Analyst upgrade sparks talk: Citi lifted its price target on Sysco to $82 from $80 while maintaining a neutral rating. Market observers noted the modest hike reflects steady demand in food distribution amid broader economic pressures. Discussions centered on how the adjustment signals measured confidence in the company's operational resilience.
Sector strength highlighted: Recent commentary positioned Sysco among defensive names showing relative stability during market volatility. Participants emphasized its inclusion in lists of outperforming stocks alongside peers in staples and industrials. Focus remained on supply chain efficiencies supporting consistent performance.
Broader market context: Observers connected Sysco's updates to wider trends in consumer staples, where volume trends and cost management drew attention. The conversation stayed balanced, with attention to upcoming earnings as a potential catalyst for further views. Overall tone reflected cautious interest without strong directional bets.
Note: This discussion summary was generated from an AI condensation of post data.
Sysco Insider Trading Activity
Sysco insiders have traded $SYY stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SYY stock by insiders over the last 6 months:
- JOHN M HINSHAW purchased 13,304 shares for an estimated $1,000,035
- RONALD L PHILLIPS (EVP and CHRO) sold 5,601 shares for an estimated $453,681
- SHEILA TALTON sold 2,801 shares for an estimated $232,454
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.
Sysco Revenue
Sysco had revenues of $20.5B in Q3 2026. This is an increase of 4.7% from the same period in the prior year.
You can track SYY financials on Quiver Quantitative's SYY stock page.
You can access data on SYY stock through the Quiver Quantitative API.
Sysco Hedge Fund Activity
We have seen 645 institutional investors add shares of Sysco stock to their portfolio, and 680 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 9,371,158 shares (-51.4%) from their portfolio in Q1 2026, for an estimated $654,106,828
- MIZUHO MARKETS AMERICAS LLC added 4,915,688 shares (+inf%) to their portfolio in Q2 2026, for an estimated $410,853,203
- HARRIS ASSOCIATES L P added 3,095,401 shares (+39.1%) to their portfolio in Q1 2026, for an estimated $216,058,989
- DIAMOND HILL CAPITAL MANAGEMENT INC removed 2,209,541 shares (-38.8%) from their portfolio in Q1 2026, for an estimated $154,225,961
- POINT72 ASSET MANAGEMENT, L.P. added 1,863,248 shares (+336.2%) to their portfolio in Q1 2026, for an estimated $130,054,710
- BEUTEL, GOODMAN & CO LTD. added 1,807,237 shares (+inf%) to their portfolio in Q1 2026, for an estimated $126,145,142
- ROYAL BANK OF CANADA added 1,326,600 shares (+128.7%) to their portfolio in Q1 2026, for an estimated $92,596,680
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.
Sysco Government Contracts
We have seen $107,230,068 of award payments to $SYY over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4570800901!HALIBUT STK, RAW, IQF,: $1,137,857
- FOOD & DAIRY PRODUCTS (SYSCO) FOR HASKELL INDIAN NATIONS UNIVERSITY.: $1,129,141
- 4570964457!BEEF, GRD, BULK, FZN,: $1,092,404
- 4570485854!BEEF RIBEYE ROLL, BNLS, FZN,: $824,309
- FOOD & DAIRY PRODUCTS IDIQ (SYSCO) FOR TURTLE MOUNTAIN ELEMENTARY SCHOOL: $783,135
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Sysco Analyst Ratings
Wall Street analysts have issued reports on $SYY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/28/2026
- JP Morgan issued a "Overweight" rating on 01/28/2026
- Wells Fargo issued a "Overweight" rating on 01/28/2026
- Barclays issued a "Overweight" rating on 01/28/2026
To track analyst ratings and price targets for Sysco, check out Quiver Quantitative's $SYY forecast page.
Sysco Price Targets
Multiple analysts have issued price targets for $SYY recently. We have seen 10 analysts offer price targets for $SYY in the last 6 months, with a median target of $88.5.
Here are some recent targets:
- Karen Holthouse from Citigroup set a target price of $80.0 on 04/29/2026
- Jeffrey Bernstein from Barclays set a target price of $86.0 on 04/29/2026
- Danilo Gargiulo from Bernstein set a target price of $85.0 on 04/29/2026
- Brian Mullan from Piper Sandler set a target price of $77.0 on 04/07/2026
- John Heinbockel from Guggenheim set a target price of $90.0 on 04/02/2026
- Mark Carden from UBS set a target price of $90.0 on 04/02/2026
- Edward Kelly from Wells Fargo set a target price of $100.0 on 02/19/2026
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.
