US Foods Holding Corp. (NYSE:USFD) Stock Has Consensus Price Target of $114.54 According to Brokerages

Key Points

• US Foods has a “Moderate Buy” consensus rating from 15 brokerages, with 11 buys and four holds. The average 12-month price target is $114.54, while several analysts recently raised targets as high as $125.
• The company exceeded quarterly expectations, reporting adjusted EPS of $1.44 versus the $1.36 consensus and revenue of $10.53 billion. Revenue increased 4.5% year over year, and analysts expect approximately $4.39 in EPS for the current year.
• USFD opened at $97.44, below the analyst consensus target, with a market capitalization of about $21.08 billion. Insiders recently sold shares, while institutional investors own a substantial 98.76% of the stock.

Shares of US Foods Holding Corp. (NYSE:USFD - Get Free Report) have been assigned a consensus rating of "Moderate Buy" from the fifteen brokerages that are presently covering the firm, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold rating and eleven have given a buy rating to the company. The average 12-month price objective among brokers that have issued ratings on the stock in the last year is $114.54.

USFD has been the subject of a number of recent analyst reports. Guggenheim lifted their target price on US Foods from $115.00 to $120.00 and gave the company a "buy" rating in a report on Friday, August 7th. Morgan Stanley set a $107.00 price target on shares of US Foods in a report on Friday, August 7th. Citigroup raised their price objective on shares of US Foods from $110.00 to $124.00 and gave the company a "buy" rating in a research report on Friday, August 7th. BMO Capital Markets reaffirmed an "outperform" rating and set a $120.00 price objective on shares of US Foods in a research note on Friday, August 7th. Finally, Wells Fargo & Company upped their target price on shares of US Foods from $110.00 to $125.00 and gave the stock an "overweight" rating in a report on Friday, August 7th.

US Foods Stock Up 0.3%

USFD opened at $97.44 on Friday. The company has a 50 day moving average of $101.10 and a 200 day moving average of $95.12. The company has a market cap of $21.08 billion, a PE ratio of 29.98, a price-to-earnings-growth ratio of 1.24 and a beta of 0.86. US Foods has a 12 month low of $69.88 and a 12 month high of $111.42. 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 (NYSE:USFD - Get Free Report) last released its quarterly earnings data 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 business had revenue of $10.53 billion during the quarter, compared to analyst estimates of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. US Foods's revenue was up 4.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts expect that US Foods will post 4.39 EPS for the current year.

Insider Buying and Selling at US Foods

In other news, insider Randy J. Taylor sold 11,630 shares of the business'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 completion of the transaction, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. The trade was a 13.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider William Spencer Hancock sold 21,754 shares of the company's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the completion of the transaction, the insider directly owned 101,144 shares in the company, valued at approximately $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 company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in USFD. Keating Financial Advisory Services Inc. purchased a new position in shares of US Foods in the second quarter valued at about $27,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in shares of US Foods during the second quarter worth about $28,000. Elevation Wealth Partners LLC grew its stake in shares of US Foods by 131.7% in the third quarter. Elevation Wealth Partners LLC now owns 292 shares of the company's stock worth $27,000 after purchasing an additional 166 shares during the last quarter. Burkett Financial Services LLC bought a new stake in shares of US Foods in the third quarter worth about $30,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in US Foods during the 2nd quarter valued at about $39,000. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

About US Foods

US Foods Holding Corp. is a foodservice distributor serving restaurants, healthcare facilities, hospitality businesses, schools, government institutions and other commercial customers across the United States. Through its distribution network, the company supplies a broad range of food and related products, including fresh produce, meat, seafood, dairy, frozen foods, grocery items, beverages and prepared foods.

In addition to food distribution, US Foods provides nonfood products such as kitchen and serving supplies, disposables, cleaning products and equipment.

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