Luxor Capital Group LP Acquires Shares of 378,200 Performance Food Group Company $PFGC

Posted by Stanley Muller on Jul 26th, 2026

Luxor Capital Group LP acquired a new position in shares of Performance Food Group Company (NYSE:PFGC – Free Report) during the first quarter, HoldingsChannel.com reports. The fund acquired 378,200 shares of the food distribution company’s stock, valued at approximately $32,397,000. Performance Food Group accounts for approximately 2.3% of Luxor Capital Group LP’s holdings, making the stock its 12th largest position.

Several other institutional investors and hedge funds also recently modified their holdings of PFGC. Norges Bank acquired a new stake in shares of Performance Food Group in the fourth quarter valued at about $208,170,000. Wellington Management Group LLP boosted its holdings in Performance Food Group by 46.2% in the 3rd quarter. Wellington Management Group LLP now owns 6,213,443 shares of the food distribution company’s stock worth $646,447,000 after acquiring an additional 1,964,799 shares during the period. Invesco Ltd. boosted its holdings in Performance Food Group by 79.1% in the 3rd quarter. Invesco Ltd. now owns 2,647,062 shares of the food distribution company’s stock worth $275,400,000 after acquiring an additional 1,168,869 shares during the period. Eminence Capital LP grew its position in Performance Food Group by 60.5% in the fourth quarter. Eminence Capital LP now owns 2,647,353 shares of the food distribution company’s stock valued at $238,050,000 after acquiring an additional 998,249 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. acquired a new stake in Performance Food Group in the fourth quarter valued at approximately $81,020,000. Hedge funds and other institutional investors own 96.87% of the company’s stock.

Performance Food Group Price Performance

Shares of NYSE PFGC opened at $111.45 on Friday. The company has a quick ratio of 0.68, a current ratio of 1.52 and a debt-to-equity ratio of 1.40. Performance Food Group Company has a fifty-two week low of $80.82 and a fifty-two week high of $116.42. The business has a 50 day moving average price of $104.68 and a two-hundred day moving average price of $95.86. The firm has a market cap of $17.51 billion, a PE ratio of 53.07, a price-to-earnings-growth ratio of 1.40 and a beta of 0.91.

Performance Food Group (NYSE:PFGC – Get Free Report) last announced its earnings results on Wednesday, May 6th. The food distribution company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.77 by $0.03. The company had revenue of $16.29 billion for the quarter, compared to analyst estimates of $16.17 billion. Performance Food Group had a return on equity of 15.33% and a net margin of 0.49%.Performance Food Group’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period in the prior year, the company posted $0.79 EPS. Sell-side analysts expect that Performance Food Group Company will post 4.57 earnings per share for the current fiscal year.

Insider Activity at Performance Food Group

In related news, insider A Brent King sold 6,111 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $105.00, for a total value of $641,655.00. Following the sale, the insider directly owned 44,260 shares of the company’s stock, valued at $4,647,300. This represents a 12.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Kimberly Grant sold 2,500 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $95.00, for a total transaction of $237,500.00. Following the completion of the sale, the director directly owned 11,935 shares in the company, valued at $1,133,825. This represents a 17.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,187 shares of company stock worth $3,027,315 in the last ninety days. 4.50% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

PFGC has been the topic of a number of analyst reports. Guggenheim lifted their price objective on shares of Performance Food Group from $115.00 to $125.00 and gave the company a “buy” rating in a research note on Monday, June 29th. Zacks Research upgraded shares of Performance Food Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 7th. Morgan Stanley raised their price target on shares of Performance Food Group from $120.00 to $131.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. TD Cowen started coverage on shares of Performance Food Group in a research note on Tuesday, July 7th. They set a “buy” rating and a $128.00 price target on the stock. Finally, Citigroup boosted their price objective on shares of Performance Food Group from $135.00 to $143.00 and gave the stock a “buy” rating in a report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $123.82.

View Our Latest Stock Analysis on Performance Food Group

Performance Food Group Company Profile

(Free Report)

Performance Food Group Company (NYSE: PFGC) is a leading foodservice distribution company headquartered in Richmond, Virginia. The company operates through multiple segments, offering a broad range of products including fresh, frozen and dry foods, as well as non-food items such as supplies, paper goods and equipment. Performance Food Group serves a diverse customer base that encompasses independent and multi-unit restaurants, healthcare facilities, hospitality venues, schools, and other institutional customers.

Through its national broadline division, Performance Food Group provides next-day delivery of products sourced from both company-owned processing facilities and third-party suppliers.