US Foods Holding Corp. (NYSE:USFD) Stock Has Consensus Target Price of $114.85

Key Points

• Analysts are broadly positive on US Foods: Fifteen analysts give the stock a consensus “Moderate Buy” rating, with an average 12-month price target of $114.85.
• Quarterly results topped expectations: US Foods reported EPS of $1.44 versus $1.36 expected and revenue of $10.53 billion, up 4.5% year over year. The company issued FY 2026 EPS guidance of $4.696–$4.935.
• Two insiders sold shares in August, reducing their individual holdings; institutional investors and hedge funds own 98.76% of the company’s stock.

US Foods Holding Corp. (NYSE:USFD - Get Free Report) has earned an average recommendation of "Moderate Buy" from the fifteen analysts that are covering the firm, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold rating, ten have given a buy rating and one has given a strong buy rating to the company. The average twelve-month target price among analysts that have covered the stock in the last year is $114.85.

A number of equities research analysts have weighed in on USFD shares. Wells Fargo & Company lifted their target price on US Foods from $110.00 to $125.00 and gave the company an "overweight" 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 stock a "buy" rating in a research report on Friday, August 7th. Zacks Research upgraded US Foods from a "strong sell" rating to a "hold" rating in a research note on Tuesday, July 28th. Piper Sandler lifted their price objective on US Foods from $88.00 to $108.00 and gave the company a "neutral" rating in a report on Wednesday, August 12th. Finally, TD Cowen lifted their price objective on US Foods from $116.00 to $119.00 and gave the company a "buy" rating in a report on Thursday, August 6th.

Insider Activity

In other news, insider William Spencer Hancock sold 21,754 shares of the business's stock in a transaction dated 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 in the company, valued at approximately $10,952,883.76. The trade was a 17.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Randy J. Taylor sold 11,630 shares of the company's stock in a transaction that occurred on 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 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. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Keating Financial Advisory Services Inc. acquired a new stake in US Foods during the 2nd quarter worth about $27,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new position in shares of US Foods during the 2nd quarter valued at about $28,000. Elevation Wealth Partners LLC raised its stake in shares of US Foods by 131.7% during the 3rd quarter. Elevation Wealth Partners LLC now owns 292 shares of the company's stock valued at $27,000 after buying an additional 166 shares during the last quarter. Burkett Financial Services LLC acquired a new position in shares of US Foods in the 3rd quarter valued at about $30,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of US Foods in the 2nd quarter valued at about $39,000. 98.76% of the stock is owned by institutional investors and hedge funds.

US Foods Stock Performance

Shares of NYSE:USFD opened at $101.36 on Wednesday. The firm's 50 day simple moving average is $99.27 and its 200-day simple moving average is $94.64. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.70 and a current ratio of 1.14. US Foods has a one year low of $69.88 and a one year high of $111.42. The firm has a market cap of $21.93 billion, a PE ratio of 31.19, a price-to-earnings-growth ratio of 1.34 and a beta of 0.87.

US Foods (NYSE:USFD - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $10.46 billion. During the same quarter in the previous year, the business earned $1.19 earnings per share. US Foods's quarterly revenue was up 4.5% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities analysts predict that US Foods will post 4.45 EPS for the current year.

About US Foods

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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