Bessemer Group Inc. Increases Stock Position in US Foods Holding Corp. $USFD

Bessemer Group Inc. increased its holdings in US Foods Holding Corp. (NYSE:USFD) by 1.8% during the first quarter, HoldingsChannel.com reports. The fund owned 2,926,696 shares of the company’s stock after buying an additional 51,519 shares during the period. Bessemer Group Inc.’s holdings in US Foods were worth $269,872,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Nordea Investment Management AB acquired a new position in US Foods in the fourth quarter valued at $4,834,000. Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of US Foods by 47.6% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 107,928 shares of the company’s stock worth $8,129,000 after buying an additional 34,814 shares during the period. Allspring Global Investments Holdings LLC purchased a new position in shares of US Foods during the fourth quarter worth about $6,979,000. Avior Wealth Management LLC purchased a new position in shares of US Foods during the fourth quarter worth about $2,184,000. Finally, Tudor Investment Corp ET AL purchased a new position in shares of US Foods during the third quarter worth about $4,605,000. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on USFD. TD Cowen assumed coverage on US Foods in a research note on Tuesday, July 7th. They set a “buy” rating and a $116.00 price objective for the company. Morgan Stanley lifted their target price on US Foods from $94.00 to $103.00 and gave the company an “equal weight” rating in a research note on Wednesday. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Citigroup cut their price target on US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Finally, Zacks Research downgraded US Foods from a “hold” rating to a “strong sell” rating in a report on Wednesday, July 1st. Eleven equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, US Foods currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.00.

US Foods Trading Up 2.2%

Shares of US Foods stock opened at $99.20 on Friday. The firm has a market cap of $21.85 billion, a price-to-earnings ratio of 33.40, a price-to-earnings-growth ratio of 1.24 and a beta of 0.79. US Foods Holding Corp. has a 52-week low of $69.88 and a 52-week high of $105.17. The company’s 50-day simple moving average is $90.85 and its 200-day simple moving average is $89.56. 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 (NYSE:USFD) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same period in the prior year, the firm posted $0.68 EPS. US Foods’s revenue for the quarter was up 2.8% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities research analysts anticipate that US Foods Holding Corp. will post 4.35 earnings per share for the current year.

US Foods 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.