US FOODS HOLDING ($USFD) posted quarterly earnings results on Thursday, November 6th. The company reported earnings of $1.07 per share, beating estimates of $1.05 by $0.02. The company also reported revenue of $10,191,000,000, missing estimates of $10,381,766,917 by $-190,766,917.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $USFD stock by insiders over the last 6 months:
- DIRK J. LOCASCIO (EVP, Chief Financial Officer) has made 0 purchases and 3 sales selling 32,500 shares for an estimated $2,425,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
US FOODS HOLDING Hedge Fund Activity
We have seen 301 institutional investors add shares of US FOODS HOLDING stock to their portfolio, and 306 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 3,571,541 shares (+51.5%) to their portfolio in Q2 2025, for an estimated $275,044,372
- FMR LLC removed 2,918,140 shares (-16.0%) from their portfolio in Q2 2025, for an estimated $224,725,961
- SACHEM HEAD CAPITAL MANAGEMENT LP removed 1,685,000 shares (-53.1%) from their portfolio in Q2 2025, for an estimated $129,761,850
- PRIMECAP MANAGEMENT CO/CA/ added 1,639,310 shares (+84.4%) to their portfolio in Q2 2025, for an estimated $126,243,263
- JUPITER ASSET MANAGEMENT LTD removed 1,333,662 shares (-95.8%) from their portfolio in Q2 2025, for an estimated $102,705,310
- VICTORY CAPITAL MANAGEMENT INC removed 1,263,446 shares (-13.2%) from their portfolio in Q2 2025, for an estimated $97,297,976
- BOSTON PARTNERS removed 1,256,401 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $96,755,441
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
US FOODS HOLDING Government Contracts
We have seen $420,850,146 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)FY2025 MARCH: $23,961,828
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV) FY2025 FEBRUARY: $22,499,957
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 JULY: $13,263,196
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 JANUARY: $12,570,432
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 DECEMBER: $12,563,406
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
US FOODS HOLDING Congressional Stock Trading
Members of Congress have traded $USFD stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $USFD stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/10 and 1 sale worth up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
US FOODS HOLDING Analyst Ratings
Wall Street analysts have issued reports on $USFD in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 09/02/2025
- Guggenheim issued a "Buy" rating on 08/11/2025
- Wells Fargo issued a "Overweight" rating on 08/08/2025
- UBS issued a "Buy" rating on 07/28/2025
- Barclays issued a "Overweight" rating on 06/04/2025
- Citigroup issued a "Buy" rating on 05/23/2025
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 9 analysts offer price targets for $USFD in the last 6 months, with a median target of $89.0.
Here are some recent targets:
- Danilo Gargiulo from Bernstein set a target price of $95.0 on 10/22/2025
- Brian Mullan from Piper Sandler set a target price of $85.0 on 09/02/2025
- John Heinbockel from Guggenheim set a target price of $88.0 on 08/11/2025
- Edward Kelly from Wells Fargo set a target price of $87.0 on 08/08/2025
- Mark Carden from UBS set a target price of $96.0 on 07/28/2025
- Brian Harbour from Morgan Stanley set a target price of $89.0 on 07/14/2025
- John Ivankoe from JP Morgan set a target price of $85.0 on 06/25/2025
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.
