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

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

A number of other analysts also recently commented on USFD. Guggenheim upped their target price on US Foods from $95.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Citigroup lowered their target price on US Foods from $115.00 to $111.00 and set a “buy” rating on the stock in a research note on Friday. Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the stock a “buy” rating in a research note on Friday, February 13th. Piper Sandler downgraded US Foods from an “overweight” rating to a “neutral” rating and upped their target price for the stock from $85.00 to $103.00 in a research note on Friday, February 13th. Finally, Morgan Stanley set a $94.00 target price on US Foods and gave the stock a “mixed” rating in a research note on Friday, February 13th. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $106.75.

US Foods Stock Up 0.0%

Shares of USFD stock opened at $84.44 on Friday. The stock’s 50-day simple moving average is $91.75 and its 200-day simple moving average is $83.96. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. The firm has a market capitalization of $18.59 billion, a PE ratio of 28.43, a P/E/G ratio of 1.04 and a beta of 0.90. US Foods has a fifty-two week low of $69.88 and a fifty-two week high of $102.13.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same quarter in the previous year, the company earned $0.68 EPS. The firm’s quarterly revenue was up 2.8% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Equities analysts expect that US Foods will post 4.51 earnings per share for the current year.

Insider Transactions at US Foods

In other US Foods news, insider James David Works, Jr. sold 65,737 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the transaction, the insider owned 88,176 shares in the company, valued at approximately $8,510,747.52. This represents a 42.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.74% of the company’s stock.

Hedge Funds Weigh In On US Foods

A number of hedge funds have recently bought and sold shares of USFD. Parkside Financial Bank & Trust lifted its position in shares of US Foods by 303.7% in the third quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after acquiring an additional 246 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of US Foods in the third quarter valued at approximately $26,000. Steph & Co. purchased a new position in shares of US Foods in the fourth quarter valued at approximately $34,000. Geneos Wealth Management Inc. lifted its position in shares of US Foods by 120.1% in the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after acquiring an additional 263 shares in the last quarter. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of US Foods in the fourth quarter valued at approximately $36,000. Hedge funds and other institutional investors own 98.76% of the company’s stock.

US Foods News Summary

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

• Positive Sentiment: US Foods said first-quarter case volume rose 1.4%, with independent restaurant case volume up 4.6%, while net sales increased 2.8% to $9.6 billion and adjusted EBITDA climbed 6.2% to $413 million. US Foods Reports First Quarter Fiscal Year 2026 Earnings
• Positive Sentiment: The company reaffirmed its 2026 outlook for 9% to 13% adjusted EBITDA growth and issued full-year EPS guidance of $4.696 to $4.935, signaling confidence in its operating plans despite near-term cost pressures. US Foods reaffirms 2026 outlook for 9%-13% adjusted EBITDA growth amid elevated fuel costs
• Neutral Sentiment: Management highlighted continued profit improvement on the earnings call, but investors are weighing that against weather disruptions, higher fuel costs, and other headwinds that could pressure margins in coming quarters. US Foods Earnings Call Highlights Profits Amid Headwinds
• Negative Sentiment: Quarterly EPS of $0.78 missed estimates of $0.82, and revenue of $9.61 billion also came in below expectations, which is the main reason the stock is under pressure today. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings

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.