US Foods (NYSE:USFD) Downgraded to Hold Rating by Wall Street Zen

Wall Street Zen cut shares of US Foods (NYSE:USFD) from a buy rating to a hold rating in a report published on Saturday morning.

A number of other equities analysts have also recently issued reports on USFD. UBS Group reissued a “buy” rating and issued a $117.00 target price on shares of US Foods in a report on Friday, February 13th. Sanford C. Bernstein reissued an “outperform” rating and issued a $106.00 target price on shares of US Foods in a report on Friday, February 13th. Morgan Stanley set a $94.00 target price on shares of US Foods and gave the stock a “mixed” rating in a report on Friday, February 13th. Barclays raised their target price on shares of US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Finally, Weiss Ratings cut shares of US Foods from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, May 1st. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $106.75.

US Foods Stock Performance

Shares of USFD stock opened at $84.44 on Friday. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.68 and a current ratio of 1.14. US Foods has a one year low of $69.88 and a one year high of $102.13. The company’s 50-day simple moving average is $91.75 and its 200-day simple moving average is $83.96. The stock has a market capitalization of $18.60 billion, a price-to-earnings ratio of 28.43, a PEG ratio of 1.04 and a beta of 0.90.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The business had revenue of $9.61 billion during the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the prior year, the business earned $0.68 EPS. The business’s revenue was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts anticipate that US Foods will post 4.51 earnings per share for the current fiscal year.

Insider Activity at US Foods

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total value of $6,344,935.24. Following the sale, the insider owned 88,176 shares in the company, valued at approximately $8,510,747.52. This trade represents a 42.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.74% of the company’s stock.

Institutional Investors Weigh In On US Foods

Several large investors have recently made changes to their positions in USFD. Parkside Financial Bank & Trust increased its stake in shares of US Foods by 303.7% in the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after purchasing an additional 246 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in shares of US Foods in the third quarter valued at approximately $26,000. Steph & Co. acquired a new stake in shares of US Foods in the fourth quarter valued at approximately $34,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of US Foods in the fourth quarter valued at approximately $36,000. Finally, Geneos Wealth Management Inc. increased its stake in shares of US Foods by 120.1% in the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after purchasing an additional 263 shares during the period. Institutional investors and hedge funds 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.