Keebeck Wealth Management Invests $3.05 Million in US Foods Holding Corp. $USFD
Keebeck Wealth Management has acquired 29,816 shares of US Foods Holding Corp. (NYSE:USFD) for approximately $3.05 million in the second quarter, making it a new institutional investor in the company. US Foods recently surpassed its quarterly earnings expectations with an EPS of $1.44 and revenue of $10.53 billion, while analysts maintain a "Moderate Buy" consensus despite recent insider share sales. The company has also issued positive fiscal year 2026 EPS guidance.
Danske Bank A S Invests $4.85 Million in US Foods Holding Corp. $USFD
Danske Bank A S has invested $4.85 million in US Foods Holding Corp. (NYSE:USFD) by acquiring 47,456 shares in the second quarter. This move is part of broader institutional interest, with 98.76% of the stock owned by institutional investors and hedge funds. Insider transactions show recent sales by Randy J. Taylor and William Spencer Hancock, while analysts maintain a "Moderate Buy" rating with an average target price of $113.92.
US Foods Holding (USFD) Lands Supply Chain Honor, Is The Stock Fully Valued?
US Foods Holding (USFD) has been recognized by SPS Commerce in its inaugural Top Supply Chain Leaders list, reflecting strong operational performance and significant share price momentum. Despite this honor and consistent market share gains, Simply Wall St's analysis suggests the stock is approximately 4% overvalued, with a fair value of $104.50 against a current price of $108.46, raising questions about its valuation compared to peers and the broader industry.
Tocqueville Asset Management L.P. Takes Position in US Foods Holding Corp. $USFD
Tocqueville Asset Management L.P. has acquired a new position of 14,246 shares, valued at approximately $1.46 million, in US Foods Holding Corp. during the second quarter. This move comes as other institutional investors have also adjusted their stakes in US Foods. The article also details recent insider selling, analyst ratings, and the company's financial performance.
Reliant Investment Partners LLC Acquires New Position in US Foods Holding Corp. $USFD
Reliant Investment Partners LLC has acquired a new position in US Foods Holding Corp. (NYSE:USFD), purchasing 9,705 shares valued at approximately $992,000 during the second quarter. This move comes as institutional investors hold a significant 98.76% of the company's stock, and US Foods recently reported strong quarterly earnings, beating analyst estimates. Despite some insider selling in August, analysts maintain a "Moderate Buy" consensus with an average price target of $113.92, indicating confidence in the company's future performance.
NewEdge Wealth LLC Acquires Shares of 20,158 US Foods Holding Corp. $USFD
NewEdge Wealth LLC has acquired 20,158 shares of US Foods Holding Corp. (NYSE:USFD) during the second quarter, a new position valued at approximately $2.06 million. Institutional investors now own 98.76% of the company's stock, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $113.92. US Foods recently reported strong quarterly earnings, beating estimates with $1.44 EPS and a 4.5% year-over-year revenue increase to $10.53 billion.
US Foods Holding Corp. (NYSE:USFD) Receives Average Recommendation of "Moderate Buy" from Brokerages
US Foods Holding Corp. (NYSE:USFD) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of approximately $113.92. The company recently exceeded quarterly earnings expectations, reporting $1.44 EPS against a $1.36 consensus and $10.53 billion in revenue. Institutional investors hold a significant portion of the stock, while recent insider transactions show some share sales.
Deutsche Bank AG Makes New Investment in US Foods Holding Corp. $USFD
Deutsche Bank AG has made a new significant investment in US Foods Holding Corp. (NYSE:USFD), purchasing over 1.38 million shares valued at approximately $141.4 million. This acquisition gives Deutsche Bank a 0.63% stake in the company, which is largely institutionally owned. US Foods recently reported strong quarterly earnings, beating analyst estimates with EPS of $1.44 and a 4.5% year-over-year revenue increase, contributing to a positive outlook from analysts and a "Moderate Buy" consensus rating.
Great Lakes Advisors LLC Purchases Shares of 65,820 US Foods Holding Corp. $USFD
Great Lakes Advisors LLC recently acquired 65,820 shares of US Foods Holding Corp. (USFD), valued at approximately $6.73 million, increasing institutional ownership to 98.76%. Analysts maintain a "Moderate Buy" consensus with an average price target of $113.92, following strong quarterly results where US Foods exceeded EPS and revenue expectations. Despite positive analyst sentiment and financial performance, two insiders recently sold shares totaling about $3.64 million.
BlackRock Inc. Makes New Investment in US Foods Holding Corp. $USFD
BlackRock Inc. has made a significant new investment in US Foods Holding Corp. (NYSE:USFD), acquiring 20.85 million shares valued at approximately $2.13 billion, which gives them a 9.47% stake. This investment comes as US Foods reported strong quarterly earnings, beating analyst estimates, and provided positive fiscal 2026 EPS guidance. Analysts generally maintain a "Moderate Buy" rating for the company, with a consensus target price of $113.92.
11,660 Shares in US Foods Holding Corp. $USFD Bought by Pallas Capital Advisors LLC
Pallas Capital Advisors LLC recently acquired 11,660 shares of US Foods Holding Corp. (NYSE:USFD) for approximately $1.19 million. This purchase is part of broader institutional investment, with other firms also adjusting their stakes in the company, which now has 98.76% institutional ownership. Despite some insider selling in August, US Foods reported strong quarterly earnings and revenue, surpassing analyst expectations, and maintains an average "Moderate Buy" rating with a consensus price target of $113.92.
US Foods (NYSE: USFD) CEO gifts 318,000 shares to family
US Foods Holding Corp. CEO David E. Flitman reported gifting a total of 318,000 shares of common stock to family members on August 14, 2026. This included 29,000 shares transferred to a spousal lifetime access trust (SLAT) for his spouse's benefit and 130,000 shares directly gifted to his spouse. Flitman disclaims beneficial ownership of the shares held in the SLAT.
Alberta Investment Management Corp Takes $8.58 Million Position in US Foods Holding Corp. $USFD
Alberta Investment Management Corp acquired a new stake worth approximately $8.58 million in US Foods Holding Corp. during the second quarter. Other hedge funds also adjusted their positions in US Foods. The article details the company's stock performance, recent earnings, insider trading activity, and analyst ratings, indicating a "Moderate Buy" consensus.
Assenagon Asset Management S.A. Sells 37,281 Shares of US Foods Holding Corp. $USFD
Assenagon Asset Management S.A. significantly reduced its stake in US Foods Holding Corp. (NYSE:USFD) by selling 37,281 shares, decreasing its holdings by 88.6%. Despite this, other institutional investors like Royal Bank of Canada and Cerity Partners LLC increased their positions. US Foods recently reported strong Q2 earnings, beating analyst estimates, and has received "Moderate Buy" consensus rating from analysts with an average price target of $113.92.
Avalon Trust Co Buys New Shares in US Foods Holding Corp. $USFD
Avalon Trust Co recently acquired a new stake in US Foods Holding Corp. (NYSE:USFD), purchasing 236,090 shares valued at approximately $24.14 million, making it their 17th largest holding. Other hedge funds have also adjusted their positions in US Foods, with institutional investors and hedge funds owning 98.76% of the stock. US Foods reported strong earnings, topping analyst estimates, and has received a "Moderate Buy" rating from analysts with a consensus target price of $113.92.
US Foods Holding Corp (USFD) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of US Foods Holding Corp (USFD), detailing its current price momentum score, support and resistance levels for range-bound swing trading. It includes a summary of various technical indicators like MACD, RSI, and Moving Averages, offering a comprehensive look at the stock's performance based on these metrics. The analysis suggests a neutral signal based on moving averages and other technical indicators, despite some individual buy and sell signals.
Randy Taylor Sells 11,630 Shares of US Foods (NYSE:USFD) Stock
Randy Taylor, an insider at US Foods (NYSE:USFD), sold 11,630 shares of the company's stock for approximately $1.28 million, reducing his ownership by 13.64%. The sale comes after US Foods reported stronger-than-expected quarterly earnings and revenue, exceeding analyst estimates. The company maintains a "Moderate Buy" consensus rating from analysts, with institutional investors holding a significant portion of its shares.
US Foods Holding Corp. SEC Filing (Aug 13, 2026)
US Foods Holding Corp. (USFD) filed a Form 144 with the SEC on August 13, 2026, indicating a proposed sale of securities. The filing details the acquisition of 11,630 common shares through a stock option exercise on the same date, with an aggregate market value of $1,283,640.06. This document provides transparency on insider transactions for the company.
US Foods Holding Corp. (USFD) Stock forecasts
Argus has raised its target price for US Foods Holding Corp. (USFD) to $116.00, noting that the company is a U.S. food service distributor providing food and nonfood products to various sectors including healthcare, hospitality, restaurants, education, government facilities, and grocers. The current price of USFD stock is $110.09. The report was published on August 12, 2026.
Have Insiders Sold US Foods Holding Shares Recently?
An analysis of US Foods Holding Corp. (NYSE: USFD) insider transactions reveals recent selling activity, including a US$2.4 million sale by an Executive VP and a US$4.5 million sale by another insider in the last year. Despite these sales, no insider buying was reported, although the company is profitable and growing. Insiders collectively own 0.6% of the company, valued at US$152 million.
US Foods highlights AI investments as Q2 sales grow 4.5%
US Foods Holding Corp. reported a 4.5% year-over-year increase in net sales for Q2, reaching $10.5 billion, and detailed its strategic investments in artificial intelligence. The company is leveraging AI to enhance sales team productivity, optimize its supply chain through improved forecasting and routing, and deepen customer engagement, with AI tools already delivering significant actionable insights. US Foods maintains its full-year 2026 net sales growth outlook of 4% to 6%, emphasizing its commitment to digital innovation for sustained profitable growth.
Is CHEF Worth Buying as Strong Growth Meets Its Premium Valuation?
The Chefs’ Warehouse, Inc. (CHEF) is experiencing strong growth, with second-quarter adjusted earnings up 50% year over year and organic sales increasing by 12.2%. Despite its premium valuation compared to industry averages, the company's sales growth, expanding operating leverage, and flexible balance sheet support its current market position. While CHEF faces cyclical and regional risks, its favorable growth profile, evidenced by a Zacks Rank #1 (Strong Buy) and Growth Score of A, suggests its premium valuation may be justified by strong execution and an improving earnings outlook.
William Spencer Hancock Sells 21,754 Shares of US Foods (NYSE:USFD) Stock
William Spencer Hancock, an insider at US Foods (NYSE:USFD), sold 21,754 shares of company stock for approximately $2.36 million, reducing his direct ownership by 17.7%. This transaction occurred as US Foods shares rose 1.8% to $110.54, near a 52-week high, following strong quarterly earnings that surpassed analyst expectations. Analysts maintain a "Moderate Buy" rating for US Foods, with institutional investors holding a significant 98.76% of the company.
US Foods (USFD) EVP Hancock sells 21,754 shares, retains over 100,000
William Spencer Hancock, EVP and Chief Supply Chain Officer of US Foods Holding Corp. (USFD), sold 21,754 shares of company stock on August 7, 2026, for a total of $2.36 million at a weighted average price of $108.29 per share. Following this transaction, Hancock still directly owns 101,144 shares of USFD common stock, which includes shares acquired through an Employee Stock Purchase Plan. The sale was not conducted under a Rule 10b5-1 trading plan.
US$112 - That's What Analysts Think US Foods Holding Corp. (NYSE:USFD) Is Worth After These Results
Analysts have re-evaluated their price targets for US Foods Holding Corp. (NYSE:USFD) after the company's recent earnings report, arriving at an average fair value of US$112 per share. This updated consensus target reflects adjustments made by individual analysts based on the new financial data, with some raising and others lowering their valuations. The analysis highlights the company's performance against expectations and how these results are shaping expert opinions on its future stock price.
US Foods (USFD) Is Up 8.2% After Reaffirmed 2026 Guidance And $1.36 Billion Buybacks ‑ What's Changed
US Foods Holding Corp. (USFD) saw an 8.2% increase in stock value after reporting strong Q2 results, reaffirming its 2026 net sales growth guidance of 4% to 6%, and completing $1.36 billion in share buybacks. These actions suggest management's confidence in operational execution and capital returns. The article discusses how these updates might influence US Foods' investment narrative, emphasizing the company's strategic investments and a 4.9% yearly revenue growth projection to reach $45.7 billion by 2029, yet also noting a potential 4% downside to its current price based on a fair value estimate of $104.50.
US Foods (USFD) Is Up 8.2% After Reaffirmed 2026 Guidance And $1.36 Billion Buybacks ‑ What's Changed
US Foods (USFD) saw an 8.2% increase after reaffirming its 2026 sales growth guidance of 4% to 6% and completing $1.36 billion in share buybacks. The company reported higher second-quarter and year-to-date sales and net income. This move highlights management's dual focus on operational execution and returning capital to shareholders, although risks such as a soft foodservice market and limits to cost savings remain.
US Foods (USFD) Stock Hinges On Margin Gains Catching Up To Valuation
US Foods (USFD) experienced a strong Q2 2026 with adjusted EPS of US$1.44 and record adjusted EBITDA of US$604 million, yet its stock only rose marginally, suggesting investors are weighing if margin improvements are already priced in. Bulls believe in the company's ability to compound earnings through self-help initiatives like technology and procurement, while bears point to risks such as patchy volume growth in chain restaurants and rising labor costs. The debate centers on whether the current 32.9x P/E valuation is justified by sustainable margin expansion and future cash flow.
Pacer Advisors Inc. Has $2.39 Million Stake in US Foods Holding Corp. $USFD
Pacer Advisors Inc. significantly reduced its stake in US Foods Holding Corp. (NYSE: USFD) by selling 96.6% of its shares, now holding 25,913 shares valued at approximately $2.39 million. Despite this, US Foods delivered strong second-quarter results with adjusted EPS of $1.44 and revenue of $10.53 billion, reaffirming its fiscal 2026 growth targets. While analyst sentiment remains broadly positive with a "Moderate Buy" consensus, concerns about elevated valuation and recent insider selling have been noted.
Q4 2025 US Foods Holding Corp Earnings Call Transcript
This article provides the transcript and key highlights from US Foods Holding Corp's Q4 2025 earnings call. The company exceeded its 2025 earnings targets, achieving 11% adjusted EBITDA growth and record adjusted EPS, driven by market share gains and new AI capabilities. Despite positive performance, the company noted challenges from macroeconomic headwinds, including declining chain restaurant foot traffic and weather-related disruptions, and anticipates a lower inflationary environment in 2026.
US Foods (USFD) Stock Hinges On Margin Gains Catching Up To Valuation
US Foods (USFD) reported a strong Q2 2026 with record adjusted EBITDA and an expanded EBITDA margin, yet its stock saw only a modest increase. Investors are debating if the recent margin improvements are already priced into the stock, considering its 32.9x P/E. The article explores both bullish arguments focusing on operational execution and self-help initiatives, and bearish concerns regarding volume quality, margin sustainability, and valuation risks like rising labor costs.
US FOODS HOLDING CORP. : DEUTSCHE BANK RAISES TARGET PRICE TO $127 FROM $115
Deutsche Bank has increased its target price for US Foods Holding Corp. (USFD) to $127 from $115. This adjustment reflects an updated valuation by the bank for the food service distributor.
US Foods Holding Corp (USFD) Stock News Today
This article provides an update on US Foods Holding Corp (USFD) stock, including its current trading price, market cap, and P/E ratio. It highlights the company's recent Q2 FY2026 earnings, which showed profit growth driven by margin expansion. Investors can follow the latest news, earnings, analyst ratings, and key developments for USFD.
US Foods (NYSE: USFD) insider plans 21,754-share common stock sale notice
US Foods Holding Corp. (NYSE: USFD) has filed a notice of proposed sale for 21,754 shares of common stock, valued at $2,354,943.42, to be executed on August 7, 2026, through Fidelity Brokerage Services LLC. This Form 144 filing indicates that 216,330,723 shares of common stock are currently outstanding. The filing also details recent restricted stock vesting events that contribute to the shares being sold.
Us Foods stock hits all-time high at 105.38 USD
US Foods Holding Corp (USFD) stock has reached an all-time high of $105.38, reflecting a 25.35% increase over the past year and a 33.4% year-to-date return. This surge in market capitalization to $22.13 billion is attributed to strong investor confidence and robust market performance. The company also secured significant contracts with the U.S. Department of War and saw leadership changes, although some analysts have maintained a neutral rating despite the stock trading above its fair value.
US Foods Holding Corp. 2026 Q2 - Results - Earnings Call Presentation (NYSE:USFD) 2026-08-06
US Foods Holding Corp. (NYSE:USFD) published its Q2 2026 earnings call presentation on August 6, 2026. The company reported an EPS of $1.44, beating estimates by $0.08, and revenue of $10.53 billion, surpassing expectations by $68.70 million with a 4.46% year-over-year increase. This article provides access to the slide deck from that earnings call.
Amundi Grows Stock Position in US Foods Holding Corp. $USFD
Amundi increased its stake in US Foods Holding Corp. (NYSE:USFD) by 39.7% in the first quarter, now owning 51,967 shares valued at $4.79 million. This move comes as US Foods reported strong quarterly results, exceeding analyst estimates for adjusted EPS and revenue, and reaffirmed its fiscal 2026 outlook. Despite mixed institutional positioning and some analyst target adjustments, the company maintains a "Moderate Buy" consensus rating with a $107 target price.
US Foods Reports Second Quarter Fiscal Year 2026 Earnings; Dave Flitman and Dirk Locascio Comment
US Foods Holding Corp. announced strong financial results for the second quarter of fiscal year 2026, with net sales increasing 4.5% to $10.5 billion and net income up 22.8% to $275 million. CEO Dave Flitman highlighted accelerating volume growth and record Adjusted EBITDA, attributing success to continuous improvement and a focus on customer service. CFO Dirk Locascio noted expanded margins through volume growth, gross profit gains, and cost productivity improvements, affirming confidence in sustained earnings growth.
US Foods Holding Corp. Stock 12‑Month Price Target Raised to $110, Implies 9% Upside
US Foods Holding Corp.'s average price target has been increased to $110 from $108.73, according to 15 analysts, suggesting a 9% potential upside from its August 5th closing price. The consensus rating for USFD remains a "Buy" among 19 analysts, with a majority recommending to buy the stock.
US Foods rises after strong Q2 results, record EBITDA, and steady full-year outlook
US Foods (USFD) saw a 5.6% increase in its stock price following a strong Q2 earnings report, which highlighted faster volume growth, record profitability, and continued margin expansion. The company posted net sales of $10.5 billion, a 4.5% increase, with adjusted EBITDA rising 10.2% to a record $604 million. Investors also reacted positively to the reaffirmation of its fiscal 2026 outlook and significant share repurchases.
US Foods rallies after solid earnings and guidance update (USFD:NYSE)
US Foods Holding Corp. (USFD) rallied after exceeding Q2 earnings expectations and reaffirming its full-year guidance, which projects mid-single-digit sales growth and strong double-digit EPS growth. The company reported a 1.9% increase in total case volume, led by a 5.1% rise in higher-margin products. US Foods also achieved a 4.5% net sales growth, a 21% increase in non-GAAP EPS, and record adjusted EBITDA, driven by gross profit gains, volume growth, and cost productivity improvements.
FMR LLC (USFD) discloses 8.94M US Foods shares under Schedule 13G/A
FMR LLC and Abigail P. Johnson have filed a Schedule 13G/A, disclosing beneficial ownership of 8,939,057.40 shares of US Foods Holding Corp. (USFD), which represents 4.1% of the common stock, as of June 30, 2026. FMR LLC holds sole voting power over 6,309,310.13 shares and sole dispositive power over all 8.94 million shares, with Abigail P. Johnson also having sole dispositive power over the same amount. The filing indicates this ownership is for investment purposes and does not seek to change or influence control of the issuer.
US Foods Revenue Climbs 4.5% As Restaurant Demand Improves
US Foods Holdings (NYSE: USFD) reported strong second-quarter earnings, with adjusted EPS of $1.44 beating estimates and revenue climbing 4.5% year-over-year to $10.53 billion, exceeding consensus. The company saw increased case volumes, gross profit, and adjusted EBITDA, leading to a new 52-week stock high. US Foods reaffirmed its full-year 2026 guidance, expecting continued growth in sales, EBITDA, and diluted EPS.
US Foods Holding Corp. (USFD) Q2 2026 Earnings
US Foods Holding Corp. (USFD) reported strong Q2 2026 earnings, with EPS of $1.44, beating estimates by 5.7%, and revenue of $10.53 billion, exceeding estimates by 0.7%. The company saw a 5.1% growth in independent restaurant case volume, leading to record adjusted EBITDA. Management reaffirmed its full-year adjusted EPS growth forecast of 18% to 24%.
US Foods earnings loom: Can distributor rebound from Q1 miss? By Investing.com
US Foods Holding Corp. is set to release its second-quarter earnings, with analysts anticipating a significant rebound from a disappointing first quarter. The company is expected to report higher earnings per share and revenue, and investors will be closely watching if it can meet its medium-term guidance despite industry pressures and its previous Q1 miss.
US Foods Holding (USFD) Nears $100 Fair Value, Is The Stock Still Undervalued?
US Foods Holding (USFD) recently closed at $100.49, having shown strong multi-year returns but mixed short-term movements. Despite a fair value narrative placing it at $104.50, suggesting it's 3.8% undervalued, its current P/E ratio of 32.2x is higher than the industry average, indicating potential overvaluation and risk if growth or margins falter. Investors are encouraged to review the underlying data and consider both upside potential and warning signs.
Boston Partners (USFD) discloses 7.86% beneficial stake in US Foods
Boston Partners has reported a 7.86% beneficial ownership stake in US Foods Holding Corp (USFD), amounting to 17,304,271 shares of common stock. This disclosure was made via a Schedule 13G/A filing, indicating that the shares are held for the discretionary accounts of certain clients as of June 30, 2026. Boston Partners maintains sole voting power over 14,586,798 shares and sole dispositive power over all 17,304,271 shares.
ETFs Investing in US Foods Holding Corp. Stocks
This article lists various ETFs that hold US Foods Holding Corp. (USFD) stocks, providing details such as market value, weight, issuer, management style, expense ratio, and AUM for each fund. It highlights how these ETFs make investing in stocks more accessible while offering diversification and lower risk. The information is presented in a sortable table, allowing investors to explore different funds based on their investment criteria.
Segall Bryant & Hamill LLC Has $11.05 Million Position in US Foods Holding Corp. $USFD
Segall Bryant & Hamill LLC reduced its stake in US Foods Holding Corp. by 10.3% in the first quarter, now holding 119,805 shares valued at $11.05 million. Institutional investors collectively own 98.76% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $107. Despite US Foods reporting slightly lower-than-expected revenue and EPS, the stock trades near its 52-week high, demonstrating resilience in the market.
How Us Foods Holding Corp. (USFD) Affects Rotational Strategy Timing
This article analyzes Us Foods Holding Corp. (USFD) using AI models to determine its impact on rotational strategy timing. It highlights strong near-term sentiment potentially leading to mid-term neutrality and long-term positive bias, alongside a significant risk-reward short setup. The piece details institutional trading strategies, including position, momentum, and risk hedging, and provides a multi-timeframe signal analysis for various holding periods.
