US Foods (USFD) Expected to Announce Quarterly Earnings on Thursday

US Foods (NYSE:USFD) is expected to release its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect US Foods to post earnings of $1.01 per share and revenue of $9.9005 billion for the quarter. Investors can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 9:00 AM ET.

US Foods Stock Performance

Shares of USFD stock opened at $90.04 on Tuesday. The company has a current ratio of 1.15, a quick ratio of 0.70 and a debt-to-equity ratio of 1.08. The stock has a 50 day simple moving average of $79.53 and a 200-day simple moving average of $77.79. The company has a market cap of $20.07 billion, a price-to-earnings ratio of 37.52, a price-to-earnings-growth ratio of 1.14 and a beta of 1.02. US Foods has a 12-month low of $57.36 and a 12-month high of $91.22.

Analyst Upgrades and Downgrades

USFD has been the subject of a number of recent analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a research note on Friday, November 7th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday. Barclays lowered their target price on shares of US Foods from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, November 7th. Finally, Citigroup boosted their price target on US Foods from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Tuesday, January 27th. Nine research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, US Foods currently has an average rating of “Moderate Buy” and an average price target of $90.00.

Institutional Investors Weigh In On US Foods

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Wellington Management Group LLP increased its position in US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after buying an additional 1,599,033 shares in the last quarter. Boston Partners increased its position in US Foods by 6.0% during the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after purchasing an additional 908,993 shares in the last quarter. Holocene Advisors LP purchased a new position in US Foods in the 2nd quarter valued at about $64,220,000. Steadfast Capital Management LP acquired a new stake in shares of US Foods during the 3rd quarter worth about $60,813,000. Finally, Invesco Ltd. grew its holdings in shares of US Foods by 8.6% during the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after buying an additional 649,950 shares in the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

About US Foods

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.