US Foods stock: Wells Fargo sets USD 125 target for US Foods stock
Published on 10/24/2026 at 00:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSUS Foods milestones and valuation
- Wells Fargo set a USD 125.00 price target on October 20, 2026.
- Adjusted diluted earnings per share rose 21 percent to USD 1.44 in the second quarter of fiscal 2026.
- US Foods will discuss third-quarter results on November 5, 2026.
US Foods Holding Corp. (ISIN US9120081099) received a USD 125.00 price target from Wells Fargo on October 20, 2026, while its second-quarter results showed faster earnings growth than sales. Markets Insider reported that the bank maintained its Buy rating and set the target at USD 125.00.
Three recent milestones
The chronology points to a company balancing refinancing, operating improvement and analyst support. On October 2, 2026, US Foods entered a USD 810 million incremental term-loan facility maturing in 2033, according to its SEC filing. On October 7, 2026, second-quarter net sales reached USD 10.53 billion, up 4.5 percent year over year. On October 20, 2026, Wells Fargo set its USD 125.00 target.
What does the target mean for margins?
The operating figures explain why the target is paired with a Buy rating. In the second quarter of fiscal 2026, adjusted EBITDA rose 10.2 percent to a record USD 604 million, while adjusted EBITDA margin expanded by 29 basis points to 5.7 percent. Adjusted diluted earnings per share increased 21 percent to USD 1.44, according to Benzinga. The comparison is important: revenue grew 4.5 percent from USD 10.08 billion a year earlier, while net profit rose to USD 275 million from USD 224 million.
Next reporting date
US Foods is scheduled to discuss third-quarter 2026 results on November 5, 2026, at 8:00 a.m. CST, according to the company announcement carried by Financial Times. That report will show whether the margin expansion and independent restaurant case growth continue into the second half of fiscal 2026. Management reaffirmed full-year guidance for net sales growth of 4 percent to 6 percent, adjusted EBITDA growth of 9 percent to 13 percent and adjusted earnings per share growth of 18 percent to 24 percent on October 7, 2026.
Stock context for investors
US Foods combines a broad foodservice distribution network with cost and technology initiatives. The company said it serves more than 250,000 customer locations and employs 30,000 associates on its investor-relations page. The next earnings date therefore matters for both the USD 125.00 analyst target and the durability of the 5.7 percent adjusted EBITDA margin.
The further course of trading is shown by the continuously updated real-time quote of US Foods stock.
US Foods Holding Corp. key facts
- Company: US Foods Holding Corp.
- ISIN: US9120081099
- Ticker: USFD
- Primary exchange: New York Stock Exchange
- Sector / Industry: Consumer Defensive / Food Distribution
Market context: Market report S&P 500.
