US FoodsUSFD
About: US Foods Holding Corp is the U.S. food service distributor that distributes food and nonfood products to the healthcare and hospitality industries, restaurants, and education, government facilities, and grocers. It has nearly 250,000 restaurants and foodservice operators with more than 70 locations that provide customers with food offering and a comprehensive suite of e-commerce, technology, and business solutions. The company operates in one business segment in which it markets, sells and distributes fresh, frozen and dry food and non-food products to foodservice customers throughout the U.S.
Employees: 30,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
293% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 30
63% more call options, than puts
Call options by funds: $37.7M | Put options by funds: $23.1M
19% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 182
16% more funds holding
Funds holding: 499 [Q3] → 578 (+79) [Q4]
14% more funds holding in top 10
Funds holding in top 10: 14 [Q3] → 16 (+2) [Q4]
11% more capital invested
Capital invested by funds: $13.9B [Q3] → $15.5B (+$1.57B) [Q4]
6.04% more ownership
Funds ownership: 92.34% [Q3] → 98.38% (+6.04%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Guggenheim John Heinbockel 68% 1-year accuracy 13 / 19 met price target | 24%upside $80 | Buy Reiterated | 14 Apr 2025 |
Piper Sandler Brian Mullan 20% 1-year accuracy 2 / 10 met price target | 20%upside $77 | Overweight Maintained | 18 Feb 2025 |
UBS Mark Carden 50% 1-year accuracy 5 / 10 met price target | 29%upside $83 | Buy Maintained | 14 Feb 2025 |
Truist Securities Jake Bartlett 25% 1-year accuracy 17 / 68 met price target | 24%upside $80 | Buy Maintained | 14 Feb 2025 |
Barclays Jeffrey Bernstein 51% 1-year accuracy 59 / 115 met price target | 32%upside $85 | Overweight Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 3 articles about USFD published over the past 30 days









