Pacer Advisors Inc. Has $2.39 Million Stake in US Foods Holding Corp. $USFD

Pacer Advisors Inc. reduced its position in US Foods Holding Corp. (NYSE:USFD) by 96.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,913 shares of the company’s stock after selling 740,234 shares during the quarter. Pacer Advisors Inc.’s holdings in US Foods were worth $2,389,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in USFD. Measured Wealth Private Client Group LLC acquired a new stake in shares of US Foods during the 3rd quarter worth approximately $26,000. Steph & Co. acquired a new position in US Foods during the fourth quarter valued at approximately $34,000. Nalls Sherbakoff Group LLC acquired a new position in US Foods during the fourth quarter valued at approximately $36,000. Geneos Wealth Management Inc. lifted its stake in US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares during the last quarter. Finally, Western Wealth Management LLC bought a new stake in US Foods during the first quarter worth $46,000. 98.76% of the stock is currently owned by institutional investors and hedge funds.

More US Foods News

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Solid Q2 earnings: US Foods reported adjusted EPS of $1.44, exceeding the $1.36 consensus estimate, while revenue reached $10.53 billion versus expectations of $10.46 billion. Revenue increased 4.5% year over year, and adjusted EBITDA rose 10.2% to a record $604 million. US Foods earnings report
• Positive Sentiment: Growth and guidance reaffirmed: Independent restaurant case volume accelerated 5.1%, total case volume increased 1.9%, and net income rose 22.8% to $275 million. Management reaffirmed fiscal 2026 targets, including 4%–6% sales growth, 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth. The company also repurchased $374 million of stock during the quarter. US Foods Q2 results and outlook
• Positive Sentiment: Analyst optimism increased: Citigroup raised its price target from $110 to $124 and initiated a “buy” rating. Wells Fargo lifted its target from $110 to $125 with an “overweight” rating, while BTIG increased its target from $105 to $120 and reiterated “buy.” These targets imply additional upside and reinforce the positive reaction to the earnings report. Analyst price-target revisions
• Neutral Sentiment: Valuation remains a consideration: Despite a reported 206% five-year return, one analysis cautioned that US Foods stock may now look expensive, potentially limiting further gains unless earnings continue to grow rapidly. US Foods valuation analysis
• Negative Sentiment: Insider selling: Company insiders have reported three open-market sales and no purchases over the past six months, including sales by the chief financial officer. While not necessarily a fundamental concern, the activity is a potential sentiment headwind.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on USFD. Wells Fargo & Company lifted their price target on US Foods from $110.00 to $125.00 and gave the company an “overweight” rating in a research note on Friday. Piper Sandler dropped their price objective on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a research report on Monday, June 1st. BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 price objective on shares of US Foods in a research note on Friday. JPMorgan Chase & Co. decreased their target price on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, May 14th. Finally, Citigroup boosted their target price on US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a research note on Friday. Eleven investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $112.38.

US Foods Stock Performance

NYSE USFD opened at $108.98 on Friday. The firm’s fifty day moving average price is $96.42 and its two-hundred day moving average price is $91.94. The stock has a market cap of $24.00 billion, a PE ratio of 33.53, a PEG ratio of 1.37 and a beta of 0.81. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.70 and a current ratio of 1.14. US Foods Holding Corp. has a fifty-two week low of $69.88 and a fifty-two week high of $110.08.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating analysts’ consensus estimates of $1.36 by $0.08. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The company had revenue of $10.53 billion during the quarter, compared to analysts’ expectations of $10.46 billion. During the same period in the prior year, the company earned $1.19 EPS. US Foods’s revenue was up 4.5% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts expect that US Foods Holding Corp. will post 4.35 EPS for the current fiscal year.

US Foods Company 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.