US Foods Holding Corp. (USFD) reported second-quarter fiscal 2026 net sales of $10.5 billion, up 4.5% from a year earlier. Net income rose 22.8% to $275 million, and diluted EPS increased 29.2% to $1.24.
The foodservice distributor said total case volume increased 1.9%, with independent restaurant case volume up 5.1%. The company repurchased $374 million of shares in the quarter and reaffirmed its fiscal 2026 guidance.
- Gross profit increased 8.0% to $1.9 billion.
- Adjusted EBITDA rose 10.2% to a record $604 million.
- Adjusted diluted EPS increased 21.0% to $1.44.
- For the first six months of fiscal 2026, cash provided by operating activities was $725 million.
- US Foods reaffirmed fiscal 2026 guidance for net sales growth of 4% to 6%.
$USFD Insider Trading Activity
$USFD insiders have traded $USFD stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $USFD stock by insiders over the last 6 months:
- JAMES DAVID JR WORKS (See Remarks) has made 0 purchases and 2 sales selling 65,737 shares for an estimated $6,345,128.
- DIRK J. LOCASCIO (EVP, Chief Financial Officer) sold 20,000 shares for an estimated $1,823,800
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$USFD Hedge Fund Activity
We have seen 291 institutional investors add shares of $USFD stock to their portfolio, and 337 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 5,087,001 shares (-39.6%) from their portfolio in Q1 2026, for an estimated $469,072,362
- LONE PINE CAPITAL LLC added 3,795,998 shares (+inf%) to their portfolio in Q1 2026, for an estimated $350,028,975
- BOSTON PARTNERS added 2,212,173 shares (+13.5%) to their portfolio in Q2 2026, for an estimated $226,194,689
- WELLINGTON MANAGEMENT GROUP LLP added 1,969,994 shares (+14.3%) to their portfolio in Q1 2026, for an estimated $181,653,146
- CAPITAL INTERNATIONAL INVESTORS added 1,862,651 shares (+inf%) to their portfolio in Q1 2026, for an estimated $171,755,048
- ALLIANCEBERNSTEIN L.P. added 1,840,466 shares (+226.3%) to their portfolio in Q1 2026, for an estimated $169,709,369
- AVANTYR CAPITAL PARTNERS, LP added 1,600,864 shares (+inf%) to their portfolio in Q1 2026, for an estimated $147,615,669
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
