South Street Advisors LLC Sells 21,439 Shares of US Foods Holding Corp. $USFD

Posted by Stanley Muller on May 29th, 2026

South Street Advisors LLC lessened its holdings in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 7.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 273,545 shares of the company’s stock after selling 21,439 shares during the period. US Foods makes up 2.9% of South Street Advisors LLC’s portfolio, making the stock its 14th biggest position. South Street Advisors LLC owned approximately 0.12% of US Foods worth $20,603,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of USFD. CIBC Bancorp USA Inc. acquired a new position in US Foods during the third quarter worth $40,375,000. CENTRAL TRUST Co boosted its holdings in US Foods by 30,283.3% during the third quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock worth $419,000 after purchasing an additional 5,451 shares during the last quarter. Nordea Investment Management AB acquired a new position in US Foods during the fourth quarter worth $4,834,000. TD Asset Management Inc acquired a new position in US Foods during the third quarter worth $1,477,000. Finally, AlphaQuest LLC raised its stake in shares of US Foods by 187.9% during the 3rd quarter. AlphaQuest LLC now owns 21,924 shares of the company’s stock worth $1,680,000 after purchasing an additional 14,309 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on USFD. 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. Morgan Stanley set a $94.00 price objective on US Foods and gave the stock a “mixed” rating in a research note on Friday, February 13th. Wells Fargo & Company upped their price objective on US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Guggenheim upped their price objective on US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, BMO Capital Markets upped their price objective on US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $106.75.

Check Out Our Latest Research Report on US Foods

US Foods Trading Down 1.4%

USFD stock opened at $81.23 on Friday. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70. The company has a fifty day moving average price of $88.54 and a two-hundred day moving average price of $84.82. US Foods Holding Corp. has a one year low of $69.88 and a one year high of $102.13. The stock has a market cap of $17.89 billion, a price-to-earnings ratio of 27.35, a price-to-earnings-growth ratio of 1.02 and a beta of 0.90.

US Foods (NYSE:USFD – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.78 earnings per share 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%. US Foods’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts anticipate that US Foods Holding Corp. will post 4.47 EPS for the current year.

US Foods Profile

(Free Report)

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.