US Foods (NYSE:USFD) Updates FY 2025 Earnings Guidance

Key Points

• US Foods has updated its FY 2025 earnings guidance, projecting EPS between 3.760-3.880, slightly below the consensus estimate of 3.780, and revenue guidance of $39.4 billion-$40.2 billion compared to a consensus of $39.6 billion.
• The company's stock has seen substantial upgrades from various analysts, with price targets increased by Guggenheim to $88.00 and UBS to $96.00, both maintaining "buy" ratings.
• US Foods reported a quarterly EPS of $1.19, exceeding estimates, while experiencing a 3.8% rise in quarterly revenue compared to the same period last year.

US Foods (NYSE:USFD - Get Free Report) updated its FY 2025 earnings guidance on Friday. The company provided EPS guidance of 3.760-3.880 for the period, compared to the consensus EPS estimate of 3.780. The company issued revenue guidance of $39.4 billion-$40.2 billion, compared to the consensus revenue estimate of $39.6 billion.

US Foods Price Performance

USFD opened at $76.51 on Friday. The firm has a market capitalization of $17.23 billion, a P/E ratio of 32.69, a PEG ratio of 1.08 and a beta of 1.39. US Foods has a 12-month low of $57.36 and a 12-month high of $85.11. The company has a quick ratio of 0.73, a current ratio of 1.17 and a debt-to-equity ratio of 1.02. The stock has a fifty day moving average of $79.48 and a 200-day moving average of $74.14.

US Foods (NYSE:USFD - Get Free Report) last announced its quarterly earnings data on Thursday, August 7th. The company reported $1.19 EPS for the quarter, topping analysts' consensus estimates of $1.14 by $0.05. The firm had revenue of $10.08 billion during the quarter, compared to analyst estimates of $10.17 billion. US Foods had a return on equity of 16.86% and a net margin of 1.43%.The business's quarterly revenue was up 3.8% compared to the same quarter last year. During the same period last year, the company posted $0.93 EPS. US Foods has set its FY 2025 guidance at 3.764-3.874 EPS. Equities analysts forecast that US Foods will post 3.59 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently commented on USFD shares. Guggenheim boosted their price target on US Foods from $80.00 to $88.00 and gave the company a "buy" rating in a research note on Monday, August 11th. UBS Group lifted their price objective on US Foods from $84.00 to $96.00 and gave the stock a "buy" rating in a research note on Monday, July 28th. Piper Sandler upped their target price on shares of US Foods from $77.00 to $85.00 and gave the company an "overweight" rating in a research note on Tuesday, September 2nd. Wells Fargo & Company restated an "overweight" rating and set a $87.00 price objective (up from $80.00) on shares of US Foods in a research report on Friday, August 8th. Finally, JPMorgan Chase & Co. increased their price target on shares of US Foods from $82.00 to $85.00 and gave the stock a "neutral" rating in a research report on Wednesday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Buy" and an average price target of $81.27.

Insiders Place Their Bets

In other news, EVP Dirk J. Locascio sold 7,500 shares of the company's stock in a transaction that occurred on Thursday, July 10th. The shares were sold at an average price of $80.00, for a total transaction of $600,000.00. Following the transaction, the executive vice president directly owned 115,077 shares in the company, valued at approximately $9,206,160. This represents a 6.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.60% of the company's stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Royal Bank of Canada increased its stake in shares of US Foods by 85.8% in the 1st quarter. Royal Bank of Canada now owns 148,512 shares of the company's stock valued at $9,722,000 after buying an additional 68,567 shares during the period. Empowered Funds LLC bought a new position in US Foods in the first quarter valued at about $359,000. Sivia Capital Partners LLC acquired a new stake in US Foods in the second quarter worth about $526,000. Brown Advisory Inc. acquired a new position in US Foods during the 2nd quarter valued at about $252,000. Finally, Cerity Partners LLC boosted its stake in shares of US Foods by 20.5% in the 2nd quarter. Cerity Partners LLC now owns 47,977 shares of the company's stock valued at $3,695,000 after purchasing an additional 8,162 shares during the last quarter. Institutional investors own 98.76% of the company's stock.

About US Foods

US Foods Holding Corp., together with its subsidiaries, engages in marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations.

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