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

Shares of US Foods Holding Corp. (NYSE:USFD) have received a consensus rating of “Moderate Buy” from the fifteen brokerages that are presently covering the company, MarketBeat Ratings reports. Four investment analysts have rated the stock with a hold recommendation, ten have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price target among brokers that have updated their coverage on the stock in the last year is $115.31.

Several brokerages have recently issued reports on USFD. Guggenheim increased their price target on shares of US Foods from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Weiss Ratings upgraded shares of US Foods from a “buy (b)” rating to a “buy (a-)” rating in a report on Friday, October 23rd. UBS Group raised their price target 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. Piper Sandler boosted their price target on shares of US Foods from $88.00 to $108.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Finally, Citigroup boosted their price target on shares of US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a research note on Friday, August 7th.

Insider Transactions at US Foods

In related news, insider Randy J. Taylor sold 11,630 shares of the business’s stock in a transaction 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 transaction, 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. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.74% of the company’s stock.

Institutional Investors Weigh In On US Foods

Large investors have recently bought and sold shares of the stock. Wellington Management Group LLP lifted its position in shares of US Foods by 46.1% during the 2nd quarter. Wellington Management Group LLP now owns 23,009,877 shares of the company’s stock worth $2,352,760,000 after buying an additional 7,259,357 shares during the last quarter. BlackRock Inc. acquired a new position in shares of US Foods in the 2nd quarter valued at $2,131,439,000. Primecap Management Co. CA acquired a new position in shares of US Foods in the 2nd quarter valued at $406,997,000. Bessemer Group Inc. grew its position in shares of US Foods by 1.8% in the 1st quarter. Bessemer Group Inc. now owns 2,926,696 shares of the company’s stock valued at $269,872,000 after buying an additional 51,519 shares during the last quarter. Finally, Bank of America Corp DE grew its position in shares of US Foods by 50.9% in the 1st quarter. Bank of America Corp DE now owns 1,520,296 shares of the company’s stock valued at $140,186,000 after buying an additional 512,511 shares during the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

US Foods News Roundup

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

US Foods Price Performance

USFD stock opened at $106.42 on Wednesday. The company has a current ratio of 1.11, a quick ratio of 0.68 and a debt-to-equity ratio of 1.14. The company has a market capitalization of $23.02 billion, a PE ratio of 29.73, a P/E/G ratio of 1.35 and a beta of 0.87. US Foods has a 12-month low of $69.88 and a 12-month high of $112.57. The business’s fifty day moving average price is $99.23 and its 200 day moving average price is $94.98.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.01. The firm had revenue of $10.40 billion for the quarter, compared to analyst estimates of $10.58 billion. US Foods had a return on equity of 21.37% and a net margin of 1.97%. US Foods’s revenue was up 2.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.07 EPS. On average, sell-side analysts anticipate that US Foods will post 4.45 EPS for the current year.

US Foods Company Profile

US Foods Holding Corp. is a foodservice distributor that supplies restaurants and other foodservice businesses across the United States. Its customers include independent restaurants, healthcare and senior-care facilities, hotels, educational institutions, and government organizations.

The company distributes a broad range of products, including fresh and frozen foods, meat, seafood, produce, dairy, beverages, and nonfood supplies. It also offers services and digital tools intended to help customers manage menus, purchasing, and kitchen operations.

US Foods is headquartered in Rosemont, Illinois, and traces its history to predecessor businesses dating back to the 19th century.