Insider buying last 90 days
No open-market insider purchases were filed for USFD in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every USFD insider filing, plotted on the chart in Gekko.Open USFD in Gekko
NYSE: USFD
US Foods (USFD) Stock Analysis & Forecast
Sep 28 close
$93.72+0.39 (+0.4%)
Gekko Brief
AI summaryUS Foods has drawn attention this week mainly for its Fall 2026 Scoop launch, a collection of 14 Italian-inspired Exclusive Brands products aimed at cutting kitchen prep time for restaurants and hospitality operators. Alongside the product news, commentary has revisited the stock's valuation, with one piece describing shares as priced close to fair value based on a P/E comparison, while another highlighted the company's 158% five-year total shareholder return despite a recent price retreat.
USFD closed at $93.72, up 0.4%, sitting between its 50-day average of $101.49 and 200-day average of $91.82, with one-month returns down 13% and three-month returns down 8.5%, though the one-year return stands at 22.5%. The GekkoIndex reads 69.4, placing the stock in the Accumulation zone, down 3.7 over five days. The current price sits 15.3% below the Gekko Fair Value of $110.63.
Earnings are scheduled for 5 November, 37 days out, falling outside a typical 20-trading-day holding window; the prior report on 6 August showed EPS of $1.44 against an estimate of $1.36, with an 8.3% reaction, and the company has beaten estimates in 6 of the last 8 quarters. No insider, Congress or unusual options activity appears in the current windows, though three billionaire holders are noted. Seasonality over the next 20 days has averaged -0.6% across 5 years, rising in 2 of them. Consensus among 10 firms stands at 8 buy and 2 hold ratings, with a target of $116.12.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
US Foods price vs fair value
Close $93.72200-day averageGekko Fair Value $110.63
US Foods quick facts
- Market cap
- $20.63B
- P/E ratio
- 28.9
- Forward P/E
- 17
- EPS, TTM
- $3.25
- Revenue, TTM
- $40.13B
- Profit margin
- 1.8%
- Dividend yield
- —
- Beta
- 0.82
- Volume
- 2.60M avg 2.63M
- 1-year return
- +22.5%
- Typical daily move
- ±3.1%
- Typical 20-day move
- ±5.5%
- 50-day average
- $101.49
- 200-day average
- $91.82
- Next earnings
- Nov 5 before open
- Shares outstanding
- 216.3M
US Foods swing-trade checklist
US Foods scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive1 mixed1 headwind
- Trendmixed
Averages disagree
Close $93.72 sits between the 50-day ($101.49) and 200-day ($91.82) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
69.4, Accumulation
Reading 69.4 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
15.3% below
Price is 15.3% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 37 days
Next report Nov 5, 2026, 37 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−0.6% on average
From this point in the calendar, the next 20 trading days averaged −0.6% over 5 years, rising in 2 of them.
See seasonality
A description of current data, not a recommendation. How this page works
US Foods stock chart and price history
US Foods closed at $93.72 on Sep 28, 2026, +22.5% over the past year, inside a 52-week range of $69.88 to $111.42.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −13.0%
- 3 months
- −8.5%
- 6 months
- +3.1%
- 1 year
- +22.5%
The full USFD chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open USFD in Gekko
Follow US Foods through every session
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About US Foods
US Foods moves food products from suppliers to the businesses that cook and serve meals throughout the country. Working mainly through its subsidiary, it handles fresh, frozen, and dry goods as well as kitchen and dining supplies that are not food itself. The company is known for serving a broad mix of buyers rather than focusing on one type of dining establishment.
Its customers include small independent eateries and those running several locations, regional restaurant operators, and larger chains with a national footprint. It also supplies places that feed people as part of a larger service, such as care facilities for the elderly, medical centers, lodging providers, private clubs, schools and colleges, military and government sites, and a number of retailers. The company reaches these buyers through a network of broadline warehouses paired with cash-and-carry stores where customers can pick up goods themselves.
The company took shape in 2007 under the name USF Holding Corp. and was renamed US Foods Holding Corp. in early 2016. It runs its operations from Rosemont, Illinois, and its stock trades on the NYSE under the ticker USFD.
- Listed
- NYSE
- Sector
- Distribution services
- Industry
- Food distributors
- Website
- usfoods.com
US Foods GekkoIndex: the smart money zone
US Foods’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 69.4, in the Accumulation zone, down 3.7 points over five sessions.
69.4Accumulation
Down 3.7 points over five sessions, from the Buying zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 24 | −0.5% | +7.9% | ||
| Accumulation (current zone) | 170 | +1.0% | +4.5% | ||
| Neutral | 386 | +0.5% | +1.8% | ||
| Distribution | 85 | +0.8% | +1.6% | ||
| Selling | 7 | Too few readings yet | |||
Average USFD share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the USFD price, zone by zone.Track USFD in Gekko
Is US Foods stock overvalued? Gekko Fair Value
US Foods trades 15.3% below Gekko Fair Value of $110.63, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what US Foods shares are worth, recalculated every trading day.
$110.63
Gekko Fair Value, Sep 26, 2026
15.3% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open USFD in Gekko
US Foods insider and Congress trading
No open-market insider purchases were filed for US Foods, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in USFD were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for USFD, plotted on the chart in Gekko.Open USFD in Gekko
Buybacks
US Foods has been buying back its own shares.
- Bought back, quarter ended Jun 27, 2026
- $370.0M
- As a share of market cap
- 1.79%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
3of the funds Gekko tracks hold USFD.
2added1opened0trimmed2sold out
Which funds are on each side, name by name.Unlock in Gekko
US Foods earnings: next date and track record
US Foods reports on Nov 5, 2026, before the open (37 days away), and beat the EPS estimate in 6 of its last 8 reports.
Next earnings report
Nov 5, 2026
Expected before the open, 37 days away
- EPS estimate
- $1.25
- Revenue estimate
- $10.61B
6 of 8reports beat the EPS estimate
±5.2%average move across the report
5 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 6, 2026 AI summary
- What they said
- US Foods delivered record adjusted EBITDA and margin in Q2 2026, with adjusted EBITDA growing 10% and adjusted diluted EPS up 21%. Adjusted EBITDA margin expanded 29 basis points to a record 5.7%. Independent restaurant case volume grew 5.1%, the strongest since Q4 2023, marking 21 consecutive quarters of share gains. The company repurchased over $370 million in shares during the quarter.
- Guidance
- Management expressed confidence in continued double-digit earnings growth for the balance of 2026, with CFO Dirk Locascio expected to provide full year guidance details. Focus remains on disciplined execution, volume growth, and long-term shareholder value creation.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 6, 2026 | $1.44 est $1.36 | $10.53B est $10.46B | +8.3% |
| May 7, 2026 | $0.78 est $0.81 | $9.61B est $9.66B | −8.3% |
| Feb 12, 2026 | $1.04 est $1.00 | $9.80B est $9.89B | +11.1% |
| Nov 6, 2025 | $1.07 est $1.04 | $10.19B est $10.17B | −0.8% |
| Aug 7, 2025 | $1.19 est $1.14 | $10.08B est $10.18B | −5.5% |
| May 8, 2025 | $0.68 est $0.69 | $9.35B est $9.38B | +3.7% |
| Feb 13, 2025 | $0.84 est $0.80 | $9.49B est $9.49B | +1.9% |
| Nov 7, 2024 | $0.85 est $0.83 | $9.73B est $9.72B | +1.7% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
US Foods stock forecast and analyst price targets
Analysts’ average 12-month price target for US Foods is $116.12, +23.9% from the last close, from 10 firms rating the stock in the last 90 days.
$116.12consensus 12-month target, +23.9% from the last close
Now $93.72Avg $116.12
Low $106High $127
Each firm’s latest rating in the last 90 days: 10 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 12 | Piper Sandler | $108 | +15.2% |
| Aug 7 | Morgan Stanley | $107 | +14.2% |
| Aug 7 | BMO Capital | $120 | +28.0% |
| Aug 7 | TD Cowen | $119 | +27.0% |
| Aug 7 | Guggenheim | $120 | +28.0% |
+4.5%average 20-day move after past Accumulation readings
−0.6%average move over the next 20 trading days in the last 5 years
±3.1%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
US Foods seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, US Foods averaged −0.6% across the last 5 years, rising in 2 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −0.5% | 2 of 5 |
| Next 10 trading days | −0.7% | 3 of 5 |
| Next 15 trading days | +0.1% | 3 of 5 |
| Next 20 trading days | −0.6% | 2 of 5 |
| Next 30 trading days | +6.9% | 3 of 5 |
For scale, USFD’s typical 20-trading-day move in either direction is about 5.5%.
US Foods market cap and key statistics
US Foods’s market cap is $20.63B, with a P/E ratio of 28.9 and revenue of $40.13B over the last twelve months.
Valuation
- Market cap
- $20.63B
- P/E ratio
- 28.9
- Forward P/E
- 17
- EPS, TTM
- $3.25
- Gekko Fair Value
- $110.63
Trading
- Volume
- 2.60M
- Avg volume, 20 days
- 2.63M
- 52-week high
- $111.42
- 52-week low
- $69.88
- Shares outstanding
- 216.3M
Financials
- Revenue, TTM
- $40.13B
- Profit margin
- 1.8%
- Return on equity
- 16.4%
- Quarterly earnings growth, YoY
- +29.2%
Risk and income
- Beta
- 0.82
- Typical daily move
- ±3.1%
- Typical 20-day move
- ±5.5%
US Foods stock news this week
Coverage of US Foods this week reads positive: 5 positive, 3 neutral and 0 negative headlines.
- US Foods Holding (USFD) Fall Scoop Launch Puts Undervalued Narrative Back In FocusYahoo Finance, Sep 26
- US Foods (USFD) Stock Looks About Right At Today’s PriceSimply Wall Street, Sep 25
- US Foods Holding (USFD) Unveils Fall 2026 Scoop With Italian Menu ShortcutsSimply Wall Street, Sep 23
- US Foods Holding Corp. (USFD) stock price, news, quote and historyYahoo Finance UK, Sep 22
- US Foods launches Italian-inspired product line for restaurantsInvesting.com, Sep 21
- US Foods launches Italian-inspired product line for restaurants By Investing.comInvesting.com Nigeria, Sep 21
US Foods peers
US Foods’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| SYYSysco | Accumulation | 4.7% below |
| CHEFChefs' Warehouse | Neutral | 18.4% above |
| UNFIUnited Natural Foods | Neutral | 11.6% above |
| DOLEDole | Accumulation | 46.2% below |
| DNUTKrispy Kreme | Buying | 19.3% below |
| AGCCAgencia Comercial Spirits | Neutral | 2.3% below |
A peer links to its own page where one exists.
US Foods stock FAQ
What is US Foods’s market cap?
US Foods’s market cap is $20.63B at the Sep 28, 2026 close of $93.72, with 216.3M shares outstanding. The shares trade on a P/E ratio of 28.9.
What is the US Foods stock forecast?
The consensus analyst 12-month price target for US Foods is $116.12, +23.9% from the last close. Of the 10 firms that rated the stock in the last 90 days, 8 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is US Foods stock overvalued or undervalued?
On Gekko’s estimate US Foods is undervalued: the Sep 28, 2026 close of $93.72 is 15.3% below Gekko Fair Value of $110.63. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does US Foods report earnings next?
US Foods is expected to report on Nov 5, 2026, before the market opens (37 days away). Analysts expect earnings of $1.25 per share on revenue of $10.61B. US Foods beat the earnings estimate in 6 of its last 8 reports, moving 5.2% on average across the report.
What is US Foods’s 52-week high and low?
US Foods’s 52-week high is $111.42 and its 52-week low is $69.88; it closed at $93.72 on Sep 28, 2026, +22.5% over the past year.
Is US Foods stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (trend) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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