USFDConsumer Defensive · Food DistributionThe 15 Wall Street analysts covering US Foods Holding Corp. hold a median 12-month price target of $120 — +18.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 24 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores US Foods Holding Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (92): The share price has been relatively steady.
Growth (51): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on USFD, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +18.9% from it.
Of the 20 most recent actions, 9 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $107 → $111 |
| 29 Sept 2026 | JP Morgan | Maintains | Neutral | $108 → $98 |
| 29 Sept 2026 | JP Morgan | Maintains | Neutral | — |
| 12 Aug 2026 | Piper Sandler | Maintains | Neutral | $88 → $108 |
| 12 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | $105 → $120 |
| 7 Aug 2026 | Citigroup | Maintains | Buy | $110 → $124 |
| 7 Aug 2026 | Citigroup | Maintains | Buy | — |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | — |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | $115 → $120 |
| 7 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 7 Aug 2026 | TD Cowen | Maintains | Buy | $116 → $119 |
| 7 Aug 2026 | UBS | Maintains | Buy | — |
| 7 Aug 2026 | UBS | Maintains | Buy | $117 → $127 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | $110 → $125 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | — |
| 16 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $94 → $103 |
| 16 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 7 July 2026 | TD Cowen | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
USFD appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, US Foods Holding Corp. returned +33.1% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 24% of US stocks
Cheaper than 79% of US stocks
Cheaper than 18% of US stocks
Cheaper than 22% of US stocks
Higher than 38% of US stocks
Higher than 61% of US stocks
Higher than 19% of US stocks
Higher than 53% of US stocks
Higher than 52% of US stocks
Higher than 76% of US stocks
Higher than 81% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
US Foods Holding Corp. has a market value of $21.8B and an enterprise value of $27.2B.
Revenue in the twelve months to 30 June 2026: $40.1B. The latest quarter grew 4.5% year on year.
Net income over the same four quarters: $728.0M, a 1.8% net margin.
Diluted earnings per share, trailing twelve months: $3.25.
Free cash flow in the twelve months to 30 June 2026: $946.0M.
US Foods Holding Corp. spent $1.2B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 31.0×; forward P/E: 18.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
US Foods Holding Corp. employs 30,000 people — $1.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| USFDUS Foods Holding Corp. | $21.8B | 80 |
| PFGCPerformance Food Group Co. | $14.9B | 57 |
| SYYSysco Corp. | $39.0B | 74 |
| CHEFThe Chefs' Warehouse, Inc. | $4.3B | 82 |
| UNFIUnited Natural Foods, Inc. | $2.9B | 91 |
| ANDEThe Andersons, Inc. | $2.2B | 83 |
| STZConstellation Brands, Inc.* | $23.8B | 61 |
* Nearest Consumer Defensive names by size — few food distribution companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own US Foods Holding Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
US Foods said it will host a live conference call and webcast to discuss its third quarter 2026 results on November 5, 2026, at 8 a.m. CST. A replay will be available after the call.
Why it matters — The announcement gives USFD watchers the date and access details for the company’s upcoming results discussion.
US Foods announced the launch of Fall 2026 Scoop, a collection of 14 US Foods Exclusive Brands products inspired by Italian cooking standards. The products feature authentic ingredients in labor-saving formats designed to help operators bring Italian-inspired flavors to their menus nationwide.
Why it matters — The launch expands US Foods' exclusive brand product offerings, giving operators new menu options and potentially strengthening the company's competitive positioning in foodservice distribution.
US Foods Holding Corp. presented at the Barclays 19th Annual Global Consumer Staples Conference, and a transcript of the presentation was published by Seeking Alpha. The item consists solely of the announcement and transcript of the company's conference presentation.
Why it matters — USFD watchers would care because conference presentations from the company's leadership can offer insight into its strategy and operations.
President Trump has issued a temporary 90-day waiver on tariffs for beef imports. The move could lower costs for fast-food chains and meat distributors, benefiting ETFs with exposure to these companies.
Why it matters — US Foods, as a major food distributor, could see reduced input costs on beef during the tariff waiver period, potentially affecting its margins.
US Foods announced that CFO Dirk Locascio will participate in a fireside chat at the Barclays 19th Annual Global Consumer Conference in Boston on Sept. 9 at 1:30 p.m. EDT. The event will be available via live audio webcast on the company's Investor Relations page, with a replay offered afterward.
Why it matters — This provides investors and analysts an opportunity to hear directly from US Foods' CFO about the company.
The 15 Wall Street analysts covering US Foods Holding Corp. have a median 12-month price target of $120, with estimates ranging from $65 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering US Foods Holding Corp., 12 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks US Foods Holding Corp. 80 out of 100 across roughly 4,600 US stocks as at 24 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 24 Oct 2026, US Foods Holding Corp. ranks 80 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (92 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +18.9% from the last close, and Ticker Nerd's factor model ranks US Foods Holding Corp. 80 out of 100 as at 24 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering US Foods Holding Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for USFD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $130 over the next 12 months.
US Foods Holding Corp. returned +33.1% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
US Foods Holding Corp. is a foodservice distributor that supplies fresh, frozen, and dry food products as well as non-food items to customers across the United States.
The most recent item we track (Business Wire, 15 Oct 2026): "US Foods to Host Third Quarter 2026 Financial Results Conference Call and Webcast". US Foods said it will host a live conference call and webcast to discuss its third quarter 2026 results on November 5, 2026, at 8 a.m. CST. A replay will be available after the call.
US Foods Holding Corp. is a foodservice distributor that supplies fresh, frozen, and dry food products as well as non-food items to customers across the United States. Its portfolio serves independent and multi-unit restaurants, healthcare and hospitality organizations, educational institutions, government facilities, and retail locations, making it a key link between food manufacturers and professional operators. The company also provides e-commerce, technology, and business solutions that support ordering, menu planning, and supply chain efficiency for foodservice customers. US Foods Holding Corp. operates through a broad distribution network and a range of product categories, including meat, seafood, produce, dairy, beverages, and disposable supplies. Headquartered in Rosemont, Illinois, US Foods Holding Corp. plays an important role in the U.S. food distribution market by helping customers access a consistent and diversified product assortment.
CEO Mr. David E. Flitman · 30,000 employees · United States · https://www.usfoods.com
