US Foods (NYSE:USFD) Stock Price Expected to Rise, BTIG Research Analyst Says

US Foods (NYSE:USFD) had its target price increased by investment analysts at BTIG Research from $105.00 to $120.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. BTIG Research’s price objective would suggest a potential upside of 12.14% from the stock’s previous close.

Several other research analysts also recently weighed in on USFD. Piper Sandler dropped their price target on US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a research note on Monday, June 1st. Morgan Stanley lifted their price objective on shares of US Foods from $94.00 to $103.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 15th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Guggenheim restated a “buy” rating on shares of US Foods in a research report on Friday. Finally, Zacks Research raised shares of US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Eleven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, US Foods has an average rating of “Moderate Buy” and a consensus target price of $108.38.

US Foods Stock Up 6.5%

Shares of USFD stock opened at $107.01 on Friday. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70. US Foods has a one year low of $69.88 and a one year high of $110.09. The company’s fifty day moving average price is $95.88 and its 200-day moving average price is $91.82. The company has a market capitalization of $23.57 billion, a price-to-earnings ratio of 36.03, a PEG ratio of 1.28 and a beta of 0.81.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. The business had revenue of $10.53 billion during the quarter, compared to analyst estimates of $10.46 billion. US Foods had a return on equity of 19.37% and a net margin of 1.71%.US Foods’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Sell-side analysts expect that US Foods will post 4.35 EPS for the current fiscal year.

Institutional Trading of US Foods

A number of large investors have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC bought a new position in shares of US Foods during the 3rd quarter valued at approximately $26,000. Steph & Co. bought a new stake in US Foods in the fourth quarter worth $34,000. Nalls Sherbakoff Group LLC purchased a new stake in US Foods during the fourth quarter valued at $36,000. Geneos Wealth Management Inc. raised its stake in US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after purchasing an additional 263 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in US Foods during the second quarter valued at $39,000. Institutional investors own 98.76% of the company’s stock.

US Foods News Roundup

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

• Positive Sentiment: Quarterly earnings and sales beat estimates. US Foods reported adjusted EPS of $1.44, above the $1.36-$1.37 consensus range, while revenue reached $10.53 billion versus expectations of approximately $10.46 billion. Revenue grew 4.5% year over year, and adjusted EPS increased 21% from the prior-year period. US Foods Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Profitability improved substantially. Net income rose 22.8% to $275 million, gross profit increased 8% to $1.9 billion, and adjusted EBITDA climbed 10.2% to a record $604 million. Total case volume grew 1.9%, led by a 5.1% increase in independent restaurant volume, suggesting continued share gains despite a challenging industry environment. US Foods Q2 Net Income Rises
• Positive Sentiment: Full-year guidance was reaffirmed at favorable levels. US Foods maintained fiscal 2026 guidance for 4%-6% sales growth, 9%-13% adjusted EBITDA growth and 18%-24% adjusted EPS growth. Its adjusted EPS range of $4.696-$4.935 is above the cited consensus estimate of $4.620. The company also repurchased $374 million of stock during the quarter, supporting per-share results. US Foods Rallies After Earnings and Guidance Update
• Neutral Sentiment: The sales outlook of $41.0 billion-$41.8 billion broadly brackets the approximately $41.4 billion analyst consensus, indicating no major revenue forecast upgrade.
• Negative Sentiment: Insiders have reported three open-market sales and no purchases over the past six months. Additionally, the stock is trading near its 52-week high and at a price-to-earnings ratio of roughly 36, leaving less room for disappointing results or weaker guidance.

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.