PFG's Investments Resonate With Local Clients but Are Unlikely to Manifest a Durable Edge
Performance Food Group (PFG) is entering a new chapter under CEO Scott McPherson, focusing on integrating recent acquisitions, enhancing customer-facing technology, and standardizing internal processes. Despite these sensible strategic investments aimed at unifying its operating model, the article expresses skepticism that these initiatives will create a lasting competitive advantage due to the fragmented nature of its business segments and the intense competition in the industry.
Performance Food Group Company (PFGC) Stock Forecasts
Performance Food Group Company (PFGC) is a leading foodservice distributor in the US, with sales nearing $68 billion in fiscal 2026. The company primarily serves restaurants and institutions through its foodservice segment. An analyst report from Morningstar on September 28, 2026, suggests that while Performance Food's investments resonate with independents, this is unlikely to create a durable competitive edge.
Insider Chasity Grosh Sells 1,005 Shares of Performance Food Group Co (PFGC)
Chasity Grosh, an insider at Performance Food Group Co (PFGC), sold 1,005 shares on September 30, 2026, continuing a trend of insider selling over the past year. Despite this, the stock is considered "Fairly Valued" by GuruFocus with a GF Value of $94.55 compared to its trading price of $92.40. Interestingly, while insiders have been selling, a majority of institutional gurus tracked by GuruFocus have been accumulating or increasing their stakes in PFGC.
Form 144 PERFORMANCE FOOD GROUP COMPANY For: 1 October By Investing.com
This article announces the filing of Form 144 for PERFORMANCE FOOD GROUP COMPANY on October 1st, as reported by Investing.com. Form 144 is a notice of the intent to sell restricted securities. The brief announcement provides the company name, the date of the filing, and the source.
Performance Food Group Company (NYSE:PFGC) Stock Has Consensus Price Target of $126.40
Performance Food Group Company (NYSE:PFGC) has a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $126.40, significantly higher than its recent share price of $91.64. Despite slightly missing quarterly earnings and revenue expectations, and some insider selling, institutional investors hold a substantial 96.87% of the company's stock. Several research firms have reaffirmed "buy" or "outperform" ratings, though some have adjusted price targets.
Performance Food Group (NYSE:PFGC) Insider Chasity Grosh Sells 1,005 Shares of Stock
Chasity Grosh, an insider at Performance Food Group (NYSE:PFGC), sold 1,005 shares of the company's stock for approximately $92,862, reducing her ownership by 14.81%. The stock traded at $91.64, and despite a slight earnings per share miss, analysts maintain a "Moderate Buy" rating with an average price target of $126.40. Institutional investors hold a significant 96.87% stake in the company.
At $92.40 per share, Performance Food Group (PFGC) officer Grosh sells 1,005 shares.
Chasity D. Grosh, Senior Vice President and Chief Accounting Officer of Performance Food Group Co (PFGC), sold 1,005 shares of common stock at $92.40 per share on September 30, 2026. This transaction was executed under a Rule 10b5-1 trading plan established on May 13, 2026. Following the sale, Grosh directly holds 5,783 shares of the company.
Officer Chasity Grosh proposes selling 1,005 shares of Performance Food Group (PFGC).
Performance Food Group officer Chasity Grosh has proposed selling 1,005 common shares, valued at approximately $92,449.95, with an anticipated sale date of September 30, 2026. This proposed sale, reported via a Form 144 SEC filing, also references two prior 10b5-1 sales by Grosh in August 2026. The shares are restricted stock awards from September 28, 2026, and the transaction is being handled by Morgan Stanley Smith Barney LLC.
Performance Food Group (PFGC) accounting chief delivers or withholds 434 shares for payment
Performance Food Group Co.'s Chief Accounting Officer, Chasity D. Grosh, reported the delivery or withholding of 434 common shares for payment of exercise price or tax liability on September 28, 2026, at $91.97 per share. This transaction is categorized as neutral in filing impact and sentiment, as it pertains to payment rather than a market purchase or sale. Following this, Grosh directly holds 6,788 common shares, with no Rule 10b5-1 plan reported.
Performance Food Group Company (PFGC) Options Chain - Yahoo Finance
The Yahoo Finance page for Performance Food Group Company (PFGC) indicates that there is an issue displaying its options chain, stating "Oops, something went wrong" and showing no call or put options. The page provides current stock information, including the last trade price of $91.55 at market close on September 25, 2026, and after-hours trading data. It also displays general market indices and commodity prices.
Performance Food Group stock gains as Bank of America increases its stake
Performance Food Group (PFGC) stock has seen gains, supported by positive analyst ratings and increased institutional investment, including a new stake from Bank of America. Analysts project a potential upside of about 37% for the stock, with an average price target of USD 126.40, reflecting confidence in the company's growth plans and recent fiscal 2026 results. Despite potential sector risks like inflation and competition, the company's strong operational performance and strategic acquisitions underpin the optimistic outlook.
PFGC: Accelerating Market Share Gains Will Drive Upside Amid Robust Earnings Momentum
Performance Food Group's fair value has been slightly revised to US$123.23 per share, indicating it is undervalued by 25.2% based on current analysis. The updated thesis emphasizes quantified case growth, procurement synergies, private brand mix, AI-driven efficiency gains, and recent Convenience account wins as key drivers for future upside. Analysts project annual revenue growth of 6.8% over the next three years and an increase in profit margins from 0.6% to 1.1%, leading to expected earnings of $861.7 million by September 2029.
Bank of America Corp DE Acquires New Shares in Performance Food Group Company $PFGC
Bank of America Corp DE has acquired 701,973 new shares of Performance Food Group Company, valued at approximately $78.5 million, giving it a 0.45% stake. Despite missing EPS consensus slightly, the food distribution company reported revenue up 6.7% year over year, and analysts maintain a "Moderate Buy" consensus with a target price significantly higher than the current share price. Other institutional investors like Capital World Investors and BlackRock Inc. also adjusted their holdings, and insider sales were noted.
Performance Food Group (PFGC) Could Be 24% Undervalued As Margin Expansion Drives The Story
Performance Food Group (PFGC) has seen a recent share price pullback, though longer-term returns remain strong. The stock is considered 24% undervalued by some metrics, with a fair value near $123.62, driven by expected margin expansion from shifts to higher-margin categories and acquisition synergies. However, its current P/E of 41.2x suggests valuation risk compared to its industry peers' average of 17.9x.
Performance Food Group (NYSE:PFGC) Stock Price
This article provides an overview of Performance Food Group (NYSE:PFGC) stock performance, including its current price, fair value estimates from various analysts, and recent news and updates. It highlights that the stock is currently considered undervalued by consensus and high-target analysts, with narratives focusing on market share gains, digital ordering, and procurement efficiencies driving future upside, while the low-target analyst points to expansion costs and convenience exposure as potential pressures on margins. The company's key financial details, business segments, and competitors are also presented.
California State Teachers Retirement System Boosts Holdings in Performance Food Group Company $PFGC
The California State Teachers Retirement System significantly increased its stake in Performance Food Group (NYSE:PFGC) by over 10,766% in the second quarter, now owning about 12.67% of the company. Institutional investors collectively hold 96.87% of PFGC, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $126.40. Despite the company's 6.7% year-over-year revenue growth in its latest quarter, EPS narrowly missed estimates, and insiders have sold approximately $4.51 million of stock recently.
Is Performance Food Group Company (NYSE:PFGC) Potentially Undervalued?
This article analyzes whether Performance Food Group Company (NYSE:PFGC) is undervalued based on its current share price relative to its intrinsic value. It likely uses financial models such as the discounted cash flow (DCF) model and compares its P/E ratio to industry peers to determine if the stock is trading below its fair value. The analysis aims to provide insights for potential investors.
Performance Food Group at Barclays conference: share gains and margin push
Performance Food Group (PFGC) reported strong sales momentum and anticipated margin expansion for fiscal 2027, despite ongoing pressures from inflation and fuel costs. The company emphasized its market share gains across all three segments—foodservice, convenience, and specialty—and highlighted strategic investments in technology, private brands, and a robust M&A pipeline to drive future growth. Executives discussed their comfort with the current 60% chain/40% independent customer mix, noting that the independent segment shows consistent growth and profitability.
Transcript : Performance Food Group Company Presents at Barclays 19th Annual Global Consumer Staples Conference, Sep-10-2026 08:15 AM
This article provides a transcript of Performance Food Group Company's presentation at the Barclays 19th Annual Global Consumer Staples Conference on September 10, 2026, at 8:15 AM EDT. The content primarily features an introduction by an analyst and notes that the full transcript is reserved for subscribers. It also includes recent news and financial data related to Performance Food Group.
WINTON GROUP Ltd Takes Position in Performance Food Group Company $PFGC
WINTON GROUP Ltd has acquired a new position in Performance Food Group Company (NYSE:PFGC), purchasing 66,733 shares valued at approximately $7.46 million during the second quarter. Institutional investors now collectively own 96.87% of PFGC's outstanding stock, while analysts maintain a "Moderate Buy" consensus rating with an average price target of $126.90 despite the company narrowly missing recent earnings and revenue estimates.
Junto Capital Management LP Sells 40,496 Shares of Performance Food Group Company $PFGC
Junto Capital Management LP reduced its stake in Performance Food Group Company (NYSE:PFGC) by 3.9% in the second quarter, selling 40,496 shares and retaining 998,146 shares valued at $111.6 million. Institutional investors collectively own 96.87% of PFGC, and analysts maintain a "Moderate Buy" rating with a consensus target price of $126.90. Despite recent insider sales and a slight miss on quarterly earnings, the company's revenue increased by 6.7% year-over-year.
Engineers Gate Manager LP Buys 167,361 Shares of Performance Food Group Company $PFGC
Engineers Gate Manager LP significantly increased its stake in Performance Food Group (NYSE:PFGC) by 77.2% in the second quarter, purchasing an additional 167,361 shares. This move brings their total holdings to 384,143 shares, valued at approximately $42.9 million, making it their 22nd largest position. Despite insider selling activity totaling $5.34 million in the last quarter, analysts maintain a "Moderate Buy" consensus rating with an average price target of $126.90 for PFGC.
Performance Food Group (PFGC) Stock Looks Pricey After A Strong 5 Year Run
Performance Food Group (PFGC) has seen significant share price appreciation over the last five years but now appears expensive based on various valuation metrics, including its P/E ratio. The stock trades at 41.9x earnings, higher than both the industry average and its tailored fair P/E of 32.2x. While some analysts see potential for profit growth, others express concern that the current valuation already bakes in overly optimistic expectations for the foodservice distributor.
Performance Food Group Company (NYSE:PFGC) Receives Average Recommendation of "Moderate Buy" from Analysts
Performance Food Group Company (NYSE:PFGC) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $126.90. Despite slightly missing quarterly earnings expectations, the company reported revenue growth of 6.7% year-over-year. Institutional investors hold a significant portion of the shares, while company insiders have recently sold stock.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 22,602 Shares of Performance Food Group Company $PFGC
UBS Asset Management Americas LLC reduced its stake in Performance Food Group Company (NYSE:PFGC) by 5.8% in the second quarter, selling 22,602 shares and retaining 365,696 shares valued at $40.9 million. Despite this, institutional investors and hedge funds collectively own 96.87% of PFGC, and analysts generally maintain a "Moderate Buy" rating with an average price target of $126.90. The company recently reported quarterly revenue of $18.03 billion, up 6.7% year over year, though earnings per share slightly missed consensus estimates.
Public Employees Retirement System of Ohio Takes Position in Performance Food Group Company $PFGC
The Public Employees Retirement System of Ohio has acquired a new stake in Performance Food Group Company (NYSE:PFGC), purchasing 42,879 shares valued at approximately $4.79 million in the second quarter. This move is part of broader institutional investment, with hedge funds and institutions collectively owning 96.87% of the company's stock. Analysts maintain a "Moderate Buy" rating for PFGC with a consensus price target of $126.90, despite the company narrowly missing earnings expectations in its latest quarterly report.
31,313 Shares in Performance Food Group Company $PFGC Bought by Empowered Funds LLC
Empowered Funds LLC recently acquired a new stake of 31,313 shares in Performance Food Group Company (NYSE:PFGC) during the second quarter, valued at approximately $3.5 million. Institutional investors now own 96.87% of the company, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $126.90. While the company reported a 6.7% increase in quarterly revenue to $18.03 billion, it slightly missed EPS expectations.
Corient Private Wealth LP Invests $3.53 Million in Performance Food Group Company $PFGC
Corient Private Wealth LP has invested $3.53 million in Performance Food Group Company (NYSE:PFGC) by purchasing 31,604 shares. While institutional investors own a significant portion of PFGC, the company recently reported quarterly revenue of $18.03 billion, exceeding previous year's figures, but narrowly missed EPS estimates. Analysts maintain a "Moderate Buy" consensus with an average price target of $126.90, despite recent insider share sales.
Hugh Patrick Hatcher Sells 3,000 Shares of Performance Food Group (NYSE:PFGC) Stock
Hugh Patrick Hatcher, an insider at Performance Food Group (NYSE:PFGC), sold 3,000 shares of the company's stock for approximately $297,540, reducing his total holdings by 4.9%. Despite the insider sale and the company narrowly missing quarterly EPS and revenue estimates, analysts maintain a "Moderate Buy" rating with a target price of $126.90. Institutional investors hold a significant 96.87% of the stock.
Jupiter Topco LLC Purchases Shares of 70,376 Performance Food Group Company $PFGC
Jupiter Topco LLC recently acquired 70,376 shares of Performance Food Group Company (PFGC) for approximately $7.86 million in the second quarter. Despite missing analyst EPS expectations by a small margin, the company reported an increase in revenue to $18.03 billion, up 6.7% year over year. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $126.90.
Alyeska Investment Group L.P. Sells 209,167 Shares of Performance Food Group Company $PFGC
Alyeska Investment Group L.P. has reduced its stake in Performance Food Group Company (NYSE:PFGC) by 39.8%, selling 209,167 shares and retaining 316,953 shares valued at approximately $35.4 million. Despite missing slightly on quarterly earnings and revenue estimates, the company reported 6.7% year-over-year sales growth, and analysts maintain a "Moderate Buy" rating with an average target price of $126.90. Other institutional investors like BlackRock and Goldman Sachs Group Inc. have increased their holdings, while insiders have also made recent sales of company stock.
The Manufacturers Life Insurance Company Takes Position in Performance Food Group Company $PFGC
The Manufacturers Life Insurance Company has acquired a new stake in Performance Food Group Company (NYSE:PFGC), purchasing 102,527 shares valued at approximately $11.5 million, giving them a 0.07% stake. Institutional investors collectively own a significant 96.87% of the company. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $126.90, despite the company's recent quarterly earnings slightly missing expectations.
Man Group plc Makes New $6.56 Million Investment in Performance Food Group Company $PFGC
Man Group plc has made a new $6.56 million investment in Performance Food Group Company (NYSE:PFGC), purchasing 58,708 shares during the second quarter. Despite narrowly missing quarterly earnings and revenue estimates, the stock maintains a "Moderate Buy" consensus from analysts with an average price target of $126.90. Institutional investors and hedge funds own a significant 96.87% of the company, though some insiders recently sold shares.
Performance Food Group Company to Participate in the Barclays 19th Annual Global Consumer Conference
Performance Food Group Company (PFG) announced that its President & CEO, Scott McPherson, and Executive Vice President & CFO, Patrick Hatcher, will attend the Barclays 19th Annual Global Consumer Conference. They are scheduled to participate in a live webcast fireside chat on Thursday, September 10, 2026, at 8:15 a.m. ET. The webcast will be available on PFG's investor relations website.
Performance Food Group Company to Participate in the Barclays 19th Annual Global Consumer Conference
Performance Food Group Company (PFG) will participate in the Barclays 19th Annual Global Consumer Conference, with CEO Scott McPherson and CFO Patrick Hatcher delivering a fireside chat. The event will be webcast live on September 10, 2026, at 8:15 a.m. ET on the company's investor relations website, with an archived replay available afterward. PFG is a leading North American food and foodservice distribution company.
Performance Food Group Company to Participate in the Barclays 19th Annual Global Consumer Conference
Performance Food Group Company (PFG) announced that its President & CEO, Scott McPherson, and EVP & CFO, Patrick Hatcher, will attend the Barclays 19th Annual Global Consumer Conference. They are scheduled to participate in a live webcast fireside chat on Thursday, September 10, 2026, at 8:15 a.m. ET. A replay will be available on the company's investor relations website.
Performance Food Group Company $PFGC Shares Acquired by Algert Global LLC
Algert Global LLC increased its stake in Performance Food Group Company (NYSE:PFGC) by 26.0% in the second quarter, owning 126,567 shares worth $14.15 million. Other institutional investors also adjusted their positions, with 96.87% of the stock held by institutional investors and hedge funds. Wall Street analysts maintain a "Moderate Buy" consensus rating with a target price of $126.90, despite some recent insider selling and a slight miss on quarterly earnings and revenue estimates.
Performance Food Group (NYSE:PFGC) Insider Sells $1,115,656.50 in Stock
Performance Food Group (NYSE:PFGC) insider Donald Bulmer sold 10,535 shares totaling over $1.1 million, reducing his stake by 16.25%. Despite the sale and quarterly results slightly missing analyst expectations, the company reported increased revenue and net income, maintaining a "Moderate Buy" consensus rating among analysts. Institutional ownership remains strong, though recent insider sales and a board resignation present mixed sentiment.
Performance Food (NYSE: PFGC) counsel trims stake in preset 10b5-1 sale
A. Brent King, Executive Vice President, General Counsel, and Secretary of Performance Food Group Co (PFGC), sold 1,320 shares of Common Stock at $105.29 per share on August 25, 2026. This transaction was conducted under a pre-established Rule 10b5-1 trading plan. Following the sale, King directly holds 44,216 shares of PFGC common stock.
Performance Food Group (NYSE: PFGC) CIO logs 11,888-share 10b5-1 sale
Performance Food Group Co. (NYSE: PFGC) Chief Information Officer Donald S. Bulmer sold a total of 11,888 shares of common stock in three open-market transactions on August 24 and 25, 2026. The sales were executed at weighted average prices between approximately $105 and $106 per share, under a Rule 10b5-1 trading plan established on February 20, 2026. After these transactions, Bulmer directly holds 52,938 shares of common stock.
Performance Food (PFGC) Grew Sales 6.4% as Product Inflation Hit 4.7%. How Much Growth Was Real?
Performance Food Group (PFGC) reported a 6.4% sales increase for Q4, with product cost inflation at 4.7%. Despite this, the company showed real volume growth with a 3.5% total case volume increase and strong independent foodservice growth. While net income climbed significantly, non-GAAP adjusted diluted EPS grew modestly due to higher operating costs, suggesting that cost control and mix shifts will be crucial as inflation moderates.
Performance Food (PFGC) Grew Sales 6.4% as Product Inflation Hit 4.7%. How Much Growth Was Real?
Performance Food Group (PFGC) reported a 6.4% increase in sales for its fiscal fourth quarter, driven by a 4.7% product cost inflation and a 3.5% total case volume increase. While net income rose significantly, adjusted diluted EPS showed more modest growth due to higher operating costs. The article questions the real growth beyond inflation, highlighting strong independent foodservice volume but also noting cost pressures on earnings leverage.
Will Stronger Earnings, 2027 Sales Guidance and Governance Shake-Up Change Performance Food Group's (PFGC) Narrative
Performance Food Group (PFGC) recently reported stronger fourth-quarter and full-year fiscal 2026 results, including higher sales and net income, alongside new 2027 net sales guidance ranging from US$72.50 billion to US$73.00 billion. The company also announced significant governance changes, such as reducing its board size and transitioning its Executive Chair to Non-Executive Chair. These updates, combined with operational execution and capital management, are expected to reinforce the company's investment narrative, although concerns about thin margins and debt remain.
Bank of New York Mellon Corp Invests $105.76 Million in Performance Food Group Company $PFGC
Bank of New York Mellon Corp has acquired a new stake of 946,021 shares in Performance Food Group Company, valued at approximately $105.76 million, representing 0.60% ownership. Other institutional investors also adjusted their holdings in the food distribution company. Wall Street analysts maintain a "Moderate Buy" rating for PFGC with an average price target of $126.90, despite the company missing quarterly EPS estimates and recent insider stock sales.
Performance Food Group (NYSE:PFGC) Insider Sells 1,178 Shares
A. Brent King, an insider at Performance Food Group (NYSE:PFGC), recently sold 1,178 shares of the company's stock for approximately $123,019, reducing his ownership by 2.46%. This sale follows several other transactions since June. While the company's recent quarterly EPS of $1.59 missed consensus estimates by $0.01 and revenue of $18.03 billion narrowly missed projections, analysts maintain a positive outlook with a "Moderate Buy" consensus rating and an average price target of $126.90.
Erika Davis Sells 8,008 Shares of Performance Food Group (NYSE:PFGC) Stock
Erika Davis, an insider at Performance Food Group (NYSE:PFGC), sold 8,008 shares of the company's stock for approximately $834,514. This transaction reduced her ownership by 15.4% to 43,986 shares. The sale followed the company's recent quarterly earnings report, where Performance Food Group reported $1.59 EPS, slightly missing estimates, though revenue increased 6.7% year-over-year to $18.03 billion. Analysts currently hold a "Moderate Buy" rating for PFGC, with an average price target of $126.90.
Performance Food Group (NYSE: PFGC) chair uses 15.8K shares for exercise and tax costs
Performance Food Group (NYSE: PFGC) Executive Chair George L. Holm disposed of 15,758 shares of common stock across three transactions on August 20, 21, and 23, 2026. These "F" coded transactions were primarily to cover the exercise price or tax liability related to equity awards. Following these transactions, Holm directly holds 1,673,092 shares of common stock.
Performance Food (NYSE: PFGC) CFO withholds 1,531 shares for exercise/tax
Performance Food Group Co (PFGC) CFO, Hugh Patrick Hatcher, disposed of 1,531 shares of common stock on August 22, 2026, for the purpose of paying an exercise price or tax liability. The shares were valued at $104.98 each. Following this transaction, Hatcher directly holds 61,167 shares of PFGC.
Performance Food (NYSE: PFGC) CIO now holds 64,826 shares after tax withholding
Performance Food Group Co.'s Executive Vice President and CIO, Donald S. Bulmer, disposed of 1,053 shares of common stock at $104.98 per share on August 22, 2026, for tax liability purposes. Following this transaction, Bulmer directly holds 64,826 shares of PFGC common stock. The transaction was not conducted under a Rule 10b5-1 trading plan.
107,963 Shares in Performance Food Group Company $PFGC Purchased by PEAK6 LLC
PEAK6 LLC has acquired 107,963 shares of Performance Food Group Company (NYSE:PFGC) worth approximately $12.1 million in the second quarter, bringing institutional ownership to 96.87%. While institutional investors are buying, company insiders have sold 28,583 shares totaling $2.9 million over the past three months. Analysts maintain a positive outlook, with a "Moderate Buy" consensus and a price target of $126.90, despite the company slightly missing its recent EPS estimates.
