US Foods Holding Corp. (NYSE:USFD) Stock Has Average Price Target of $114.85

US Foods Holding Corp. (NYSE:USFD) has earned a consensus recommendation of “Moderate Buy” from the fifteen brokerages that are covering the company, Marketbeat reports. Four research analysts have rated the stock with a hold rating, ten have issued a buy rating and one has assigned a strong buy rating to the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $115.31.

USFD has been the topic of several recent analyst reports. Citigroup raised their price target on shares of US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Guggenheim increased their target price on shares of US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Morgan Stanley boosted their price target on US Foods from $107.00 to $111.00 and gave the company an “equal weight” rating in a research note on Thursday, October 15th. Piper Sandler boosted their price objective on shares of US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Finally, Wall Street Zen upgraded US Foods from a “hold” rating to a “buy” rating in a research note on Saturday, August 15th.

Trending Headlines about US Foods

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

• Positive Sentiment: US Foods earned $1.26 per share, slightly above the $1.25 consensus and up from $1.07 a year earlier. Stronger margins and case volumes contributed to the earnings beat; adjusted EBITDA rose 10% year over year. US Foods Q3 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: TD Cowen raised its price target to $125 from $119 and reaffirmed a Buy rating. BTIG also reiterated Buy and set a $120 target, signaling analyst confidence in further upside. US Foods Stock Price Target Raised at TD Cowen
• Negative Sentiment: Quarterly revenue of $10.40 billion was below analysts’ $10.58 billion estimate, despite increasing 2.1% year over year. The company also narrowed its fiscal 2026 growth outlook, which could temper investor expectations. US Foods Q3 2026: Earnings Beat, Guidance Cut, Revenue Miss

US Foods Stock Performance

NYSE:USFD opened at $106.42 on Wednesday. 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’s fifty day simple moving average is $99.23 and its 200 day simple moving average is $94.98. The firm has a market capitalization of $23.02 billion, a price-to-earnings ratio of 26.52, a PEG ratio of 1.34 and a beta of 0.87. US Foods has a twelve month low of $69.88 and a twelve month high of $112.57.

US Foods (NYSE:USFD) last released its quarterly earnings data on Thursday, November 5th. The company reported $1.26 earnings per share for the quarter, beating analysts’ consensus estimates of $1.25 by $0.01. The company had revenue of $10.40 billion for the quarter, compared to the consensus estimate of $10.58 billion. US Foods had a return on equity of 20.53% and a net margin of 1.81%. The company’s quarterly revenue was up 2.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.07 earnings per share. As a group, equities research analysts expect that US Foods will post 4.45 earnings per share for the current fiscal year.

Insider Activity at US Foods

In other US Foods news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the completion of the sale, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.74% of the stock is owned by company insiders.

Institutional Trading of US Foods

Several institutional investors have recently added to or reduced their stakes in USFD. William Blair Investment Management LLC grew its holdings in shares of US Foods by 7.2% during the 3rd quarter. William Blair Investment Management LLC now owns 2,250 shares of the company’s stock valued at $207,000 after purchasing an additional 152 shares during the last quarter. Allworth Financial LP grew its stake in shares of US Foods by 9.7% in the third quarter. Allworth Financial LP now owns 2,051 shares of the company’s stock valued at $210,000 after buying an additional 182 shares in the last quarter. Werba Rubin Papier Wealth Management boosted its stake in shares of US Foods by 6.3% during the third quarter. Werba Rubin Papier Wealth Management now owns 2,289 shares of the company’s stock worth $211,000 after buying an additional 136 shares during the period. CENTRAL TRUST Co boosted its holdings in shares of US Foods by 33.2% during the third quarter. CENTRAL TRUST Co now owns 9,074 shares of the company’s stock worth $837,000 after purchasing an additional 2,262 shares during the last quarter. Finally, Maryland State Retirement & Pension System lifted its position in shares of US Foods by 25.1% in the 3rd quarter. Maryland State Retirement & Pension System now owns 14,081 shares of the company’s stock worth $1,298,000 after buying an additional 2,829 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.

US Foods Company Profile

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.