Performance Food Group (PFGC) is up 9.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The move higher appears tied to the company’s fiscal Q3 2026 earnings release, which showed solid volume-driven growth, higher adjusted profitability, and a tightened full-year outlook. Investors may also be reacting to strong cash generation and continued emphasis on higher-margin independent channel mix.
Details:
Sources:
Performance Food Group Investor Relations, U.S. SEC (Form 8-K), TradingView
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$PFGC Insider Trading Activity
$PFGC insiders have traded $PFGC stock on the open market 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 insiders over the last 6 months:
- CHASITY D GROSH (See Remarks) sold 1,843 shares for an estimated $169,602
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.
$PFGC Hedge Fund Activity
We have seen 202 institutional investors add shares of $PFGC stock to their portfolio, and 271 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC removed 1,778,255 shares (-91.4%) from their portfolio in Q4 2025, for an estimated $159,900,689
- CITADEL ADVISORS LLC added 1,684,214 shares (+175.6%) to their portfolio in Q4 2025, for an estimated $151,444,522
- POINT72 ASSET MANAGEMENT, L.P. added 1,676,090 shares (+99.8%) to their portfolio in Q4 2025, for an estimated $150,714,012
- NUVEEN, LLC added 1,255,820 shares (+126.5%) to their portfolio in Q1 2026, for an estimated $107,573,541
- WELLINGTON MANAGEMENT GROUP LLP removed 1,219,817 shares (-19.6%) from their portfolio in Q4 2025, for an estimated $109,685,944
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,218,746 shares (-76.1%) from their portfolio in Q4 2025, for an estimated $109,589,640
- STEADFAST CAPITAL MANAGEMENT LP added 1,187,635 shares (+219.5%) to their portfolio in Q4 2025, for an estimated $106,792,139
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.
$PFGC Analyst Ratings
Wall Street analysts have issued reports on $PFGC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 12/12/2025
To track analyst ratings and price targets for $PFGC, check out Quiver Quantitative's $PFGC forecast page.
$PFGC Price Targets
Multiple analysts have issued price targets for $PFGC recently. We have seen 5 analysts offer price targets for $PFGC in the last 6 months, with a median target of $111.0.
Here are some recent targets:
- Karen Holthouse from Citigroup set a target price of $126.0 on 02/06/2026
- Brian Harbour from Morgan Stanley set a target price of $120.0 on 02/05/2026
- Mark Carden from UBS set a target price of $108.0 on 02/05/2026
- Jeffrey Bernstein from Barclays set a target price of $105.0 on 01/07/2026
- Brian Mullan from Piper Sandler set a target price of $111.0 on 12/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
