BTIG Research Reaffirms "Buy" Rating for US Foods (NYSE:USFD)

Key Points

• BTIG Research reiterated its Buy rating on US Foods and set a $120 price target, implying 12.3% upside from the stock’s current price.
• US Foods reported quarterly EPS of $1.26, slightly above the $1.25 consensus and up from $1.07 a year earlier. Revenue rose 2.1% to $10.40 billion but fell short of the $10.58 billion estimate.
• Analyst sentiment is broadly positive: US Foods has a consensus “Moderate Buy” rating and an average price target of $115.31.

US Foods (NYSE:USFD - Get Free Report)'s stock had its "buy" rating reiterated by investment analysts at BTIG Research in a research note issued on Friday, Benzinga reports. They currently have a $120.00 price target on the stock. BTIG Research's target price indicates a potential upside of 12.30% from the stock's current price.

Several other equities research analysts have also issued reports on the company. Morgan Stanley lifted their price objective on US Foods from $107.00 to $111.00 and gave the company an "equal weight" rating in a research note on Thursday, October 15th. Wells Fargo & Company upped their target price on US Foods from $110.00 to $125.00 and gave the stock an "overweight" rating in a research note on Friday, August 7th. JPMorgan Chase & Co. decreased their target price on US Foods from $108.00 to $98.00 and set a "neutral" rating on the stock in a research note on Tuesday, September 29th. BMO Capital Markets reaffirmed an "outperform" rating and issued a $120.00 price target on shares of US Foods in a report on Friday, August 7th. Finally, Wall Street Zen upgraded US Foods from a "hold" rating to a "buy" rating in a research report on Saturday, August 15th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, US Foods presently has a consensus rating of "Moderate Buy" and a consensus price target of $115.31.

US Foods Stock Performance

NYSE USFD opened at $106.86 on Friday. US Foods has a 1 year low of $69.88 and a 1 year high of $112.57. 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 stock has a market capitalization of $23.12 billion, a PE ratio of 27.55, a P/E/G ratio of 1.39 and a beta of 0.87. The company's 50 day simple moving average is $99.26 and its two-hundred day simple moving average is $94.87.

US Foods (NYSE:USFD - Get Free Report) last announced its quarterly earnings results on Thursday, November 5th. The company reported $1.26 EPS for the quarter, beating the consensus estimate of $1.25 by $0.01. The firm had revenue of $10.40 billion during the quarter, compared to the consensus estimate of $10.58 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The business's quarterly revenue was up 2.1% compared to the same quarter last year. During the same period last year, the firm earned $1.07 EPS. Analysts predict that US Foods will post 4.45 earnings per share for the current fiscal year.

Insider Activity at US Foods

In other news, insider Randy J. Taylor sold 11,630 shares of the firm's stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the sale, the insider owned 73,618 shares in the company, valued at approximately $8,125,218.66. This trade represents a 13.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.74% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in USFD. Callan Family Office LLC bought a new stake in US Foods in the second quarter valued at approximately $1,762,000. SaddleRock Capital Management LLC purchased a new stake in shares of US Foods during the second quarter valued at approximately $7,058,000. Fifth Third Bancorp boosted its stake in shares of US Foods by 2,548.1% during the first quarter. Fifth Third Bancorp now owns 75,392 shares of the company's stock valued at $6,952,000 after purchasing an additional 72,545 shares during the period. Junto Capital Management LP bought a new position in shares of US Foods in the second quarter worth approximately $70,921,000. Finally, Sterling Capital Management LLC grew its holdings in shares of US Foods by 144.6% in the third quarter. Sterling Capital Management LLC now owns 19,709 shares of the company's stock worth $1,817,000 after purchasing an additional 11,651 shares during the last quarter. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

Key US Foods News

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: US Foods earned $1.26 per share, slightly ahead of the $1.25 consensus and up from $1.07 a year earlier. Adjusted EBITDA rose 10%, supporting the view that profitability is improving. US Foods surpasses Q3 earnings estimates
• Positive Sentiment: TD Cowen raised its price target from $119 to $125 and maintained a Buy rating, signaling continued analyst confidence in the shares. US Foods stock price target raised at TD Cowen
• Neutral Sentiment: Revenue increased 2.1% year over year to $10.40 billion, indicating continued growth, but the modest gain came in below expectations. US Foods misses Q3 revenue estimates
• Negative Sentiment: Quarterly revenue missed the $10.58 billion analyst estimate, and US Foods cut its guidance. The weaker outlook may weigh on expectations for future growth despite the earnings beat. US Foods Q3 2026: earnings beat, guidance cut, revenue miss

US Foods Company Profile

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.

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