University of Texas Texas AM Investment Management Co. Purchases New Position in US Foods Holding Corp. $USFD

University of Texas Texas AM Investment Management Co. bought a new position in US Foods Holding Corp. (NYSE:USFD) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 56,043 shares of the company’s stock, valued at approximately $4,221,000. US Foods makes up 0.6% of University of Texas Texas AM Investment Management Co.’s portfolio, making the stock its 24th biggest holding.

Several other institutional investors and hedge funds have also added to or reduced their stakes in USFD. CIBC Bancorp USA Inc. bought a new stake in shares of US Foods during the third quarter worth approximately $40,375,000. CENTRAL TRUST Co boosted its stake in US Foods by 30,283.3% during the 3rd quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock worth $419,000 after acquiring an additional 5,451 shares during the last quarter. Nordea Investment Management AB acquired a new position in US Foods during the fourth quarter valued at approximately $4,834,000. TD Asset Management Inc acquired a new position in US Foods during the third quarter valued at approximately $1,477,000. Finally, DNB Asset Management AS increased its stake in US Foods by 42.1% in the third quarter. DNB Asset Management AS now owns 24,410 shares of the company’s stock valued at $1,870,000 after purchasing an additional 7,233 shares in the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

US Foods Stock Down 0.0%

Shares of USFD stock opened at $93.30 on Tuesday. The firm has a fifty day moving average of $87.54 and a 200-day moving average of $86.00. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. US Foods Holding Corp. has a 12-month low of $69.88 and a 12-month high of $102.13. The company has a market capitalization of $20.55 billion, a price-to-earnings ratio of 31.41, a P/E/G ratio of 1.17 and a beta of 0.84.

US Foods (NYSE:USFD) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.04). The company had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The company’s revenue was up 2.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities research analysts predict that US Foods Holding Corp. will post 4.41 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. JPMorgan Chase & Co. cut their target price on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a report on Thursday, May 14th. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. BTIG Research dropped their price objective on US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, May 11th. Piper Sandler decreased their target price on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a research note on Monday, June 1st. Finally, Weiss Ratings downgraded US Foods from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, May 1st. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, US Foods presently has an average rating of “Moderate Buy” and an average target price of $105.50.

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.