YHB Investment Advisors Inc. Sells 3,651 Shares of PepsiCo, Inc. $PEP

YHB Investment Advisors Inc. reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 7.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 44,377 shares of the company’s stock after selling 3,651 shares during the quarter. YHB Investment Advisors Inc.’s holdings in PepsiCo were worth $6,369,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Three Bridge Wealth Advisors LLC grew its position in PepsiCo by 1.8% during the third quarter. Three Bridge Wealth Advisors LLC now owns 3,870 shares of the company’s stock worth $544,000 after buying an additional 68 shares in the last quarter. Facet Wealth Inc. grew its holdings in shares of PepsiCo by 3.2% during the 3rd quarter. Facet Wealth Inc. now owns 2,221 shares of the company’s stock worth $312,000 after purchasing an additional 69 shares in the last quarter. Hudock Inc. raised its stake in shares of PepsiCo by 1.0% in the third quarter. Hudock Inc. now owns 7,079 shares of the company’s stock valued at $994,000 after purchasing an additional 70 shares in the last quarter. Delta Asset Management LLC TN boosted its stake in PepsiCo by 0.6% during the third quarter. Delta Asset Management LLC TN now owns 11,000 shares of the company’s stock worth $1,545,000 after buying an additional 70 shares in the last quarter. Finally, Westside Investment Management Inc. increased its holdings in PepsiCo by 2.8% in the 3rd quarter. Westside Investment Management Inc. now owns 2,602 shares of the company’s stock valued at $366,000 after buying an additional 70 shares during the period. Institutional investors own 73.07% of the company’s stock.

PepsiCo Stock Performance

NASDAQ:PEP opened at $154.65 on Thursday. The stock has a market capitalization of $211.40 billion, a P/E ratio of 25.78, a price-to-earnings-growth ratio of 2.99 and a beta of 0.39. The company has a current ratio of 0.85, a quick ratio of 0.67 and a debt-to-equity ratio of 2.06. PepsiCo, Inc. has a 1 year low of $127.60 and a 1 year high of $171.48. The firm has a 50 day moving average of $159.41 and a 200-day moving average of $150.36.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings results on Monday, February 2nd. The company reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $2.24 by $0.02. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The firm had revenue of $29.34 billion during the quarter, compared to analysts’ expectations of $28.96 billion. During the same period last year, the firm posted $1.96 EPS. The business’s revenue was up 5.6% on a year-over-year basis. As a group, sell-side analysts anticipate that PepsiCo, Inc. will post 8.3 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 6th were given a dividend of $1.4225 per share. The ex-dividend date was Friday, March 6th. This represents a $5.69 annualized dividend and a yield of 3.7%. PepsiCo’s dividend payout ratio is 94.83%.

PepsiCo announced that its board has approved a stock buyback plan on Tuesday, February 3rd that authorizes the company to buyback $10.00 billion in outstanding shares. This buyback authorization authorizes the company to repurchase up to 4.7% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of PepsiCo from $164.00 to $176.00 and gave the stock an “overweight” rating in a report on Wednesday, February 4th. HSBC raised their price target on shares of PepsiCo from $152.00 to $175.00 and gave the stock a “hold” rating in a research note on Thursday, February 5th. Morgan Stanley lifted their price objective on PepsiCo from $165.00 to $180.00 and gave the company an “equal weight” rating in a report on Wednesday, February 4th. Piper Sandler increased their target price on PepsiCo from $172.00 to $181.00 and gave the stock an “overweight” rating in a report on Thursday, March 12th. Finally, Argus upgraded PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $169.00.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Defensive-sector flow could support PEP — Investors rotating into consumer staples as a defensive, dividend-paying hedge is boosting interest in PepsiCo given its low beta and steady payout. Article Title
• Positive Sentiment: Marketing and distribution momentum: Pepsi Football Nation and new venue supply deals deepen brand presence at live events and could lift beverage consumption and retail/promotional revenue over time. Article Title
• Positive Sentiment: Earnings-beat history supports expectations — Analysts and screens show PepsiCo’s track record of beating estimates, which underpins upside potential into the next quarterly report. Article Title
• Neutral Sentiment: China opportunity highlighted — A PepsiCo executive emphasized China’s dynamic consumer market and long-term growth potential, reinforcing international revenue tailwinds but with execution and timing caveats. Article Title
• Neutral Sentiment: Varun Beverages (Pepsi bottler) announces final dividend record date — Signals healthy cash generation at an important franchise partner in India; limited direct impact on PEP but positive for regional ecosystem. Article Title
• Neutral Sentiment: Small UK solar investment — A ~US$4.8m solar project for a UK distribution site supports sustainability and modest long-term cost savings; not material to near-term earnings. Article Title
• Neutral Sentiment: Executive moves: a former PepsiCo exec joined a smaller natural-foods firm — notable for talent flow but unlikely to move PEP shares. Article Title
• Negative Sentiment: Deutsche Bank trims price target to $169 (from $176) and flags “mounting industry pressures” — the cut (though the Buy rating was reiterated) is weighing on sentiment as analysts call out margin and demand risks across beverages/foods. Article Title
• Negative Sentiment: Competitive debate with Coca?Cola — Some commentary continues to favor KO over PEP on valuation or brand metrics, which can pressure relative sentiment and multiple compression. Article Title

PepsiCo Company Profile

PepsiCo, Inc (NASDAQ: PEP) is a multinational food and beverage company headquartered in Purchase, New York. The company develops, manufactures, markets and sells a broad portfolio of branded food and beverage products, including carbonated and noncarbonated soft drinks, bottled water, sports drinks, juices, ready-to-drink teas and coffees, salty snacks, cereals, and other convenient foods. Its leading consumer brands include Pepsi, Mountain Dew, Gatorade, Tropicana, Quaker, Lay’s, Doritos and Cheetos, among others.

Formed through the 1965 merger of Pepsi-Cola and Frito-Lay, PepsiCo has grown into a global business with integrated manufacturing, distribution and marketing operations.