US Foods Holding Corp. Sees Increased Price Target by Guggenheim Following Positive Analyst Review

Guggenheim analyst John Heinbockel raised US Foods Holding (USFD) price target to $88.00, a 10% increase, while maintaining a "Buy" rating. This follows positive analyst reviews from Wells Fargo, UBS, Morgan Stanley, and JP Morgan, with several raising their price targets. The average target price for USFD is $90.21, indicating a 12.68% upside from the current price. The average brokerage recommendation is 1.9, indicating "Outperform" status.

US Foods Holding Corp (USFD) has seen a wave of positive analyst reviews, with several major firms raising their price targets and maintaining a "Buy" rating. Guggenheim analyst John Heinbockel recently increased USFD's price target to $88.00, a 10% increase from the previous target, while maintaining a "Buy" rating [1]. This follows similar moves from Wells Fargo, UBS, Morgan Stanley, and JP Morgan, who have also raised their price targets.

The average target price for USFD is now $90.21, indicating a potential 12.68% upside from the current price. The average brokerage recommendation is 1.9, which translates to an "Outperform" status [2].

US Foods reported better-than-expected quarterly earnings, with earnings per share (EPS) of $1.19, surpassing analysts' estimates of $1.14 [1]. The company also reported a 3.8% year-over-year revenue increase. Despite these strong financials, USFD's stock has been volatile, dropping 4% after missing revenue expectations in the second quarter [2].

The proposed merger with Performance Food Group (PFGC) is another significant development for USFD. The strategic objective is to enhance market presence and operational efficiency. However, the merger faces initial resistance from PFGC [2].

Institutional investors have shown strong interest in USFD, with institutional investors now owning 98.76% of the stock [1]. Ontario Teachers Pension Plan Board recently boosted its stake in USFD by 161.1% during the first quarter [3].

Overall, the positive analyst reviews and strong institutional interest suggest that USFD is well-positioned for growth. However, investors should remain vigilant about the potential challenges posed by the proposed merger and the company's recent stock volatility.

References:
[1] https://www.marketbeat.com/instant-alerts/us-foods-holding-corp-nyseusfd-receives-consensus-rating-of-buy-from-brokerages-2025-08-11/
[2] https://www.gurufocus.com/news/3045363/us-foods-usfd-proposes-merger-with-performance-food-group?mod=mw_quote_news&r=4bf001661e6fdd88d0cd7a5659ff9748
[3] https://www.marketbeat.com/instant-alerts/filing-ontario-teachers-pension-plan-board-has-131-million-position-in-us-foods-holding-corp-nyseusfd-2025-08-09/