Bessemer Group Inc. Has $216.56 Million Position in US Foods Holding Corp. $USFD

Bessemer Group Inc. reduced its position in shares of US Foods Holding Corp. (NYSE:USFD) by 8.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,875,177 shares of the company’s stock after selling 257,616 shares during the period. Bessemer Group Inc.’s holdings in US Foods were worth $216,557,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Boston Partners boosted its position in shares of US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after buying an additional 908,993 shares during the period. Wellington Management Group LLP boosted its position in shares of US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after buying an additional 1,599,033 shares during the period. Capital World Investors boosted its position in shares of US Foods by 11.0% during the third quarter. Capital World Investors now owns 11,664,740 shares of the company’s stock worth $893,752,000 after buying an additional 1,155,254 shares during the period. Invesco Ltd. boosted its position in US Foods by 8.6% during the third 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, Primecap Management Co. CA boosted its position in US Foods by 5.9% during the third quarter. Primecap Management Co. CA now owns 3,793,209 shares of the company’s stock valued at $290,636,000 after purchasing an additional 212,499 shares during the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

US Foods Stock Performance

Shares of NYSE USFD opened at $83.84 on Friday. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. The stock has a 50 day moving average price of $90.64 and a 200 day moving average price of $84.26. The stock has a market capitalization of $18.46 billion, a PE ratio of 28.23, a price-to-earnings-growth ratio of 1.05 and a beta of 0.90. US Foods Holding Corp. has a 52 week low of $69.88 and a 52 week high of $102.13.

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). The business 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%. US Foods’s quarterly revenue was up 2.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.68 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Analysts predict that US Foods Holding Corp. will post 4.51 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently commented on USFD shares. Citigroup reduced their price target on US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a research report on Friday, May 8th. Barclays increased their price target on US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Sanford C. Bernstein reissued an “outperform” rating and set a $106.00 price target on shares of US Foods in a research report on Friday, February 13th. Piper Sandler cut US Foods from an “overweight” rating to a “neutral” rating and increased their price target for the company from $85.00 to $103.00 in a research report on Friday, February 13th. Finally, Zacks Research cut US Foods from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Ten investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, US Foods presently has a consensus rating of “Moderate Buy” and an average price target of $106.75.

Insider Transactions at US Foods

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the company’s stock in a transaction that occurred on 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 in the company, valued at $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.74% of the stock is owned by corporate insiders.

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.