US Foods Holding Corp. $USFD Shares Sold by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. lowered its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 52.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,077 shares of the company’s stock after selling 8,883 shares during the quarter. Newbridge Financial Services Group Inc.’s holdings in US Foods were worth $608,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Wellington Management Group LLP boosted its stake in US Foods by 14.2% during the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after purchasing an additional 1,599,033 shares during the period. Capital World Investors boosted its stake in US Foods by 11.0% during the 3rd quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock worth $893,752,000 after purchasing an additional 1,155,254 shares during the period. Boston Partners boosted its stake in US Foods by 6.0% during the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after purchasing an additional 908,993 shares during the period. Holocene Advisors LP acquired a new stake in US Foods during the 2nd quarter worth $64,220,000. Finally, Steadfast Capital Management LP acquired a new stake in US Foods during the 3rd quarter worth $60,813,000. Institutional investors and hedge funds own 98.76% of the company’s stock.

US Foods Stock Performance

NYSE:USFD opened at $89.35 on Wednesday. The firm’s fifty day moving average price is $91.90 and its 200 day moving average price is $81.78. US Foods Holding Corp. has a 1-year low of $59.43 and a 1-year high of $102.13. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.16 and a quick ratio of 0.68. The firm has a market cap of $19.71 billion, a price-to-earnings ratio of 30.39, a price-to-earnings-growth ratio of 1.10 and a beta of 0.98.

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

Insider Buying and Selling at US Foods

In other news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 88,176 shares of the company’s stock, valued at $8,510,747.52. This represents a 42.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.60% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on USFD. Wells Fargo & Company increased their price target on shares of US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Morgan Stanley set a $94.00 price objective on shares of US Foods and gave the company a “mixed” rating in a research report on Friday, February 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Citigroup lifted their price objective on shares of US Foods from $95.00 to $118.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, UBS Group reiterated a “buy” rating and issued a $117.00 price objective on shares of US Foods in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.33.

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.