Market Cap
$14.4B
PFGC
Performance Food Group Co
$93.78 ▲ +2.11%
Prev close $91.84Market cap$14.4B
ConsensusStrong Buy
12-mo target$125.58 (+33.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)32 New Institutional Positions18 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on PFGC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
50 funds
Inst. Value
$15.2B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $4.3M sell
Insider Net $
-$4.3M
SEC Reports
17
Congressional
1 trades
Price chart 30d -5.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Grosh Chasity D sold 1,005 shares
See Remarks @ $92.40 ($92.9K)
Sep 28, 2026 Insider
Grosh Chasity D surrendered for taxes 434 shares
See Remarks @ $91.97 ($39.9K)
Sep 28, 2026 short_volume
Sep 2, 2026 SEC Short Volume: PFGC — 62.5% short (0.3M / 0.6M)
Short: 344,370 | Exempt: 6 | TRF Vol: 551,183 | Short Ratio: 62.5% | Off-exchange volume (dark pool
Four PFGC insiders sold a total of $708K in stock over a 7-day window ending September 1, 2026. The cluster includes thr
CLUSTER — Impact 2/10
Sep 1, 2026 Insider
Aug 25, 2026 SEC Hatcher Hugh Patrick sold 2,900 shares
See Remarks @ $99.16 ($287.6K)
Three PFGC insiders sold a combined $329K in open-market sales over a 5-day window, following the company's Q4 FY2026 ea
CLUSTER — Impact 2/10
Director Scott D. Ferguson resigned from the Performance Food Group board effective August 24, 2026, with no disagreemen
CLUSTER, 8-K — Impact 2/10
Jun 30, 2026 Inst.
LONE PINE CAPITAL LLC — ADD
5,852,740 shares ($654.3M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
90% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 16, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 7, 2026 | TD Cowen | INITIATE | Buy | 56% |
| Jun 29, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| Jul 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| 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% |
Price targets
Where 12 covering analysts think PFGC trades over the next 12 months.
$125.58 +33.9% upside Strong Buy
Current$93.78 Low$79.00 Median$130.00 High$144.00 12 analysts
$79.00$144.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 16 neutral · avg impact 2.6/10.
NEUTRALCLUSTER2/10
Four PFGC insiders sold a total of $708K in stock over a 7-day window ending September 1, 2026. The
Sep 2, 2026
NEUTRALCLUSTER2/10
Three PFGC insiders sold a combined $329K in open-market sales over a 5-day window, following the co
Aug 25, 2026
NEUTRALCLUSTER, 8-K2/10
Director Scott D. Ferguson resigned from the Performance Food Group board effective August 24, 2026,
Aug 24, 2026
NEUTRALCLUSTER2/10
Two PFGC insiders (Erika T. Davis and Chasity D. Grosh) made small open-market sales totaling ~$248K
Aug 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: PFGC — 62.5% short (0.3M / 0.6M)
Short: 344,370 | Exempt: 6 | TRF Vol: 551,183 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: PFGC — 61.9% short (0.3M / 0.5M)
Short: 319,975 | Exempt: 0 | TRF Vol: 517,012 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: PFGC — 63.8% short (0.3M / 0.5M)
Short: 324,689 | Exempt: 0 | TRF Vol: 508,570 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: PFGC — 68.4% short (0.4M / 0.6M)
Short: 377,502 | Exempt: 4 | TRF Vol: 551,585 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: PFGC — 63.4% short (0.4M / 0.7M)
Short: 416,461 | Exempt: 203 | TRF Vol: 656,981 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.29 | $1.24–$1.36 | 9.6% | -1.0% | 0↑ 9↓ | $18.0B | 11 |
| Next Q | $1.22 | $1.16–$1.31 | 24.0% | -0.5% | 1↑ 8↓ | $17.4B | 11 |
| Current FY | $5.67 | $5.48–$6.19 | 24.6% | +1.3% | 3↑ 9↓ | $72.9B | 13 |
| Next FY | $6.75 | $6.15–$7.64 | 19.1% | +1.0% | 3↑ 7↓ | $75.0B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.293 | — |
| 7d ago | $1.295 | -0.001 |
| 30d ago | $1.306 | -0.013 |
| 60d ago | $1.386 | -0.093 |
| 90d ago | $1.368 | -0.075 |
Institutional ownership
Which big funds own PFGC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.2B total value (136,300,740 shares) as of 2026-Q2. Top holders: Capital, BlackRock,, FMR. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 23,347,869 | $2.6B | 17.1% | — |
| BlackRock, Inc. | 14,106,656 | $1.6B | 10.3% | — |
| FMR LLC | 11,999,042 | $1.3B | 8.8% | — |
| JPMORGAN CHASE & CO | 6,851,303 | $772.6M | 5.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,867,377 | $767.7M | 5.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,841,653 | $764.8M | 5.0% | — |
| Invesco Ltd. | 6,821,948 | $762.6M | 5.0% | — |
| LONE PINE CAPITAL LLC | 5,852,740 | $654.3M | 4.3% | ADD +47.1% |
| STATE STREET CORP | 4,870,692 | $544.5M | 3.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,422,840 | $382.7M | 2.5% | ADD +36.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LONE PINE CAPITAL LLC | ADD | 3,978,158 | 5,852,740 | +47.1% | $654.3M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,514,963 | 3,422,840 | +36.1% | $382.7M |
| Holocene Advisors, LP | DOUBLED | 692,814 | 1,958,801 | +182.7% | $219.0M |
| NORGES BANK | NEW | — | 1,905,524 | — | $213.0M |
| D. E. Shaw & Co., Inc. | DOUBLED | 609,573 | 1,606,874 | +163.6% | $179.6M |
| GOLDMAN SACHS GROUP INC | ADD | 977,693 | 1,451,690 | +48.5% | $162.3M |
| MAVERICK CAPITAL LTD | NEW | — | 1,261,179 | — | $141.0M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,886,192 | 1,039,162 | -44.9% | $116.2M |
| Third Point LLC | NEW | — | 675,000 | — | $75.5M |
| Eurizon Capital SGR S.p.A. | DOUBLED | 37,584 | 669,088 | +1680.2% | $74.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$4.3M — $0.00 bought, $4.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Grosh Chasity D | See Remarks | SELL | 1,005 | $92.40 | $92.9K |
| Sep 28, 2026 | Grosh Chasity D | See Remarks | TAX W/H | 434 | $91.97 | $39.9K |
| Sep 1, 2026 | Hatcher Hugh Patrick | See Remarks | SELL | 2,900 | $99.16 | $287.6K |
| Sep 1, 2026 | Hatcher Hugh Patrick | See Remarks | SELL | 100 | $99.75 | $10.0K |
| Aug 25, 2026 | DAVIS ERIKA T | See Remarks | SELL | 1,320 | $105.29 | $139.0K |
| Aug 25, 2026 | KING A BRENT | See Remarks | SELL | 1,320 | $105.29 | $139.0K |
| Aug 25, 2026 | Bulmer Donald S. | See Remarks | SELL | 1,353 | $105.29 | $142.5K |
| Aug 24, 2026 | Bulmer Donald S. | See Remarks | SELL | 5,635 | $105.53 | $594.7K |
| Aug 24, 2026 | Bulmer Donald S. | See Remarks | SELL | 4,900 | $106.33 | $521.0K |
| Aug 23, 2026 | HOLM GEORGE L | See Remarks | TAX W/H | 5,958 | $104.98 | $625.5K |
Congressional trades
PFGC trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PFGC.
Shares short
4,895,133
Settlement Sep 15, 2026
Change vs prior
+14.5%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All PFGC filing & press-release reports (17)
- CLUSTER reportSep 2, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER, 8-K reportAug 24, 2026
- CLUSTER reportAug 20, 2026
- 8-K reportAug 20, 2026
- 8-K reportAug 12, 2026
- 144 reportJul 3, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 15, 2026
- 144 reportJun 12, 2026
- CLUSTER reportJun 10, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 28, 2026
- 144 reportMay 27, 2026
- CLUSTER reportMay 22, 2026
- 144 reportMay 21, 2026
- 8-K reportMay 6, 2026