US Foods (NYSE:USFD) Price Target Raised to $118.00

US Foods (NYSE:USFD) had its price objective boosted by Citigroup from $95.00 to $118.00 in a research note published on Friday,Benzinga reports. The firm currently has a buy rating on the stock.

Other analysts have also issued reports about the company. BTIG Research lifted their price target on US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research note on Friday. Piper Sandler downgraded shares of US Foods from an “overweight” rating to a “neutral” rating and lifted their target price for the stock from $85.00 to $103.00 in a research report on Friday. Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Morgan Stanley set a $94.00 price target on shares of US Foods and gave the company a “mixed” rating in a research note on Friday. Finally, BMO Capital Markets boosted their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a research note on Friday. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $107.33.

US Foods Stock Performance

NYSE USFD opened at $99.92 on Friday. The firm’s fifty day moving average price is $81.09 and its two-hundred day moving average price is $78.14. The stock has a market cap of $22.04 billion, a PE ratio of 33.99, a PEG ratio of 1.26 and a beta of 1.02. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.68 and a current ratio of 1.16. US Foods has a fifty-two week low of $57.36 and a fifty-two week high of $102.13.

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

Institutional Trading of US Foods

Institutional investors have recently bought and sold shares of the company. Boston Partners raised its position in shares of US Foods by 0.5% in 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 in the last quarter. Wellington Management Group LLP grew its stake in US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after purchasing an additional 1,599,033 shares during the period. Capital World Investors increased its holdings in US Foods by 10.3% in the fourth quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after purchasing an additional 1,197,360 shares in the last quarter. Invesco Ltd. lifted its stake in US Foods by 8.6% in the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after buying an additional 649,950 shares during the period. Finally, Massachusetts Financial Services Co. MA boosted its holdings in shares of US Foods by 2.7% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,134,905 shares of the company’s stock worth $472,449,000 after buying an additional 161,749 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

US Foods News Roundup

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

US Foods Company Profile

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.