US Foods Holding Corp. (NYSE:USFD) Receives Average Recommendation of “Moderate Buy” from Brokerages

US Foods Holding Corp. (NYSE:USFD) has been given a consensus recommendation of “Moderate Buy” by the fifteen brokerages that are currently covering the company, Marketbeat Ratings reports. Four analysts have rated the stock with a hold recommendation and eleven have assigned a buy recommendation to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $113.9231.

Several equities research analysts recently weighed in on the company. BTIG Research raised their price objective on US Foods from $105.00 to $120.00 and gave the company a “buy” rating in a report on Friday, August 7th. UBS Group upped their target price on US Foods from $117.00 to $127.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Wednesday, July 29th. Wall Street Zen upgraded US Foods from a “hold” rating to a “buy” rating in a research report on Saturday, August 15th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $120.00 price target on shares of US Foods in a research note on Friday, August 7th.

US Foods Price Performance

Shares of NYSE:USFD opened at $93.28 on Tuesday. The company has a market cap of $20.18 billion, a price-to-earnings ratio of 28.70, a PEG ratio of 1.19 and a beta of 0.82. 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 50 day simple moving average of $102.24 and a 200 day simple moving average of $94.79. US Foods has a one year low of $69.88 and a one year high of $111.42.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.08. The firm had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The company’s quarterly revenue was up 4.5% on a year-over-year basis. During the same quarter last year, the business posted $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research analysts predict that US Foods will post 4.4 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider William Spencer Hancock sold 21,754 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $108.29, for a total value of $2,355,740.66. Following the completion of the transaction, the insider owned 101,144 shares in the company, valued at $10,952,883.76. This trade represents a 17.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the sale, the insider owned 73,618 shares in the company, valued at approximately $8,125,218.66. This represents a 13.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is owned by company insiders.

Hedge Funds Weigh In On US Foods

A number of hedge funds have recently modified their holdings of the business. Wellington Management Group LLP grew its stake in shares of US Foods by 46.1% in the second quarter. Wellington Management Group LLP now owns 23,009,877 shares of the company’s stock worth $2,352,760,000 after purchasing an additional 7,259,357 shares during the last quarter. BlackRock Inc. bought a new position in US Foods during the 2nd quarter worth $2,131,439,000. Boston Partners lifted its holdings in US Foods by 0.5% during the 4th quarter. Boston Partners now owns 16,203,880 shares of the company’s stock worth $1,222,537,000 after buying an additional 73,656 shares during the period. Capital World Investors lifted its holdings in US Foods by 10.3% during the 4th quarter. Capital World Investors now owns 12,862,100 shares of the company’s stock worth $968,773,000 after buying an additional 1,197,360 shares during the period. Finally, Primecap Management Co. CA bought a new stake in shares of US Foods in the 2nd quarter valued at about $406,997,000. Institutional investors and hedge funds own 98.76% of the company’s stock.

About US Foods

US Foods Holding Corp. (NYSE: USFD) is a major foodservice distributor serving restaurants and other food-away-from-home businesses across the United States. The company supplies independent and multi-unit restaurants, healthcare organizations, hospitality businesses, educational institutions, government facilities and other commercial customers.

Its product portfolio includes fresh produce, meat and seafood, dairy products, frozen and dry groceries, beverages, ingredients, disposable supplies, kitchen equipment and other foodservice-related products.