BTIG Research Raises US Foods (NYSE:USFD) Price Target to $120.00

Posted by Francis Steltz on Aug 7th, 2026

US Foods (NYSE:USFD – Get Free Report) had its price objective hoisted by stock analysts at BTIG Research from $105.00 to $120.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s target price points to a potential upside of 12.14% from the company’s current price.

Several other research analysts have also recently weighed in on USFD. Guggenheim reissued a “buy” rating on shares of US Foods in a report on Friday. Zacks Research upgraded US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. JPMorgan Chase & Co. decreased their price target on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, May 14th. Finally, TD Cowen lifted their price target on shares of US Foods from $116.00 to $119.00 and gave the company a “buy” rating in a report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, US Foods has an average rating of “Moderate Buy” and a consensus price target of $108.38.

View Our Latest Research Report on US Foods

US Foods Stock Performance

USFD opened at $107.01 on Friday. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. The business’s 50-day simple moving average is $95.88 and its 200 day simple moving average is $91.82. The firm has a market capitalization of $23.57 billion, a PE ratio of 36.03, a PEG ratio of 1.28 and a beta of 0.81. US Foods has a 52-week low of $69.88 and a 52-week high of $110.09.

US Foods (NYSE:USFD – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. The business had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The firm’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts expect that US Foods will post 4.35 earnings per share for the current fiscal year.

Hedge Funds Weigh In On US Foods

Institutional investors and hedge funds have recently made changes to their positions in the stock. Orion Porfolio Solutions LLC grew its holdings in shares of US Foods by 1.4% during the fourth quarter. Orion Porfolio Solutions LLC now owns 7,108 shares of the company’s stock valued at $535,000 after buying an additional 101 shares during the last quarter. Choreo LLC lifted its position in US Foods by 2.4% during the fourth quarter. Choreo LLC now owns 5,707 shares of the company’s stock valued at $433,000 after purchasing an additional 133 shares during the period. Crossmark Global Holdings Inc. boosted its holdings in US Foods by 0.7% in the fourth quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company’s stock worth $1,383,000 after purchasing an additional 134 shares during the last quarter. Root Financial Partners LLC grew its position in US Foods by 22.4% in the 4th quarter. Root Financial Partners LLC now owns 840 shares of the company’s stock worth $63,000 after purchasing an additional 154 shares during the period. Finally, Brooklyn Investment Group grew its position in US Foods by 0.9% in the 4th quarter. Brooklyn Investment Group now owns 18,469 shares of the company’s stock worth $1,413,000 after purchasing an additional 157 shares during the period. Institutional investors 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: Quarterly earnings and sales beat estimates. US Foods reported adjusted EPS of $1.44, above the $1.36-$1.37 consensus range, while revenue reached $10.53 billion versus expectations of approximately $10.46 billion. Revenue grew 4.5% year over year, and adjusted EPS increased 21% from the prior-year period. US Foods Surpasses Q2 Earnings and Revenue Estimates
Positive Sentiment: Profitability improved substantially. Net income rose 22.8% to $275 million, gross profit increased 8% to $1.9 billion, and adjusted EBITDA climbed 10.2% to a record $604 million. Total case volume grew 1.9%, led by a 5.1% increase in independent restaurant volume, suggesting continued share gains despite a challenging industry environment. US Foods Q2 Net Income Rises
Positive Sentiment: Full-year guidance was reaffirmed at favorable levels. US Foods maintained fiscal 2026 guidance for 4%-6% sales growth, 9%-13% adjusted EBITDA growth and 18%-24% adjusted EPS growth. Its adjusted EPS range of $4.696-$4.935 is above the cited consensus estimate of $4.620. The company also repurchased $374 million of stock during the quarter, supporting per-share results. US Foods Rallies After Earnings and Guidance Update
Neutral Sentiment: The sales outlook of $41.0 billion-$41.8 billion broadly brackets the approximately $41.4 billion analyst consensus, indicating no major revenue forecast upgrade.
Negative Sentiment: Insiders have reported three open-market sales and no purchases over the past six months. Additionally, the stock is trading near its 52-week high and at a price-to-earnings ratio of roughly 36, leaving less room for disappointing results or weaker guidance.

US Foods Company Profile

(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.