US Foods Holding Corp. $USFD Shares Sold by Tredje AP fonden

Tredje AP fonden reduced its stake in US Foods Holding Corp. (NYSE:USFD) by 24.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 24,580 shares of the company’s stock after selling 7,760 shares during the quarter. Tredje AP fonden’s holdings in US Foods were worth $1,883,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of USFD. Massachusetts Financial Services Co. MA increased its stake in US Foods by 2.7% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,134,905 shares of the company’s stock valued at $472,449,000 after purchasing an additional 161,749 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of US Foods by 1.3% during the second quarter. Geode Capital Management LLC now owns 3,986,397 shares of the company’s stock worth $307,044,000 after buying an additional 52,361 shares during the period. Primecap Management Co. CA lifted its stake in shares of US Foods by 84.4% during the second quarter. Primecap Management Co. CA now owns 3,580,710 shares of the company’s stock worth $275,750,000 after buying an additional 1,639,310 shares during the period. Artisan Partners Limited Partnership grew its holdings in shares of US Foods by 12.4% during the second quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock valued at $247,003,000 after buying an additional 354,747 shares during the last quarter. Finally, AQR Capital Management LLC increased its position in shares of US Foods by 14.7% in the 2nd quarter. AQR Capital Management LLC now owns 2,910,755 shares of the company’s stock valued at $224,157,000 after acquiring an additional 373,321 shares during the period. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Morgan Stanley set a $94.00 target price on US Foods and gave the stock a “mixed” rating in a research note on Friday, February 13th. Barclays increased their price objective on US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the stock a “buy” rating in a report on Friday, February 13th. BTIG Research upped their target price on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Ten investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.33.

US Foods Stock Performance

NYSE USFD opened at $96.64 on Monday. The firm has a market capitalization of $21.31 billion, a P/E ratio of 32.87, a PEG ratio of 1.18 and a beta of 1.02. The stock has a 50-day simple moving average of $83.24 and a two-hundred day simple moving average of $78.63. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16. US Foods Holding Corp. has a fifty-two week low of $57.36 and a fifty-two week high of $102.13.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, topping the consensus estimate of $1.01 by $0.03. The firm had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.US Foods’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same period last year, the company earned $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts forecast that US Foods Holding Corp. will post 3.59 earnings per share for the current year.

Insider Activity at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the transaction, the insider directly owned 88,176 shares of the company’s stock, valued at $8,510,747.52. The trade was a 42.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.60% of the stock is owned by insiders.

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.