US Foods Holding Corp. (USFD): Insider Moves Spark Surprising Twist for Investors

Jacques Francis

Updated on:

The buying and selling activity at US Foods Holding Corp has stirred fresh speculation about the stock’s next move. On November 11, 2025, Guberman Steven sold shares worth $4,221,504, offloading 58,632 shares at $72.00 each. Following the sale, his holdings declined to 113,410 shares, valued at roughly $8.92 million.
In an interesting turn, Guberman Steven also purchased 58,632 shares, bringing in over $4,263,959 in proceeds.

Prior to this, EVP and CFO Locascio Dirk J. sold 7,500 shares at $80.00 each in a $600,000 transaction. After closing the trade, his ownership dropped to 7,500 shares, valued at about $9.06 million.

Analyst Calls

Analyst sentiment toward US Foods Holding Corp has remained upbeat. Bernstein’s October 22, 2025 research note reaffirmed an Outperform rating with a revised price target of $95. Citigroup initiated coverage in late May with a Buy outlook. Melius issued its Buy rating on December 18, 2024, and UBS upgraded the stock to Buy back on February 20, 2024, shifting from its previous Neutral stance.

Stock Performance

In the most recent trading session, US Foods Holding Corp slipped 0.24% to close at $78.69. The stock traded between $78.16 and $79.08 throughout the day. Over the past five days, shares climbed approximately 11.03%, adding to a year-to-date rise of 13.34%. The company’s 52-week high stands at $85.11, reached on July 23, 2025, while the low of $57.36 was recorded on April 7, 2025.

Levels to Watch

Based on the 24-hour chart, USFD has support at 78.21, with a potential drop toward 77.72 if it breaks. Resistance is currently positioned at 79.13, followed by a secondary barrier at 79.56. The 14-day RSI sits at 66.41, signaling neutral momentum.

Short Interest

Short interest in US Foods Holding Corp spiked sharply on November 14, 2025, rising by 1.0 million shares to a total of 8.52 million. This marks an 11.79% increase from the 7.51 million shares recorded on October 15, 2025. While short shares account for just 4.59% of the float, the days-to-cover ratio has also risen to 4.59, indicating growing bearish sentiment among traders.

Ownership and Forecasts

Analysts surveyed by FactSet expect the stock to reach an average target price of 88 over the next 12 months, suggesting an 11.56% upside from the recent close of $78.88. For 2025, projections show the stock reaching as high as 95, with the lowest estimate at 85. By the end of 2025, 14 analysts had rated the stock as a Buy. Piper Sandler also upgraded the stock on February 20, 2024, assigning an Overweight rating with a $59 target.

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