Invst LLC Takes $512,000 Position in PepsiCo, Inc. $PEP

Invst LLC bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 3,785 shares of the company’s stock, valued at approximately $512,000.

A number of other hedge funds also recently bought and sold shares of the stock. Cypress Capital Management LLC WY grew its position in shares of PepsiCo by 8.3% during the fourth quarter. Cypress Capital Management LLC WY now owns 838 shares of the company’s stock worth $121,000 after buying an additional 64 shares in the last quarter. United Bank increased its stake in shares of PepsiCo by 3.9% during the fourth quarter. United Bank now owns 1,717 shares of the company’s stock worth $246,000 after buying an additional 65 shares during the period. Onyx Bridge Wealth Group LLC raised its holdings in PepsiCo by 2.5% in the first quarter. Onyx Bridge Wealth Group LLC now owns 2,673 shares of the company’s stock valued at $415,000 after acquiring an additional 66 shares in the last quarter. Wilkerson Advisory Group LLC lifted its stake in PepsiCo by 3.3% in the first quarter. Wilkerson Advisory Group LLC now owns 2,040 shares of the company’s stock worth $317,000 after acquiring an additional 66 shares during the last quarter. Finally, Richards Merrill & Peterson Inc. grew its holdings in PepsiCo by 3.6% during the 1st quarter. Richards Merrill & Peterson Inc. now owns 1,938 shares of the company’s stock worth $301,000 after acquiring an additional 67 shares in the last quarter. Institutional investors and hedge funds own 73.07% of the company’s stock.

PepsiCo Price Performance

Shares of NASDAQ:PEP opened at $141.07 on Monday. The firm has a 50 day simple moving average of $139.86 and a 200-day simple moving average of $149.39. PepsiCo, Inc. has a twelve month low of $133.73 and a twelve month high of $171.48. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. The company has a market capitalization of $192.55 billion, a PE ratio of 18.49, a P/E/G ratio of 3.10 and a beta of 0.35.

PepsiCo (NASDAQ:PEP) last posted its earnings results on Thursday, July 9th. The company reported $2.20 EPS for the quarter, beating analysts’ consensus estimates of $2.19 by $0.01. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The firm had revenue of $24.18 billion for the quarter, compared to the consensus estimate of $23.95 billion. During the same period last year, the firm posted $0.92 EPS. The company’s revenue was up 6.4% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, equities analysts predict that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be issued a dividend of $1.48 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $5.92 annualized dividend and a dividend yield of 4.2%. PepsiCo’s dividend payout ratio (DPR) is presently 77.59%.

Insider Activity at PepsiCo

In other news, EVP David Flavell sold 2,900 shares of PepsiCo stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $139.54, for a total transaction of $404,666.00. Following the sale, the executive vice president owned 74,825 shares in the company, valued at approximately $10,441,080.50. The trade was a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.12% of the company’s stock.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Jim Cramer highlighted PepsiCo as a defensive large-cap opportunity, citing its roughly 4% dividend yield and the potential benefit of lower oil prices. Cheaper fuel could support consumer spending and reduce transportation and operating costs. Jim Cramer Shares Why PepsiCo Caught His Eye During Consumer Headwinds
• Positive Sentiment: Investors remain attracted to PepsiCo’s 54-year record of consecutive dividend increases and comparatively reasonable valuation. Improving international results could help offset continuing weakness in North America, supporting the case for income-oriented investors. Most Investors Overlook This. I’m Buying PepsiCo for Its Dividend
• Positive Sentiment: PepsiCo is pursuing growth beyond its traditional snack portfolio by introducing and emphasizing global flavors, a strategy that could broaden consumer appeal and create new avenues for international growth. PepsiCo Bets on Global Flavors to Grow Beyond Snacks
• Neutral Sentiment: Commentary describing consumer staples as a lagging sector frames PepsiCo as a value opportunity rather than a near-term growth leader. The investment appeal depends on the stock’s discounted valuation, dividend support and execution on its recovery plans. The Consumer Staples Sector Is Lagging the S&P 500
• Negative Sentiment: Texas authorities are investigating PepsiCo and Kraft Heinz over claims involving avocado oil. The outcome and scope of the investigation are unclear, but regulatory scrutiny could create legal, reputational or product-related costs. PepsiCo, Kraft Heinz Under Investigation in Texas Over Avocado Oil Claims
• Negative Sentiment: Analysts note that PepsiCo’s dividend faces pressure from slower growth, persistent North American weakness and a more difficult recovery than the commodity-driven risks facing Chevron. This raises questions about future payout growth, despite the company’s long dividend history. Chevron or PepsiCo: Whose Dividend Is Standing on Thinner Ice?

Wall Street Analyst Weigh In

PEP has been the topic of a number of recent analyst reports. BNP Paribas Exane dropped their price objective on shares of PepsiCo from $195.00 to $183.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 8th. Sanford C. Bernstein set a $134.00 target price on shares of PepsiCo in a research note on Friday, July 10th. Citigroup lowered PepsiCo from a “buy” rating to a “neutral” rating and dropped their target price for the company from $170.00 to $145.00 in a report on Friday, July 10th. JPMorgan Chase & Co. cut their price target on PepsiCo from $178.00 to $170.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 1st. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a report on Monday, July 6th. Seven research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $157.90.

PepsiCo 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.