Stonehage Fleming Financial Services Holdings Ltd Makes New $919,000 Investment in US Foods Holding Corp. $USFD

Stonehage Fleming Financial Services Holdings Ltd bought a new stake in US Foods Holding Corp. (NYSE:USFD) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 8,983 shares of the company’s stock, valued at approximately $919,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. BlackRock Inc. purchased a new stake in shares of US Foods in the second quarter valued at about $2,131,439,000. Primecap Management Co. CA purchased a new position in US Foods during the second quarter worth about $406,997,000. Price T Rowe Associates Inc. MD boosted 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 purchasing an additional 3,353,396 shares during the last quarter. Bank of Montreal Can boosted its holdings in US Foods by 8,056.1% in the 4th quarter. Bank of Montreal Can now owns 2,866,721 shares of the company’s stock valued at $215,921,000 after purchasing an additional 2,831,573 shares during the last quarter. Finally, Norges Bank acquired a new position in US Foods in the 4th quarter valued at about $192,849,000. 98.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at US Foods

In other US Foods news, insider William Spencer Hancock sold 21,754 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $108.29, for a total value of $2,355,740.66. Following the completion of the transaction, the insider owned 101,144 shares of the company’s stock, valued at $10,952,883.76. This trade represents a 17.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the completion of the transaction, the insider directly owned 73,618 shares of the company’s stock, valued at $8,125,218.66. This represents a 13.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is owned by corporate insiders.

US Foods Stock Performance

NYSE USFD opened at $107.83 on Friday. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70. The company has a market cap of $23.33 billion, a P/E ratio of 33.18, a P/E/G ratio of 1.38 and a beta of 0.81. The stock has a 50-day moving average of $102.20 and a two-hundred day moving average of $94.37. US Foods Holding Corp. has a 1-year low of $69.88 and a 1-year high of $111.42.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.36 by $0.08. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The business had revenue of $10.53 billion for the quarter, compared to analysts’ expectations of $10.46 billion. During the same quarter in the prior year, the company earned $1.19 earnings per share. The business’s quarterly revenue was up 4.5% on a year-over-year basis. 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 4.41 EPS for the current year.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Wednesday, July 29th. UBS Group lifted their target price on US Foods from $117.00 to $127.00 and gave the company a “buy” rating in a research report on Friday, August 7th. JPMorgan Chase & Co. decreased their price target on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, May 14th. Wells Fargo & Company increased their price target on US Foods from $110.00 to $125.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Finally, Morgan Stanley set a $107.00 price objective on US Foods in a research report on Friday, August 7th. Eleven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $113.92.

About US Foods

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.