US Foods (NYSE:USFD) Updates 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.

US Foods Price Performance

NYSE USFD opened at $79.12 on Wednesday. The company has a 50-day moving average price of $75.34 and a two-hundred day moving average price of $77.23. US Foods has a 52 week low of $57.36 and a 52 week high of $85.11. The stock has a market cap of $17.64 billion, a price-to-earnings ratio of 32.97, a price-to-earnings-growth ratio of 0.89 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 data on Thursday, November 6th. The company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.05 by $0.02. US Foods had a return on equity of 17.71% and a net margin of 1.43%.The business had revenue of $10.19 billion during the quarter, compared to the consensus estimate of $10.18 billion. During the same period in the previous year, the firm posted $0.85 earnings per share. The business’s revenue was up 4.8% on a year-over-year basis. Analysts forecast that US Foods will post 3.59 EPS for the current year.

Wall Street Analysts Forecast Growth

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

Insiders Place Their Bets

In other news, insider Steven Guberman sold 58,632 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $72.00, for a total transaction of $4,221,504.00. Following the completion of the transaction, the insider owned 113,410 shares in the company, valued at approximately $8,165,520. This trade represents a 34.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 0.60% of the company’s stock.

Institutional Trading of US Foods

A number of large investors have recently added to or reduced their stakes in USFD. Measured Wealth Private Client Group LLC acquired a new position in US Foods in the third quarter worth approximately $26,000. Geneos Wealth Management Inc. boosted its stake in shares of US Foods by 120.1% during the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after acquiring an additional 263 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of US Foods during the third quarter worth $49,000. Northwestern Mutual Wealth Management Co. lifted 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 valued at $92,000 after purchasing an additional 487 shares during the last quarter. Finally, Larson Financial Group LLC increased its stake in US Foods by 144.9% in the 3rd quarter. Larson Financial Group LLC now owns 1,276 shares of the company’s stock worth $98,000 after purchasing an additional 755 shares in the last quarter. 98.76% of the stock is currently owned by institutional investors.

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.