Here’s Why Performance Food Group Company (PFGC) Rose in Q3

3 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 6:54 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Mid Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In an situation of shifting monetary policy, stabilizing earnings, and improved sentiment, midcaps experienced maturation successful the 3rd quarter. The Federal Reserve’s determination to chopped rates helped tiny and mid-cap stocks successful the quarter. Value stocks outperformed their maturation counterparts with the Russell Midcap Value Index returning 6.2% compared to the Russell Midcap Growth’s 2.8% return. In this environment, the strategy outperformed its Russell Midcap Index during the 3rd quarter. Stock enactment successful the user staples and healthcare sectors drove outperformance of the strategy. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, ClearBridge Mid Cap Strategy highlighted stocks specified arsenic Performance Food Group Company (NYSE:PFGC). Performance Food Group Company (NYSE:PFGC) is simply a nutrient and food-related products distributor that operates done Foodservice, Convenience, and Specialty segments. The one-month instrumentality of Performance Food Group Company (NYSE:PFGC) was -4.03%, and its shares gained 12.62% of their worth implicit the past 52 weeks. On November 12, 2025, Performance Food Group Company (NYSE:PFGC) banal closed astatine $96.57 per share, with a marketplace capitalization of $15.143 billion.

ClearBridge Mid Cap Strategy stated the pursuing regarding Performance Food Group Company (NYSE:PFGC) successful its 3rd 4th 2025 capitalist letter:

"Consumer staples — the lone antagonistic assemblage of the Russell Midcap Index — proved a wide standout for the Strategy, led by Performance Food Group Company (NYSE:PFGC), a apical U.S. foodservice distributor that supplies a wide scope of fresh, frozen, adust and non-food products. The banal benefited from constructive activistic engagement and quality that the institution entered an statement with US Foods to research the merits of a strategical combination. The company’s beardown execution and dependable net underscore its enactment successful U.S. nutrient distribution."

Is Performance Food Group Company (PFGC) the High Growth Food Stock to Buy?

Performance Food Group Company (NYSE:PFGC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 47 hedge money portfolios held Performance Food Group Company (NYSE:PFGC) astatine the extremity of the 2nd quarter, up from 44 successful the erstwhile quarter. In the archetypal 4th of fiscal 2026, Performance Food Group Company's (NYSE:PFGC) gross accrued 10.8% year-over-year. While we admit the imaginable of Performance Food Group Company (NYSE:PFGC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.