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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
92% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 49
36% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $11.2M
18% more capital invested
Capital invested by funds: $15.2B [Q1] → $17.8B (+$2.66B) [Q2]
5% more funds holding
Funds holding: 591 [Q1] → 620 (+29) [Q2]
2% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 221
0.61% less ownership
Funds ownership: 100.74% [Q1] → 100.12% (-0.61%) [Q2]
7% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 13 (-1) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Guggenheim John Heinbockel | 13%upside $88 | Buy Maintained | 11 Aug 2025 |
Wells Fargo Edward Kelly | 12%upside $87 | Overweight Maintained | 8 Aug 2025 |
UBS Mark Carden | 23%upside $96 | Buy Maintained | 28 Jul 2025 |
Morgan Stanley Brian Harbour | 14%upside $89 | Overweight Maintained | 14 Jul 2025 |
JP Morgan John Ivankoe | 9%upside $85 | Neutral Maintained | 25 Jun 2025 |
Financial journalist opinion
Based on 6 articles about USFD published over the past 30 days
