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StockUnited StatesNYSE

USFD

US Foods Holding Corp.

Consumer Defensive · Food Distribution

100.91USD

-3.1400 (-3.02%)

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Community sentiment

Not enough data yet

A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.

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Members' own stated views, weighted by account age and track record on this site (simulated portfolios and calls). Not a forecast or a price signal. How this is worked out
  • Only members whose accounts are at least 14 days old and who have a track record on this site (simulated portfolios and calls) count, and bots never do. A take from anyone else is saved and starts to count the day they qualify.
  • A take fades: it counts half as much after 7 days and drops out after 30.
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  • Nothing is shown until 5 qualifying members have taken part, 2 of them with a strong record. It stays an early read until 3 have one and the sample is large enough.
  • Until 20 members have taken part the marker only says bullish, bearish or mixed, at a fixed spot, and the number of members is given as a band, not a count.
  • The reading is refreshed about every 30 minutes, so a take you have just made will not move it straight away.
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Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$1.25▼$1.2540
Next quarter$1.31▼$1.3213
Current year$4.77▲$4.701
Next year$5.54▲$5.4820

Recent quarters

Beat in 3 of the last 4

QuarterEstimateActualSurprise
2026-06-30$1.36$1.44+0.08 (+5.7%)
2026-03-31$0.81$0.78-0.03 (-3.6%)
2025-12-31$1.01$1.04+0.03 (+3.4%)
2025-09-30$1.03$1.07+0.04 (+3.7%)

Wall Street coverage

172 ratings from 25 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
Morgan StanleyMaintainedEqual-Weight$107 $111Oct 15, 2026
JP MorganMaintainedNeutral$108 $98Sep 29, 2026
Piper SandlerMaintainedNeutral$88 $108Aug 12, 2026
UBSMaintainedBuy$117 $127Aug 7, 2026
CitigroupMaintainedBuy$110 $124Aug 7, 2026
GuggenheimMaintainedBuy$115 $120Aug 7, 2026
Wells FargoMaintainedOverweight$110 $125Aug 7, 2026
BTIGMaintainedBuy$105 $120Aug 7, 2026
TD CowenMaintainedBuy$116 $119Aug 7, 2026
Morgan StanleyMaintainedEqual-Weight$94 $103Jul 16, 2026
TD CowenInitiatedBuy$116Jul 7, 2026
Piper SandlerMaintainedNeutral$103 $88Jun 1, 2026
JP MorganMaintainedNeutral$98 $90May 14, 2026
BTIGMaintainedBuy$110 $105May 11, 2026
CitigroupMaintainedBuy$115 $111May 8, 2026
CitigroupMaintainedBuy$95 $118Feb 13, 2026
BarclaysMaintainedOverweight$90 $104Feb 13, 2026
Wells FargoMaintainedOverweight$87 $110Feb 13, 2026
BMO CapitalMaintainedOutperform$95 $115Feb 13, 2026
GuggenheimMaintainedBuy$95 $115Feb 13, 2026
Piper SandlerDowngraded from OverweightNeutral$85 $103Feb 13, 2026
BTIGMaintainedBuy$82 $110Feb 13, 2026
CitigroupMaintainedBuy$90 $95Jan 27, 2026
GuggenheimMaintainedBuy$88 $95Jan 20, 2026
CitigroupMaintainedBuy$95 $90Jan 7, 2026

Insider transactions

96 filings from 18 insiders · 10 buy / 2 sell over 6m

Officers and directors of USFD, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
FLITMAN DAVID E.Chief Executive OfficerGift159.0k——Aug 14, 2026
TAYLOR RANDY JOfficerExercise11.6k$33.56$396kAug 13, 2026
TAYLOR RANDY JOfficerSell11.6k$110.34$1.28MAug 13, 2026
HANCOCK WILLIAM SPENCEROfficerSell21.8k$108.29$2.36MAug 7, 2026
TEHLE DAVID MDirectorExercise2.4k$23.50$57kMay 19, 2026
PFORZHEIMER CARL ANDREWDirectorGrant2.2k——May 14, 2026
ROACH QUENTINDirectorGrant2.2k——May 14, 2026
ZIEGLER ANN ELIZABETHDirectorGrant2.2k——May 14, 2026
TEHLE DAVID MDirectorGrant2.2k——May 14, 2026
BACHELDER CHERYL ADirectorGrant2.2k——May 14, 2026
GOTTSCHALK MARLA CDirectorGrant2.2k——May 14, 2026
BULLOCK DAVID WDirectorGrant2.2k——May 14, 2026
LOCASCIO DIRK JChief Financial OfficerGift85.5k——Mar 30, 2026
LOCASCIO DIRK JChief Financial OfficerSell20.0k$91.19$1.82MMar 30, 2026
GUBERMAN STEVEN M.OfficerGrant30.7k——Mar 27, 2026
LOCASCIO DIRK JChief Financial OfficerGrant45.5k——Mar 27, 2026
HANCOCK WILLIAM SPENCEROfficerGrant25.0k——Mar 27, 2026
TAYLOR RANDY JOfficerGrant8.5k——Mar 27, 2026
POE DAVID L JROfficerGrant6.3k——Mar 27, 2026
FLITMAN DAVID E.Chief Executive OfficerGrant164.1k——Mar 27, 2026

Analyst Notes

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No analyst notes on USFD yet.

Analyst Ratings

15 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current012210Buy2.27
1 mo ago012210Buy2.27
2 mo ago012310Buy2.31
3 mo ago012310Buy2.31
Price target$116.27$65.00 – $130.00
+15.2% to target

Top voices on USFD

Members whose judged calls on USFD have played out most reliably.

No settled calls on USFD yet. Nobody has filed a call with a deadline on it.

A member is listed once they have three judged calls on a name.

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A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.

A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.

A member’s prediction, judged on price history · not investment advice