PFGC
Performance Food Group Co
$104.07
+0.01%
$16.3B
No data for this timeframe.
Vol
Market Cap$16.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$9.8B
Inst. Activity21 buys / 27 sells
Insider Activity0B / 9S
Insider Net $-$3.7M
SEC Reports8
Congressional1 trades
Recent Activity
Jun 12, 2026
SEC
Brent King, an officer of Performance Food Group Company, filed a Form 144 on 2026-06-12 indicating intent to sell 6,111
144 — Impact 3/10
Jun 10, 2026
SEC
Two PFGC insiders (C-suite) sold a combined $2.15M in open-market transactions over a 7-day window. George Holm exercise
CLUSTER — Impact 2/10
Jun 10, 2026
Insider
KING A BRENT sold 3,518 shares
See Remarks @ $100.00 ($351.8K)
Jun 10, 2026
short_volume
Short Volume: PFGC — 61.5% short (0.4M / 0.7M)
Short: 432,978 | Exempt: 0 | TRF Vol: 704,339 | Short Ratio: 61.5% | Off-exchange volume (dark pool
Jun 9, 2026
Insider
KING A BRENT sold 3,322 shares
See Remarks @ $100.00 ($332.2K)
Jun 4, 2026
Insider
HOLM GEORGE L acquired via exercise 33,000 shares
See Remarks @ $26.57 ($876.8K)
Jun 2, 2026
SEC
Two PFGC insiders sold a combined $518K in open-market sales over a 7-day window. The total value is ~0.003% of the $15.
CLUSTER — Impact 2/10
Inst.
Invesco Ltd. — DOUBLED
6,849,404 shares ($586.7M)
Price Targets
$119.42
+14.7% upside
Buy
Current $104.07
Low $102.00
Median $120.00
High $135.00
12 analysts
$102.00
$135.00
Analyst Ratings
6Strong Buy
13Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 7, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Feb 6, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Feb 5, 2026 | UBS | MAINTAIN | Buy → Buy |
| Feb 5, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.60 | $1.54 — $1.69 | 3% YoY | 12 |
| Next Q | $1.37 | $1.31 — $1.46 | 16% YoY | 11 |
| Current FY | $4.62 | $4.50 — $5.23 | 3% YoY | 13 |
| Next FY | $5.77 | $5.42 — $6.32 | 25% YoY | 13 |
Latest Reports
NEUTRAL
144
3/10
Brent King, an officer of Performance Food Group Company, filed a Form 144 on 2026-06-12 indicating intent to sell 6,111
Jun 12, 2026
NEUTRAL
CLUSTER
2/10
Two PFGC insiders (C-suite) sold a combined $2.15M in open-market transactions over a 7-day window. George Holm exercise
Jun 10, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Capital World Investors | $2.0B | — |
| BlackRock, Inc. | $1.2B | — |
| FMR LLC | $1.0B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.0M | — |
| Invesco Ltd. | $586.7M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | KING A | SELL | $351.8K |
| Jun 9, 2026 | KING A | SELL | $332.2K |
| Jun 4, 2026 | HOLM GEORGE | M | $876.8K |
| Jun 4, 2026 | HOLM GEORGE | SELL | $1.8M |
| Jun 1, 2026 | KING A | SELL | $351.6K |
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Josh Gottheimer | D | SELL | $15,001 - $50,000 |
50 institutional holders with $9.8B total value (114,567,921 shares) as of 2026-Q1. Top holders: Capital, BlackRock,, FMR. Net selling activity: 27 institutions trimmed/exited vs 21 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Capital World Investors | 23,030,619 | $2.0B | 20.1% | — |
| 2 | BlackRock, Inc. | 14,063,529 | $1.2B | 12.3% | — |
| 3 | FMR LLC | 11,751,044 | $1.0B | 10.3% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,875,614 | $589.0M | 6.0% | — |
| 5 | Invesco Ltd. | 6,849,404 | $586.7M | 6.0% | DOUBLED +170.3% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 6,797,179 | $582.2M | 5.9% | — |
| 7 | STATE STREET CORP | 4,751,740 | $407.0M | 4.1% | — |
| 8 | LONE PINE CAPITAL LLC | 3,978,158 | $340.8M | 3.5% | NEW |
| 9 | Clearbridge Investments, LLC | 3,709,881 | $317.8M | 3.2% | — |
| 10 | Sachem Head Capital Management LP | 3,350,000 | $287.0M | 2.9% | — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2,514,963 | $215.4M | 2.2% | ADD +32.7% |
| 12 | Point72 Asset Management, L.P. | 2,293,544 | $196.5M | 2.0% | TRIM -31.6% |
| 13 | Nuveen, LLC | 2,248,435 | $192.6M | 2.0% | DOUBLED +126.5% |
| 14 | CITADEL ADVISORS LLC | 1,990,139 | $170.5M | 1.7% | — |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 1,886,192 | $161.6M | 1.6% | TRIM -62.2% |
| 16 | MORGAN STANLEY | 1,812,640 | $155.3M | 1.6% | — |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,650,854 | $141.5M | 1.4% | — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,467,063 | $125.7M | 1.3% | — |
| 19 | GOLDMAN SACHS GROUP INC | 977,693 | $83.7M | 0.9% | — |
| 20 | VANGUARD FIDUCIARY TRUST CO | 971,120 | $83.2M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | DOUBLED | 2,534,034 | 6,849,404 | +170.3% | $586.7M | 2026-Q1 |
| LONE PINE CAPITAL LLC | NEW | — | 3,978,158 | — | $340.8M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,895,391 | 2,514,963 | +32.7% | $215.4M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 3,354,713 | 2,293,544 | -31.6% | $196.5M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 992,615 | 2,248,435 | +126.5% | $192.6M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,993,626 | 1,886,192 | -62.2% | $161.6M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | TRIM | 1,231,691 | 866,583 | -29.6% | $74.2M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 2,362,626 | 692,814 | -70.7% | $59.3M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 235,157 | 672,888 | +186.1% | $57.6M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 355,850 | 573,040 | +61.0% | $49.1M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEW | — | 526,120 | — | $45.1M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 900,491 | 402,058 | -55.4% | $34.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | NEAR_EXIT | 4,370,995 | 387,829 | -91.1% | $33.2M | 2026-Q1 |
| Freestone Grove Partners LP | TRIM | 763,124 | 354,219 | -53.6% | $30.3M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 490,701 | 236,266 | -51.9% | $20.2M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 31,160 | 184,154 | +491.0% | $15.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 1,514,841 | 153,247 | -89.9% | $13.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 210,118 | 137,480 | -34.6% | $11.8M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 161,302 | 78,254 | -51.5% | $6.7M | 2026-Q1 |
| Gotham Asset Management, LLC | TRIM | 87,112 | 49,579 | -43.1% | $4.2M | 2026-Q1 |
| STRS OHIO | TRIM | 68,957 | 45,652 | -33.8% | $3.9M | 2026-Q1 |
| &PARTNERS | ADD | 28,434 | 37,339 | +31.3% | $3.2M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 23,202 | 34,575 | +49.0% | $3.0M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,261 | 28,998 | +2199.6% | $2.5M | 2026-Q1 |
| Verition Fund Management LLC | NEAR_EXIT | 192,664 | 22,253 | -88.4% | $1.9M | 2026-Q1 |
6 unique insiders with 11 transactions. Net insider value: -$3.7M ($0.00 bought, $3.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | KING A BRENT | See Remarks | SELL | 3,518 | $100.00 | $351.8K |
| Jun 9, 2026 | KING A BRENT | See Remarks | SELL | 3,322 | $100.00 | $332.2K |
| Jun 4, 2026 | HOLM GEORGE L | See Remarks | EXERCISE | 33,000 | $26.57 | $876.8K |
| Jun 4, 2026 | HOLM GEORGE L | See Remarks | SELL | 19,290 | $94.10 | $1.8M |
| Jun 1, 2026 | KING A BRENT | See Remarks | SELL | 3,641 | $96.58 | $351.6K |
| May 27, 2026 | DAVIS ERIKA T | See Remarks | SELL | 1,750 | $95.00 | $166.3K |
| May 21, 2026 | HOLM GEORGE L | See Remarks | EXERCISE | 33,000 | $26.57 | $876.8K |
| May 21, 2026 | HOLM GEORGE L | See Remarks | SELL | 1,100 | $92.20 | $101.4K |
| May 20, 2026 | Grant Kimberly | Director | SELL | 2,500 | $95.00 | $237.5K |
| May 12, 2026 | Hatcher Hugh Patrick | See Remarks | SELL | 1,500 | $93.81 | $140.7K |
| Feb 10, 2026 | Grosh Chasity D | See Remarks | SELL | 1,843 | $92.03 | $169.6K |
8 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 7 neutral. Avg impact: 2.9/10.
NEUTRAL
144
3/10
Brent King, an officer of Performance Food Group Company, filed a Form 144 on 2026-06-12 indicating
Jun 12, 2026
NEUTRAL
CLUSTER
2/10
Two PFGC insiders (C-suite) sold a combined $2.15M in open-market transactions over a 7-day window.
Jun 10, 2026
NEUTRAL
CLUSTER
2/10
Two PFGC insiders sold a combined $518K in open-market sales over a 7-day window. The total value is
Jun 2, 2026
NEUTRAL
CLUSTER
3/10
Three PFGC insiders—including two in executive roles (George L. Holm and Erika T. Davis) and directo
May 28, 2026
NEUTRAL
144
2/10
Erika T. Davis, an officer of Performance Food Group, filed a Form 144 on May 27, 2026, indicating i
May 27, 2026
NEUTRAL
CLUSTER
2/10
Two insiders at Performance Food Group sold a total of $339K in open-market shares over a 7-day wind
May 22, 2026
NEUTRAL
144
4/10
Director George Holm filed a Form 144 to sell 194,131 shares of Performance Food Group common stock,
May 21, 2026
MIXED
8-K
5/10
PFGC reported Q3 fiscal 2026 results with net sales up 6.4% to $16.29B and Adjusted EBITDA up 6.6% t
May 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (90% buy). Based on 21 analysts: 6 strong buy, 13 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$119.42 mean target
+14.7% upside
Buy (1.38)
$102.00 Low
$135.00 High
| Metric | Value |
|---|---|
| Current Price | $104.07 |
| Target Low | $102.00 |
| Target Mean | $119.42 |
| Target Median | $120.00 |
| Target High | $135.00 |
| # Analysts | 12 |
| Recommendation | Buy (1.38) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.60 | $1.54 | $1.69 | 3.3% | +0.1% | 2↑ 10↓ | $18.1B | 6.7% | 12 |
| Next Q 2026-09-30 |
$1.37 | $1.31 | $1.46 | 16.0% | -0.1% | 4↑ 5↓ | $18.1B | 5.9% | 11 |
| Current FY 2026-06-30 |
$4.62 | $4.50 | $5.23 | 3.1% | -0.1% | 2↑ 9↓ | $67.9B | 7.3% | 13 |
| Next FY 2027-06-30 |
$5.77 | $5.42 | $6.32 | 24.9% | -0.2% | 1↑ 12↓ | $72.7B | 7.1% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.601 | |
| 7d ago | $1.601 | |
| 30d ago | $1.599 | +0.002 |
| 60d ago | $1.686 | -0.085 |
| 90d ago | $1.681 | -0.080 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 7, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| May 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| Mar 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% | |
| Jan 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 9, 2026 | Josh Gottheimer | D | HOUSE | SELL | $15,001 - $50,000 | PERFORMANCE FOOD GROUP COMPANY | May 20, 2026 (42d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 10, 2026
short_volume
Short Volume: PFGC — 61.5% short (0.4M / 0.7M)
Short: 432,978 | Exempt: 0 | TRF Vol: 704,339 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: PFGC — 69.2% short (0.4M / 0.5M)
Short: 355,449 | Exempt: 130 | TRF Vol: 513,772 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: PFGC — 58.7% short (0.4M / 0.6M)
Short: 363,919 | Exempt: 0 | TRF Vol: 620,091 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: PFGC — 1.8M shares, 36,032 trades
Week starting 2026-05-25. Total ATS volume: 1,800,484 shares across 36,032 trades.
May 19, 2026
short_volume
Short Volume: PFGC — 61.4% short (0.3M / 0.5M)
Short: 315,597 | Exempt: 0 | TRF Vol: 514,281 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: PFGC — 1.9M shares, 45,944 trades
Week starting 2026-05-18. Total ATS volume: 1,930,714 shares across 45,944 trades.
May 14, 2026
short_volume
Short Volume: PFGC — 55.3% short (0.4M / 0.8M)
Short: 414,518 | Exempt: 0 | TRF Vol: 750,187 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: PFGC — 63.1% short (0.3M / 0.5M)
Short: 336,150 | Exempt: 100 | TRF Vol: 532,853 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: PFGC — 14,803 shares ($1.4M) failed to deliver
Settlement: 20260513, Price: $95.03, FTD Value: $1,406,729.09, PERFORMANCE FOOD GROUP CO COM
May 11, 2026
dark_pool
Dark Pool: PFGC — 3.1M shares, 56,171 trades
Week starting 2026-05-11. Total ATS volume: 3,112,709 shares across 56,171 trades.
May 6, 2026
earnings_calendar
PFGC Q3 2026 Earnings Before Market Open — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: PFGC — 4.7M shares, 74,789 trades
Week starting 2026-05-04. Total ATS volume: 4,732,662 shares across 74,789 trades.
Apr 27, 2026
dark_pool
Dark Pool: PFGC — 2.7M shares, 53,614 trades
Week starting 2026-04-27. Total ATS volume: 2,688,919 shares across 53,614 trades.
Apr 22, 2026
short_volume
Short Volume: PFGC — 59.2% short (0.7M / 1.1M)
Short: 660,623 | Exempt: 0 | TRF Vol: 1,116,111 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: PFGC — 5.1M shares, 55,331 trades
Week starting 2026-04-20. Total ATS volume: 5,145,920 shares across 55,331 trades.