US Foods (NYSE:USFD – Free Report) had its price target increased by Wells Fargo & Company from $110.00 to $125.00 in a report published on Friday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.
USFD has been the subject of several other research reports. Morgan Stanley increased their price target on US Foods from $94.00 to $103.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Citigroup reaffirmed a “buy” rating on shares of US Foods in a report on Wednesday, July 22nd. TD Cowen increased their target price on shares of US Foods from $116.00 to $119.00 and gave the company a “buy” rating in a research report on Thursday. Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Zacks Research upgraded shares of US Foods from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 28th. Eleven research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $112.38.
Check Out Our Latest Report on US Foods
US Foods Stock Performance
US Foods (NYSE:USFD – Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating the consensus estimate of $1.36 by $0.08. The firm had revenue of $10.53 billion for the quarter, compared to analysts’ expectations of $10.46 billion. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The firm’s revenue was up 4.5% compared to the same quarter last year. During the same period last year, the firm earned $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts forecast that US Foods will post 4.35 EPS for the current year.
Institutional Trading of US Foods
Several institutional investors have recently modified their holdings of USFD. Meeder Advisory Services Inc. bought a new position in US Foods during the second quarter valued at about $251,000. Citizens Financial Group Inc. RI acquired a new position in US Foods during the second quarter worth about $298,000. BlackRock Inc. bought a new stake in US Foods in the second quarter worth about $2,131,439,000. Pallas Capital Advisors LLC bought a new stake in US Foods in the second quarter worth about $1,192,000. Finally, Deutsche Bank AG acquired a new stake in US Foods in the 2nd quarter valued at about $141,394,000. 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: Solid Q2 earnings: US Foods reported adjusted EPS of $1.44, exceeding the $1.36 consensus estimate, while revenue reached $10.53 billion versus expectations of $10.46 billion. Revenue increased 4.5% year over year, and adjusted EBITDA rose 10.2% to a record $604 million. US Foods earnings report
- Positive Sentiment: Growth and guidance reaffirmed: Independent restaurant case volume accelerated 5.1%, total case volume increased 1.9%, and net income rose 22.8% to $275 million. Management reaffirmed fiscal 2026 targets, including 4%–6% sales growth, 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth. The company also repurchased $374 million of stock during the quarter. US Foods Q2 results and outlook
- Positive Sentiment: Analyst optimism increased: Citigroup raised its price target from $110 to $124 and initiated a “buy” rating. Wells Fargo lifted its target from $110 to $125 with an “overweight” rating, while BTIG increased its target from $105 to $120 and reiterated “buy.” These targets imply additional upside and reinforce the positive reaction to the earnings report. Analyst price-target revisions
- Neutral Sentiment: Valuation remains a consideration: Despite a reported 206% five-year return, one analysis cautioned that US Foods stock may now look expensive, potentially limiting further gains unless earnings continue to grow rapidly. US Foods valuation analysis
- Negative Sentiment: Insider selling: Company insiders have reported three open-market sales and no purchases over the past six months, including sales by the chief financial officer. While not necessarily a fundamental concern, the activity is a potential sentiment headwind.
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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