Sysco Corporation $SYY Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC grew its holdings in shares of Sysco Corporation (NYSE:SYY) by 31.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 33,982 shares of the company’s stock after acquiring an additional 8,169 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Sysco were worth $2,504,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Universal Beteiligungs und Servicegesellschaft mbH raised its position in Sysco by 9.5% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 412,423 shares of the company’s stock valued at $30,445,000 after buying an additional 35,647 shares during the period. Gateway Investment Advisers LLC raised its position in Sysco by 594.8% during the third quarter. Gateway Investment Advisers LLC now owns 85,622 shares of the company’s stock valued at $7,050,000 after buying an additional 73,298 shares during the period. Teacher Retirement System of Texas raised its position in Sysco by 8.0% during the fourth quarter. Teacher Retirement System of Texas now owns 370,571 shares of the company’s stock valued at $27,307,000 after buying an additional 27,510 shares during the period. AE Wealth Management LLC raised its position in Sysco by 320.9% during the third quarter. AE Wealth Management LLC now owns 79,589 shares of the company’s stock valued at $6,553,000 after buying an additional 60,680 shares during the period. Finally, Krilogy Financial LLC increased its position in Sysco by 65.6% in the 3rd quarter. Krilogy Financial LLC now owns 42,435 shares of the company’s stock worth $3,494,000 after purchasing an additional 16,807 shares during the last quarter. Institutional investors and hedge funds own 83.41% of the company’s stock.

Key Sysco News

Here are the key news stories impacting Sysco this week:

• Positive Sentiment: Management is investing behind Restaurant Depot and highlighted it as a growth priority on the call — this could lift long-term volume and margin opportunity if execution succeeds. Sysco Bets Big on Restaurant Depot After Solid Quarter
• Positive Sentiment: Volumes grew year-over-year and management cited gross-margin expansion in the quarter — evidence demand and pricing dynamics still provide revenue leverage. Sysco Q3 2026 earnings meet expectations as volumes grow
• Neutral Sentiment: Sysco set Q4 FY26 EPS guidance at $1.510 (a single-point guide), which is in line with consensus — stability in guidance removes near-term surprise risk but offers limited upside. Sysco Reports Third Quarter Fiscal Year 2026 Results
• Negative Sentiment: Q3 EPS of $0.94 missed estimates by $0.01 and revenue of $20.52B slightly missed consensus — even small misses can pressure sentiment given already muted growth expectations. Sysco earnings summary and materials
• Negative Sentiment: Higher incentive compensation and other operating cost pressures weighed on profits; several outlets flagged incentive-comp headwinds as a key margin drag. That undermines the EPS beat potential even with rising sales. Sysco Q3 Earnings Miss Estimates on Incentive Cost Headwinds
• Negative Sentiment: News and analyst commentary point to cooling dining-out demand (a key end market) — continued weakness there would directly hit Sysco’s foodservice volumes and pricing leverage. Food distributor Sysco misses quarterly sales estimates as dining-out demand cools
• Negative Sentiment: Analysts and market headlines emphasized the revenue miss and immediate stock reaction — near-term sentiment is negative until company proves cost control or demand re-accelerates. Cracks In Restaurant Demand? Sysco Misses Revenue, Stock Drops

Sysco Price Performance

Shares of SYY stock opened at $73.35 on Wednesday. The stock has a 50 day moving average of $80.56 and a two-hundred day moving average of $78.47. The company has a current ratio of 1.30, a quick ratio of 0.75 and a debt-to-equity ratio of 5.45. Sysco Corporation has a 12 month low of $68.00 and a 12 month high of $91.85. The company has a market capitalization of $35.13 billion, a P/E ratio of 19.72, a P/E/G ratio of 2.72 and a beta of 0.69.

Sysco (NYSE:SYY) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.94 EPS for the quarter, missing analysts’ consensus estimates of $0.95 by ($0.01). Sysco had a return on equity of 109.21% and a net margin of 2.17%.The firm had revenue of $20.52 billion during the quarter, compared to the consensus estimate of $20.56 billion. During the same quarter in the prior year, the business posted $0.96 EPS. Sysco’s revenue was up 4.7% compared to the same quarter last year. Sysco has set its Q4 2026 guidance at 1.510-1.510 EPS. As a group, equities analysts expect that Sysco Corporation will post 4.59 EPS for the current year.

Sysco Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Thursday, July 2nd will be given a $0.55 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.0%. This is an increase from Sysco’s previous quarterly dividend of $0.54. Sysco’s dividend payout ratio is 58.06%.

Insider Activity at Sysco

In other Sysco news, Director Sheila Talton sold 2,801 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $82.99, for a total value of $232,454.99. Following the completion of the sale, the director owned 12,868 shares in the company, valued at approximately $1,067,915.32. This trade represents a 17.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.56% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Argus raised Sysco to a “hold” rating in a research report on Thursday, January 29th. UBS Group lowered their price objective on Sysco from $95.00 to $90.00 and set a “buy” rating on the stock in a report on Thursday, April 2nd. Piper Sandler lowered their price objective on Sysco from $83.00 to $77.00 and set a “neutral” rating on the stock in a report on Tuesday, April 7th. Citigroup lowered their price objective on Sysco from $88.00 to $72.00 and set a “neutral” rating on the stock in a report on Tuesday, March 31st. Finally, Wells Fargo & Company increased their price objective on Sysco from $92.00 to $100.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $87.57.

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.