Callan Family Office LLC Makes New Investment in US Foods Holding Corp. $USFD

Posted by Brenda Bartman on Aug 24th, 2026

Callan Family Office LLC acquired a new stake in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 17,228 shares of the company’s stock, valued at approximately $1,762,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in shares of US Foods during the third quarter worth $26,000. Keating Financial Advisory Services Inc. bought a new stake in US Foods in the 2nd quarter valued at $27,000. Nalls Sherbakoff Group LLC bought a new stake in US Foods in the 4th quarter valued at $36,000. Geneos Wealth Management Inc. lifted its stake in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in US Foods in the 2nd quarter worth $39,000. Institutional investors own 98.76% of the company’s stock.

US Foods Price Performance

NYSE:USFD opened at $109.52 on Monday. The firm has a market capitalization of $23.69 billion, a price-to-earnings ratio of 33.70, a PEG ratio of 1.39 and a beta of 0.81. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70. The business has a 50 day simple moving average of $100.96 and a 200-day simple moving average of $93.81. US Foods Holding Corp. has a 1 year low of $69.88 and a 1 year high of $111.42.

US Foods (NYSE:USFD – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, beating the consensus estimate of $1.36 by $0.08. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The firm had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. During the same quarter in the previous year, the company posted $1.19 EPS. The company’s revenue for the quarter was up 4.5% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts forecast that US Foods Holding Corp. will post 4.41 EPS for the current year.

Insider Buying and Selling at US Foods

In other news, insider William Spencer Hancock sold 21,754 shares of the stock in a transaction on Friday, August 7th. The shares were sold at an average price of $108.29, for a total value of $2,355,740.66. Following the sale, the insider owned 101,144 shares of the company’s stock, valued at approximately $10,952,883.76. This represents a 17.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the completion of the sale, the insider owned 73,618 shares of the company’s stock, valued at $8,125,218.66. This trade represents a 13.64% decrease in their position. The SEC filing for this sale provides additional information. 0.74% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on USFD shares. Guggenheim raised their price objective on US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Citigroup boosted their target price on US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. BTIG Research increased their price target on US Foods from $105.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, August 7th. TD Cowen raised their price target on US Foods from $116.00 to $119.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, Piper Sandler raised their price target on US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Eleven research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $113.92.

View Our Latest Stock Report on USFD

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.