O Shaughnessy Asset Management LLC Buys 21,191 Shares of US Foods Holding Corp. $USFD

O Shaughnessy Asset Management LLC boosted its stake in US Foods Holding Corp. (NYSE:USFD) by 27.4% during the 4th quarter, HoldingsChannel reports. The fund owned 98,625 shares of the company’s stock after acquiring an additional 21,191 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in US Foods were worth $7,428,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. CIBC Bancorp USA Inc. acquired a new position in US Foods in the 3rd quarter valued at about $40,375,000. CENTRAL TRUST Co grew its stake in US Foods by 30,283.3% in the 3rd quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock valued at $419,000 after buying an additional 5,451 shares during the last quarter. Nordea Investment Management AB acquired a new position in US Foods in the 4th quarter valued at about $4,834,000. TD Asset Management Inc acquired a new position in US Foods in the 3rd quarter valued at about $1,477,000. Finally, DNB Asset Management AS grew its stake in US Foods by 42.1% in the 3rd quarter. DNB Asset Management AS now owns 24,410 shares of the company’s stock valued at $1,870,000 after buying an additional 7,233 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

US Foods Stock Performance

Shares of NYSE:USFD opened at $90.43 on Thursday. The company’s 50 day moving average price is $87.44 and its two-hundred day moving average price is $85.64. US Foods Holding Corp. has a 12-month low of $69.88 and a 12-month high of $102.13. The firm has a market cap of $19.91 billion, a PE ratio of 30.45, a PEG ratio of 1.12 and a beta of 0.83. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16.

US Foods (NYSE:USFD) last announced 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). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The business had revenue of $9.61 billion for the quarter, compared to analyst estimates of $9.66 billion. During the same quarter in the previous year, the company earned $0.68 EPS. The business’s revenue for the quarter was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities research analysts predict that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on USFD shares. Barclays upped their price target on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. BTIG Research decreased their price target on shares of US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, May 11th. Wells Fargo & Company upped their price target on shares of US Foods from $87.00 to $110.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Morgan Stanley set a $94.00 target price on shares of US Foods and gave the stock a “mixed” rating in a research report on Friday, February 13th. Ten investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $105.50.

US Foods 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.