Performance Food Group (NYSE:PFGC) Insider Sells $159,994.56 in Stock
A. Brent King, an insider at Performance Food Group (NYSE:PFGC), sold 1,529 shares for $159,994.56, reducing his position by 2.96%. The company recently reported quarterly EPS of $1.59 and revenue of $18.03 billion, slightly missing analyst expectations. Despite this, analysts maintain a "Moderate Buy" rating with an average price target of $126.90.
Performance Food Group (NYSE: PFGC) grants 2,741 shares to accounting chief
Chasity D. Grosh, Senior Vice President and Chief Accounting Officer of Performance Food Group Co (PFGC), received a grant of 2,741 restricted stock shares on August 18, 2026. Simultaneously, she sold 838 common stock shares at $104.64 each under a Rule 10b5-1 trading plan. Additionally, 277 shares were delivered or withheld for tax liability on August 19, 2026.
Performance Food Group Names Matthew Flanigan Lead Independent Director
Performance Food Group (PFG) has appointed Matthew C. Flanigan as its new Lead Independent Director. This appointment is part of a significant board refreshment, which will reduce the board from 14 to 10 directors and see current Executive Chair George L. Holm transition to Non-Executive Chair in January 2027. Flanigan will play a key role in guiding PFG's strategy focused on margin expansion, disciplined capital allocation, and organic sales growth.
George L. Holm to Become Non-Executive Chair at Performance Food Group
Performance Food Group (PFGC) has elected George L. Holm as the Non-Executive Chair of its Board, with the appointment becoming effective on January 1, 2027. Holm will transition from his current role as Executive Chair of the Board. This information is based on an SEC filing made by the company.
Performance Food Group names Matthew Flanigan lead director
Performance Food Group Company has announced that Matthew C. Flanigan will serve as its new Lead Independent Director following the 2026 Annual Meeting of Stockholders. Flanigan will succeed Manuel A. Fernandez, who has held the position since 2019. The board will also see a reduction in size from 14 to 10 directors, with eight being independent, and George L. Holm transitioning to Non-Executive Chair in 2027.
The Top 5 Analyst Questions From Performance Food Group’s Q2 Earnings Call
Performance Food Group (PFGC) reported Q2 earnings where sales growth across all segments still fell short of Wall Street's revenue expectations, leading to a negative market reaction despite adjusted EPS and EBITDA largely meeting forecasts. Management cited cost inflation, particularly in fuel and certain products, as a primary headwind. Analysts focused on EBITDA guidance by segment, sustainability of low Foodservice inflation, the impact of one-time expenses, Convenience segment growth, and capital allocation priorities.
Performance Food Group (PFGC) officer tallies $635K in recent stock sales
Performance Food Group (PFGC) officer Erika Davis has filed a Rule 144 notice to sell 1,529 common shares valued at $160,055.72, which are from a restricted stock award. This follows previous Rule 144 sales totaling 6,095 shares over the last three months, generating combined proceeds of $635,450.00 under a Rule 10b5-1 trading plan. The company currently has 157,533,032 common shares outstanding.
Performance Food Group (NYSE: PFGC) GC withholds 659 shares at $107.25 for tax
Performance Food Group Co's Executive Vice President, General Counsel and Secretary, A. Brent King, reported a Form 4 transaction where he disposed of 659 shares of common stock at $107.25 per share. This transaction, coded 'F', indicates the shares were withheld or delivered to cover tax liabilities or exercise prices. Following this, King directly holds 43,601 shares of the company's common stock.
TimesSquare builds new $94.2M position in Performance Food Group
TimesSquare Capital Management initiated a new position in Performance Food Group, acquiring 842,975 shares valued at approximately $94.236 million during the second quarter of 2026. This investment represents about 0.54% of Performance Food Group's shares. This data comes from Dealroom.co.
TimesSquare Capital Management LLC Makes New $94.24 Million Investment in Performance Food Group Company $PFGC
TimesSquare Capital Management LLC has made a new $94.24 million investment in Performance Food Group Company (NYSE:PFGC), purchasing 842,975 shares which now represent 1.4% of its portfolio. This comes as institutional investors own 96.87% of PFGC, while company insiders have sold shares worth approximately $2.74 million over the past three months. Despite narrowly missing quarterly earnings estimates, the food distribution company's revenue rose 6.7% year-over-year, and analysts maintain a "Moderate Buy" rating with an average price target of $126.90.
Performance Food Group (NYSE: PFGC) exec uses shares for tax payment
An executive at Performance Food Group (NYSE: PFGC), Erika T. Davis, utilized 659 shares of common stock at $107.25 per share to cover tax liabilities on August 15, 2026. Following this transaction, Davis directly holds 39,787 shares. The transaction was not conducted under a Rule 10b5-1 trading plan.
Is Performance Food Group’s (PFGC) Modest Buybacks and Higher EPS Quietly Reframing Its Capital Allocation Story?
Performance Food Group (PFGC) recently reported strong Q4 and full-year 2026 results, with higher EPS and a new share repurchase program indicating management confidence. The company issued optimistic net sales guidance for fiscal 2027, projecting US$72.5 billion to US$73 billion, which supports its investment narrative focused on steady revenue and earnings. This positive outlook, despite concerns about rising operating costs and competitive pressures, suggests that recent investments are expected to translate into sufficient sales to maintain margins and justify its current valuation.
Performance Food Group (NYSE: PFGC) exec uses 362 shares at $107.25 to cover taxes
Performance Food Group's Senior Vice President and Chief Accounting Officer, Chasity D. Grosh, disposed of 362 shares of company common stock at $107.25 per share. This transaction, classified as a payment for exercise price or tax liability, occurred on August 15, 2026. Following this, Grosh directly holds 6,239 shares of Performance Food Group Co.
Performance Food Group (NYSE: PFGC) CIO covers option taxes with 577 shares
Performance Food Group Co.'s Executive Vice President and Chief Information Officer, Donald S. Bulmer, reported a transaction where 577 shares of common stock were used to cover exercise price or tax liability at a reference price of $107.25 per share. Following this transaction, Bulmer directly holds 53,217 shares. The filing indicates this transaction was not conducted under a Rule 10b5-1 trading plan.
Performance Food Group (PFGC) Stock Still Looks Pricey After Its 149% Run
Despite a strong 148.7% return over the past five years, Performance Food Group (PFGC) stock appears overvalued, trading at a P/E of 47.0x compared to an industry average of 20.3x and a fair P/E of 33.9x. The company fails 0 out of 6 valuation checks, suggesting investors are paying a premium for its future prospects. While bull cases highlight potential from digital tools and expansion, bear cases point to risks from ongoing investment in growth, indicating that the stock's current price requires strong margin performance to justify.
Performance Food Group (PFGC) Stock Still Looks Pricey After Its 149% Run
Performance Food Group (PFGC) stock has seen a significant 148.7% return over the past five years, yet its current valuation suggests it is not cheap, trading at a P/E of 47.0x compared to an industry average of 20.3x. The company fails 0 of 6 valuation checks, indicating it's overvalued relative to its fair P/E ratio of 33.9x and industry benchmarks. While future growth in foodservice demand could support the price, the premium investors are paying means any pressure on margins or higher operating costs could lead to valuation adjustment.
Oppenheimer Asset Management Inc. Buys New Position in Performance Food Group Company $PFGC
Oppenheimer Asset Management Inc. has acquired a new stake in Performance Food Group Company (NYSE:PFGC), purchasing 50,559 shares valued at approximately $5.65 million during the second quarter. Performance Food Group reported mixed financial results with EPS slightly missing estimates, while revenue grew by 6.7%. Analyst sentiment remains largely positive with a "Moderate Buy" rating and an average price target of $126.90.
State of Wyoming Buys New Position in Performance Food Group Company $PFGC
The State of Wyoming has acquired a new position in Performance Food Group Company (NYSE:PFGC), purchasing 12,407 shares valued at approximately $1.39 million in the second quarter. This move is part of broader institutional investment, with such entities owning 96.87% of the company. Despite slightly missing consensus EPS estimates, the company reported strong revenue growth, and analysts maintain a "Moderate Buy" rating with a target price significantly above its current trading price.
What Is Behind Performance Food Group (PFGC) Stock's Latest Move?
Performance Food Group (PFGC) has garnered investor attention after reporting strong Q4 and full-year results, along with positive fiscal 2027 sales guidance. While analysts see the stock as modestly undervalued with a consensus price target of $119.23, its current P/E ratio of 47x is significantly higher than the industry average, suggesting a potentially rich valuation. Investors are advised to consider the mixed signals and key risks, such as pressures in the Convenience segment and acquisition challenges.
Performance Food Group Company Stock 12‑Month Price Target Raised to $130.27, Implies 25% Upside
Performance Food Group Company's (PFGC) average 12-month price target has been raised to $130.27 from $127.92, based on estimates from 11 analysts. This updated target suggests a potential upside of approximately 25% from the August 13 closing price. The consensus rating remains "Buy" among 16 analysts, with 14 recommending Buy, 1 Hold, and 1 Sell.
Performance Food Group (NYSE:PFGC) Given New $130.00 Price Target at UBS Group
UBS Group has reduced its price target for Performance Food Group (NYSE:PFGC) from $132.00 to $130.00, while maintaining a "buy" rating, indicating a potential upside of 21.8% from its previous close. Despite this slight reduction, analyst sentiment remains largely positive with a "Moderate Buy" consensus and an average price target of $126.90. The company's recent quarterly earnings slightly missed expectations, reporting $1.59 EPS and $18.03 billion in revenue, though revenue grew 6.7% year-over-year.
Performance Food Group Company Stock 12‑Month Price Target Raised to $129.55, Implies 24% Upside
Analysts have raised the 12-month average price target for Performance Food Group Company (PFGC) stock from $127.25 to $129.55, with forecasts ranging from $120 to $144 per share. This updated target suggests a potential upside of approximately 24% based on the recent closing price. The consensus rating from 16 analysts remains a "Buy."
Performance Food Group (PFGC) Stock Price Reflects Margin Doubts Despite Strong Cash Flow
Performance Food Group's (PFGC) stock dropped 3% despite strong Q4 FY2026 earnings, including robust net income, revenue growth, and cash generation. The market reaction highlights concerns over thin margins and a high P/E ratio of 45.8x. While the company showed progress in case growth, segment EBITDA, and free cash flow, ongoing worries about cost inflation and leverage persist.
TD Cowen Has Lowered Expectations for Performance Food Group (NYSE:PFGC) Stock Price
TD Cowen has lowered its price target for Performance Food Group (NYSE:PFGC) from $128 to $120, while maintaining a "buy" rating, indicating a 13.46% potential upside. Despite slightly missing recent quarterly earnings and revenue estimates, analysts largely remain positive, with a "Moderate Buy" consensus and an average target of $124. The company's recent financial performance showed revenue growth and positive operating trends, with optimistic guidance for fiscal 2027 revenue and adjusted EBITDA.
BMO reiterates Outperform on Performance Food Group stock at $130
BMO Capital has reiterated an Outperform rating on Performance Food Group (NYSE:PFGC), setting a price target of $130.00. The firm noted that the company's fiscal year 2026 EBITDA growth was 9%, in line with expectations, and raised its fiscal year 2027 EBITDA growth forecast to 11-12%. Despite appearing overvalued based on its P/E ratio, analysts project a 21% upside potential for the stock.
Performance Food Group Q4 Earnings Call Highlights
Performance Food Group (PFGC) reported strong fiscal fourth-quarter growth in sales, gross profit, and adjusted EBITDA, driven by market-share gains across its foodservice, convenience, and specialty businesses despite challenges in restaurant traffic and operating costs. The company's foodservice independent growth outpaced the restaurant traffic backdrop, and its convenience segment delivered double-digit EBITDA growth. PFG also issued fiscal 2027 guidance, projecting continued sales and adjusted EBITDA acceleration, supported by customer wins and operational efficiencies.
Performance Food Group stock dips 5.8% despite strong growth and positive 2027 outlook
Performance Food Group (PFGC) shares dropped 5.8% after its Q4 2026 results missed expectations, despite reporting strong year-over-year revenue and profit growth. The company projects 2027 revenue between $72.5 billion and $73 billion, with normalized EBITDA around $2.13 billion, and anticipates further growth into 2028. The stock is considered reasonably valued with a potential annualized upside of 15-15.8% if 2028 targets are achieved, maintaining a 'buy' rating.
Performance Food Group Releases Q4 2026 Financial Results
Performance Food Group (PFGC) reported Q4 2026 results with adjusted earnings of $1.59 per share, slightly missing estimates, and revenue of $18.03 billion, which increased by 6.4% year-over-year. Despite the slight earnings miss, the company showed solid operational momentum with 3.5% total case volume growth and favorable analyst sentiment with a consensus of buy ratings.
Capital World Investors (PFGC) reports 23.3M-share stake in Performance Food Group
Capital World Investors has reported a beneficial ownership of 23,347,869 shares of Performance Food Group Co. common stock, which represents 14.9% of the total 157,089,851 outstanding shares. This information comes from a SCHEDULE 13G/A filing, indicating that Capital World Investors holds sole voting power over 23,338,902 shares and sole dispositive power over all 23,347,869 shares. The filing also notes that shareholders of American Funds Fundamental Investors may have rights to dividends or proceeds from the sale of some of these securities.
Performance Food Group Q4 2026 Earnings Deep Dive: Key Takeaways
Performance Food Group (PFGC) missed Q4 2026 revenue and EPS estimates by narrow margins, yet the stock remained largely unchanged, indicating investor focus on operational momentum. The company achieved a 2.5% rise in EPS year-over-year and expanded its net margin to 0.9%, driven by efficient revenue conversion and strong EBITDA growth. While growth was balanced across all segments, the company faces challenges in consistent quarterly performance and sustaining margin expansion amid volume growth.
Performance Food Group (NYSE:PFGC) Releases Earnings Results, Misses Estimates By $0.01 EPS
Performance Food Group (NYSE:PFGC) reported its latest earnings, missing analyst expectations by $0.01 EPS with quarterly earnings of $1.59 against an anticipated $1.60. Revenue also fell slightly short, reaching $18.03 billion compared to an $18.11 billion estimate, despite a 6.7% year-over-year increase. The company provided a positive fiscal 2027 outlook, projecting revenues between $72.5 billion and $73.0 billion, and adjusted EBITDA of $2.125 billion to $2.225 billion, but shares declined 3.0% due to cost concerns and the earnings miss.
Performance Food Group Sales Rise 6.4% in Q4, Reach $67.8 Billion for Year
Performance Food Group (PFG) reported a strong fiscal 2026, with fourth-quarter sales up 6.4% to $18.03 billion and full-year sales increasing 7.2% to $67.84 billion. This growth was driven by higher case volume, strategic acquisitions like Cheney Bros., and increased food prices. PFG anticipates continued growth in fiscal 2027, projecting sales between $72.5 billion and $73 billion.
Performance Food Sales, Profit Rise on Higher Prices
Performance Food Group reported higher sales and profit in its fiscal fourth quarter, driven by increased costs and prices. The company posted a profit of $162.3 million on revenue of $18.03 billion, an increase of 6.4% year-over-year. Adjusted earnings per share, however, slightly missed analyst expectations.
Performance Food Group (NYSE:PFGC) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings
Performance Food Group (NYSE:PFGC) reported its Q2 CY2026 earnings, missing Wall Street's revenue expectations with sales up 6.4% year-on-year to $18.03 billion, though its non-GAAP EPS was in line with estimates. The company's full-year revenue and upcoming financial year EBITDA guidance were close to analyst expectations, but its stock traded down immediately following the announcement due to the revenue miss and slower demand signals.
Performance Food Group (NYSE:PFGC) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings
Performance Food Group (NYSE:PFGC) reported Q2 CY2026 sales of $18.03 billion, missing analyst estimates but representing a 6.4% year-on-year growth. The company's adjusted EPS of $1.59 was in line with consensus, and its full-year revenue and EBITDA guidance were near expectations. Despite these results, the stock traded down immediately following the announcement, reflecting a mixed performance according to the analysis.
Performance Food Group Company (NYSE:PFGC) Receives Average Rating of "Moderate Buy" from Analysts
Performance Food Group Company (NYSE:PFGC) has received an average "Moderate Buy" rating from analysts, with 11 buy ratings and two hold ratings. The average 12-month price target is $123.82, exceeding the current share price of $113.94. Institutional investors own 96.87% of the stock, while insiders have sold approximately $2.74 million worth of shares in the past three months.
Performance Food Group posts strong Q3 earnings and raises 2026 revenue forecast amid growth and acquisitions.
Performance Food Group (PFGC) reported strong Q3 earnings of $0.80 per share, exceeding expectations due to organic growth and strategic acquisitions. The company raised its 2026 revenue guidance to $67.7-$68 billion and set a 2028 revenue target of $73-$75 billion, alongside an EBITDA target of $2.3-$2.5 billion. Analysts have consequently increased their price targets, reflecting confidence in the company's expanding market presence.
Performance Food Group in spotlight as earnings loom Wednesday By Investing.com
Performance Food Group Co. is set to announce its fourth-quarter fiscal 2026 results, with analysts projecting strong earnings and revenue growth driven by its multi-year growth plan. Investors will be closely watching for updates on foodservice revenue growth, margin execution, and capital allocation strategies to assess the company's ability to meet ambitious 2028 targets amidst industry headwinds. The company has received largely positive analyst ratings, signaling confidence ahead of the earnings report.
Assenagon Asset Management S.A. Reduces Stock Holdings in Performance Food Group Company $PFGC
Assenagon Asset Management S.A. significantly reduced its stake in Performance Food Group Company (NYSE:PFGC) by 40.4% in the second quarter, selling 95,475 shares and retaining 140,791 shares valued at $15.7 million. Despite this reduction, other institutional investors like Goldman Sachs, HSBC, and TimesSquare Capital increased their positions, with institutional investors owning 96.87% of the stock. Performance Food Group stock opened at $113.64, near its 52-week high, and analysts maintain a "Moderate Buy" consensus with an average price target of $123.82.
Do Earnings Expectations And Insider Sales Activity Change The Bull Case For Performance Food Group (PFGC)?
Performance Food Group (PFGC) is drawing attention due to analysts projecting increased quarterly earnings and revenue, while its Executive Chair sold shares under a Rule 10b5-1 plan but retains a significant stake. The company's investment narrative centers on its distribution platform converting demand into healthier margins, with upcoming results needing to support revenue growth expectations. Despite encouraging forecasts, investors should be aware of potential ongoing sales and margin pressure in the Convenience segment.
Performance Food Group (PFGC) To Report Earnings Tomorrow: Here Is What To Expect
Performance Food Group (PFGC) is scheduled to report its earnings tomorrow, with analysts expecting a 7% year-on-year revenue growth. The company has a history of missing Wall Street's revenue estimates and its peers, US Foods and Sysco, recently reported mixed Q2 results. Investors will be watching closely to see if PFGC can meet expectations, with an average analyst price target of $123.31.
Performance Food Group (PFGC) To Report Earnings Tomorrow: Here Is What To Expect
Performance Food Group (PFGC) is set to report its earnings this Wednesday before market hours. Analysts expect revenue to grow by 7% year-on-year, a slowdown from the previous year's 11.5% increase. The company has a mixed history of beating revenue estimates, and its peers, US Foods and Sysco, recently reported modest revenue growth.
Performance Food Group (PFGC) Q4 2026 Preview: EPS Est. $1.60, Reports August 12
Performance Food Group (PFGC) is expected to report Q4 fiscal 2026 earnings of $1.60 per share on revenue of $18.11 billion on August 12, according to BMO Wall Street. This represents a 3% rise in EPS and a 6.9% revenue gain year-over-year. Analysts have slightly lowered expectations over the past three months, and investors will be closely watching margin progression and segment-level performance.
What Performance Food Group (PFGC)’s Earnings Forecasts and Chair’s Share Sales Mean For Shareholders
Wall Street analysts project that Performance Food Group (PFGC) will report higher quarterly earnings and revenue compared to the previous year, with slight adjustments to consensus estimates. The company's Executive Chair, George L. Holm, sold shares through a pre-set trading plan but retains a significant stake, signaling continued exposure to the company's performance. These forecasts, alongside ongoing share repurchases and M&A focus, aim to support the company's investment narrative of converting away-from-home eating into durable revenue and earnings, though cost pressures remain a risk.
Performance Food Group (PFGC) Stock Looks Overvalued On Current Earnings Expectations
Performance Food Group (PFGC) stock appears overvalued based on current earnings expectations, despite a strong 147.0% return over the past five years. The company's P/E ratio of 54.9x significantly exceeds the Consumer Retailing industry average of 20.0x and its tailored fair P/E of 37.6x, suggesting investors are paying a premium. While narratives exist for both bull and bear cases, the current market multiples and broad valuation checks indicate high expectations and a thin margin for error, prompting questions about the sustainability of its earnings growth.
Pacer Advisors Inc. Sells 305,096 Shares of Performance Food Group Company $PFGC
Pacer Advisors Inc. significantly reduced its stake in Performance Food Group Company (NYSE:PFGC) by 94.2% in the first quarter, selling 305,096 shares and retaining 18,655 shares valued at $1.6 million. Despite this, institutional investors collectively hold 96.87% of the company's stock. Performance Food Group reported strong Q1 earnings and revenue, beating analyst estimates, and maintains a "Moderate Buy" rating with an average price target of $123.82 from analysts.
Exploring Analyst Estimates for Performance Food (PFGC) Q4 Earnings, Beyond Revenue and EPS
Analysts are predicting Performance Food Group (PFGC) will report Q4 earnings of $1.62 per share, a 4.5% year-over-year increase, with revenues projected to hit $18.21 billion, up 7.5%. The consensus EPS estimate has been revised down by 0.8% over the past 30 days. Beyond overall figures, analysts are also forecasting specific revenue breakdowns for Convenience, Foodservice, Corporate & All Other, and Specialty segments, all showing projected year-over-year growth.
Performance Food Group Insider Sells Shares for $3.3 Million
George L. Holm, Executive Chair of Performance Food Group Company (PFGC), sold 29,131 shares worth approximately $3.3 million on July 30, 2026. This transaction was an exercise-and-sell under a pre-established Rule 10b5-1 trading plan, and Holm retains a significant direct ownership of about 1.6 million shares valued at over $186 million. The company has shown steady growth with analysts expecting strong earnings growth in the coming years.
ETFs Investing in Performance Food Group Co Stocks
This article lists various ETFs that hold stocks of Performance Food Group Co (A140K1). The data includes each ETF's market value, weight of Performance Food Group Co stock, issuer, management style, focus, expense ratio, AUM, price, and 3-year NAV total return. It serves as a resource for investors looking into diversified investment opportunities with Performance Food Group Co.
Here’s How Much You Would Have Made Owning Performance Food Group Stock In The Last 10 Years
This article analyzes the historical performance of Performance Food Group (PFGC) stock over the last 10 years. It highlights that PFGC outperformed the market with an average annual return of 15.47%, turning a $100 investment into $429.28. The piece emphasizes the power of compounded returns for wealth growth.
