Sysco Corporation $SYY Shares Sold by Cambiar Investors LLC

Cambiar Investors LLC decreased its holdings in shares of Sysco Corporation (NYSE:SYY) by 7.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 423,288 shares of the company’s stock after selling 36,335 shares during the period. Cambiar Investors LLC’s holdings in Sysco were worth $34,854,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Harbor Capital Advisors Inc. raised its position in shares of Sysco by 75.0% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 315 shares of the company’s stock worth $26,000 after purchasing an additional 135 shares during the period. Chung Wu Investment Group LLC acquired a new position in Sysco during the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC bought a new position in Sysco during the 2nd quarter worth $31,000. Vermillion & White Wealth Management Group LLC increased its position in Sysco by 94.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 419 shares of the company’s stock worth $32,000 after buying an additional 204 shares during the period. Finally, Hantz Financial Services Inc. lifted its stake in Sysco by 234.3% in the second quarter. Hantz Financial Services Inc. now owns 458 shares of the company’s stock valued at $35,000 after buying an additional 321 shares during the last quarter. 83.41% of the stock is currently owned by institutional investors and hedge funds.

Sysco Trading Up 11.0%

Sysco stock opened at $83.91 on Wednesday. Sysco Corporation has a 12-month low of $67.12 and a 12-month high of $83.96. The stock has a market capitalization 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. The firm has a 50 day simple moving average of $75.14 and a 200-day simple moving average of $77.78. The company has a debt-to-equity ratio of 5.54, a current ratio of 1.15 and a quick ratio of 0.65.

Sysco (NYSE:SYY) last issued its quarterly earnings results on Tuesday, January 27th. The company reported $0.99 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $20.76 billion during the quarter, compared to analyst estimates of $20.80 billion. During the same period last year, the company posted $0.93 EPS. The firm’s quarterly revenue was up 3.0% on a year-over-year basis. Sysco has set its FY 2026 guidance at 4.600-4.600 EPS. As a group, equities research analysts expect that Sysco Corporation will post 4.58 EPS for the current fiscal year.

Sysco Dividend Announcement

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

More 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

Wall Street Analyst Weigh In

SYY has been the subject of several recent research reports. Guggenheim upped their price target on shares of Sysco from $87.00 to $89.00 and gave the stock a “buy” rating in a research report on Monday, October 6th. Citigroup decreased their target price 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. Piper Sandler cut their price target on Sysco from $81.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Sanford C. Bernstein started coverage on Sysco in a research report on Wednesday, October 22nd. They set a “market perform” rating and a $83.00 price objective for the company. Finally, Morgan Stanley lowered their target price on Sysco from $88.00 to $85.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 20th. Eight investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Sysco currently has a consensus rating of “Moderate Buy” and an average price target of $85.75.

About Sysco

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.