Longbow Finance SA Buys 36,549 Shares of US Foods Holding Corp. $USFD

Longbow Finance SA boosted its stake in US Foods Holding Corp. (NYSE:USFD) by 37.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 134,859 shares of the company’s stock after purchasing an additional 36,549 shares during the period. Longbow Finance SA’s holdings in US Foods were worth $10,333,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in USFD. Parkside Financial Bank & Trust boosted its stake in shares of US Foods by 303.7% in the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock worth $25,000 after buying an additional 246 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in US Foods by 120.1% in the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after acquiring an additional 263 shares during the period. First Horizon Corp purchased a new position in US Foods in the third quarter worth about $39,000. MAI Capital Management grew its stake in shares of US Foods by 155.6% during the 2nd quarter. MAI Capital Management now owns 529 shares of the company’s stock valued at $41,000 after purchasing an additional 322 shares during the period. Finally, Quent Capital LLC purchased a new stake in shares of US Foods during the 3rd quarter valued at about $43,000. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

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

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Sanford C. Bernstein restated an “outperform” rating on shares of US Foods in a research report on Friday, November 7th. Piper Sandler cut shares of US Foods from an “overweight” rating to a “neutral” rating and set a $103.00 price target on the stock. in a research note on Friday. Morgan Stanley set a $92.00 price objective on shares of US Foods in a research report on Tuesday, January 20th. Guggenheim reaffirmed a “buy” rating on shares of US Foods in a report on Friday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.80.

US Foods Stock Performance

Shares of NYSE USFD opened at $101.86 on Friday. The stock has a market cap of $22.71 billion, a PE ratio of 42.44, a price-to-earnings-growth ratio of 1.13 and a beta of 1.02. US Foods Holding Corp. has a 1 year low of $57.36 and a 1 year high of $102.13. The firm has a fifty day moving average price of $80.60 and a 200-day moving average price of $78.10. 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 released its earnings results 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 1.43% and a return on equity of 17.71%. The company had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same quarter in the previous year, the company earned $0.84 EPS. US Foods’s revenue for the quarter was up 3.3% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts anticipate that US Foods Holding Corp. will post 3.59 earnings per share 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.