Performance Food Group Company $PFGC Stock: Leeward Investments LLC MA Trims Holdings

Posted by Brenda Bartman on Oct 26th, 2026

Leeward Investments LLC MA trimmed its position in Performance Food Group Company (NYSE:PFGC – Free Report) by 4.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 256,237 shares of the food distribution company’s stock after selling 10,844 shares during the period. Performance Food Group makes up approximately 1.2% of Leeward Investments LLC MA’s portfolio, making the stock its 18th biggest position. Leeward Investments LLC MA owned approximately 0.16% of Performance Food Group worth $23,448,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in PFGC. Cedar Mountain Advisors LLC bought a new position in Performance Food Group in the first quarter worth approximately $28,000. Asset Planning Inc acquired a new stake in Performance Food Group in the first quarter valued at approximately $35,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Performance Food Group in the second quarter valued at approximately $51,000. Transamerica Financial Advisors LLC bought a new stake in shares of Performance Food Group during the second quarter valued at approximately $54,000. Finally, Field & Main Bank bought a new stake in shares of Performance Food Group during the second quarter valued at approximately $56,000. 96.87% of the stock is owned by institutional investors.

Performance Food Group Price Performance

Shares of NYSE PFGC opened at $94.63 on Monday. Performance Food Group Company has a fifty-two week low of $80.82 and a fifty-two week high of $117.47. The stock has a market cap of $14.91 billion, a price-to-earnings ratio of 41.33, a PEG ratio of 1.22 and a beta of 0.87. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.67 and a current ratio of 1.51. The firm’s 50-day simple moving average is $96.39 and its 200 day simple moving average is $99.97.

Performance Food Group (NYSE:PFGC – Get Free Report) last issued its quarterly earnings data on Wednesday, August 12th. The food distribution company reported $1.59 EPS for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.01). The company had revenue of $18.03 billion for the quarter, compared to the consensus estimate of $18.11 billion. Performance Food Group had a return on equity of 15.15% and a net margin of 0.53%. The business’s revenue for the quarter was up 6.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.84 earnings per share. As a group, research analysts anticipate that Performance Food Group Company will post 5.58 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Hugh Hatcher sold 3,000 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $99.18, for a total value of $297,540.00. Following the completion of the sale, the insider owned 58,167 shares in the company, valued at $5,769,003.06. This represents a 4.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider A. King sold 8,023 shares of the stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $104.21, for a total transaction of $836,076.83. Following the completion of the sale, the insider owned 47,800 shares of the company’s stock, valued at approximately $4,981,238. This represents a 14.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 41,459 shares of company stock valued at $4,317,917 in the last 90 days. Insiders own 2.10% of the company’s stock.

Analyst Upgrades and Downgrades

PFGC has been the topic of a number of research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Performance Food Group in a research report on Thursday, August 13th. TD Cowen cut their target price on Performance Food Group from $115.00 to $110.00 and set a “buy” rating on the stock in a report on Thursday, October 15th. Guggenheim lifted their price target on shares of Performance Food Group from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Monday, June 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $133.00 price target on shares of Performance Food Group in a research note on Thursday, August 13th. Finally, UBS Group decreased their price target on shares of Performance Food Group from $132.00 to $130.00 and set a “buy” rating for the company in a research note on Friday, August 14th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $126.00.

Check Out Our Latest Analysis on Performance Food Group

Performance Food Group Profile

(Free Report)

Performance Food Group Co (NYSE:PFGC) is a food and foodservice distribution company serving restaurants, convenience stores, schools, health care facilities, hospitality businesses and other institutional customers. The company supplies a broad selection of fresh, frozen and dry food products, beverages, disposables, kitchen supplies and related equipment.

Performance Food Group operates through three primary business areas: Foodservice, which distributes products to independent and chain restaurants and institutional customers; Vistar, which supplies candy, snacks, beverages and other products to vending, theater, hospitality and specialty retail customers; and Convenience, which serves convenience stores and other retail locations with food, beverages, tobacco products and related merchandise.

The company traces its origins to 1987 and is headquartered in Richmond, Virginia.