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

Shares of US Foods Holding Corp. (NYSE:USFD) have earned a consensus recommendation of “Moderate Buy” from the twelve research firms that are covering the company, Marketbeat reports. Two research analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average 12 month price target among brokers that have issued ratings on the stock in the last year is $107.3333.

A number of analysts have issued reports on USFD shares. Piper Sandler downgraded US Foods from an “overweight” rating to a “neutral” rating and raised their target price for the stock from $85.00 to $103.00 in a research note on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. UBS Group restated a “buy” rating and set a $117.00 price objective on shares of US Foods in a research report on Friday, February 13th. Citigroup boosted their target price on shares of US Foods from $95.00 to $118.00 and gave the company a “buy” rating in a report on Friday, February 13th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $106.00 price target on shares of US Foods in a research note on Friday, February 13th.

US Foods Stock Down 0.6%

USFD stock opened at $95.34 on Friday. The company has a current ratio of 1.16, a quick ratio of 0.68 and a debt-to-equity ratio of 1.18. The firm has a 50-day moving average of $84.78 and a two-hundred day moving average of $79.09. US Foods has a 12 month low of $57.36 and a 12 month high of $102.13. The company has a market cap of $21.03 billion, a price-to-earnings ratio of 32.43, a PEG ratio of 1.17 and a beta of 1.02.

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

Insiders Place Their Bets

In related news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total value of $6,344,935.24. Following the completion of the transaction, the insider directly owned 88,176 shares in the company, valued at approximately $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.60% of the company’s stock.

Institutional Trading of US Foods

Several institutional investors have recently added to or reduced their stakes in USFD. Boston Partners lifted its stake in US Foods by 0.5% during the fourth quarter. Boston Partners now owns 16,203,880 shares of the company’s stock worth $1,222,537,000 after purchasing an additional 73,656 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of US Foods by 7.0% in the 4th quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company’s stock valued at $1,037,949,000 after buying an additional 904,556 shares during the period. Capital World Investors lifted its stake in 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 in the last quarter. Invesco Ltd. boosted its holdings in US Foods by 8.6% during the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after acquiring an additional 649,950 shares during the period. Finally, Massachusetts Financial Services Co. MA grew its position in US Foods by 2.7% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,134,905 shares of the company’s stock valued at $472,449,000 after acquiring an additional 161,749 shares in the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

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.