SYY
Sysco CorporationConsumer Defensive · $37.6B market cap
Verdict
Share price
$77.49
close of Oct 3, 2026
Fair value
$67.55
Sticker Price
Payback Price
$27.02
buy price
SYY is Overpriced: at $77.49 it trades 15% above its fair value of $67.55. Its buy price (Payback Price) is $27.02, 65% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Dividend Discount Model. It has paid a dividend for 10+ years in a row, raised it most years, and yields over 2%. For a steady payer like this, the dividend is the best guide to value.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold SYY. In Q2 2026, 1 opened a position, 1 added and 1 trimmed. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$1.4B
16,292,380 shares
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$108.1M
1,293,545 shares
Daniel Loeb
Third Point · as of Q2 2026
$48.2M
580,000 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$4.1M
48,544 shares
Thomas Gayner
Markel Group · as of Q2 2026
$2.5M
30,500 shares
Insider activity
Since Jun 30, 2026: no open-market purchases, 4 sales worth $1.2M and 45 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Phillips Ronald L
EVP and CHRO · 2026-08-24
Sold
$43K
Phillips Ronald L
EVP and CHRO · 2026-08-21
Sold
$615K
Phillips Ronald L
EVP and CHRO · 2026-08-11
Sold
$31K
Phillips Ronald L
EVP and CHRO · 2026-08-10
Sold
$528K
Other filings
Phillips Ronald L
EVP and CHRO · 2026-09-01
Award
13,539 shares
Sewell Brandon Elliot
Interim CFO · 2026-09-01
Award
3,285 shares
Schott Jennifer Kaplan
EVP, Chief Legal Officer · 2026-09-01
Award
13,774 shares
Keller Gregory Scott
EVP · 2026-09-01
Tax withholding
$4K
Keller Gregory Scott
EVP · 2026-09-01
Award
6,041 shares
Show all 45 other filingsShow fewer
Keller Gregory Scott
EVP · 2026-09-01
Award
11,237 shares
Johnson Jennifer L
SVP and CAO · 2026-09-01
Award
6,283 shares
Hourican Kevin
Chair and CEO · 2026-09-01
Award
84,581 shares
Higgs Stephen Dale
SVP · 2026-09-01
Award
6,041 shares
Higgs Stephen Dale
SVP · 2026-09-01
Award
9,062 shares
Garrett Brenna C
SVP, CCO · 2026-09-01
Award
10,270 shares
Phillips Ronald L
EVP and CHRO · 2026-08-21
Tax withholding
$152K
Phillips Ronald L
EVP and CHRO · 2026-08-21
Option exercise
$563K
Schott Jennifer Kaplan
EVP, Chief Legal Officer · 2026-08-21
Tax withholding
$55K
Sewell Brandon Elliot
Interim CFO · 2026-08-21
Tax withholding
$20K
Keller Gregory Scott
EVP · 2026-08-21
Tax withholding
$92K
Johnson Jennifer L
SVP and CAO · 2026-08-21
Tax withholding
$52K
Hourican Kevin
Chair and CEO · 2026-08-21
Tax withholding
$1.1M
Higgs Stephen Dale
SVP · 2026-08-21
Tax withholding
$81K
Garrett Brenna C
SVP, CCO · 2026-08-21
Tax withholding
$30K
Phillips Ronald L
EVP and CHRO · 2026-08-10
Tax withholding
$80K
Phillips Ronald L
EVP and CHRO · 2026-08-10
Option exercise
$462K
Sewell Brandon Elliot
Interim CFO · 2026-08-10
Tax withholding
$7K
Keller Gregory Scott
EVP · 2026-08-10
Tax withholding
$42K
Hourican Kevin
Chair and CEO · 2026-08-10
Tax withholding
$532K
Higgs Stephen Dale
SVP · 2026-08-10
Tax withholding
$26K
Garrett Brenna C
SVP, CCO · 2026-08-10
Tax withholding
$7K
Sewell Brandon Elliot
Interim CFO · 2026-07-31
Tax withholding
$15K
Sewell Brandon Elliot
Interim CFO · 2026-07-31
Award
$63K
Phillips Ronald L
EVP and CHRO · 2026-07-31
Tax withholding
$215K
Phillips Ronald L
EVP and CHRO · 2026-07-31
Award
$545K
Keller Gregory Scott
EVP · 2026-07-31
Tax withholding
$126K
Keller Gregory Scott
EVP · 2026-07-31
Award
$320K
Johnson Jennifer L
SVP and CAO · 2026-07-31
Tax withholding
$97K
Johnson Jennifer L
SVP and CAO · 2026-07-31
Award
$286K
Hourican Kevin
Chair and CEO · 2026-07-31
Tax withholding
$1.2M
Hourican Kevin
Chair and CEO · 2026-07-31
Award
$3.1M
Higgs Stephen Dale
SVP · 2026-07-31
Tax withholding
$110K
Higgs Stephen Dale
SVP · 2026-07-31
Award
$279K
Garrett Brenna C
SVP, CCO · 2026-07-31
Tax withholding
$30K
Garrett Brenna C
SVP, CCO · 2026-07-31
Award
$124K
GLASSCOCK LARRY C
director · 2026-06-30
Award
$26K
Brutto Daniel J
director · 2026-06-30
Award
$5K
Dibadj Ali
director · 2026-06-30
Award
$27K
Paul Alison Kenney
director · 2026-06-30
Award
$8K
About Sysco Corporation
Sysco Corporation, through its subsidiaries, engages in the marketing and distribution of various food and related products to the foodservice or food-away-from-home industry in the United States, Canada, the United Kingdom, France, and internationally. It operates through U.S. Foodservice Operations, International Foodservice Operations, SYGMA, and Other segments. The company distributes frozen food, such as meat…
Food Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works