US Foods (NYSE:USFD) Releases FY 2025 Earnings Guidance

US Foods (NYSE:USFD) updated its FY 2025 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 3.910-3.970 for the period, compared to the consensus estimate of 3.840. The company issued revenue guidance of $39.4 billion-$39.8 billion, compared to the consensus revenue estimate of $39.6 billion.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Wall Street Zen upgraded US Foods from a “buy” rating to a “strong-buy” rating in a research report on Sunday. Citigroup cut their price target on US Foods from $95.00 to $90.00 and set a “buy” rating on the stock in a research note on Wednesday. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a report on Friday, November 7th. Finally, Barclays dropped their price objective on US Foods from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, November 7th. Ten investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $88.50.

US Foods Price Performance

Shares of NYSE USFD opened at $75.62 on Monday. The company has a fifty day moving average price of $75.15 and a 200 day moving average price of $77.21. US Foods has a 1-year low of $57.36 and a 1-year high of $85.11. The firm has a market cap of $16.86 billion, a PE ratio of 31.51, a PEG ratio of 0.87 and a beta of 1.03. The company has a current ratio of 1.15, a quick ratio of 0.70 and a debt-to-equity ratio of 1.08.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, November 6th. The company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.05 by $0.02. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The firm had revenue of $10.19 billion for the quarter, compared to analysts’ expectations of $10.18 billion. During the same period in the previous year, the firm posted $0.85 EPS. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. Research analysts predict that US Foods will post 3.59 earnings per share for the current fiscal year.

Insider Transactions at US Foods

In other US Foods news, insider Steven Guberman sold 58,632 shares of the stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $72.00, for a total value of $4,221,504.00. Following the transaction, the insider directly owned 113,410 shares of the company’s stock, valued at $8,165,520. This represents a 34.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On US Foods

A number of hedge funds have recently added to or reduced their stakes in USFD. Measured Wealth Private Client Group LLC bought a new stake in shares of US Foods during the 3rd quarter valued at approximately $26,000. Geneos Wealth Management Inc. grew its stake in shares of US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after buying an additional 263 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of US Foods during the third quarter worth $49,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of US Foods by 68.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock worth $92,000 after buying an additional 487 shares in the last quarter. Finally, Larson Financial Group LLC lifted its stake in shares of US Foods by 144.9% in the 3rd quarter. Larson Financial Group LLC now owns 1,276 shares of the company’s stock valued at $98,000 after acquiring an additional 755 shares during the last quarter. Institutional investors own 98.76% of the company’s stock.

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.