US Foods (NYSE:USFD – Get Free Report) had its price objective decreased by stock analysts at Citigroup from $115.00 to $111.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Citigroup’s price target would suggest a potential upside of 31.46% from the stock’s previous close.
Several other equities analysts have also commented on USFD. Piper Sandler lowered US Foods from an “overweight” rating to a “neutral” rating and increased their price objective for the company from $85.00 to $103.00 in a research report on Friday, February 13th. BTIG Research increased their price objective on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on US Foods and gave the company a “buy” rating in a research report on Friday, February 13th. BMO Capital Markets increased their price objective on US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Finally, Weiss Ratings lowered US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 1st. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.75.
View Our Latest Stock Report on US Foods
US Foods Price Performance
US Foods (NYSE:USFD – Get Free Report) last announced its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). The business had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. US Foods had a return on equity of 18.74% and a net margin of 1.71%.US Foods’s revenue was up 2.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.68 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Analysts expect that US Foods will post 4.51 EPS for the current fiscal year.
Insiders Place Their Bets
In related news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the sale, the insider directly owned 88,176 shares in the company, valued at $8,510,747.52. This represents a 42.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.74% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On US Foods
Institutional investors and hedge funds have recently bought and sold shares of the business. SG Americas Securities LLC lifted its holdings in US Foods by 323.5% in the 3rd quarter. SG Americas Securities LLC now owns 38,515 shares of the company’s stock worth $2,951,000 after buying an additional 29,420 shares during the period. CIBC Bancorp USA Inc. purchased a new stake in US Foods in the 3rd quarter worth approximately $40,375,000. CENTRAL TRUST Co lifted its holdings in US Foods by 30,283.3% in the 3rd quarter. CENTRAL TRUST Co now owns 5,469 shares of the company’s stock worth $419,000 after buying an additional 5,451 shares during the period. Nordea Investment Management AB purchased a new stake in US Foods in the 4th quarter worth approximately $4,834,000. Finally, TD Asset Management Inc purchased a new stake in US Foods in the 3rd quarter worth approximately $1,477,000. Hedge funds and other institutional investors own 98.76% of the company’s stock.
Key Stories Impacting US Foods
Here are the key news stories impacting US Foods this week:
- Positive Sentiment: US Foods said first-quarter case volume rose 1.4%, with independent restaurant case volume up 4.6%, while net sales increased 2.8% to $9.6 billion and adjusted EBITDA climbed 6.2% to $413 million. US Foods Reports First Quarter Fiscal Year 2026 Earnings
- Positive Sentiment: The company reaffirmed its 2026 outlook for 9% to 13% adjusted EBITDA growth and issued full-year EPS guidance of $4.696 to $4.935, signaling confidence in its operating plans despite near-term cost pressures. US Foods reaffirms 2026 outlook for 9%-13% adjusted EBITDA growth amid elevated fuel costs
- Neutral Sentiment: Management highlighted continued profit improvement on the earnings call, but investors are weighing that against weather disruptions, higher fuel costs, and other headwinds that could pressure margins in coming quarters. US Foods Earnings Call Highlights Profits Amid Headwinds
- Negative Sentiment: Quarterly EPS of $0.78 missed estimates of $0.82, and revenue of $9.61 billion also came in below expectations, which is the main reason the stock is under pressure today. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings
About US Foods
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.
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