Brokerages Set Sysco Corporation (NYSE:SYY) PT at $90.31

Sysco Corporation (NYSE:SYY) has been assigned an average recommendation of “Moderate Buy” from the fifteen ratings firms that are covering the firm, MarketBeat reports. Six research analysts have rated the stock with a hold rating and nine have given a buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $88.3077.

A number of brokerages recently weighed in on SYY. Guggenheim lowered their target price on shares of Sysco from $95.00 to $90.00 and set a “buy” rating on the stock in a research note on Thursday. Truist Financial boosted their price target on shares of Sysco from $90.00 to $94.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Jefferies Financial Group increased their price target on shares of Sysco from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Barclays raised their price objective on shares of Sysco from $88.00 to $92.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company upped their target price on shares of Sysco from $92.00 to $100.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th.

Insider Transactions at Sysco

In other news, EVP Ronald L. Phillips sold 5,601 shares of the stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $81.00, for a total transaction of $453,681.00. Following the transaction, the executive vice president directly owned 35,965 shares in the company, valued at approximately $2,913,165. This represents a 13.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Sheila Talton sold 2,801 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $82.99, for a total value of $232,454.99. Following the transaction, the director directly owned 12,868 shares in the company, valued at approximately $1,067,915.32. This represents a 17.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.56% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Montag A & Associates Inc. increased its position in shares of Sysco by 1.4% in the 4th quarter. Montag A & Associates Inc. now owns 8,743 shares of the company’s stock valued at $644,000 after acquiring an additional 123 shares during the period. United Community Bank grew its stake in Sysco by 11.4% during the 4th quarter. United Community Bank now owns 1,224 shares of the company’s stock valued at $90,000 after purchasing an additional 125 shares during the last quarter. 1620 Investment Advisors Inc. increased its holdings in shares of Sysco by 2.6% in the third quarter. 1620 Investment Advisors Inc. now owns 4,904 shares of the company’s stock valued at $404,000 after purchasing an additional 126 shares during the period. MassMutual Private Wealth & Trust FSB raised its stake in shares of Sysco by 0.3% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 40,852 shares of the company’s stock worth $3,364,000 after purchasing an additional 130 shares during the last quarter. Finally, Silver Oak Securities Incorporated lifted its holdings in shares of Sysco by 4.0% during the third quarter. Silver Oak Securities Incorporated now owns 3,493 shares of the company’s stock worth $288,000 after purchasing an additional 134 shares during the period. 83.41% of the stock is currently owned by institutional investors.

Key Stories Impacting Sysco

Here are the key news stories impacting Sysco this week:

• Positive Sentiment: Several sell‑side firms kept “buy” ratings and still see meaningful upside despite trimming price targets, suggesting institutional conviction that the deal can create value. UBS/Guggenheim price target updates (Benzinga)
• Positive Sentiment: Unusually heavy call‑option activity points to some investors betting on a rebound, indicating pockets of bullish positioning that could support the stock if sentiment stabilizes. Stock Traders Purchase High Volume of Call Options on Sysco
• Positive Sentiment: Some analysts and commentators argue the Jetro acquisition is strategically attractive — faster growth and higher margins — framing the deal as a long‑term positive if integration and leverage are managed. Sysco: Jetro Restaurant Depot Acquisition Is A Long-Term Win
• Neutral Sentiment: Multiple articles note SYY is deeply oversold after the drop and frame the pullback as a potential “buy the dip” opportunity — useful for value traders but dependent on deal and credit outcomes. Sysco and Estée Lauder Are the 2 Most Oversold S&P 500 Stocks
• Neutral Sentiment: Coverage is mixed: some outlets urge reconsideration after the slide while others highlight analyst disagreement — expect divergent views to persist until more integration and financing details are provided. Analysts Conflicted on These Consumer Goods Names
• Negative Sentiment: The $29.1B Jetro purchase is the primary driver of today’s sell‑off: markets are focused on the incremental debt, sharply higher leverage, potential share dilution and a negative S&P credit outlook — all of which increase short‑term risk and pushed the stock sharply lower. Sysco Just Announced a $29.1 Billion Acquisition and Wall Street Is Nervous
• Negative Sentiment: Citi and other brokers trimmed targets or reiterated caution even while acknowledging the deal could be accretive — these downgrades/target cuts contributed to the negative sentiment surrounding financing and near‑term returns. Citi lowers Sysco (SYY) target despite “accretive” deal outlook
• Negative Sentiment: Management turnover: the resignation of the Chief Information & Digital Officer adds operational uncertainty during a major M&A integration phase, which investors view negatively. Sysco Announces Resignation of Chief Information and Digital Officer

Sysco Price Performance

Shares of NYSE SYY opened at $71.04 on Tuesday. The firm has a market capitalization of $34.02 billion, a P/E ratio of 19.10, a P/E/G ratio of 2.60 and a beta of 0.69. The company has a quick ratio of 0.75, a current ratio of 1.30 and a debt-to-equity ratio of 5.45. The stock’s 50-day simple moving average is $84.42 and its two-hundred day simple moving average is $79.36. Sysco has a twelve month low of $67.12 and a twelve month high of $91.85.

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 109.21% and a net margin of 2.17%.The firm had revenue of $20.76 billion during the quarter, compared to the consensus estimate of $20.80 billion. During the same quarter last year, the company posted $0.93 EPS. The company’s revenue for the quarter 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 analysts anticipate that Sysco will post 4.58 EPS for the current fiscal year.

Sysco Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.54 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $2.16 annualized dividend and a yield of 3.0%. Sysco’s payout ratio is 58.06%.

Sysco Company 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.