US Foods (NYSE:USFD) Stock Rating Lowered by Wall Street Zen

US Foods (NYSE:USFD) was downgraded by Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday, Wall Street Zen reports.

A number of other analysts have also issued reports on the company. UBS Group lifted their price target on US Foods from $117.00 to $127.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. JPMorgan Chase & Co. reduced their price target on shares of US Foods from $108.00 to $98.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 29th. Piper Sandler lifted their target price on shares of US Foods from $88.00 to $108.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. BMO Capital Markets reaffirmed an “outperform” rating and set a $120.00 price target on shares of US Foods in a research note on Friday, August 7th. Finally, Citigroup raised their target price on shares of US Foods from $110.00 to $124.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $115.31.

US Foods Stock Down 0.4%

Shares of US Foods stock opened at $106.42 on Friday. US Foods has a 1-year low of $69.88 and a 1-year high of $112.57. 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 company has a market capitalization of $23.02 billion, a PE ratio of 26.52, a P/E/G ratio of 1.34 and a beta of 0.87. The business has a 50-day moving average of $99.23 and a 200-day moving average of $94.98.

US Foods (NYSE:USFD) last released its earnings results on Thursday, November 5th. The company reported $1.26 EPS for the quarter, beating the consensus estimate of $1.25 by $0.01. US Foods had a return on equity of 20.53% and a net margin of 1.81%. The company had revenue of $10.40 billion during the quarter, compared to analysts’ expectations of $10.58 billion. During the same period last year, the firm earned $1.07 EPS. The business’s revenue for the quarter was up 2.1% on a year-over-year basis. As a group, equities analysts forecast that US Foods will post 4.45 EPS for the current fiscal year.

Insider Activity at US Foods

In other news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction that occurred on Thursday, August 13th. The shares were 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 $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 0.74% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in USFD. BlackRock Inc. acquired a new position in US Foods in the 2nd quarter worth about $2,131,439,000. Wellington Management Group LLP boosted its stake in shares of US Foods by 46.1% during the second quarter. Wellington Management Group LLP now owns 23,009,877 shares of the company’s stock valued at $2,352,760,000 after purchasing an additional 7,259,357 shares during the period. Primecap Management Co. CA bought a new stake in shares of US Foods during the 2nd quarter valued at $406,997,000. Deutsche Bank AG bought a new stake in US Foods during the second quarter valued at about $141,394,000. Finally, Bank of America Corp DE purchased a new stake in shares of US Foods in the second quarter valued at about $137,423,000. 98.76% of the stock is owned by hedge funds and other institutional investors.

US Foods News Summary

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

• Positive Sentiment: US Foods earned $1.26 per share, slightly above the $1.25 consensus and up from $1.07 a year earlier. Stronger margins and case volumes contributed to the earnings beat; adjusted EBITDA rose 10% year over year. US Foods Q3 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: TD Cowen raised its price target to $125 from $119 and reaffirmed a Buy rating. BTIG also reiterated Buy and set a $120 target, signaling analyst confidence in further upside. US Foods Stock Price Target Raised at TD Cowen
• Negative Sentiment: Quarterly revenue of $10.40 billion was below analysts’ $10.58 billion estimate, despite increasing 2.1% year over year. The company also narrowed its fiscal 2026 growth outlook, which could temper investor expectations. US Foods Q3 2026: Earnings Beat, Guidance Cut, Revenue Miss

US Foods Company Profile

US Foods Holding Corp. is a leading foodservice distributor serving restaurants, health care and hospitality organizations, educational institutions, government facilities and other commercial customers across the United States. Through its distribution network, the company delivers food, beverages, equipment and related supplies to professional foodservice operators.

The company offers a broad selection of fresh and frozen foods, dry groceries, beverages, meat, seafood, produce, dairy products and disposable supplies.