Janus Henderson Group PLC Boosts Holdings in US Foods Holding Corp. $USFD

Janus Henderson Group PLC grew its stake in shares of US Foods Holding Corp. (NYSE:USFD) by 233.1% in the first quarter, HoldingsChannel reports. The fund owned 331,032 shares of the company’s stock after buying an additional 231,651 shares during the quarter. Janus Henderson Group PLC’s holdings in US Foods were worth $30,523,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. Boston Partners grew its holdings in US Foods by 0.5% in the fourth quarter. Boston Partners now owns 16,203,880 shares of the company’s stock valued at $1,222,537,000 after purchasing an additional 73,656 shares during the period. Wellington Management Group LLP raised its stake in US Foods by 7.0% during the fourth quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company’s stock worth $1,037,949,000 after purchasing an additional 904,556 shares during the period. Capital World Investors raised its stake in US Foods by 10.3% during the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after purchasing an additional 1,197,360 shares during the period. Invesco Ltd. boosted its holdings in shares of US Foods by 8.6% in the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after purchasing an additional 649,950 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its holdings in shares of US Foods by 412.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,165,611 shares of the company’s stock valued at $313,755,000 after purchasing an additional 3,353,396 shares during the last quarter. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

US Foods Price Performance

USFD opened at $100.72 on Monday. 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 52-week low of $69.88 and a 52-week high of $105.17. The company has a 50 day moving average of $94.26 and a two-hundred day moving average of $91.29. The company has a market cap of $22.18 billion, a P/E ratio of 33.91, a P/E/G ratio of 1.28 and a beta of 0.81.

US Foods (NYSE:USFD) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The business had revenue of $9.61 billion during the quarter, compared to analyst estimates of $9.66 billion. During the same period in the previous year, the company earned $0.68 EPS. US Foods’s revenue was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts expect that US Foods Holding Corp. will post 4.35 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on USFD. Piper Sandler dropped their price objective on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Zacks Research upgraded US Foods from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a research report on Wednesday. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Morgan Stanley upped their price target on US Foods from $94.00 to $103.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Eleven analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $107.00.

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.