The Manufacturers Life Insurance Company Grows Stock Holdings in US Foods Holding Corp. $USFD

Posted by on Jul 30th, 2026

The Manufacturers Life Insurance Company raised its holdings in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 1.9% during the first quarter, HoldingsChannel reports. The fund owned 703,048 shares of the company’s stock after purchasing an additional 13,308 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in US Foods were worth $64,828,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in USFD. Boston Partners grew its position in shares of 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 in the last quarter. Wellington Management Group LLP lifted its holdings in US Foods by 7.0% during the 4th 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 in the last quarter. Capital World Investors boosted its stake in US Foods by 10.3% in the 4th 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 stake in US Foods by 8.6% in the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after purchasing an additional 649,950 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its stake in 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 worth $313,755,000 after purchasing an additional 3,353,396 shares during the period. 98.76% of the stock is owned by institutional investors.

US Foods Stock Up 0.9%

Shares of NYSE USFD opened at $102.42 on Thursday. US Foods Holding Corp. has a 12 month low of $69.88 and a 12 month high of $105.17. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The firm has a market capitalization of $22.55 billion, a price-to-earnings ratio of 34.48, a PEG ratio of 1.30 and a beta of 0.79. The business has a 50-day moving average of $93.47 and a 200-day moving average of $90.95.

US Foods (NYSE:USFD – Get Free Report) last announced its earnings results 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). The company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 2.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Sell-side analysts expect that US Foods Holding Corp. will post 4.35 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on USFD shares. Wall Street Zen cut US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. TD Cowen began coverage on shares of US Foods in a research report on Tuesday, July 7th. They issued a “buy” rating and a $116.00 price objective for the company. Weiss Ratings cut shares of US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, May 1st. JPMorgan Chase & Co. decreased 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. Finally, Morgan Stanley increased their target price on shares of 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 given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.00.

Get Our Latest Research Report on USFD

About US Foods

(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.

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Institutional Ownership by Quarter for US Foods (NYSE:USFD)

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