Key Points
- Insider sale: James David Works, Jr. sold 65,737 shares of US Foods on Feb. 18 at an average of $96.52 for about $6.34 million, cutting his stake by 42.71% to 88,176 shares (≈$8.51M).
- Company performance & outlook: US Foods beat quarterly EPS estimates ($1.04 vs. $1.01) but slightly missed revenue forecasts, set FY2026 EPS guidance of 4.696–4.935, and carries a consensus analyst rating of Moderate Buy with an average target of $107.33.
US Foods Holding Corp. (NYSE:USFD - Get Free Report) insider James David Works, Jr. sold 65,737 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the sale, the insider owned 88,176 shares in the company, valued at approximately $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.
US Foods Price Performance
USFD stock opened at $96.64 on Friday. The stock has a market cap of $21.31 billion, a price-to-earnings ratio of 32.87, a P/E/G ratio of 1.18 and a beta of 1.02. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.16 and a quick ratio of 0.68. The company has a 50 day simple moving average of $83.24 and a 200 day simple moving average of $78.70. US Foods Holding Corp. has a 1 year low of $57.36 and a 1 year high of $102.13.
US Foods (NYSE:USFD - Get Free Report) last issued its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, beating analysts' consensus estimates of $1.01 by $0.03. The firm had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The company's quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter last year, the business posted $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research analysts anticipate that US Foods Holding Corp. will post 3.59 EPS for the current fiscal year.
Institutional Trading of US Foods
Several institutional investors have recently added to or reduced their stakes in USFD. Royal Bank of Canada raised its holdings in US Foods by 85.8% during the 1st quarter. Royal Bank of Canada now owns 148,512 shares of the company's stock worth $9,722,000 after purchasing an additional 68,567 shares during the last quarter. Empowered Funds LLC bought a new position in US Foods during the first quarter worth $359,000. Sivia Capital Partners LLC bought a new position in US Foods during the second quarter worth $526,000. Sequoia Financial Advisors LLC acquired a new position in US Foods in the second quarter valued at $255,000. Finally, Chicago Partners Investment Group LLC boosted its position in US Foods by 27.5% during the second quarter. Chicago Partners Investment Group LLC now owns 4,650 shares of the company's stock valued at $391,000 after acquiring an additional 1,003 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several equities analysts have commented on the company. Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the company a "buy" rating in a research report on Friday, February 13th. BTIG Research upped their price objective on US Foods from $82.00 to $110.00 and gave the company a "buy" rating in a research note on Friday, February 13th. Piper Sandler downgraded shares of US Foods from an "overweight" rating to a "neutral" rating and lifted their target price for the stock from $85.00 to $103.00 in a research report on Friday, February 13th. Morgan Stanley set a $94.00 target price on shares of US Foods and gave the stock a "mixed" rating in a report on Friday, February 13th. Finally, BMO Capital Markets upped their price target on shares of US Foods from $95.00 to $115.00 and gave the company an "outperform" rating in a research report on Friday, February 13th. Ten equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, US Foods currently has an average rating of "Moderate Buy" and a consensus price target of $107.33.
Check Out Our Latest Research Report on USFD
About US Foods
(
Get Free Report)
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.
Further Reading
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