US FOODS HOLDING ($USFD) posted quarterly earnings results for Q1 2026 on Thursday, May 7th. The company reported earnings of $0.78 per share, missing estimates of $0.83 by $0.05. The company also reported revenue of $9,610,000,000, missing estimates of $9,841,106,196 by $-231,106,196.
You can see Quiver Quantitative's $USFD stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
US FOODS HOLDING Insider Trading Activity
US FOODS HOLDING insiders have traded $USFD stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $USFD stock by insiders over the last 6 months:
- JAMES DAVID JR WORKS (See Remarks) has made 0 purchases and 2 sales selling 65,737 shares for an estimated $6,345,128.
- STEVEN GUBERMAN (See Remarks) sold 58,632 shares for an estimated $4,221,504
- DIRK J. LOCASCIO (EVP, Chief Financial Officer) sold 20,000 shares for an estimated $1,823,800
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
US FOODS HOLDING Hedge Fund Activity
We have seen 314 institutional investors add shares of US FOODS HOLDING stock to their portfolio, and 354 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,353,396 shares (+412.9%) to their portfolio in Q4 2025, for an estimated $252,577,786
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,873,433 shares (-70.5%) from their portfolio in Q4 2025, for an estimated $216,426,973
- BANK OF MONTREAL /CAN/ added 2,831,573 shares (+8056.1%) to their portfolio in Q4 2025, for an estimated $213,274,078
- DORSAL CAPITAL MANAGEMENT, LP removed 2,525,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $190,182,999
- SUMITOMO MITSUI TRUST GROUP, INC. added 1,230,785 shares (+9713.4%) to their portfolio in Q1 2026, for an estimated $113,490,684
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,221,211 shares (-21.4%) from their portfolio in Q4 2025, for an estimated $91,981,612
- CAPITAL WORLD INVESTORS added 1,197,360 shares (+10.3%) to their portfolio in Q4 2025, for an estimated $90,185,155
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
US FOODS HOLDING Government Contracts
We have seen $454,901,877 of award payments to $USFD over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2026 NOVEMBER: $23,386,057
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 JULY: $13,263,196
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2026 OCTOBER: $13,083,092
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
US FOODS HOLDING Analyst Ratings
Wall Street analysts have issued reports on $USFD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/13/2026
To track analyst ratings and price targets for US FOODS HOLDING, check out Quiver Quantitative's $USFD forecast page.
US FOODS HOLDING Price Targets
Multiple analysts have issued price targets for $USFD recently. We have seen 7 analysts offer price targets for $USFD in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Peter Saleh from BTIG set a target price of $110.0 on 02/13/2026
- Brian Mullan from Piper Sandler set a target price of $103.0 on 02/13/2026
- Kelly Bania from BMO Capital set a target price of $115.0 on 02/13/2026
- John Heinbockel from Guggenheim set a target price of $115.0 on 02/13/2026
- Edward Kelly from Wells Fargo set a target price of $110.0 on 02/13/2026
- Karen Holthouse from Citigroup set a target price of $118.0 on 02/13/2026
- Jeffrey Bernstein from Barclays set a target price of $104.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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