BTIG Research Reaffirms Buy Rating for US Foods (NYSE:USFD)

US Foods (NYSE:USFD)‘s stock had its “buy” rating reaffirmed by BTIG Research in a report released on Friday, Benzinga reports. They presently have a $120.00 target price on the stock. BTIG Research‘s target price would suggest a potential upside of 12.30% from the company’s previous close.

Other equities research analysts have also recently issued research reports about the company. JPMorgan Chase & Co. dropped their price objective on US Foods from $108.00 to $98.00 and set a “neutral” rating for the company in a report on Tuesday, September 29th. UBS Group upped their target price on US Foods from $117.00 to $127.00 and gave the company a “buy” rating in a report on Friday, August 7th. Citigroup upped their target price on US Foods from $110.00 to $124.00 and gave the company a “buy” rating in a report on Friday, August 7th. Morgan Stanley raised their price target on US Foods from $107.00 to $111.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 15th. Finally, Guggenheim lifted their price target on shares of US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.31.

US Foods Stock Performance

US Foods stock opened at $106.86 on Friday. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19. The firm has a 50-day moving average of $99.26 and a 200-day moving average of $94.87. The firm has a market cap of $23.12 billion, a P/E ratio of 27.55, a P/E/G ratio of 1.39 and a beta of 0.87. US Foods has a 1-year low of $69.88 and a 1-year high of $112.57.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.01. US Foods had a return on equity of 20.53% and a net margin of 1.81%. The company had revenue of $10.40 billion for the quarter, compared to analysts’ expectations of $10.58 billion. During the same period last year, the firm earned $1.07 earnings per share. US Foods’s quarterly revenue was up 2.1% on a year-over-year basis. Sell-side analysts expect that US Foods will post 4.45 EPS for the current year.

Insider Buying and Selling at US Foods

In related news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the sale, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. The trade was a 13.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.74% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On US Foods

Several institutional investors and hedge funds have recently added to or reduced their stakes in USFD. Wellington Management Group LLP grew its position in shares of US Foods by 46.1% in the 2nd quarter. Wellington Management Group LLP now owns 23,009,877 shares of the company’s stock worth $2,352,760,000 after buying an additional 7,259,357 shares during the period. BlackRock Inc. purchased a new position in US Foods during the 2nd quarter valued at about $2,131,439,000. Primecap Management Co. CA purchased a new position in US Foods during the 2nd quarter valued at about $406,997,000. Bessemer Group Inc. lifted its position in US Foods by 1.8% during the 1st quarter. Bessemer Group Inc. now owns 2,926,696 shares of the company’s stock valued at $269,872,000 after acquiring an additional 51,519 shares during the period. Finally, Bank of America Corp DE boosted its stake in US Foods by 50.9% during the first quarter. Bank of America Corp DE now owns 1,520,296 shares of the company’s stock worth $140,186,000 after acquiring an additional 512,511 shares in the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Key US Foods News

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

• Positive Sentiment: US Foods earned $1.26 per share, slightly ahead of the $1.25 consensus and up from $1.07 a year earlier. Adjusted EBITDA rose 10%, supporting the view that profitability is improving. US Foods surpasses Q3 earnings estimates
• Positive Sentiment: TD Cowen raised its price target from $119 to $125 and maintained a Buy rating, signaling continued analyst confidence in the shares. US Foods stock price target raised at TD Cowen
• Neutral Sentiment: Revenue increased 2.1% year over year to $10.40 billion, indicating continued growth, but the modest gain came in below expectations. US Foods misses Q3 revenue estimates
• Negative Sentiment: Quarterly revenue missed the $10.58 billion analyst estimate, and US Foods cut its guidance. The weaker outlook may weigh on expectations for future growth despite the earnings beat. US Foods Q3 2026: earnings beat, guidance cut, revenue miss

About US Foods

US Foods Holding Corp. is a leading foodservice distributor serving restaurants, health care and hospitality organizations, educational institutions, government facilities and other commercial customers across the United States. Through its distribution network, the company delivers food, beverages, equipment and related supplies to professional foodservice operators.

The company offers a broad selection of fresh and frozen foods, dry groceries, beverages, meat, seafood, produce, dairy products and disposable supplies.