Cookson Peirce & Co. Inc. Has $34.38 Million Stock Position in US Foods Holding Corp. $USFD

Cookson Peirce & Co. Inc. lowered its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 2.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 448,717 shares of the company’s stock after selling 12,657 shares during the quarter. US Foods comprises approximately 1.4% of Cookson Peirce & Co. Inc.’s holdings, making the stock its 23rd largest holding. Cookson Peirce & Co. Inc.’s holdings in US Foods were worth $34,381,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of USFD. Parkside Financial Bank & Trust increased its holdings in shares of US Foods by 303.7% during the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock worth $25,000 after purchasing an additional 246 shares during the period. Geneos Wealth Management Inc. grew its position 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 buying an additional 263 shares in the last quarter. First Horizon Corp acquired a new stake in US Foods during the third quarter worth about $39,000. MAI Capital Management increased its stake in US Foods by 155.6% during the second quarter. MAI Capital Management now owns 529 shares of the company’s stock valued at $41,000 after acquiring an additional 322 shares during the period. Finally, Quent Capital LLC acquired a new position in US Foods in the 3rd quarter valued at approximately $43,000. 98.76% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Barclays decreased their price objective on US Foods from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, November 7th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research note on Monday, December 29th. Morgan Stanley set a $92.00 price objective on shares of US Foods in a research note on Tuesday, January 20th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Piper Sandler lowered shares of US Foods from an “overweight” rating to a “neutral” rating and set a $103.00 target price on the stock. in a research report on Friday. Eight research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.80.

US Foods Stock Performance

US Foods stock opened at $101.86 on Friday. The firm has a market capitalization of $22.71 billion, a P/E ratio of 42.44, a P/E/G ratio of 1.13 and a beta of 1.02. The stock has a fifty day moving average price of $80.60 and a two-hundred day moving average price of $78.10. US Foods Holding Corp. has a 52-week low of $57.36 and a 52-week high of $102.13. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.15 and a quick ratio of 0.70.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The business had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the prior year, the firm earned $0.84 EPS. The firm’s quarterly revenue was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, analysts anticipate that US Foods Holding Corp. will post 3.59 EPS for the current fiscal year.

US Foods News Summary

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

• Positive Sentiment: Q4 EPS topped estimates — US Foods reported $1.04 EPS vs. consensus ~$1.01, showing meaningful year‑over‑year earnings improvement (prior year $0.84), which supports upside to earnings multiple and investor sentiment. Earnings Release / Transcript
• Positive Sentiment: Profitability and cash‑flow signals were strong — net income jumped (~179% to $184M) and adjusted EBITDA rose ~11.1%, showing operating leverage even with near‑term volume/traffic headwinds. This helps justify the stock rally. BusinessWire: Q4 & FY Results
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $4.696–$4.935, above consensus (~$4.56), signaling confidence in margin expansion and execution — a key reason investors bid the stock higher. Guidance Detail
• Neutral Sentiment: Revenue beat/miss nuance — Q4 revenue rose 3.3% to $9.80B but came in slightly below the ~$9.90B consensus; top‑line growth is positive year‑over‑year yet softer than analysts expected, which tempers the upside. Yahoo: Sales Below Estimates
• Neutral Sentiment: Management commentary noted near‑term volatility in demand (softer economic environment for some customers) but an overall upbeat tone on margins/execution — mixed read for cyclical exposure. TipRanks: Call Highlights
• Negative Sentiment: Revenue guidance came in below Street expectations — management gave FY‑2026 revenue guidance of $41.0B–$41.8B vs. consensus around $42.0B, which could limit upside if top‑line recovery lags. Guidance: Revenue Range

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.