US Foods (NYSE:USFD) Given New $118.00 Price Target at Citigroup

US Foods (NYSE:USFD) had its price target hoisted by equities research analysts at Citigroup from $95.00 to $118.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s price target would suggest a potential upside of 17.84% from the company’s current price.

A number of other equities research analysts have also issued reports on USFD. Barclays raised their price target on shares of US Foods from $90.00 to $104.00 and gave the stock an “overweight” rating in a report on Friday. Sanford C. Bernstein restated an “outperform” rating and issued a $106.00 price objective on shares of US Foods in a report on Friday. BTIG Research upped their target price on shares of US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday. BMO Capital Markets lifted their target price on US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday. Finally, Morgan Stanley set a $94.00 price objective on shares of US Foods and gave the company a “mixed” rating in a research report on Friday. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, US Foods currently has a consensus rating of “Moderate Buy” and an average target price of $105.23.

US Foods Stock Performance

Shares of NYSE USFD traded down $1.85 during midday trading on Friday, hitting $100.13. The company’s stock had a trading volume of 2,282,514 shares, compared to its average volume of 3,144,871. 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 has a one year low of $57.36 and a one year high of $102.13. The firm has a market capitalization of $22.32 billion, a price-to-earnings ratio of 41.72, a P/E/G ratio of 1.13 and a beta of 1.02. The stock has a fifty day moving average price of $80.60 and a 200 day moving average price of $78.10.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The firm had revenue of $9.80 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same period last year, the firm earned $0.84 EPS. The business’s quarterly revenue was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts forecast that US Foods will post 3.59 EPS for the current fiscal year.

Institutional Investors Weigh In On US Foods

Large investors have recently modified their holdings of the business. SG Americas Securities LLC grew its stake in US Foods by 323.5% in the 3rd quarter. SG Americas Securities LLC now owns 38,515 shares of the company’s stock valued at $2,951,000 after acquiring an additional 29,420 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al grew its holdings in shares of US Foods by 55.1% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 48,709 shares of the company’s stock worth $3,732,000 after purchasing an additional 17,300 shares during the period. Artisan Partners Limited Partnership raised its position in US Foods by 12.4% in the second quarter. Artisan Partners Limited Partnership now owns 3,207,416 shares of the company’s stock valued at $247,003,000 after purchasing an additional 354,747 shares during the period. Y Intercept Hong Kong Ltd acquired a new stake in shares of US Foods during the third quarter worth about $3,599,000. Finally, AlphaQuest LLC grew its stake in US Foods by 187.9% during the 3rd quarter. AlphaQuest LLC now owns 21,924 shares of the company’s stock worth $1,680,000 after purchasing an additional 14,309 shares in the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

Trending Headlines about US Foods

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

• Positive Sentiment: Wells Fargo raised its price target to $110 and moved to an “overweight” rating, giving a clear buy signal and ~9.5% upside from the recent price. Article Title
• Positive Sentiment: Q4 EPS beat: US Foods reported $1.04 EPS versus ~$1.01 consensus and showed strong profit growth (net income and adjusted EBITDA expanded), supporting margin improvement narratives. Article Title
• Positive Sentiment: FY‑2026 EPS guidance of $4.696–$4.935 was issued above consensus, indicating management expects continued earnings leverage next year. Article Title
• Neutral Sentiment: Earnings call materials and full transcripts are available for investors wanting detail on margin drivers, cost initiatives and volume trends — useful for modeling near‑term recovery. Article Title
• Neutral Sentiment: Multiple transcripts and analyst notes are circulating, reflecting active debate among sell‑side firms about durability of margin gains versus demand softness. Article Title
• Negative Sentiment: Revenue miss: Q4 sales of $9.8B trailed the ~$9.9B consensus and management gave FY revenue guidance ($41.0B–$41.8B) below the street’s ~$42B estimate, raising questions about demand trends and limiting upside. Article Title
• Negative Sentiment: Despite strong margin metrics, the mixed top‑line and divergent analyst views increase volatility risk—investors may be trimming positions into the news, pressuring the stock. Article Title

US Foods Company Profile

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.