US Foods (NYSE:USFD - Get Free Report) had its price objective increased by investment analysts at Wells Fargo & Company from $110.00 to $125.00 in a research note issued on Friday,Benzinga reports. The firm presently has an "overweight" rating on the stock. Wells Fargo & Company's target price indicates a potential upside of 18.20% from the company's current price.
Several other brokerages have also issued reports on USFD. Morgan Stanley boosted their target price on US Foods from $94.00 to $103.00 and gave the company an "equal weight" rating in a research report on Wednesday, July 15th. Citigroup restated a "buy" rating on shares of US Foods in a research report on Wednesday, July 22nd. JPMorgan Chase & Co. dropped their price objective on US Foods from $98.00 to $90.00 and set a "neutral" rating on the stock in a report on Thursday, May 14th. Wall Street Zen downgraded US Foods from a "buy" rating to a "hold" rating in a research report on Saturday, May 9th. Finally, UBS Group reissued a "buy" rating on shares of US Foods in a research note on Friday. Eleven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $109.92.
Read Our Latest Stock Analysis on US Foods
US Foods Trading Down 1.1%
Shares of USFD opened at $105.76 on Friday. The stock has a market capitalization of $23.29 billion, a P/E ratio of 35.64, a PEG ratio of 1.28 and a beta of 0.81. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. The firm has a fifty day simple moving average of $95.88 and a two-hundred day simple moving average of $91.82. US Foods has a twelve month low of $69.88 and a twelve month high of $110.08.
US Foods (NYSE:USFD - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, topping the consensus estimate of $1.36 by $0.08. US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $10.53 billion for the quarter, compared to analysts' expectations of $10.46 billion. During the same period in the prior year, the firm earned $1.19 earnings per share. The firm's revenue for the quarter was up 4.5% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts anticipate that US Foods will post 4.35 EPS for the current year.
Institutional Trading of US Foods
A number of institutional investors have recently bought and sold shares of USFD. Measured Wealth Private Client Group LLC acquired a new position in shares of US Foods in the 3rd quarter valued at $26,000. Steph & Co. acquired a new stake in shares of US Foods in the fourth quarter valued at about $34,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of US Foods in the 4th quarter worth approximately $36,000. Geneos Wealth Management Inc. boosted its position in US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company's stock worth $37,000 after purchasing an additional 263 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of US Foods in the second quarter valued at approximately $39,000. 98.76% of the stock is 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: Strong Q2 earnings: US Foods reported adjusted EPS of $1.44, above the $1.36 analyst consensus, while revenue rose 4.5% year over year to $10.53 billion, exceeding the $10.46 billion estimate. Net income increased 22.8% to $275 million, and adjusted EBITDA reached a record $604 million. US Foods Surpasses Q2 Earnings and Revenue Estimates
- Positive Sentiment: Healthy operating trends: Total case volume grew 1.9%, with independent restaurant volume accelerating 5.1%, suggesting continued market-share gains despite a challenging but stable foodservice environment.
- Positive Sentiment: Guidance reaffirmed: Management maintained its fiscal 2026 outlook, including 4%–6% sales growth, 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth. The company also repurchased $374 million of stock during the quarter, supporting per-share results and signaling confidence in cash generation. US Foods Rallies After Solid Earnings and Guidance Update
- Positive Sentiment: Analyst upgrade: BTIG Research raised its USFD price target from $105 to $120 and assigned a “Buy” rating. The higher target reflects improved expectations following the earnings beat and profitability gains. Benzinga
- Neutral Sentiment: Fiscal 2026 adjusted EPS guidance of approximately $4.70–$4.94 is above the consensus estimate of $4.62, while projected revenue of $41.0–$41.8 billion broadly brackets the $41.4 billion consensus.
- Negative Sentiment: Insider activity has consisted of three open-market sales and no purchases over the past six months, including sales by the chief financial officer. This may create a modest sentiment headwind, although it is outweighed by the earnings and analyst-rating news.
About US Foods
(
Get Free Report)
US Foods NYSE: USFD is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.
Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.
Further Reading
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