US Foods Holding Corp. $USFD Stake Increased by Howland Capital Management LLC

Posted by Geri Gentry on Oct 23rd, 2026

Howland Capital Management LLC lifted its stake in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 31.6% in the third quarter, HoldingsChannel.com reports. The fund owned 78,969 shares of the company’s stock after acquiring an additional 18,960 shares during the quarter. Howland Capital Management LLC’s holdings in US Foods were worth $7,282,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Root Financial Partners LLC purchased a new stake in US Foods during the third quarter valued at about $91,000. Robbins Farley boosted its holdings in shares of US Foods by 0.5% in the 3rd quarter. Robbins Farley now owns 52,114 shares of the company’s stock worth $4,805,000 after purchasing an additional 269 shares in the last quarter. Eagle Harbor Asset Management Inc. ADV purchased a new position in shares of US Foods in the 3rd quarter worth about $352,000. Nisa Investment Advisors LLC boosted its holdings in shares of US Foods by 59.6% in the 3rd quarter. Nisa Investment Advisors LLC now owns 46,177 shares of the company’s stock worth $4,258,000 after purchasing an additional 17,242 shares in the last quarter. Finally, Cordatus Wealth Management LLC bought a new position in shares of US Foods during the 3rd quarter valued at about $298,000. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

USFD has been the topic of a number of research reports. Weiss Ratings cut US Foods from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, October 9th. Guggenheim boosted their target price on US Foods from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Morgan Stanley upped their target price on US Foods from $107.00 to $111.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 15th. BMO Capital Markets reissued an “outperform” rating and set a $120.00 price target on shares of US Foods in a research note on Friday, August 7th. Finally, Piper Sandler lifted their price target on shares of US Foods from $88.00 to $108.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Eleven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $114.85.

Get Our Latest Report on USFD

US Foods Stock Up 1.9%

Shares of NYSE:USFD opened at $104.14 on Friday. The stock has a market capitalization of $22.53 billion, a P/E ratio of 25.60, a price-to-earnings-growth ratio of 1.28 and a beta of 0.86. The stock’s 50-day moving average price is $100.14 and its 200-day moving average price is $95.77. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19. US Foods Holding Corp. has a 12-month low of $69.88 and a 12-month 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 analysts’ consensus estimates of $1.36 by $0.08. The company had revenue of $10.53 billion during the quarter, compared to analyst estimates of $10.46 billion. US Foods had a return on equity of 20.53% and a net margin of 1.81%. US Foods’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts anticipate that US Foods Holding Corp. will post 4.46 earnings per share for the current year.

Insider Buying and Selling

In other US Foods news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total value of $1,283,603.10. Following the transaction, the insider directly owned 73,618 shares of the company’s stock, valued at $8,125,218.66. The trade was a 13.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William Spencer Hancock sold 21,754 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the insider owned 101,144 shares of the company’s stock, valued at $10,952,883.76. The trade was a 17.70% decrease in their position. The SEC filing for this sale provides additional information. 0.74% of the stock is owned by insiders.

About US Foods

(Free Report)

US Foods Holding Corp. is a leading foodservice distributor serving restaurants, health care and hospitality organizations, educational institutions, government facilities and other commercial customers across the United States. Through its distribution network, the company delivers food, beverages, equipment and related supplies to professional foodservice operators.

The company offers a broad selection of fresh and frozen foods, dry groceries, beverages, meat, seafood, produce, dairy products and disposable supplies.