US Foods (NYSE:USFD) Price Target Raised to $110.00

US Foods (NYSE:USFD) had its price target raised by Wells Fargo & Company from $87.00 to $110.00 in a report published on Friday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

A number of other equities research analysts have also issued reports on the company. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of US Foods in a research report on Friday, November 7th. Citigroup lifted their price target on US Foods from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Tuesday, January 27th. BTIG Research boosted their price objective on US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a report on Friday. Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Barclays boosted their price target on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a report on Friday. Ten equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, US Foods currently has a consensus rating of “Moderate Buy” and an average target price of $107.33.

US Foods Stock Performance

Shares of USFD opened at $99.92 on Friday. US Foods has a 12-month low of $57.36 and a 12-month high of $102.13. The stock has a market capitalization of $22.04 billion, a P/E ratio of 33.99, a P/E/G ratio of 1.26 and a beta of 1.02. The firm’s 50 day moving average is $81.09 and its 200-day moving average is $78.14. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.16 and a quick ratio of 0.68.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. The firm had revenue of $9.80 billion during the quarter, compared to analysts’ expectations of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The firm’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same period last year, the firm posted $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities research analysts anticipate that US Foods will post 3.59 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Orion Porfolio Solutions LLC boosted its stake in shares of US Foods by 1.4% during the 4th 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 period. Securian Asset Management Inc. increased its stake in shares of US Foods by 0.7% in the second quarter. Securian Asset Management Inc. now owns 17,618 shares of the company’s stock worth $1,357,000 after acquiring an additional 121 shares during the last quarter. Choreo LLC raised its holdings in shares of US Foods by 2.4% during the fourth quarter. Choreo LLC now owns 5,707 shares of the company’s stock worth $433,000 after acquiring an additional 133 shares in the last quarter. Crossmark Global Holdings Inc. raised its holdings in shares of US Foods by 0.7% during the fourth quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company’s stock worth $1,383,000 after acquiring an additional 134 shares in the last quarter. Finally, Archer Investment Corp boosted its position in US Foods by 8.8% during the second quarter. Archer Investment Corp now owns 1,850 shares of the company’s stock valued at $142,000 after purchasing an additional 150 shares during the last quarter. 98.76% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about US Foods

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Q4 EPS beat and strong profit metrics — US Foods reported $1.04 EPS vs. a $1.01 consensus and showed meaningful YoY improvement in net income and adjusted EBITDA, supporting the company’s profitability narrative. US Foods Q4 earnings / MarketBeat
• Positive Sentiment: FY‑2026 EPS guidance raised — Management set FY‑2026 EPS guidance at $4.696–$4.935, above the consensus (~$4.56), which supports longer‑term earnings upside. FY2026 guidance / Press Release
• Positive Sentiment: Analyst price target upgrades — Citigroup raised its PT to $118 (Buy) and Wells Fargo to $110 (Overweight), signaling institutional confidence in upside from current levels. Benzinga: Analyst price target updates
• Neutral Sentiment: Coverage and commentary — Several transcripts, summaries and analyst notes are available (earnings call transcript, slide deck, and third‑party commentary), useful for drilling into unit/margin detail and channel trends. Seeking Alpha: Earnings presentation
• Negative Sentiment: Revenue miss and softer top‑line outlook — Q4 revenue came in at $9.80B vs. ~$9.90B expected, and management’s FY revenue guidance ($41.0B–$41.8B) is below the consensus (~$42B). That top‑line softness is the likely driver of intra‑day weakness despite the EPS beat. Revenue miss / MarketBeat

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.