Performance Food Group Company
At today's price, Performance Food Group Company (PFGC) is priced for today's economics sustained for ~5.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Performance Food Group is a broadline food distributor that moves roughly $67 billion of product a year across three segments, Foodservice to restaurants, Convenience to gas-station and c-store chains, and Specialty, earning a razor-thin operating margin near 1% on enormous volume. • The number that drives profitability is not revenue but mix: independent-restaurant case volume grew about 7.3% in the most recent quarter, and independent cases carry far higher margins than the chain and tobacco
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446 institutional managers reported holding PFGC in 13F filings for the quarter ended 2026-03-31. 53 opened new positions that quarter. Held by Capital Group (American Funds), Vanguard Group, BlackRock, among others. On the short side, 5.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PFGC's share count grew 11.7% over the past five years even with $147.80M spent on repurchases. It pays no dividend. Cash returned over the past three years: $136.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at PFGC over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PFGC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-17 | +9.2% | -10.6% |
| 2023-11-09 | -0.6% | +17.5% |
| 2024-02-08 | -1.0% | -1.9% |
| 2024-05-09 | +2.5% | -9.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PFGC's latest 8-K filings: 2026-05-06 (items 2.02, 9.01); 2026-02-19 (items 1.01, 2.03, 9.01); 2026-02-09 (items 8.01, 9.01); 2026-02-09 (items 8.01, 9.01); 2026-02-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.