USFD
US Foods Holding Corp.
$84.61
+2.93%
$18.6B
No data for this timeframe.
Vol
Market Cap$18.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders9 funds
Inst. Value$3.4B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$1.8M
SEC Reports1
Exchange NYSE·Sector Wholesale-Groceries & Related Products·Inc. IL·CIK 0001665918·Prev Close $82.20
Recent Activity
Jun 3, 2026
short_volume
Short Volume: USFD — 82.7% short (0.9M / 1.1M)
Short: 881,664 | Exempt: 439 | TRF Vol: 1,066,384 | Short Ratio: 82.7% | Off-exchange volume (dark p
Jun 2, 2026
SEC
US Foods amended its ABL credit agreement on May 28, 2026, increasing total commitments from $2.3 billion to $2.5 billio
8-K — Impact 4/10
May 19, 2026
Insider
TEHLE DAVID M sold 406 shares
Director @ $0.00 ($0.00)
May 19, 2026
Insider
TEHLE DAVID M sold 406 shares
Director @ $23.50 ($9.5K)
May 19, 2026
Insider
TEHLE DAVID M sold 117 shares
Director @ $81.87 ($9.6K)
Inst.
NORGES BANK — NEW
2,560,390 shares ($192.8M)
Inst.
TWO SIGMA INVESTMENTS, LP — NEW
42,247 shares ($3.2M)
Price Targets
$107.07
+26.5% upside
Strong Buy
Current $84.61
Low $88.00
Median $110.00
High $120.00
15 analysts
$88.00
$120.00
Analyst Ratings
9Strong Buy
10Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| May 14, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| May 11, 2026 | BTIG | MAINTAIN | Buy → Buy |
| May 8, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Feb 13, 2026 | Citigroup | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.37 ▼ -2.0% | $1.32 — $1.39 | 15% YoY | 14 |
| Next Q | $1.25 ▼ -0.8% | $1.18 — $1.29 | 17% YoY | 14 |
| Next FY | $5.52 ▼ -2.1% | $5.15 — $5.71 | 17% YoY | 15 |
| Current FY | $4.71 ▼ -1.2% | $4.56 — $4.82 | 18% YoY | 15 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.6B | — |
| FMR LLC | $1.1B | — |
| MORGAN STANLEY | $227.7M | ADD |
| NORGES BANK | $192.8M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $125.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | TEHLE DAVID | M | $0.00 |
| May 19, 2026 | TEHLE DAVID | M | $9.5K |
| May 19, 2026 | TEHLE DAVID | F | $9.6K |
| May 14, 2026 | BACHELDER CHERYL | A | $0.00 |
| May 14, 2026 | Bullock David | A | $0.00 |
9 institutional holders with $3.4B total value (45,376,385 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 21,875,536 | $1.6B | 48.2% | — |
| 2 | FMR LLC | 14,420,041 | $1.1B | 31.8% | — |
| 3 | MORGAN STANLEY | 3,023,049 | $227.7M | 6.7% | ADD +89.2% |
| 4 | NORGES BANK | 2,560,390 | $192.8M | 5.6% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,664,839 | $125.4M | 3.7% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 1,007,785 | $75.9M | 2.2% | — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 396,200 | $29.8M | 0.9% | TRIM -29.8% |
| 8 | WELLS FARGO & COMPANY/MN | 386,298 | $29.1M | 0.9% | — |
| 9 | TWO SIGMA INVESTMENTS, LP | 42,247 | $3.2M | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,560,390 | — | $192.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 42,247 | — | $3.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 697,300 | 489,200 | -29.8% | $37.5M | 2025-Q3 |
| NORGES BANK | EXIT | 2,394,658 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 2,394,658 | — | $184.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 475,400 | 697,300 | +46.7% | $53.7M | 2025-Q2 |
| UBS Group AG | TRIM | 2,062,772 | 1,075,279 | -47.9% | $70.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 811,777 | 512,030 | -36.9% | $33.5M | 2025-Q1 |
| NORGES BANK | EXIT | 3,132,223 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,349,667 | 2,553,984 | +89.2% | $172.3M | 2024-Q4 |
| UBS Group AG | DOUBLED | 163,415 | 2,062,772 | +1162.3% | $139.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 1,324,215 | 811,777 | -38.7% | $54.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 179,800 | 612,000 | +240.4% | $41.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,712,880 | — | $105.3M | 2024-Q3 |
16 unique insiders with 1 transactions. Net insider value: -$1.8M ($0.00 bought, $1.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | TEHLE DAVID M | Director | M | 406 | $0.00 | $0.00 |
| May 19, 2026 | TEHLE DAVID M | Director | M | 406 | $23.50 | $9.5K |
| May 19, 2026 | TEHLE DAVID M | Director | F | 117 | $81.87 | $9.6K |
| May 14, 2026 | BACHELDER CHERYL A | Director | A | 2,204 | $0.00 | $0.00 |
| May 14, 2026 | Bullock David W | Director | A | 2,204 | $0.00 | $0.00 |
| May 14, 2026 | GOTTSCHALK MARLA C | Director | A | 2,204 | $0.00 | $0.00 |
| May 14, 2026 | Pforzheimer Carl Andrew | Director | A | 2,204 | $0.00 | $0.00 |
| May 14, 2026 | TEHLE DAVID M | Director | A | 2,204 | $0.00 | $0.00 |
| May 14, 2026 | ROACH QUENTIN | Director | A | 2,204 | $0.00 | $0.00 |
| May 14, 2026 | ZIEGLER ANN ELIZABETH | Director | A | 2,204 | $0.00 | $0.00 |
| Mar 30, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | SELL | 20,000 | $91.19 | $1.8M |
| Mar 30, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | G | 85,464 | $0.00 | $0.00 |
| Mar 30, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | J | 42,732 | $0.00 | $0.00 |
| Mar 27, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | F | 20,146 | $90.86 | $1.8M |
| Mar 27, 2026 | Hancock William Spencer | See Remarks | A | 25,011 | $0.00 | $0.00 |
| Mar 27, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | A | 45,475 | $0.00 | $0.00 |
| Mar 27, 2026 | Poe David L Jr | EVP, Chief Merchant | F | 2,771 | $90.86 | $251.8K |
| Mar 27, 2026 | Hancock William Spencer | See Remarks | F | 10,865 | $90.86 | $987.2K |
| Mar 27, 2026 | Poe David L Jr | EVP, Chief Merchant | A | 6,254 | $0.00 | $0.00 |
| Mar 27, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | A | 45,475 | $0.00 | $0.00 |
| Mar 27, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | F | 20,146 | $90.86 | $1.8M |
| Mar 27, 2026 | Works James David Jr | See Remarks | A | 25,011 | $0.00 | $0.00 |
| Mar 27, 2026 | Works James David Jr | See Remarks | F | 10,865 | $90.86 | $987.2K |
| Mar 27, 2026 | Flitman David E | Chief Executive Officer | A | 164,050 | $0.00 | $0.00 |
| Mar 27, 2026 | Guberman Steven | See Remarks | A | 30,696 | $0.00 | $0.00 |
| Mar 27, 2026 | Flitman David E | Chief Executive Officer | F | 74,397 | $90.86 | $6.8M |
| Mar 27, 2026 | Tonnison John A | See Remarks | A | 27,287 | $0.00 | $0.00 |
| Mar 27, 2026 | Tonnison John A | See Remarks | F | 10,738 | $90.86 | $975.7K |
| Mar 27, 2026 | Guberman Steven | See Remarks | F | 12,079 | $90.86 | $1.1M |
| Mar 27, 2026 | Taylor Randy J | See Remarks | A | 8,528 | $0.00 | $0.00 |
| Mar 27, 2026 | Taylor Randy J | See Remarks | F | 3,868 | $90.86 | $351.4K |
| Mar 25, 2026 | Tonnison John A | See Remarks | F | 1,410 | $92.48 | $130.4K |
| Mar 25, 2026 | Flitman David E | Chief Executive Officer | F | 10,110 | $92.48 | $935.0K |
| Mar 25, 2026 | Taylor Randy J | See Remarks | F | 1,523 | $92.48 | $140.8K |
| Mar 25, 2026 | Hancock William Spencer | See Remarks | F | 1,539 | $92.48 | $142.3K |
| Mar 25, 2026 | Guberman Steven | See Remarks | F | 1,596 | $92.48 | $147.6K |
| Mar 25, 2026 | Works James David Jr | See Remarks | F | 1,611 | $92.48 | $149.0K |
| Mar 25, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | F | 2,738 | $92.48 | $253.2K |
| Mar 25, 2026 | Poe David L Jr | EVP, Chief Merchant | F | 821 | $92.48 | $75.9K |
| Mar 24, 2026 | Flitman David E | Chief Executive Officer | F | 10,490 | $91.13 | $956.0K |
| Mar 24, 2026 | Taylor Randy J | See Remarks | F | 1,158 | $91.13 | $105.5K |
| Mar 24, 2026 | Hancock William Spencer | See Remarks | F | 1,012 | $91.13 | $92.2K |
| Mar 24, 2026 | Works James David Jr | See Remarks | F | 1,546 | $91.13 | $140.9K |
| Mar 24, 2026 | Poe David L Jr | EVP, Chief Merchant | F | 894 | $91.13 | $81.5K |
| Mar 24, 2026 | Lobred AnnMarie M. | See Remarks | F | 161 | $91.13 | $14.7K |
| Mar 24, 2026 | Guberman Steven | See Remarks | F | 929 | $91.13 | $84.7K |
| Mar 24, 2026 | Tonnison John A | See Remarks | F | 867 | $91.13 | $79.0K |
| Mar 24, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | F | 2,478 | $91.13 | $225.8K |
| Mar 23, 2026 | Lobred AnnMarie M. | See Remarks | A | 1,543 | $0.00 | $0.00 |
| Mar 23, 2026 | Flitman David E | Chief Executive Officer | A | 55,973 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (83% buy). Based on 23 analysts: 9 strong buy, 10 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$107.07 mean target
+26.5% upside
Strong Buy (1.47)
$88.00 Low
$120.00 High
| Metric | Value |
|---|---|
| Current Price | $84.61 |
| Target Low | $88.00 |
| Target Mean | $107.07 |
| Target Median | $110.00 |
| Target High | $120.00 |
| # Analysts | 15 |
| Recommendation | Strong Buy (1.47) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.37 | $1.32 | $1.39 | 14.7% | -2.0% | 1↑ 10↓ | $10.5B | 3.7% | 14 |
| Next Q 2026-09-30 |
$1.25 | $1.18 | $1.29 | 17.2% | -0.8% | 4↑ 7↓ | $10.6B | 3.8% | 14 |
| Next FY 2027-12-31 |
$5.52 | $5.15 | $5.71 | 17.0% | -2.1% | 3↑ 10↓ | $43.1B | 4.0% | 15 |
| Current FY 2026-12-31 |
$4.71 | $4.56 | $4.82 | 18.5% | -1.2% | 1↑ 12↓ | $41.4B | 5.1% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.365 | |
| 7d ago | $1.373 | -0.008 |
| 30d ago | $1.393 | -0.028 |
| 60d ago | $1.391 | -0.026 |
| 90d ago | $1.393 | -0.028 |
14 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| May 14, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | BTIG | MAINTAIN | Buy | Buy |
| May 8, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 13, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 13, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Feb 13, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Feb 13, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 27, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Nov 7, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Oct 22, 2025 | Bernstein | INITIATE | — | Outperform |
| Sep 2, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Aug 11, 2025 | Guggenheim | MAINTAIN | Buy | Buy |
| Aug 8, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jul 28, 2025 | UBS | MAINTAIN | Buy | Buy |
| Jul 14, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jun 25, 2025 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jun 4, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| May 23, 2025 | Citigroup | INITIATE | — | Buy |
| May 20, 2025 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 12, 2025 | Guggenheim | REITERATE | Buy | Buy |
| May 9, 2025 | UBS | MAINTAIN | Buy | Buy |
| May 9, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Apr 14, 2025 | Guggenheim | REITERATE | Buy | Buy |
| Feb 18, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 14, 2025 | UBS | MAINTAIN | Buy | Buy |
| Feb 14, 2025 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 14, 2025 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 14, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 21, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 16, 2025 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 7, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 16, 2024 | Jefferies | MAINTAIN | Buy | Buy |
| Nov 11, 2024 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Nov 8, 2024 | Barclays | MAINTAIN | Overweight | Overweight |
| Nov 8, 2024 | UBS | MAINTAIN | Buy | Buy |
| Nov 8, 2024 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Nov 8, 2024 | Truist Securities | MAINTAIN | Buy | Buy |
| Sep 25, 2024 | Jefferies | MAINTAIN | Buy | Buy |
| Sep 18, 2024 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Sep 16, 2024 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Aug 13, 2024 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Aug 9, 2024 | Deutsche Bank | MAINTAIN | Buy | Buy |
| Jun 7, 2024 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jun 6, 2024 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 9 | 10 | 4 | 0 | 0 | 83% | |
| May 1, 2026 | 8 | 11 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 8 | 11 | 4 | 0 | 0 | 83% | |
| Mar 1, 2026 | 8 | 12 | 4 | 0 | 0 | 83% | |
| Feb 1, 2026 | 8 | 12 | 4 | 0 | 0 | 83% | |
| Jan 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 3, 2026
short_volume
Short Volume: USFD — 82.7% short (0.9M / 1.1M)
Short: 881,664 | Exempt: 439 | TRF Vol: 1,066,384 | Short Ratio: 82.7% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: USFD — 73.0% short (0.5M / 0.6M)
Short: 460,033 | Exempt: 321 | TRF Vol: 629,872 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: USFD — 78.7% short (0.6M / 0.8M)
Short: 599,665 | Exempt: 1,135 | TRF Vol: 762,039 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: USFD — 74.5% short (0.6M / 0.8M)
Short: 622,687 | Exempt: 184 | TRF Vol: 835,335 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: USFD — 60.7% short (0.4M / 0.7M)
Short: 430,161 | Exempt: 25 | TRF Vol: 708,166 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: USFD — 62.0% short (0.6M / 0.9M)
Short: 572,838 | Exempt: 2 | TRF Vol: 924,585 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: USFD — 57.5% short (0.5M / 0.9M)
Short: 541,931 | Exempt: 47 | TRF Vol: 942,843 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: USFD — 63.0% short (0.6M / 0.9M)
Short: 550,885 | Exempt: 0 | TRF Vol: 874,628 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: USFD — 75.0% short (0.9M / 1.2M)
Short: 886,735 | Exempt: 2,383 | TRF Vol: 1,182,914 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: USFD — 73.5% short (0.9M / 1.3M)
Short: 937,229 | Exempt: 25 | TRF Vol: 1,275,965 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: USFD — 62.8% short (0.8M / 1.3M)
Short: 820,509 | Exempt: 5 | TRF Vol: 1,306,273 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: USFD — 4.8M shares, 72,399 trades
Week starting 2026-05-11. Total ATS volume: 4,777,696 shares across 72,399 trades.
May 8, 2026
short_volume
Short Volume: USFD — 77.3% short (1.1M / 1.4M)
Short: 1,070,603 | Exempt: 183 | TRF Vol: 1,385,219 | Short Ratio: 77.3% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
USFD Q1 2026 Earnings Before Market Open — 2026-05-07
May 7, 2026
short_volume
Short Volume: USFD — 68.5% short (1.7M / 2.5M)
Short: 1,692,680 | Exempt: 2,495 | TRF Vol: 2,471,587 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)