Market Cap
$19.9B
USFD
US Foods Holding Corp.
$96.92 ▲ +3.18%
Prev close $93.93Market cap$19.9B
ConsensusBuy
12-mo target$116.00 (+19.7%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)26 New Institutional Positions24 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on USFD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (77%)
Inst. Holders
50 funds
Inst. Value
$19.2B
Inst. Activity
26 buys / 24 sells
Insider Activity
$0.00 buy / $5.5M sell
Insider Net $
-$5.5M
SEC Reports
4
Price chart 30d -7.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 17, 2026 SEC Short Volume: USFD — 83.0% short (0.8M / 1.0M)
Short: 821,553 | Exempt: 1,641 | TRF Vol: 989,295 | Short Ratio: 83.0% | Off-exchange volume (dark p
Two insiders at US Foods executed a net selling cluster of ~$2.93M over a one-week window. Director Hancock sold $2.36M
CLUSTER — Impact 3/10
US Foods Holding Corp. (USFD) insiders executed a cluster of trades over a 7-day window, with net selling of $2.93M. The
CLUSTER — Impact 4/10
Aug 14, 2026 Insider
Flitman David E gifted 29,000 shares
See remarks
Aug 14, 2026 Insider
Flitman David E gifted 130,000 shares
See remarks
Aug 13, 2026 Insider
Jul 11, 2026 SEC Taylor Randy J acquired via exercise 6,431 shares
See Remarks @ $33.56 ($215.8K)
The Seventh Circuit affirmed the district court's denial of plaintiff's Rule 60(b) motion, keeping the underlying breach
COURT-RULING — Impact 2/10
Jul 10, 2026 Event
Jav Nikollbibaj v. US Foods, Inc.
Court ruling (ca7) — Docket: 25-02123
Analyst ratings buy % -11.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
77% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 12, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 16, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 7, 2026 | TD Cowen | INITIATE | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 9 | 5 | 0 | 0 | 77% | |
| Aug 1, 2026 | 9 | 10 | 4 | 0 | 0 | 83% | |
| Jul 1, 2026 | 9 | 10 | 4 | 0 | 0 | 83% | |
| 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% |
Price targets
Where 15 covering analysts think USFD trades over the next 12 months.
$116.00 +19.7% upside Buy
Current$96.92 Low$65.00 Median$120.00 High$130.00 15 analysts
$65.00$130.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 3.3/10.
NEUTRALCLUSTER3/10
Two insiders at US Foods executed a net selling cluster of ~$2.93M over a one-week window. Director
Aug 17, 2026
NEUTRALCLUSTER4/10
US Foods Holding Corp. (USFD) insiders executed a cluster of trades over a 7-day window, with net se
Aug 15, 2026
NEUTRALCOURT-RULING2/10
The Seventh Circuit affirmed the district court's denial of plaintiff's Rule 60(b) motion, keeping t
Jul 11, 2026
NEUTRAL8-K4/10
US Foods amended its ABL credit agreement on May 28, 2026, increasing total commitments from $2.3 bi
Jun 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: USFD — 83.0% short (0.8M / 1.0M)
Short: 821,553 | Exempt: 1,641 | TRF Vol: 989,295 | Short Ratio: 83.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: USFD — 65.8% short (0.5M / 0.7M)
Short: 481,817 | Exempt: 2 | TRF Vol: 731,998 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: USFD — 73.0% short (0.9M / 1.3M)
Short: 921,119 | Exempt: 221 | TRF Vol: 1,262,653 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: USFD — 70.6% short (0.6M / 0.8M)
Short: 557,688 | Exempt: 182 | TRF Vol: 790,231 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: USFD — 94.8% short (1.2M / 1.2M)
Short: 1,168,804 | Exempt: 8 | TRF Vol: 1,232,359 | Short Ratio: 94.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.25 | $1.20–$1.29 | 17.2% | +0.2% | 4↑ 7↓ | $10.6B | 13 |
| Next Q | $1.32 | $1.25–$1.40 | 26.6% | -0.4% | 4↑ 9↓ | $10.8B | 13 |
| Current FY | $4.78 | $4.68–$4.84 | 20.1% | -0.2% | 14↑ 1↓ | $41.5B | 15 |
| Next FY | $5.55 | $5.31–$5.74 | 16.0% | +0.4% | 8↑ 6↓ | $43.2B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.254 | — |
| 7d ago | $1.252 | +0.002 |
| 30d ago | $1.251 | +0.002 |
| 60d ago | $1.254 | -0.000 |
| 90d ago | $1.254 | -0.000 |
Institutional ownership
Which big funds own USFD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.2B total value (187,891,505 shares) as of 2026-Q2. Top holders: Erste, WELLINGTON, BlackRock,. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 23,009,877 | $2.4B | 12.3% | ADD +46.1% |
| BlackRock, Inc. | 20,845,367 | $2.1B | 11.1% | — |
| Boston Partners | 18,606,610 | $1.9B | 9.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,135,613 | $1.0B | 5.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,960,262 | $1.0B | 5.3% | — |
| FMR LLC | 8,939,057 | $914.0M | 4.8% | TRIM -35.1% |
| STATE STREET CORP | 6,993,748 | $715.1M | 3.7% | — |
| Invesco Ltd. | 5,673,337 | $580.1M | 3.0% | — |
| VICTORY CAPITAL MANAGEMENT INC | 5,443,787 | $556.6M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 15,750,520 | 23,009,877 | +46.1% | $2.4B |
| FMR LLC | TRIM | 13,777,725 | 8,939,057 | -35.1% | $914.0M |
| Capital World Investors | TRIM | 7,775,099 | 5,200,756 | -33.1% | $531.8M |
| LONE PINE CAPITAL LLC | ADD | 3,795,998 | 4,914,492 | +29.5% | $502.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 3,833,008 | 2,832,995 | -26.1% | $292.2M |
| NORGES BANK | NEW | — | 2,806,952 | — | $287.0M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 1,734,346 | — | $177.3M |
| GOLDMAN SACHS GROUP INC | ADD | 1,074,599 | 1,659,572 | +54.4% | $169.7M |
| Holocene Advisors, LP | NEW | — | 1,418,397 | — | $145.0M |
| D. E. Shaw & Co., Inc. | ADD | 682,529 | 938,328 | +37.5% | $95.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$5.5M — $0.00 bought, $5.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Flitman David E | See remarks | GIFT | 29,000 | — | — |
| Aug 14, 2026 | Flitman David E | See remarks | GIFT | 130,000 | — | — |
| Aug 13, 2026 | Taylor Randy J | See Remarks | EXERCISE | 6,431 | $33.56 | $215.8K |
| Aug 13, 2026 | Taylor Randy J | See Remarks | SELL | 5,199 | $110.34 | $573.7K |
| Aug 13, 2026 | Taylor Randy J | See Remarks | SELL | 6,431 | $110.40 | $710.0K |
| Aug 13, 2026 | Taylor Randy J | See Remarks | EXERCISE | 5,199 | $34.56 | $179.7K |
| Aug 7, 2026 | Hancock William Spencer | See Remarks | SELL | 21,754 | $108.29 | $2.4M |
| Jun 5, 2026 | Taylor Randy J | See Remarks | TAX W/H | 1,271 | $84.61 | $107.5K |
| May 19, 2026 | TEHLE DAVID M | Director | EXERCISE | 406 | $23.50 | $9.5K |
| May 19, 2026 | TEHLE DAVID M | Director | TAX W/H | 117 | $81.87 | $9.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for USFD.
Shares short
10,593,194
Settlement Sep 15, 2026
Change vs prior
-10.0%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈4.9%
Estimate — not % of float
All USFD filing & press-release reports (4)
- CLUSTER reportAug 17, 2026
- CLUSTER reportAug 15, 2026
- COURT-RULING reportJul 11, 2026
- 8-K reportJun 2, 2026