US Foods (NYSE:USFD) Given New $110.00 Price Target at Wells Fargo & Company

US Foods (NYSE:USFD) had its price objective boosted by equities researchers at Wells Fargo & Company from $87.00 to $110.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 11.43% from the stock’s current price.

Several other analysts have also recently weighed in on USFD. Guggenheim raised their price objective on shares of US Foods from $95.00 to $115.00 and gave the company a “buy” rating in a research report on Friday. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Barclays reissued an “overweight” rating and issued a $104.00 target price on shares of US Foods in a research note on Friday. BTIG Research raised their price target on US Foods from $82.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a research report on Friday, November 7th. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $100.00.

US Foods Stock Down 3.2%

Shares of NYSE:USFD opened at $98.72 on Friday. The company has a market cap of $22.01 billion, a price-to-earnings ratio of 40.86, a PEG ratio of 1.13 and a beta of 1.02. US Foods has a one year low of $57.36 and a one year high of $102.13. The firm has a fifty day moving average price of $80.60 and a two-hundred day moving average price of $78.10. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.15 and a quick ratio of 0.70.

US Foods (NYSE:USFD) last announced its earnings results on Thursday, February 12th. The company reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. US Foods had a return on equity of 17.71% and a net margin of 1.43%.The business had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same period in the prior year, the company earned $0.84 EPS. The company’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. Analysts anticipate that US Foods will post 3.59 EPS for the current fiscal year.

Institutional Investors Weigh In On US Foods

Several hedge funds have recently made changes to their positions in USFD. Boston Partners boosted its holdings in shares of US Foods by 0.5% during the 4th quarter. Boston Partners now owns 16,203,880 shares of the company’s stock valued at $1,222,537,000 after buying an additional 73,656 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in US Foods by 17.8% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,199,667 shares of the company’s stock worth $90,359,000 after acquiring an additional 181,392 shares in the last quarter. Wealthspire Advisors LLC grew its holdings in US Foods by 126.1% in the fourth quarter. Wealthspire Advisors LLC now owns 5,849 shares of the company’s stock worth $441,000 after purchasing an additional 3,262 shares during the period. Quadrant Capital Group LLC increased its stake in shares of US Foods by 1.6% during the fourth quarter. Quadrant Capital Group LLC now owns 14,208 shares of the company’s stock valued at $1,070,000 after purchasing an additional 226 shares in the last quarter. Finally, Advisors Asset Management Inc. lifted its holdings in shares of US Foods by 1.3% during the fourth quarter. Advisors Asset Management Inc. now owns 19,031 shares of the company’s stock valued at $1,433,000 after purchasing an additional 251 shares during the last quarter. 98.76% of the stock is currently owned by institutional investors.

Key Headlines Impacting US Foods

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

• Positive Sentiment: Q4 EPS beat and large net income gain — US Foods reported $1.04 EPS (above consensus ~$1.01) and reported a sharp year-over-year increase in net income and adjusted EBITDA growth, signaling improved profitability that supports valuation. Business Wire: US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Positive Sentiment: FY2026 EPS guidance above street estimates — management set FY2026 EPS at $4.696–$4.935 versus a ~4.56 consensus, which suggests continued margin expansion and underpins forward earnings expectations. Business Wire: FY2026 guidance
• Positive Sentiment: Operational momentum in key channels — total case volume rose modestly and independent restaurant case volume grew faster (~+4.1%), highlighting demand resilience in higher-margin channels. Investors view this mix shift as supportive of profits. Seeking Alpha: Q4 results & presentation
• Neutral Sentiment: Top-line growth but mixed versus estimates — net sales increased ~3.3% year-over-year to $9.8B, showing growth but slightly below analyst expectations (~$9.9B), a mixed signal for revenue momentum. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue guidance below consensus — management guided FY2026 revenue to $41.0–$41.8B vs. ~$42.0B consensus, which could cap upside to the top line even as margins improve. Business Wire: Revenue guidance
• Negative Sentiment: Management flagged near-term volatility/softer environment — commentary on uneven demand and cost pressures introduces execution risk that could weigh on growth if conditions persist. TipRanks: US Foods Delivers Record Profits Amid Near-Term Volatility

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.