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Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $3.6M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$3.6M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 2 cutEven
Key stats
Fundamentals Sep 30- Open
- $93.67
- 52-wk high
- $111.42
- High
- $94.42
- 52-wk low
- $69.88
- Low
- $92.68
- Prev close
- $93.82
- Mkt cap
- $20.27B
- P/E
- 28.8x
- Volume
- 1.64M
- Fwd P/E
- 17.0x
- Beta
- 0.82
- P/S
- 0.5x
- P/B
- 4.7x
- Profit margin
- +1.8%
- Op margin
- +4.2%
- ROE
- +16.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about USFD filings
Are insiders buying or selling US Foods Holding Corp (USFD) stock?
Net selling: insiders sold $3.6M and bought $0 of USFD stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. The largest was Hancock, William Spencer (See Remarks), who sold $2.4M. The latest filing was on Aug 14, 2026.
Which members of Congress have traded USFD recently?
None. No member of Congress disclosed a USFD trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this USFD smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- VG
Viking Global
$177.3M
bought
- SC
Steadfast Capital
$42.2M
added
Sells/Trims (1)
- QR
Qube Research
$47.3M
sold
What insiders are doing
How top traders are positioned
No tracked top-trader positions in USFD right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 2.3% above what analysts expected.
Earnings per share
$1.30 expected
Revenue
$10.46B expected
GAAP EPS was $1.24 and adjusted EPS was $1.44. The analyst basis could not be confirmed, so no beat or miss is shown.
Reports Nov 5, 2026, in 35 days
Estimates as of Sep 30, 2026
EPS expected
$1.20 to $1.29
Revenue expected
13 analysts
Last 30 days
Analysts cutting estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $10.19B | $9.80B | $9.61B | $10.53B |
| Cost of what it sold | $8.44B | $8.08B | $7.96B | $8.61B |
| Gross profit | $1.75B | $1.72B | $1.65B | $1.92B |
| What it spent | ||||
| Sales and admin | $1.46B | $1.39B | $1.43B | $1.48B |
| Total operating expenses | $1.46B | $1.39B | $1.44B | $1.48B |
| What was left | ||||
| Operating profit | $295.0M | $334.0M | $216.0M | $443.0M |
| Interest on debt | $76.0M | $78.0M | $75.0M | $77.0M |
| Profit before tax | $206.0M | $244.0M | $142.0M | $369.0M |
| Tax | $53.0M | $60.0M | $26.0M | $94.0M |
| Net profit | $153.0M | $184.0M | $116.0M | $275.0M |
| EBITDA | $400.0M | $439.0M | $336.0M | $564.0M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
US Foods Holding (USFD) Fall Scoop Launch Puts Undervalued Narrative Back In Focus
Leans bullishSep 26US Foods (USFD) Stock Looks About Right At Today’s Price
NeutralSep 25US Foods Holding (USFD) Unveils Fall 2026 Scoop With Italian Menu Shortcuts
NeutralSep 23US Foods Holding Corp. (USFD) stock price, news, quote and history
NeutralSep 22US Foods Holding Corp. (USFD) stock price, news, quote and history
Leans bullishSep 22US Foods launches Italian-inspired product line for restaurants
BullishSep 21US Foods launches Italian-inspired product line for restaurants By Investing.com
BullishSep 21US Foods Launches Fall 2026 Scoop Lineup
BullishSep 21
Macro
20 macro signals shaping USFD right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results