Performance Food Group
PFGC
About: Performance Food Group Co , markets and distributes national and company-branded food and food-related products. The company also specializes in distributing candy, snacks, beverages, cigarettes, other tobacco products, health and beauty care products and other items to vending distributors, box retailers, theaters, convenience stores, drug stores, grocery stores, travel providers, and hospitality providers. The company has three reportable segments: Foodservice, Vistar, and Convenience.
Employees: 43,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
111% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 35
62% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $8.89M
14% more capital invested
Capital invested by funds: $12.2B [Q1] → $13.9B (+$1.7B) [Q2]
8% more funds holding
Funds holding: 410 [Q1] → 444 (+34) [Q2]
2.58% more ownership
Funds ownership: 99.55% [Q1] → 102.13% (+2.58%) [Q2]
6% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 152
9% less funds holding in top 10
Funds holding in top 10: 11 [Q1] → 10 (-1) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Piper Sandler
Brian Mullan
|
$114
|
Overweight
Upgraded
|
2 Sep 2025 |
Guggenheim
John Heinbockel
|
$115
|
Buy
Reiterated
|
26 Aug 2025 |
Truist Securities
Jake Bartlett
|
$118
|
Buy
Maintained
|
14 Aug 2025 |
Barclays
Jeffrey Bernstein
|
$120
|
Overweight
Maintained
|
14 Aug 2025 |
UBS
Mark Carden
|
$120
|
Buy
Maintained
|
14 Aug 2025 |
Wells Fargo
Edward Kelly
|
$115
|
Overweight
Maintained
|
14 Aug 2025 |
Morgan Stanley
Brian Harbour
|
$96
|
Equal-Weight
Maintained
|
14 Jul 2025 |
Financial journalist opinion
Based on 4 articles about PFGC published over the past 30 days