Universal Beteiligungs und Servicegesellschaft mbH Increases Stake in US Foods Holding Corp. $USFD

Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of US Foods Holding Corp. (NYSE:USFD) by 264.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 146,203 shares of the company’s stock after purchasing an additional 106,112 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in US Foods were worth $11,045,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Optas LLC boosted its position in US Foods by 15.6% during the fourth quarter. Optas LLC now owns 3,185 shares of the company’s stock worth $240,000 after acquiring an additional 429 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank grew its stake in US Foods by 47.6% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 107,928 shares of the company’s stock valued at $8,129,000 after acquiring an additional 34,814 shares in the last quarter. Asset Management One Co. Ltd. raised its holdings in US Foods by 781.3% in the 4th quarter. Asset Management One Co. Ltd. now owns 8,822 shares of the company’s stock valued at $675,000 after acquiring an additional 7,821 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in US Foods by 11.6% in the 4th quarter. Farther Finance Advisors LLC now owns 4,440 shares of the company’s stock valued at $334,000 after acquiring an additional 460 shares during the last quarter. Finally, Steph & Co. purchased a new position in US Foods in the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Sanford C. Bernstein restated an “outperform” rating and set a $106.00 target price on shares of US Foods in a report on Friday, February 13th. Morgan Stanley set a $94.00 target price on shares of US Foods and gave the stock a “mixed” rating in a research note on Friday, February 13th. UBS Group reissued a “buy” rating and issued a $117.00 target price on shares of US Foods in a research report on Friday, February 13th. Wall Street Zen upgraded US Foods from a “hold” rating to a “buy” rating in a research report on Saturday, April 4th. Finally, Citigroup boosted their price objective on US Foods from $95.00 to $118.00 and gave the company a “buy” rating in a report on Friday, February 13th. Ten analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $107.33.

Insider Transactions at US Foods

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total value of $6,344,935.24. Following the sale, the insider owned 88,176 shares of the company’s stock, valued at $8,510,747.52. This trade represents a 42.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.74% of the stock is owned by corporate insiders.

US Foods Stock Performance

Shares of USFD stock opened at $93.31 on Monday. The firm has a 50 day moving average of $92.58 and a two-hundred day moving average of $83.21. The stock has a market capitalization of $20.55 billion, a PE ratio of 31.74, a P/E/G ratio of 1.14 and a beta of 0.98. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. US Foods Holding Corp. has a 52 week low of $63.65 and a 52 week high of $102.13.

US Foods (NYSE:USFD) last posted its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. The business had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.The company’s revenue was up 3.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts predict that US Foods Holding Corp. will post 4.53 EPS for the current fiscal year.

About US Foods

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.