US Foods (NYSE:USFD) Price Target Raised to $125.00

US Foods (NYSE:USFD) had its price target boosted by TD Cowen from $119.00 to $125.00 in a report published on Thursday,Benzinga reports. They currently have a buy rating on the stock.

A number of other analysts have also recently weighed in on the stock. BMO Capital Markets reiterated an “outperform” rating and set a $120.00 price target on shares of US Foods 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 stock a “buy” rating in a research note on Friday, August 7th. Piper Sandler raised their price target on US Foods from $88.00 to $108.00 and gave the stock a “neutral” rating in a report on Wednesday, August 12th. Zacks Research raised US Foods from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. Finally, Weiss Ratings upgraded US Foods from a “buy (b)” rating to a “buy (a-)” rating in a research report on Friday, October 23rd. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $115.31.

US Foods Price Performance

Shares of NYSE USFD opened at $106.42 on Thursday. The stock has a market cap of $23.02 billion, a P/E ratio of 29.73, a P/E/G ratio of 1.35 and a beta of 0.87. US Foods has a twelve month low of $69.88 and a twelve month high of $112.57. The stock has a 50 day moving average of $99.23 and a two-hundred day moving average of $94.98. The company has a current ratio of 1.11, a quick ratio of 0.70 and a debt-to-equity ratio of 1.14.

US Foods (NYSE:USFD) last announced its earnings results on Thursday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.25 by $0.01. The business had revenue of $10.40 billion for the quarter, compared to analyst estimates of $10.58 billion. US Foods had a net margin of 1.97% and a return on equity of 21.37%. The company’s revenue for the quarter was up 2.1% compared to the same quarter last year. During the same period last year, the firm posted $1.07 earnings per share. On average, research analysts forecast that US Foods will post 4.45 earnings per share for the current year.

Insiders Place Their Bets

In other US Foods news, insider Randy J. Taylor sold 11,630 shares of the business’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $110.37, for a total value of $1,283,603.10. Following the transaction, the insider directly owned 73,618 shares of the company’s stock, valued at approximately $8,125,218.66. The trade was a 13.64% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.74% of the stock is currently owned by company insiders.

Institutional Trading of US Foods

Several hedge funds have recently made changes to their positions in the company. Callan Family Office LLC purchased a new position in US Foods in the second quarter valued at about $1,762,000. SaddleRock Capital Management LLC acquired a new stake in shares of US Foods during the 2nd quarter valued at approximately $7,058,000. Fifth Third Bancorp lifted its position in shares of US Foods by 2,548.1% during the 1st quarter. Fifth Third Bancorp now owns 75,392 shares of the company’s stock valued at $6,952,000 after acquiring an additional 72,545 shares during the period. Junto Capital Management LP purchased a new stake in shares of US Foods during the 2nd quarter worth approximately $70,921,000. Finally, Sterling Capital Management LLC boosted its stake in shares of US Foods by 144.6% during the 3rd quarter. Sterling Capital Management LLC now owns 19,709 shares of the company’s stock worth $1,817,000 after acquiring an additional 11,651 shares in the last quarter. Institutional investors and hedge funds 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 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 Company Profile

US Foods Holding Corp. is a foodservice distributor that supplies restaurants and other foodservice businesses across the United States. Its customers include independent restaurants, healthcare and senior-care facilities, hotels, educational institutions, and government organizations.

The company distributes a broad range of products, including fresh and frozen foods, meat, seafood, produce, dairy, beverages, and nonfood supplies. It also offers services and digital tools intended to help customers manage menus, purchasing, and kitchen operations.

US Foods is headquartered in Rosemont, Illinois, and traces its history to predecessor businesses dating back to the 19th century.