US Foods (NYSE:USFD) Stock Keeps “Buy” Rating at BTIG Research

BTIG Research reiterated their buy rating on shares of US Foods (NYSE:USFD) in a research report sent to investors on Friday morning,Benzinga reports. BTIG Research currently has a $120.00 price objective on the stock.

Several other equities research analysts also recently issued reports on USFD. Weiss Ratings raised shares of US Foods from a “buy (b)” rating to a “buy (a-)” rating in a research note on Friday, October 23rd. BMO Capital Markets reissued an “outperform” rating and issued a $120.00 price objective on shares of US Foods in a research report on Friday, August 7th. Piper Sandler raised their target price on US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Guggenheim raised their target price on US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Finally, Morgan Stanley lifted their target price on US Foods from $107.00 to $111.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 15th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, US Foods presently has an average rating of “Moderate Buy” and a consensus target price of $115.31.

US Foods Stock Down 0.4%

US Foods stock traded down $0.43 during midday trading on Friday, hitting $106.42. 2,255,270 shares of the company were exchanged, compared to its average volume of 1,930,697. The company has a market cap of $23.02 billion, a PE ratio of 29.73, a price-to-earnings-growth ratio of 1.34 and a beta of 0.87. US Foods has a fifty-two week low of $69.88 and a fifty-two week high of $112.57. The company’s fifty day moving average price is $99.23 and its 200-day moving average price is $94.98. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70.

US Foods (NYSE:USFD) last issued its quarterly earnings data on Thursday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.25 by $0.01. The company had revenue of $10.40 billion during the quarter, compared to the consensus estimate of $10.58 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. US Foods’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same quarter last year, the company earned $1.07 earnings per share. On average, research analysts predict that US Foods will post 4.45 EPS for the current fiscal 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 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 completion of the sale, the insider owned 73,618 shares in the company, valued at approximately $8,125,218.66. The trade was a 13.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.74% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in USFD. Keating Financial Advisory Services Inc. bought a new stake in shares of US Foods in the 2nd quarter worth about $27,000. Barrow Hanley Mewhinney & Strauss LLC bought a new position in shares of US Foods during the second quarter worth about $28,000. Elevation Wealth Partners LLC grew its stake in US Foods by 131.7% in the third quarter. Elevation Wealth Partners LLC now owns 292 shares of the company’s stock worth $27,000 after purchasing an additional 166 shares in the last quarter. Burkett Financial Services LLC acquired a new position in US Foods in the third quarter worth about $30,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in US Foods in the second quarter worth about $39,000. 98.76% of the stock is currently owned by institutional investors.

US Foods News Summary

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

About US Foods

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.