Sysco Corporation $SYY Shares Sold by Cambiar Investors LLC

Cambiar Investors LLC lessened its holdings in Sysco Corporation (NYSE:SYY) by 7.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 423,288 shares of the company’s stock after selling 36,335 shares during the period. Cambiar Investors LLC owned about 0.09% of Sysco worth $34,854,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in SYY. Harbor Capital Advisors Inc. lifted its stake in shares of Sysco by 75.0% during the third quarter. Harbor Capital Advisors Inc. now owns 315 shares of the company’s stock worth $26,000 after purchasing an additional 135 shares in the last quarter. Chung Wu Investment Group LLC acquired a new stake in shares of Sysco in the second quarter valued at about $30,000. Darwin Wealth Management LLC purchased a new stake in shares of Sysco during the 2nd quarter valued at about $31,000. Vermillion & White Wealth Management Group LLC lifted its position in Sysco by 94.9% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 419 shares of the company’s stock worth $32,000 after acquiring an additional 204 shares in the last quarter. Finally, Hantz Financial Services Inc. boosted its holdings in Sysco by 234.3% in the 2nd quarter. Hantz Financial Services Inc. now owns 458 shares of the company’s stock worth $35,000 after acquiring an additional 321 shares during the period. 83.41% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

SYY has been the topic of a number of recent research reports. Sanford C. Bernstein assumed coverage on shares of Sysco in a research report on Wednesday, October 22nd. They set a “market perform” rating and a $83.00 target price on the stock. Morgan Stanley cut their price objective on shares of Sysco from $88.00 to $85.00 and set an “equal weight” rating on the stock in a report on Tuesday, January 20th. Citigroup decreased their price objective on shares of Sysco from $82.00 to $81.00 and set a “neutral” rating for the company in a research report on Wednesday, January 7th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sysco in a research report on Monday, December 29th. Finally, Guggenheim increased their price target on Sysco from $87.00 to $89.00 and gave the company a “buy” rating in a report on Monday, October 6th. Eight equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Sysco presently has an average rating of “Moderate Buy” and an average target price of $85.75.

Key Sysco News

Here are the key news stories impacting Sysco this week:

• Positive Sentiment: Raised full‑year guidance to $4.60 and said it expects to hit the high end of its prior range — a clear signal management is confident in H2 revenue/margin trends. Sysco Reports Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: Adjusted EPS/adjusted EBITDA and adjusted operating income rose (adjusted EPS $0.99), and management highlighted margin strength despite higher food costs — supports better earnings power. SYY Q2 Earnings Top Estimates on Margin Strength & Local Volume Growth
• Positive Sentiment: U.S. local volumes improved and international growth strengthened; management sees accelerating growth in the second half of fiscal 2026 — a demand recovery narrative investors like. Why Sysco Stock Surged Today
• Neutral Sentiment: Revenue grew modestly (≈+3% YoY), showing steady but not breakout top‑line momentum. Sysco Reports Second Quarter Fiscal Year 2026 Results
• Neutral Sentiment: Some data feeds flagged differences between GAAP and adjusted figures (adjusted EPS beat while GAAP diluted EPS was lower), so headline “beat/miss” takes depend on which metric you use. Sysco Releases Q2 2026 Earnings: Revenue Up 3% but EPS Misses Estimates
• Negative Sentiment: GAAP operating income and net income fell year‑over‑year and GAAP EPS declined (reported GAAP EPS lower than adjusted), highlighting near‑term profit volatility. Sysco Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Analysts caution macro headwinds (higher labor/compensation and uneven restaurant traffic) and some say the stock is near fair value, which could limit upside absent stronger demand. Sysco: No Rush To Buy This Dividend Champion

Sysco Stock Performance

Shares of Sysco stock opened at $83.91 on Wednesday. The company has a debt-to-equity ratio of 5.54, a quick ratio of 0.65 and a current ratio of 1.15. Sysco Corporation has a 1 year low of $67.12 and a 1 year high of $83.96. The firm’s 50-day simple moving average is $75.14 and its 200-day simple moving average is $77.78. The firm has a market cap of $40.18 billion, a PE ratio of 22.50, a price-to-earnings-growth ratio of 2.49 and a beta of 0.61.

Sysco (NYSE:SYY) last posted its quarterly earnings results on Tuesday, January 27th. The company reported $0.99 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.01. Sysco had a return on equity of 112.04% and a net margin of 2.21%.The business had revenue of $20.76 billion during the quarter, compared to the consensus estimate of $20.80 billion. During the same period last year, the firm earned $0.93 earnings per share. The company’s revenue for the quarter was up 3.0% compared to the same quarter last year. Sysco has set its FY 2026 guidance at 4.600-4.600 EPS. Equities analysts forecast that Sysco Corporation will post 4.58 earnings per share for the current fiscal year.

Sysco Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 2nd were given a dividend of $0.54 per share. This represents a $2.16 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend was Friday, January 2nd. Sysco’s dividend payout ratio is currently 57.91%.

Sysco Profile

Sysco Corporation (NYSE: SYY) is a global foodservice distribution company that supplies a broad range of food and related products to restaurants, healthcare and educational facilities, lodging establishments, and other foodservice customers. Its core business is the procurement, warehousing and delivery of fresh, frozen and dry food products, complemented by non-food items such as paper goods, kitchen equipment, cleaning supplies and tabletop products. Sysco serves customers through an extensive network of distribution centers and dedicated delivery fleets, positioning itself as a one-stop supplier for operators of all sizes.

Founded in 1969 and headquartered in Houston, Texas, Sysco has grown through both organic expansion and acquisitions.