Performance Food Group Company (PFGC) reported fourth-quarter fiscal 2026 net sales of $18.0 billion, up 6.4% from the prior-year period. Net income rose 23.4% to $162.3 million, and diluted earnings per share increased 22.6% to $1.03.
For fiscal 2026, PFG reported net sales of $67.8 billion, net income of $359.3 million and diluted EPS of $2.29. The company also provided fiscal 2027 guidance for net sales of approximately $72.5 billion to $73 billion.
- Fourth-quarter total case volume increased 3.5%.
- Fourth-quarter total Independent Foodservice case volume increased 8.0%.
- Fourth-quarter gross profit rose 8.3% to $2.2 billion.
- Fiscal 2026 operating cash flow was $1,413.7 million.
- For fiscal 2027, PFG expects Adjusted EBITDA of approximately $2.125 billion to $2.225 billion.
$PFGC Insider Trading Activity
$PFGC insiders have traded $PFGC stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $PFGC stock by insiders over the last 6 months:
- GEORGE L HOLM (See Remarks) has made 0 purchases and 12 sales selling 128,131 shares for an estimated $13,622,841.
- A BRENT KING (See Remarks) has made 0 purchases and 3 sales selling 12,951 shares for an estimated $1,325,655.
- ERIKA T DAVIS (See Remarks) has made 0 purchases and 3 sales selling 6,095 shares for an estimated $635,450.
- HUGH PATRICK HATCHER (See Remarks) has made 0 purchases and 3 sales selling 3,000 shares for an estimated $283,617.
- KIMBERLY GRANT sold 2,500 shares for an estimated $237,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PFGC Hedge Fund Activity
We have seen 244 institutional investors add shares of $PFGC stock to their portfolio, and 220 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC removed 4,000,229 shares (-91.5%) from their portfolio in Q2 2026, for an estimated $447,185,599
- LONE PINE CAPITAL LLC added 3,978,158 shares (+inf%) to their portfolio in Q1 2026, for an estimated $340,769,014
- WELLINGTON MANAGEMENT GROUP LLP removed 3,107,434 shares (-62.2%) from their portfolio in Q1 2026, for an estimated $266,182,796
- TRINITYBRIDGE LTD removed 2,012,437 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $224,970,332
- HOLOCENE ADVISORS, LP removed 1,669,812 shares (-70.7%) from their portfolio in Q1 2026, for an estimated $143,036,095
- STEADFAST CAPITAL MANAGEMENT LP added 1,666,800 shares (+96.4%) to their portfolio in Q1 2026, for an estimated $142,778,088
- BALYASNY ASSET MANAGEMENT L.P. removed 1,361,594 shares (-89.9%) from their portfolio in Q1 2026, for an estimated $116,634,142
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$PFGC Congressional Stock Trading
Members of Congress have traded $PFGC stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PFGC stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $50,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
