US Foods (NYSE:USFD) Stock Gets Price Target Boost from TD Cowen

US Foods (NYSE:USFD) had its price target raised by investment analysts at TD Cowen from $119.00 to $125.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage presently has a “buy” rating on the stock. TD Cowen‘s target price points to a potential upside of 17.46% from the stock’s current price.

USFD has been the subject of a number of other research reports. UBS Group raised their price objective on shares of US Foods from $117.00 to $127.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Citigroup boosted their target price on US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Piper Sandler raised their price target on US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Morgan Stanley lifted their price target on US Foods from $107.00 to $111.00 and gave the company an “equal weight” rating in a research note on Thursday, October 15th. Finally, Wall Street Zen raised US Foods from a “hold” rating to a “buy” rating in a report on Saturday, August 15th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $115.31.

US Foods Stock Performance

US Foods stock traded down $0.43 during trading hours on Thursday, reaching $106.42. 2,255,270 shares of the stock were exchanged, compared to its average volume of 1,930,697. The stock has a market cap of $23.02 billion, a P/E ratio of 29.73, a P/E/G ratio of 1.34 and a beta of 0.87. 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 52-week low of $69.88 and a 52-week high of $112.57. The firm’s 50 day moving average is $99.23 and its 200 day moving average is $94.98.

US Foods (NYSE:USFD) last released its earnings results on Thursday, November 5th. The company reported $1.26 EPS for the quarter, topping the consensus estimate of $1.25 by $0.01. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The company had revenue of $10.40 billion during the quarter, compared to analysts’ expectations of $10.58 billion. During the same quarter last year, the business earned $1.07 EPS. The business’s revenue was up 2.1% on a year-over-year basis. Analysts predict that US Foods will post 4.45 EPS for the current fiscal year.

Insider Transactions at US Foods

In other news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction that occurred 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 sale, the insider directly owned 73,618 shares in the company, valued at approximately $8,125,218.66. This trade represents a 13.64% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.74% of the company’s stock.

Institutional Investors Weigh In On US Foods

Institutional investors and hedge funds have recently modified their holdings of the company. William Blair Investment Management LLC boosted its position in shares of US Foods by 7.2% in the 3rd quarter. William Blair Investment Management LLC now owns 2,250 shares of the company’s stock worth $207,000 after buying an additional 152 shares in the last quarter. Allworth Financial LP raised its position in US Foods by 9.7% during the third quarter. Allworth Financial LP now owns 2,051 shares of the company’s stock worth $210,000 after acquiring an additional 182 shares during the last quarter. Werba Rubin Papier Wealth Management lifted its holdings in shares of US Foods by 6.3% in the third quarter. Werba Rubin Papier Wealth Management now owns 2,289 shares of the company’s stock valued at $211,000 after purchasing an additional 136 shares in the last quarter. CENTRAL TRUST Co lifted its holdings in shares of US Foods by 33.2% in the third quarter. CENTRAL TRUST Co now owns 9,074 shares of the company’s stock valued at $837,000 after purchasing an additional 2,262 shares in the last quarter. Finally, Maryland State Retirement & Pension System grew its position in shares of US Foods by 25.1% in the third quarter. Maryland State Retirement & Pension System now owns 14,081 shares of the company’s stock valued at $1,298,000 after purchasing an additional 2,829 shares during the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

More US Foods News

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: US Foods earned $1.26 per share, slightly above the $1.25 consensus and up from $1.07 a year earlier. Stronger margins and case volumes contributed to the earnings beat; adjusted EBITDA rose 10% year over year. US Foods Q3 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: TD Cowen raised its price target to $125 from $119 and reaffirmed a Buy rating. BTIG also reiterated Buy and set a $120 target, signaling analyst confidence in further upside. US Foods Stock Price Target Raised at TD Cowen
• Negative Sentiment: Quarterly revenue of $10.40 billion was below analysts’ $10.58 billion estimate, despite increasing 2.1% year over year. The company also narrowed its fiscal 2026 growth outlook, which could temper investor expectations. US Foods Q3 2026: Earnings Beat, Guidance Cut, Revenue Miss

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.