Wells Fargo & Company Issues Positive Forecast for US Foods (NYSE:USFD) Stock Price

US Foods (NYSE:USFD) had its price target lifted by research analysts at Wells Fargo & Company from $110.00 to $125.00 in a report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 18.20% from the stock’s previous close.

Other analysts have also issued research reports about the company. Weiss Ratings restated a “buy (b)” rating on shares of US Foods in a report on Wednesday, July 29th. Morgan Stanley upped their price target on US Foods from $94.00 to $103.00 and gave the company an “equal weight” rating in a report on Wednesday, July 15th. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. BTIG Research lifted their price objective on US Foods from $105.00 to $120.00 and gave the company a “buy” rating in a report on Friday. Finally, UBS Group reiterated a “buy” rating on shares of US Foods in a research report on Friday. Eleven equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $109.92.

US Foods Trading Down 1.1%

US Foods stock opened at $105.76 on Friday. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16. US Foods has a 52-week low of $69.88 and a 52-week high of $110.08. The firm has a 50-day moving average price of $95.88 and a two-hundred day moving average price of $91.82. The firm has a market capitalization of $23.29 billion, a price-to-earnings ratio of 35.64, a PEG ratio of 1.28 and a beta of 0.81.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating analysts’ consensus estimates of $1.36 by $0.08. US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. During the same period last year, the company earned $1.19 earnings per share. The company’s quarterly revenue was up 4.5% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Sell-side analysts expect that US Foods will post 4.35 earnings per share for the current year.

Institutional Trading of US Foods

Several hedge funds have recently bought and sold shares of the stock. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of US Foods during the second quarter worth $39,000. OneDigital Investment Advisors LLC acquired a new position in shares of US Foods during the second quarter worth about $568,000. Global Retirement Partners LLC bought a new position in shares of US Foods during the second quarter worth about $450,000. Alberta Investment Management Corp bought a new position in shares of US Foods during the second quarter worth about $8,579,000. Finally, Bank of New York Mellon Corp acquired a new stake in US Foods in the 2nd quarter valued at approximately $127,741,000. 98.76% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting US Foods

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

• Positive Sentiment: Strong Q2 earnings: US Foods reported adjusted EPS of $1.44, above the $1.36 analyst consensus, while revenue rose 4.5% year over year to $10.53 billion, exceeding the $10.46 billion estimate. Net income increased 22.8% to $275 million, and adjusted EBITDA reached a record $604 million. US Foods Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Healthy operating trends: Total case volume grew 1.9%, with independent restaurant volume accelerating 5.1%, suggesting continued market-share gains despite a challenging but stable foodservice environment.
• Positive Sentiment: Guidance reaffirmed: Management maintained its fiscal 2026 outlook, 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, supporting per-share results and signaling confidence in cash generation. US Foods Rallies After Solid Earnings and Guidance Update
• Positive Sentiment: Analyst upgrade: BTIG Research raised its USFD price target from $105 to $120 and assigned a “Buy” rating. The higher target reflects improved expectations following the earnings beat and profitability gains. Benzinga
• Neutral Sentiment: Fiscal 2026 adjusted EPS guidance of approximately $4.70–$4.94 is above the consensus estimate of $4.62, while projected revenue of $41.0–$41.8 billion broadly brackets the $41.4 billion consensus.
• Negative Sentiment: Insider activity has consisted of three open-market sales and no purchases over the past six months, including sales by the chief financial officer. This may create a modest sentiment headwind, although it is outweighed by the earnings and analyst-rating news.

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.