after selling 7,602 shares during the period. SG Americas Securities LLC’s holdings in US Foods were worth $6,590,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD raised its holdings in US Foods by 412.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,165,611 shares of the company’s stock valued at $313,755,000 after acquiring an additional 3,353,396 shares in the last quarter. Bank of Montreal Can boosted its position in shares of US Foods by 8,056.1% during the 4th quarter. Bank of Montreal Can now owns 2,866,721 shares of the company’s stock valued at $215,921,000 after acquiring an additional 2,831,573 shares in the last quarter. Norges Bank bought a new stake in US Foods in the fourth quarter valued at about $192,849,000. Wellington Management Group LLP increased its stake in US Foods by 14.2% in 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. Finally, Capital World Investors raised its position in US Foods by 10.3% in the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after purchasing an additional 1,197,360 shares in the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

US Foods Price Performance

Shares of US Foods stock opened at $98.53 on Monday. The stock has a market capitalization of $21.70 billion, a price-to-earnings ratio of 33.18, a P/E/G ratio of 1.25 and a beta of 0.84. The firm’s 50-day moving average price is $88.14 and its two-hundred day moving average price is $87.10. 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 Holding Corp. has a 1-year low of $69.88 and a 1-year high of $102.13.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). The firm had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business’s revenue was up 2.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.68 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts predict that US Foods Holding Corp. will post 4.34 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Citigroup cut their price target on shares of US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a research note on Friday, May 8th. JPMorgan Chase & Co. dropped their target price on US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a report on Thursday, May 14th. Zacks Research downgraded US Foods from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Piper Sandler decreased their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating on the stock in a research note on Monday, June 1st. Finally, BTIG Research lowered their price target on US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $105.50.

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.