JPMorgan Chase & Co. Sells 55,861 Shares of US Foods Holding Corp. $USFD
JPMorgan Chase & Co. reduced its stake in US Foods Holding Corp. by 2.3% in the third quarter, selling 55,861 shares and retaining 2,332,957 shares valued at approximately $178.8 million. Additionally, director James David Works Jr. sold 65,737 shares, decreasing his position by 42.7%. US Foods reported strong quarterly earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $107.33.
Insider Selling: US Foods (NYSE:USFD) Insider Sells $6,344,935.24 in Stock
US Foods (NYSE:USFD) director James David Works Jr. sold 65,737 shares of the company's stock for over $6.3 million, reducing his stake by 42.71%. This sale follows the company's recent earnings report, which met EPS expectations but slightly missed revenue estimates. Analysts currently rate US Foods as a "Moderate Buy" with an average target price of $107.33.
Vanguard Group Inc. Sells 635,914 Shares of US Foods Holding Corp. $USFD
Vanguard Group Inc. reduced its stake in US Foods Holding Corp. by 2.8%, selling over 635,000 shares but still maintaining a significant holding. The company reported strong EPS that beat expectations but slightly missed on revenue, offering positive FY2026 guidance. Analysts generally rate US Foods as a "Moderate Buy" with an average target price above its current trading value.
Jupiter Asset Management Ltd. Raises Position in US Foods Holding Corp. $USFD
Jupiter Asset Management Ltd. significantly increased its stake in US Foods Holding Corp. (NYSE:USFD) by 1,027.7% in the third quarter, now owning 652,114 shares valued at approximately $49.97 million. This move comes as US Foods reported strong Q earnings, beating EPS consensus, and analysts largely maintain a bullish outlook with a "Moderate Buy" rating and an average price target of $107.33. Other institutional investors also modified their holdings, and the company provided an optimistic FY2026 EPS guidance.
Piper Sandler downgrades US Foods Holding (USFD)
Piper Sandler has downgraded US Foods Holding (USFD) stock. The article headline indicates a significant change in the firm's outlook on the food distribution company.
5 Insightful Analyst Questions From US Foods's Q4 Earnings Call
US Foods (USFD) reported Q4 results with strong margin expansion and non-GAAP profit, despite missing revenue estimates. The company showed significant share gains in independent restaurants, healthcare, and hospitality sectors. Analysts focused on business momentum, sales force productivity, and growth drivers, with management highlighting operational improvements and strategic initiatives as key to future success.
Ontario Teachers Pension Plan Board Decreases Stock Holdings in US Foods Holding Corp. $USFD
The Ontario Teachers Pension Plan Board significantly reduced its stake in US Foods Holding Corp. ($USFD) by 51.7% in Q3, selling 37,660 shares and retaining 35,137 shares worth $2.69 million. Despite this, US Foods exceeded EPS expectations in its latest quarter with $1.04, seeing its revenue increase by 3.3% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts with a price target of $107.33, and institutional ownership remains high at 98.76%.
Piper Sandler downgrades US Foods Holding (USFD)
Piper Sandler downgraded US Foods Holding (USFD) from Overweight to Neutral, citing the stock's outperformance relative to its peer group. The firm maintains a price target of $52 on USFD shares.
Oppenheimer Asset Management Inc. Sells 21,596 Shares of US Foods Holding Corp. $USFD
Oppenheimer Asset Management Inc. reduced its stake in US Foods Holding Corp. by 69.4% in the third quarter, selling 21,596 shares and retaining 9,508 shares valued at $729,000. Despite the sell-off, US Foods beat Q4 EPS expectations and raised its FY-2026 EPS guidance, although revenue missed estimates. Analyst ratings remain a "Moderate Buy" with an average target price of $107.33, and institutional investors own 98.76% of the stock.
Envestnet Asset Management Inc. Reduces Stock Position in US Foods Holding Corp. $USFD
Envestnet Asset Management Inc. reduced its stake in US Foods Holding Corp. by 26.8% in Q3 2025, selling 76,895 shares and retaining 210,325 shares valued at $16.12 million. Despite US Foods beating Q4 EPS estimates and providing strong FY 2026 EPS guidance, it missed revenue expectations. Analysts generally raised price targets for US Foods, resulting in an average "Moderate Buy" rating.
Morgan Stanley Maintains Mixed Rating on USFD (US Foods) Feb 2026, PT $94
Morgan Stanley has maintained a "Mixed" rating on US Foods Holding Corp. (USFD) and raised its price target to $94 from $92. This move signals steady confidence in the company's near-term fundamentals, with the market showing a modest 0.19% price change on the news. Investors should view this as a refinement of Morgan Stanley's outlook rather than a definitive buy or sell signal, weighing it alongside earnings trends and sector demand.
US Foods Labor Deal Highlights Costs Valuation And Distribution Resilience
US Foods Holding (NYSE:USFD) has ratified a new four-year collective bargaining agreement with over 200 drivers and warehouse workers in Indiana, including significant wage increases, defined benefit pensions, and safety measures. This deal highlights the evolving landscape of labor relations, automation risks, and potential cost implications for the foodservice distributor. Investors are advised to consider these factors alongside the company's current valuation, debt levels, and operational resilience.
US Foods Holding Corp. (NYSE:USFD) Just Reported And Analysts Have Been Lifting Their Price Targets
US Foods Holding Corp. (NYSE:USFD) saw an 11% stock price increase after reporting yearly results that met analyst predictions, with revenues of US$39 billion and EPS of US$2.94. Analysts have since raised their 2026 revenue forecasts to US$41.6 billion and EPS to US$4.14, leading to a 19% increase in the consensus price target to US$109. While revenue growth is expected to slow compared to historical rates, it is projected to grow in line with the industry average.
Rhumbline Advisers Sells 15,907 Shares of US Foods Holding Corp. $USFD
Rhumbline Advisers recently sold 15,907 shares of US Foods Holding Corp. (NYSE:USFD), reducing its stake by 2.5% to 611,718 shares valued at $46.87 million. This comes as US Foods reported a Q4 EPS beat and raised its FY-2026 EPS guidance, despite missing Q4 revenue expectations and providing a softer FY revenue outlook, which led to an intraday stock pullback. Analyst ratings remain a "Moderate Buy" with an average target price of $107.33, following several price target upgrades.
US Foods stock price target raised to $115 from $95 at Guggenheim
Guggenheim has increased its price target for US Foods (NYSE: USFD) shares to $115 from $95, maintaining a Buy rating. The adjustment follows US Foods' "in-line" fourth-quarter earnings and initial 2026 guidance, with analysts noting the company's outperformance against the S&P 500 and its business model resilience to AI disruption. Despite trading at premium multiples, the firm anticipates a "digestion period" but sees potential for near-term upside from improving independent restaurant case momentum.
US Foods stock price target raised to $115 from $95 at Guggenheim
Guggenheim raised its price target for US Foods (NYSE:USFD) to $115 from $95, maintaining a Buy rating on the stock. This increase follows US Foods' "in-line" fourth-quarter earnings and initial 2026 guidance, with analysts noting the company's outperformance against the S&P 500 and a business model resilient to AI disruption. Despite trading at premium multiples, Guggenheim foresees potential near-term upside driven by improving independent restaurant case momentum.
US Foods stock price target raised to $115 from $95 at Guggenheim
Guggenheim has increased its price target for US Foods (NYSE: USFD) to $115 from $95, maintaining a Buy rating on the stock. This adjustment comes after the food distributor's "in-line" fourth-quarter earnings and initial 2026 guidance, with analysts noting the stock's outperformance relative to the S&P 500. Despite a higher EBITDA multiple, Guggenheim attributes some investor interest to the company's business model being insulated from AI disruption.
US Foods Holding Corp. (NYSE:USFD) Q4 2025 Earnings Call Transcript
US Foods Holding Corp. (NYSE: USFD) announced strong Q4 and full-year 2025 results, exceeding their long-range plan despite a soft macro environment. The company reported an 11% increase in adjusted EBITDA to over $1.9 billion and a 26% growth in adjusted EPS to $3.98, driven by market share gains, operational excellence, and productivity initiatives. They provided optimistic guidance for 2026, expecting continued top-line growth, double-digit adjusted EBITDA, and EPS growth, while also detailing strategic advancements in technology, sales force compensation, and capital allocation.
Deep Dive Into US Foods Holdings Stock: Analyst Perspectives (7 Ratings)
Over the last three months, 7 analysts have provided diverse ratings for US Foods Holdings (NYSE: USFD), with key updates occurring in the last 30 days. The average 12-month price target has increased by 14.77% to $103.29, indicating an upward trend in analyst sentiment. The company exhibits a strong market presence, noteworthy revenue growth, and efficient asset utilization, despite challenges in net margin and return on equity.
Longbow Finance SA Increases Stake in US Foods Holding Corp. $USFD
Longbow Finance SA significantly increased its stake in US Foods Holding Corp. by 37.2% in Q3, bringing its total to 134,859 shares valued at over $10 million. This comes as US Foods reported strong Q4 EPS and raised its FY-2026 EPS guidance, despite slight misses on Q4 revenue and FY revenue guidance. Institutional ownership remains very high at 98.76%, with analysts holding a "Moderate Buy" consensus.
US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
US Foods Holding Corp. reported strong financial results for the fourth quarter and full fiscal year 2025, exceeding expectations with significant growth in net sales, net income, and Adjusted EBITDA. The company also announced a new $1 billion share repurchase authorization and provided an optimistic outlook for fiscal year 2026, including projected growth in net sales, Adjusted EBITDA, and Adjusted Diluted EPS. These performances were attributed to market share gains and operational efficiencies, reinforcing their long-range plan.
US Foods Holding Corp. $USFD Stake Lowered by Cookson Peirce & Co. Inc.
Cookson Peirce & Co. Inc. recently reduced its stake in US Foods Holding Corp. (NYSE:USFD) by 2.7% in Q3, now owning 448,717 shares valued at $34.38 million. The company reported strong Q4 results with EPS beating estimates and management raising FY-2026 EPS guidance, despite revenue slightly missing expectations. Institutional investors hold a significant 98.76% of USFD stock, and analysts maintain a "Moderate Buy" consensus rating with a target price of $91.80.
US Foods Delivers Record Profits Amid Near-Term Volatility
US Foods Holding Corp. (USFD) reported record profitability and strong growth in its latest earnings call, with adjusted EBITDA up 11% and adjusted diluted EPS up 26% in fiscal 2025. Despite temporary headwinds like severe weather, chain restaurant weakness, and disinflation, the company achieved margin expansion, significant cost savings, and shareholder-friendly capital deployment. US Foods provided optimistic guidance for fiscal 2026, driven by continued independent restaurant growth, operational efficiencies, and technological investments.
US Foods Stock Gets Boost with Optimistic Analyst Price Targets
US Foods Holding Corp. (USFD) stock has seen an 11.04% increase due to optimistic market sentiments ahead of its Q4 and fiscal year 2025 financial results, alongside analyst price target increases. Guggenheim and Citi both raised their price targets to $95, while Morgan Stanley maintained a cautious $92 target. The company's upcoming conference call and presentation at CAGNY 2026 are expected to detail strategic initiatives and future growth plans, further fueling investor confidence.
Why Are US Foods (USFD) Shares Soaring Today
US Foods (USFD) shares rose over 9% after the company reported fourth-quarter results, with adjusted earnings surpassing analyst expectations, despite a slight revenue miss. The company's significant profit growth and analysts' projections for continued EPS growth fueled investor confidence, leading to a new 52-week high for the stock.
US Foods: Q4 Earnings Snapshot
US Foods Holding Corp. (USFD) reported fourth-quarter net income of $184 million, or 82 cents per share, which adjusted for non-recurring costs, amounted to $1.04 per share. This performance beat Wall Street expectations, as analysts surveyed by Zacks Investment Research had predicted earnings of $1 per share. However, the company's revenue of $9.8 billion for the quarter fell short of the Street's forecast of $9.86 billion.
US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
US Foods Holding Corp. announced strong financial results for both the fourth quarter and full fiscal year 2025, with notable increases in net sales, net income, and adjusted EBITDA. The company also detailed strategic initiatives such as share repurchases and an acquisition, alongside providing positive guidance for fiscal year 2026.
Impax Asset Management Group plc Trims Stake in US Foods Holding Corp. $USFD
Impax Asset Management Group plc reduced its stake in US Foods Holding Corp. (NYSE:USFD) by 5.9% in the third quarter, now owning 210,000 shares valued at $16.09 million. Other institutional investors also adjusted their positions in USFD. Analysts have maintained a "Moderate Buy" consensus rating for the stock, with a target price of $90.00.
US Foods: Fourth Quarter Earnings Overview
US Foods Holding Corp. announced its fourth-quarter financial results, reporting a net profit of $184 million, or 82 cents per share. Adjusted earnings per share reached $1.04, surpassing analyst expectations of $1.00. The company generated $9.8 billion in revenue for the quarter and recorded a full-year profit of $676 million on $39.42 billion in revenue.
US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
US Foods (NYSE:USFD) reported Q4 CY2025 sales of $9.8 billion, missing analyst estimates, despite a 3.3% year-on-year increase. However, the company's non-GAAP earnings per share of $1.04 surpassed expectations by 3.4%. The stock remained flat immediately after the earnings release, indicating a mixed reaction to the results with revenue falling short but EPS exceeding forecasts.
US Foods: Q4 Earnings Snapshot
US Foods Holding Corp. (USFD) reported fourth-quarter net income of $184 million, or 82 cents per share, with adjusted earnings of $1.04 per share, surpassing Wall Street's expectations. However, the company's revenue of $9.8 billion fell short of Street forecasts. For the full year, US Foods posted a profit of $676 million and revenue of $39.42 billion.
Us Foods Holding Corp stock hits all-time high at 91.24 USD By Investing.com
Us Foods Holding Corp (USFD) stock has reached an all-time high of $91.24, reflecting a strong performance with a 28.16% increase over the past year and a 19.65% year-to-date return. This surge is attributed to robust growth, strategic initiatives like share buybacks, and investor confidence ahead of its upcoming earnings report, despite the stock appearing somewhat expensive based on its P/E ratio of 38.14. The company has also reaffirmed its fiscal year 2025 guidance and ended merger talks with Performance Food Group due to regulatory considerations.
US Foods (USFD) Reports Q4: Everything You Need To Know Ahead Of Earnings
US Foods (NYSE:USFD) is set to report its Q4 earnings on Thursday before the bell. Analysts expect revenue to grow by 4.3% year-on-year to $9.90 billion and adjusted earnings to reach $1.01 per share, with estimates remaining stable. The company's stock is up 17.3% over the last month, outperforming the consumer discretionary segment.
Us Foods Holding Corp stock hits all-time high at 91.24 USD
Us Foods Holding Corp (USFD) stock has reached an all-time high of $91.24, reflecting strong performance with a 28.16% increase over the past year and a 19.65% year-to-date return. Despite its high P/E ratio, investor confidence is high ahead of upcoming earnings, with analysts setting price targets up to $102. The company recently reaffirmed its fiscal year 2025 guidance and ended merger talks with Performance Food Group due to regulatory concerns.
US Foods Holding Corp. $USFD Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in US Foods Holding Corp. by 27.4% in the third quarter, while many other institutional investors increased their positions. Despite mixed analyst views, the stock generally holds a "Moderate Buy" rating with an average target price of $90. The stock is currently trading near its 52-week high, with high institutional ownership.
US Foods (NYSE:USFD) Sets New 1-Year High - Here's Why
US Foods (NYSE:USFD) recently hit a new 52-week high of $91.22, closing at $90.5450, supported by positive analyst revisions and a consensus "Moderate Buy" rating with an average target of $90.00. The company exceeded Q3 EPS estimates with $1.07 compared to $1.05 and saw a 4.8% increase in revenue year-over-year. Institutional investors and hedge funds hold a significant 98.76% of the stock, while an insider recently sold a substantial number of shares.
US Foods Holding Corp. $USFD Stock Holdings Decreased by Hantz Financial Services Inc.
Hantz Financial Services Inc. significantly reduced its stake in US Foods Holding Corp. (NYSE:USFD) by 83.9% in the third quarter, selling 110,105 shares and retaining 21,202 shares valued at approximately $1.624 million. Despite the institutional sell-off, US Foods exceeded Q3 earnings expectations with an EPS of $1.07 and revenue of $10.19 billion, a 4.8% increase year-over-year. Institutional investors collectively hold about 98.76% of the company's stock, and analysts maintain a "Moderate Buy" rating with a consensus price target of $90.00.
US Foods Holding Corp. $USFD Shares Sold by BI Asset Management Fondsmaeglerselskab A S
BI Asset Management Fondsmaeglerselskab A S significantly reduced its stake in US Foods Holding Corp. (NYSE:USFD) by 19.7% in Q3, selling 14,973 shares and holding 61,162 shares valued at $4.686 million. Despite this sale, analysts maintain a "Moderate Buy" consensus with a $90 price target, and US Foods recently surpassed quarterly earnings and revenue estimates. The company's stock currently trades in a one-year range of $57.36–$90.73, with a market capitalization of $20.16 billion.
US Foods (NYSE:USFD) Downgraded by Wall Street Zen to Hold
Wall Street Zen has downgraded US Foods (NYSE:USFD) from a "buy" to a "hold" rating. Despite this, other analysts have recently issued "buy" and "outperform" ratings with price targets ranging from $88.00 to $95.00, resulting in a consensus "Moderate Buy" rating and an average price target of $90.00. The company recently reported earnings that beat consensus estimates and saw significant institutional investor activity, although an insider sold a notable number of shares.
US Foods (USFD) Earnings Expected to Grow: Should You Buy?
US Foods (USFD) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with an anticipated EPS of $1.00 per share and revenues of $9.86 billion. The company holds a Zacks Rank #3 and a positive Earnings ESP of +1.13%, suggesting a likely earnings beat. Investors are advised to consider these factors, alongside other market conditions, before making investment decisions.
US Foods CEO and CFO to present at 2026 CAGNY conference
US Foods Holding Corp. announced that its CEO, Dave Flitman, and CFO, Dirk Locascio, will present at the CAGNY 2026 Conference on February 19, 2026, at 3:00 p.m. EST. A live webcast of the event will be available on the company's investor relations website, with an archived replay accessible afterward. US Foods, a leading foodservice distributor, serves approximately 250,000 customer locations across the United States.
US Foods to Webcast Presentation at the CAGNY 2026 Conference
US Foods Holding Corp. announced that its CEO, Dave Flitman, and CFO, Dirk Locascio, will present at the CAGNY 2026 Conference on Thursday, February 19, 2026, at 3:00 p.m. EST. A live webcast will be available on the company's investor relations website, with an archived replay accessible afterward. US Foods is a leading foodservice distributor based in Rosemont, Illinois, serving approximately 250,000 customer locations.
Bessemer Group Inc. Trims Stake in US Foods Holding Corp. $USFD
Bessemer Group Inc. reduced its stake in US Foods Holding Corp. by 17.1% in Q3, selling 645,202 shares but still owning 3,132,793 shares worth approximately $240 million. Insider Steven Guberman also sold 58,632 shares in November, decreasing his holding by over 34%. Despite these sales, institutional investors own 98.76% of the stock, and the company recently beat earnings estimates with a consensus "Moderate Buy" analyst rating and a target price of $90.
US Foods (USFD) Expected to Announce Earnings on Thursday
US Foods (NYSE: USFD) is expected to announce its Q4 2025 earnings before the market opens on Thursday, February 12, 2026. Analysts project earnings of $1.01 per share and revenue of $9.9005 billion. The company had previously beaten estimates in Q3 2025 with $1.07 EPS on $10.19 billion in revenue, and analysts currently rate the stock as a "Moderate Buy" with a $90 average price target.
US Foods to Webcast Presentation at the CAGNY 2026 Conference
US Foods Holding Corp. announced that its CEO, Dave Flitman, and CFO, Dirk Locascio, will present at the CAGNY 2026 Conference on Thursday, February 19, 2026, at 3:00 p.m. EST. A live webcast and archive of the presentation will be available for investors on the company's investor relations website. US Foods is a leading foodservice distributor in America, serving approximately 250,000 customer locations.
Federated Hermes Inc. Has $3.03 Million Stake in US Foods Holding Corp. $USFD
Federated Hermes Inc. reduced its stake in US Foods Holding Corp. by 50% in Q3, selling 39,609 shares but still holding 39,569 shares valued at $3.03 million. Despite this, other institutions like Norges Bank and Primecap significantly increased their holdings, and analysts maintain a "Moderate Buy" rating with a $90 target after the company beat quarterly EPS and revenue estimates. An insider also sold a substantial number of shares, decreasing their position by about 34%.
New York State Common Retirement Fund Purchases 14,400 Shares of US Foods Holding Corp. $USFD
The New York State Common Retirement Fund increased its stake in US Foods Holding Corp. (NYSE:USFD) by 13.6%, acquiring an additional 14,400 shares. This brings their total holding to 120,468 shares, valued at approximately $9.23 million. Other institutional investors have also adjusted their positions in US Foods, while the company recently reported strong earnings, beating analyst estimates with EPS of $1.07 and revenue of $10.19 billion.
Us Foods stock hits all-time high at 85.85 USD
US Foods Holding Corp (USFD) has reached an all-time high of $85.85, currently trading at $86.22, marking an 18.27% return over the past year. This achievement highlights the company's strong performance, significant market capitalization of $19.16 billion, and investor confidence in its growth trajectory. Despite trading above its Fair Value estimate, analysts have set price targets as high as $102, with management aggressively buying back shares.
US Foods Holding Corp: Quiet Rally Or Topping Out? What The Latest Moves In USFD Signal
US Foods Holding Corp (USFD) has seen a quiet rally in recent sessions, trading below its 52-week peak. The market is cautiously optimistic, with the stock edging higher on light to moderate volume after a substantial climb over the past 90 days. Wall Street analysts generally hold a moderate buy rating, expecting continued performance based on operational efficiencies and strategic growth in specialty categories.
US Foods Holding Corp: Quiet Rally Or Topping Out? What The Latest Moves In USFD Signal
US Foods Holding Corp (USFD) has experienced a quiet rally in recent sessions, pushing higher on light to moderate volume, yet remaining below its 52-week peak. The market is debating whether this is a healthy consolidation or a prelude to a pullback, with analysts providing mixed but generally constructive views. The company's one-year performance has rewarded patient investors, and its future strategy focuses on supply chain improvements, data-driven pricing, and growth in higher-margin categories.
