US Foods (NYSE:USFD) Issues FY 2025 Earnings Guidance

US Foods (NYSE:USFD) updated its FY 2025 earnings guidance on Monday. The company provided earnings per share guidance of 3.910-3.970 for the period, compared to the consensus earnings per share estimate of 3.840. The company issued revenue guidance of $39.4 billion-$39.8 billion, compared to the consensus revenue estimate of $39.6 billion.

US Foods Price Performance

Shares of US Foods stock opened at $75.62 on Monday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 0.70 and a current ratio of 1.15. US Foods has a 52-week low of $57.36 and a 52-week high of $85.11. The company has a fifty day moving average of $75.15 and a 200-day moving average of $77.21. The stock has a market capitalization of $16.86 billion, a price-to-earnings ratio of 31.51, a price-to-earnings-growth ratio of 0.87 and a beta of 1.03.

US Foods (NYSE:USFD) last released its earnings results on Thursday, November 6th. The company reported $1.07 earnings per share for the quarter, beating analysts’ consensus estimates of $1.05 by $0.02. US Foods had a return on equity of 17.71% and a net margin of 1.43%.The company had revenue of $10.19 billion during the quarter, compared to analyst estimates of $10.18 billion. During the same quarter in the previous year, the company posted $0.85 EPS. US Foods’s revenue for the quarter was up 4.8% on a year-over-year basis. Equities research analysts expect that US Foods will post 3.59 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on USFD. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a research note on Friday, November 7th. Citigroup dropped their price target on US Foods from $95.00 to $90.00 and set a “buy” rating on the stock in a research report on Wednesday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Barclays dropped their target price on US Foods from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, November 7th. Finally, Wall Street Zen raised US Foods from a “buy” rating to a “strong-buy” rating in a research report on Sunday. Ten research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $88.50.

Insider Buying and Selling at US Foods

In other news, insider Steven Guberman sold 58,632 shares of US Foods stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $72.00, for a total value of $4,221,504.00. Following the completion of the sale, the insider directly owned 113,410 shares in the company, valued at $8,165,520. The trade was a 34.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.60% of the stock is owned by corporate insiders.

Institutional Trading of US Foods

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Measured Wealth Private Client Group LLC purchased a new stake in shares of US Foods during the third quarter worth about $26,000. Geneos Wealth Management Inc. boosted its stake in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in US Foods during the 3rd quarter valued at approximately $49,000. Northwestern Mutual Wealth Management Co. raised its position in shares of US Foods by 68.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock valued at $92,000 after buying an additional 487 shares during the last quarter. Finally, Larson Financial Group LLC lifted its holdings in shares of US Foods by 144.9% in the third quarter. Larson Financial Group LLC now owns 1,276 shares of the company’s stock worth $98,000 after buying an additional 755 shares in the last quarter. 98.76% of the stock is owned by hedge funds and other institutional investors.

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.