USFDUSFDConsumer Defensive · Food Distribution

USFD Stock Forecast: US Foods Holding Corp. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$97
+3.17% on the day

The 15 Wall Street analysts covering US Foods Holding Corp. hold a median 12-month price target of $120 — +23.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 3 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$21.0B
Ticker Nerd rank
82 / 100
Median analyst target
$120
Analysts covering
15
Revenue$10.5B+4.5% y/y
Operating income$442.0M
Net income$275.0M
Free cash flow$355.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+3.8%
1M
−7.5%
YTD
+28.7%
1Y
+28.3%
From 52W high
−12.6%
From 52W low
+38.3%
$70
$111
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

USFD stock analysis: one number for the whole business

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.

Where the model ranks itAs at 3 Oct 2026
82 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
94
Quality
86
Value
80
Momentum
79
Issuance
67
Revisions
66
Accruals
61
Growth
51
Size
9

Volatility (94): 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.

Wall Street

USFD stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on USFD, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$60$80$100$120$140Jan 26Apr 26Jul 26Oct 26USFDHigh $130Median $120Low $65

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

What Wall Street says15 analysts
12 Buy2 Hold1 Sell
Low $65Median $120High $130

The green dot is the last close — the median target sits +23.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
29 Sept 2026JP MorganMaintainsNeutral$108 → $98
12 Aug 2026Piper SandlerMaintainsNeutral$88 → $108
12 Aug 2026Piper SandlerMaintainsNeutral—
7 Aug 2026BTIGMaintainsBuy$105 → $120
7 Aug 2026BTIGMaintainsBuy—
7 Aug 2026CitigroupMaintainsBuy—
7 Aug 2026CitigroupMaintainsBuy$110 → $124
7 Aug 2026GuggenheimMaintainsBuy—
7 Aug 2026GuggenheimMaintainsBuy$115 → $120
7 Aug 2026TD CowenMaintainsBuy$116 → $119
7 Aug 2026TD CowenMaintainsBuy—
7 Aug 2026UBSMaintainsBuy—
7 Aug 2026UBSMaintainsBuy$117 → $127
7 Aug 2026Wells FargoMaintainsOverweight—
7 Aug 2026Wells FargoMaintainsOverweight$110 → $125
16 July 2026Morgan StanleyMaintainsEqual-Weight—
16 July 2026Morgan StanleyMaintainsEqual-Weight$94 → $103
7 July 2026TD CowenInitiatesBuy—
1 June 2026Piper SandlerMaintainsNeutral—
14 May 2026JP MorganMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. USFD appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

USFD vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, US Foods Holding Corp. returned +28.3% against +16.2% for the S&P 500, dividends included.

USFD vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Jan 26Apr 26Jul 26Oct 26USFDS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

USFD analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+1.9%
Analysts raising
14
Analysts cutting
1
Fundamentals

US Foods Holding Corp. (USFD) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
30.3×

Cheaper than 25% of US stocks

Price / sales
0.5×

Cheaper than 81% of US stocks

Price / book
4.9×

Cheaper than 20% of US stocks

EV / EBITDA
14.8×

Cheaper than 23% of US stocks

Growth & margins
Revenue growth (YoY)
4.5%

Higher than 37% of US stocks

Earnings growth (YoY)
22.8%

Higher than 61% of US stocks

Gross margin
18.2%

Higher than 19% of US stocks

Operating margin
4.2%

Higher than 53% of US stocks

Net margin
1.8%

Higher than 51% of US stocks

Returns & dividend
Return on equity
16.4%

Higher than 76% of US stocks

Return on assets
5.8%

Higher than 80% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

US Foods Holding Corp. (USFD) statistics: revenue, profit & scale

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 $21.0B and an enterprise value of $26.3B.

  • 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.

  • Shares outstanding: 216.3M.

  • Trailing P/E: 30.3×; forward P/E: 17.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • US Foods Holding Corp. employs 30,000 people — $1.3M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 4 Oct 2026

Data provided by Twelve Data

Peers

USFD vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelFood Distribution
CompanyMarket capTKN rank
USFDUS Foods Holding Corp.$21.0B
82
PFGCPerformance Food Group Co.$14.8B
60
SYYSysco Corp.$37.1B
77
CHEFThe Chefs' Warehouse, Inc.$4.7B
82
UNFIUnited Natural Foods, Inc.$2.8B
93
ANDEThe Andersons, Inc.$2.3B
83
AVOMission Produce, Inc.$1.1B
32

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 →

News

Latest USFD news & analysis

US Foods Brings Modernized Italian-Inspired Menu Offerings to Operators Nationwide

Business Wire · 21 Sept 2026positive

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. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

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.

ETFs to Gain as Trump Waives Off Tariffs on Beef Imports Temporarily

Zacks Investment Research · 26 Aug 2026positive

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 to Present at the Barclays 19th Annual Global Consumer Conference

Business Wire · 26 Aug 2026neutral

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.

US Foods Scholars Program Welcomes 20 New Students to 2026 Class

Business Wire · 25 Aug 2026positive

US Foods announced its 2026 class of US Foods Scholars, the largest in the program's history, with 20 students from 18 schools receiving $20,000 scholarships for culinary, hospitality, baking and pastry, or business management programs.

Why it matters — The expanded scholarship program reflects US Foods' investment in developing talent within the foodservice industry, which could support a skilled future workforce.

FAQ

Frequently asked questions about USFD stock

What is the USFD stock price forecast for 2026-2027?

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.

Is USFD stock a buy right now?

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. 82 out of 100 across roughly 4,600 US stocks as at 3 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank USFD?

As at 3 Oct 2026, US Foods Holding Corp. ranks 82 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 (94 of 100).

Will USFD stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +23.8% from the last close, and Ticker Nerd's factor model ranks US Foods Holding Corp. 82 out of 100 as at 3 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the USFD stock forecast for 2030?

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.

How has USFD stock performed over the past year?

US Foods Holding Corp. returned +28.3% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does US Foods Holding Corp. do?

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.

What is the latest news on USFD?

The most recent item we track (Business Wire, 21 Sept 2026): "US Foods Brings Modernized Italian-Inspired Menu Offerings to Operators Nationwide". 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.

Company

About US Foods Holding Corp.

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