69,027 Shares in US Foods Holding Corp. $USFD Bought by SaddleRock Capital Management LLC

SaddleRock Capital Management LLC acquired a new stake in shares of US Foods Holding Corp. (NYSE:USFD) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 69,027 shares of the company’s stock, valued at approximately $7,058,000. US Foods comprises about 6.8% of SaddleRock Capital Management LLC’s investment portfolio, making the stock its 7th largest position.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Royal Bank of Canada lifted its holdings in shares of US Foods by 85.8% during the 1st quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock valued at $9,722,000 after buying an additional 68,567 shares during the last quarter. Empowered Funds LLC acquired a new position in US Foods in the first quarter worth approximately $359,000. Sivia Capital Partners LLC bought a new position in US Foods during the second quarter valued at approximately $526,000. Brown Advisory Inc. bought a new position in US Foods during the second quarter valued at approximately $252,000. Finally, Cerity Partners LLC lifted its stake in US Foods by 20.5% in the second quarter. Cerity Partners LLC now owns 47,977 shares of the company’s stock valued at $3,695,000 after acquiring an additional 8,162 shares during the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

US Foods Stock Down 0.2%

Shares of US Foods stock opened at $109.39 on Tuesday. The stock has a market capitalization of $23.66 billion, a P/E ratio of 33.66, a PEG ratio of 1.39 and a beta of 0.81. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.19. The stock has a 50 day moving average price of $101.28 and a two-hundred day moving average price of $93.96. US Foods Holding Corp. has a 12-month low of $69.88 and a 12-month high of $111.42.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $10.46 billion. During the same quarter last year, the company posted $1.19 earnings per share. The company’s revenue for the quarter 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. Equities analysts expect that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

Wall Street Analyst Weigh In

USFD has been the subject of several recent research reports. UBS Group boosted their target price on shares of US Foods from $117.00 to $127.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Zacks Research raised shares of US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Morgan Stanley set a $107.00 price objective on shares of US Foods in a research note on Friday, August 7th. TD Cowen upped their price objective on shares of US Foods from $116.00 to $119.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $120.00 target price on shares of US Foods in a research report on Friday, August 7th. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $113.92.

Insider Buying and Selling at US Foods

In related news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total value of $1,283,603.10. Following the transaction, the insider owned 73,618 shares in the company, valued at $8,125,218.66. This trade represents a 13.64% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider William Spencer Hancock sold 21,754 shares of the business’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the transaction, the insider directly owned 101,144 shares of the company’s stock, valued at approximately $10,952,883.76. This represents a 17.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is currently owned by corporate insiders.

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.