US Foods (NYSE:USFD) Price Target Raised to $120.00 at BTIG Research

US Foods (NYSE:USFD) had its price objective boosted by BTIG Research from $105.00 to $120.00 in a report published on Friday morning, Marketbeat.com reports. The firm currently has a buy rating on the stock.

Other equities research analysts have also issued research reports about the stock. Piper Sandler dropped their price objective on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a report on Monday, June 1st. TD Cowen boosted their target price on shares of US Foods from $116.00 to $119.00 and gave the company a “buy” rating in a report on Thursday. Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Morgan Stanley raised their price target on shares of US Foods from $94.00 to $103.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 15th. Finally, Guggenheim lifted their price target on shares of US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Friday. Eleven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $112.38.

US Foods Stock Performance

Shares of US Foods stock opened at $108.98 on Friday. US Foods has a one year low of $69.88 and a one year high of $110.08. The company has a market cap of $24.00 billion, a price-to-earnings ratio of 33.53, a PEG ratio of 1.37 and a beta of 0.81. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.70 and a current ratio of 1.14. The business’s 50 day moving average price is $96.42 and its 200 day moving average price is $91.94.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.36 by $0.08. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The company had revenue of $10.53 billion during the quarter, compared to analysts’ expectations of $10.46 billion. During the same period in the prior year, the business earned $1.19 EPS. The firm’s quarterly revenue was up 4.5% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts predict that US Foods will post 4.35 EPS for the current year.

Hedge Funds Weigh In On US Foods

A number of hedge funds have recently made changes to their positions in USFD. Royal Bank of Canada lifted its stake in US Foods by 85.8% during the first quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock worth $9,722,000 after purchasing an additional 68,567 shares in the last quarter. Empowered Funds LLC acquired a new stake in shares of US Foods in the first quarter valued at $359,000. Sivia Capital Partners LLC purchased a new stake in shares of US Foods in the 2nd quarter valued at $526,000. Brown Advisory Inc. purchased a new stake in shares of US Foods in the 2nd quarter valued at $252,000. Finally, Cerity Partners LLC lifted its stake in US Foods by 20.5% during the 2nd quarter. Cerity Partners LLC now owns 47,977 shares of the company’s stock worth $3,695,000 after acquiring an additional 8,162 shares in the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Key Stories Impacting US Foods

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

• Positive Sentiment: Solid Q2 earnings: US Foods reported adjusted EPS of $1.44, exceeding the $1.36 consensus estimate, while revenue reached $10.53 billion versus expectations of $10.46 billion. Revenue increased 4.5% year over year, and adjusted EBITDA rose 10.2% to a record $604 million. US Foods earnings report
• Positive Sentiment: Growth and guidance reaffirmed: Independent restaurant case volume accelerated 5.1%, total case volume increased 1.9%, and net income rose 22.8% to $275 million. Management reaffirmed fiscal 2026 targets, including 4%–6% sales growth, 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth. The company also repurchased $374 million of stock during the quarter. US Foods Q2 results and outlook
• Positive Sentiment: Analyst optimism increased: Citigroup raised its price target from $110 to $124 and initiated a “buy” rating. Wells Fargo lifted its target from $110 to $125 with an “overweight” rating, while BTIG increased its target from $105 to $120 and reiterated “buy.” These targets imply additional upside and reinforce the positive reaction to the earnings report. Analyst price-target revisions
• Neutral Sentiment: Valuation remains a consideration: Despite a reported 206% five-year return, one analysis cautioned that US Foods stock may now look expensive, potentially limiting further gains unless earnings continue to grow rapidly. US Foods valuation analysis
• Negative Sentiment: Insider selling: Company insiders have reported three open-market sales and no purchases over the past six months, including sales by the chief financial officer. While not necessarily a fundamental concern, the activity is a potential sentiment headwind.

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.