US Foods Holding Corp. $USFD Shares Purchased by Robbins Farley

Robbins Farley grew its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 14.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 51,845 shares of the company’s stock after buying an additional 6,398 shares during the period. US Foods accounts for approximately 2.0% of Robbins Farley’s holdings, making the stock its 21st biggest holding. Robbins Farley’s holdings in US Foods were worth $5,301,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Callan Family Office LLC bought a new position in US Foods during the 2nd quarter worth $1,762,000. SaddleRock Capital Management LLC acquired a new stake in shares of US Foods in the 2nd quarter worth approximately $7,058,000. Fifth Third Bancorp boosted its stake in US Foods by 2,548.1% during the 1st quarter. Fifth Third Bancorp now owns 75,392 shares of the company’s stock valued at $6,952,000 after purchasing an additional 72,545 shares in the last quarter. BlackRock Inc. acquired a new position in US Foods during the second quarter worth about $2,131,439,000. Finally, University of Texas Texas AM Investment Management Co. bought a new stake in shares of US Foods in the 4th quarter worth approximately $4,221,000. Institutional investors and hedge funds own 98.76% of the company’s stock.

Insider Activity at US Foods

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

Wall Street Analyst Weigh In

Several research firms have weighed in on USFD. Guggenheim lifted their price objective on shares of US Foods from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a research note on Wednesday, July 29th. Piper Sandler lifted their price target on shares of US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Morgan Stanley set a $107.00 target price on US Foods in a report on Friday, August 7th. Finally, JPMorgan Chase & Co. cut their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research report on Thursday, May 14th. Eleven equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $113.92.

US Foods Stock Performance

Shares of USFD stock opened at $104.45 on Thursday. The stock has a market cap of $22.60 billion, a PE ratio of 32.14, a price-to-earnings-growth ratio of 1.36 and a beta of 0.82. US Foods Holding Corp. has a one year low of $69.88 and a one year high of $111.42. 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 stock has a 50-day moving average of $103.17 and a 200-day moving average of $94.73.

US Foods (NYSE:USFD) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. The firm had revenue of $10.53 billion during the quarter, compared to the consensus estimate of $10.46 billion. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The business’s revenue was up 4.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts expect that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

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.