US Foods (NYSE:USFD) Reaches New 12-Month High – Still a Buy?

US Foods Holding Corp. (NYSE:USFD) shares hit a new 52-week high during trading on Wednesday . The stock traded as high as $110.63 and last traded at $110.5410, with a volume of 1983088 shares. The stock had previously closed at $108.63.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Citigroup raised their price target on shares of US Foods from $110.00 to $124.00 and gave the company a “buy” rating in a report on Friday, August 7th. BMO Capital Markets reiterated an “outperform” rating and issued a $120.00 price objective on shares of US Foods in a report on Friday. 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 report on Friday. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, UBS Group boosted their price target on US Foods from $117.00 to $127.00 and gave the stock a “buy” rating in a research report on Friday. Eleven equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, US Foods currently has a consensus rating of “Moderate Buy” and an average target price of $112.38.

US Foods Stock Performance

The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70. The firm has a fifty day simple moving average of $97.57 and a 200 day simple moving average of $92.35. The company has a market cap of $23.91 billion, a price-to-earnings ratio of 34.01, a P/E/G ratio of 1.40 and a beta of 0.81.

US Foods (NYSE:USFD) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.44 earnings per share 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 analysts’ expectations of $10.46 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 4.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, sell-side analysts expect that US Foods Holding Corp. will post 4.35 earnings per share for the current fiscal year.

Insider Buying and Selling

In other US Foods news, insider William Spencer Hancock sold 21,754 shares of the business’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the completion of the transaction, the insider owned 101,144 shares of the company’s stock, valued at $10,952,883.76. The trade was a 17.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.74% of the stock is owned by company insiders.

Institutional Investors Weigh In On US Foods

Hedge funds and other institutional investors have recently made changes to their positions in the business. Keating Financial Advisory Services Inc. bought a new position in shares of US Foods in the second quarter worth about $27,000. Measured Wealth Private Client Group LLC bought a new stake in US Foods during the 3rd quarter valued at approximately $26,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in US Foods during the 2nd quarter valued at approximately $39,000. Steph & Co. acquired a new stake in US Foods in the 4th quarter valued at approximately $34,000. Finally, Geneos Wealth Management Inc. grew its holdings in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after buying an additional 263 shares during the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

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.