US Foods Holding Corp. (NYSE:USFD) Receives Average Recommendation of “Moderate Buy” from Brokerages

Posted by George Bondi on Sep 22nd, 2026

US Foods Holding Corp. (NYSE:USFD – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the fifteen analysts that are currently covering the company, Marketbeat.com reports. Four analysts have rated the stock with a hold recommendation and eleven have given a buy recommendation to the company. The average 12 month price target among brokers that have covered the stock in the last year is $113.9231.

Several research firms have commented on USFD. Piper Sandler increased their price objective on shares of US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. BMO Capital Markets restated an “outperform” rating and set a $120.00 target price on shares of US Foods in a research report on Friday, August 7th. Zacks Research raised shares of US Foods from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. Wall Street Zen upgraded US Foods from a “hold” rating to a “buy” rating in a research report on Saturday, August 15th. Finally, Guggenheim upped their price objective on US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th.

View Our Latest Stock Report on USFD

Insider Activity at US Foods

In related news, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total value of $1,283,603.10. Following the completion of the sale, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider William Spencer Hancock sold 21,754 shares of US Foods stock in a transaction on Friday, August 7th. The stock was sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the transaction, the insider directly owned 101,144 shares of the company’s stock, valued at $10,952,883.76. The trade was a 17.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.74% of the company’s stock.

Hedge Funds Weigh In On US Foods

Hedge funds have recently added to or reduced their stakes in the company. Wellington Management Group LLP boosted its position in shares of US Foods by 46.1% during the second quarter. Wellington Management Group LLP now owns 23,009,877 shares of the company’s stock valued at $2,352,760,000 after buying an additional 7,259,357 shares during the period. BlackRock Inc. bought a new stake in shares of US Foods during the 2nd quarter worth approximately $2,131,439,000. Boston Partners lifted its stake in shares of US Foods by 0.5% during the 4th quarter. Boston Partners now owns 16,203,880 shares of the company’s stock worth $1,222,537,000 after acquiring an additional 73,656 shares during the last quarter. Capital World Investors lifted its stake in shares of US Foods by 10.3% during the 4th quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after acquiring an additional 1,197,360 shares during the last quarter. Finally, Primecap Management Co. CA purchased a new position in US Foods during the 2nd quarter valued at $406,997,000. 98.76% of the stock is currently owned by institutional investors.

US Foods Stock Up 1.3%

Shares of USFD opened at $94.60 on Tuesday. The stock has a market capitalization of $20.46 billion, a price-to-earnings ratio of 29.11, a price-to-earnings-growth ratio of 1.19 and a beta of 0.82. US Foods has a 1 year low of $69.88 and a 1 year high of $111.42. The business’s 50 day simple moving average is $102.10 and its 200-day simple moving average is $94.80. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70.

US Foods (NYSE:USFD – Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.08. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The firm had revenue of $10.53 billion during the quarter, compared to analyst estimates of $10.46 billion. During the same period last year, the firm posted $1.19 earnings per share. US Foods’s revenue for the quarter was up 4.5% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities analysts expect that US Foods will post 4.4 earnings per share for the current fiscal year.

About US Foods

(Get Free Report)

US Foods Holding Corp. (NYSE: USFD) is a major foodservice distributor serving restaurants and other food-away-from-home businesses across the United States. The company supplies independent and multi-unit restaurants, healthcare organizations, hospitality businesses, educational institutions, government facilities and other commercial customers.

Its product portfolio includes fresh produce, meat and seafood, dairy products, frozen and dry groceries, beverages, ingredients, disposable supplies, kitchen equipment and other foodservice-related products.