Wells Fargo & Company Issues Positive Forecast for US Foods (NYSE:USFD) Stock Price

US Foods (NYSE:USFD) had its target price increased by investment analysts at Wells Fargo & Company from $87.00 to $110.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective would suggest a potential upside of 11.43% from the company’s current price.

A number of other equities research analysts also recently weighed in on the company. Guggenheim raised their target price on US Foods from $95.00 to $115.00 and gave the company a “buy” rating in a report on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research note on Monday, December 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a research report on Friday, November 7th. BMO Capital Markets raised their price objective on shares of US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a report on Friday. Finally, Morgan Stanley set a $92.00 price target on shares of US Foods in a research note on Tuesday, January 20th. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $100.00.

US Foods Stock Down 3.2%

Shares of USFD opened at $98.72 on Friday. The stock has a market capitalization of $22.01 billion, a PE ratio of 40.86, a P/E/G ratio of 1.13 and a beta of 1.02. 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 firm’s 50 day moving average is $80.60 and its 200-day moving average is $78.10. US Foods has a 12 month low of $57.36 and a 12 month high of $102.13.

US Foods (NYSE:USFD) last released its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.01 by $0.03. US Foods had a return on equity of 17.71% and a net margin of 1.43%.The company had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same period in the prior year, the firm posted $0.84 EPS. US Foods’s quarterly revenue was up 3.3% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities research analysts forecast that US Foods will post 3.59 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in USFD. Parkside Financial Bank & Trust grew its holdings in shares of US Foods by 303.7% during the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after buying an additional 246 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in US Foods in the third quarter worth $26,000. Steph & Co. purchased a new position in shares of US Foods in the 4th quarter worth about $34,000. Geneos Wealth Management Inc. grew its position in shares of US Foods by 120.1% during the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after acquiring an additional 263 shares during the period. Finally, First Horizon Corp purchased a new stake in US Foods in the third quarter worth $39,000. Institutional investors own 98.76% of the company’s stock.

More US Foods News

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

• Positive Sentiment: Q4 EPS beat and large net income gain — US Foods reported $1.04 EPS (above consensus ~$1.01) and reported a sharp year-over-year increase in net income and adjusted EBITDA growth, signaling improved profitability that supports valuation. Business Wire: US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Positive Sentiment: FY2026 EPS guidance above street estimates — management set FY2026 EPS at $4.696–$4.935 versus a ~4.56 consensus, which suggests continued margin expansion and underpins forward earnings expectations. Business Wire: FY2026 guidance
• Positive Sentiment: Operational momentum in key channels — total case volume rose modestly and independent restaurant case volume grew faster (~+4.1%), highlighting demand resilience in higher-margin channels. Investors view this mix shift as supportive of profits. Seeking Alpha: Q4 results & presentation
• Neutral Sentiment: Top-line growth but mixed versus estimates — net sales increased ~3.3% year-over-year to $9.8B, showing growth but slightly below analyst expectations (~$9.9B), a mixed signal for revenue momentum. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue guidance below consensus — management guided FY2026 revenue to $41.0–$41.8B vs. ~$42.0B consensus, which could cap upside to the top line even as margins improve. Business Wire: Revenue guidance
• Negative Sentiment: Management flagged near-term volatility/softer environment — commentary on uneven demand and cost pressures introduces execution risk that could weigh on growth if conditions persist. TipRanks: US Foods Delivers Record Profits Amid Near-Term Volatility

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.