CX Institutional Acquires 16,322 Shares of PepsiCo, Inc. $PEP

CX Institutional raised its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 23.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 84,629 shares of the company’s stock after acquiring an additional 16,322 shares during the quarter. CX Institutional’s holdings in PepsiCo were worth $11,885,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in PEP. Three Bridge Wealth Advisors LLC increased its holdings in PepsiCo by 1.8% in the third quarter. Three Bridge Wealth Advisors LLC now owns 3,870 shares of the company’s stock valued at $544,000 after purchasing an additional 68 shares during the last quarter. JSF Financial LLC grew its position in shares of PepsiCo by 3.8% during the 2nd quarter. JSF Financial LLC now owns 1,897 shares of the company’s stock worth $250,000 after buying an additional 69 shares during the period. Binnacle Investments Inc increased its stake in shares of PepsiCo by 33.2% in the 2nd quarter. Binnacle Investments Inc now owns 285 shares of the company’s stock valued at $38,000 after acquiring an additional 71 shares during the last quarter. Dogwood Wealth Management LLC boosted its stake in PepsiCo by 15.4% during the 2nd quarter. Dogwood Wealth Management LLC now owns 539 shares of the company’s stock worth $73,000 after acquiring an additional 72 shares during the last quarter. Finally, Weaver Consulting Group grew its holdings in PepsiCo by 2.9% during the second quarter. Weaver Consulting Group now owns 2,581 shares of the company’s stock valued at $341,000 after purchasing an additional 72 shares during the period. Institutional investors and hedge funds own 73.07% of the company’s stock.

PepsiCo Stock Down 0.7%

NASDAQ:PEP opened at $138.96 on Wednesday. The company has a market cap of $190.01 billion, a PE ratio of 26.42, a PEG ratio of 4.58 and a beta of 0.42. The stock has a 50-day simple moving average of $145.89 and a 200 day simple moving average of $144.10. The company has a debt-to-equity ratio of 2.26, a quick ratio of 0.72 and a current ratio of 0.91. PepsiCo, Inc. has a 52-week low of $127.60 and a 52-week high of $160.15.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings results on Wednesday, October 8th. The company reported $2.29 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.03. The company had revenue of $23.94 billion during the quarter, compared to analysts’ expectations of $23.91 billion. PepsiCo had a net margin of 7.82% and a return on equity of 57.58%. The business’s quarterly revenue was up 2.7% on a year-over-year basis. During the same period last year, the business earned $2.31 EPS. On average, sell-side analysts expect that PepsiCo, Inc. will post 8.3 EPS for the current fiscal year.

PepsiCo Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Friday, December 5th were paid a dividend of $1.4225 per share. This represents a $5.69 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date was Friday, December 5th. PepsiCo’s dividend payout ratio is currently 108.17%.

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo announced an industry-first industrial AI and digital-twin collaboration with Siemens and NVIDIA to scale AI-driven operations and predictive maintenance — a potential multi-year productivity and cost-savings catalyst that could improve margins and capex efficiency. PepsiCo Announces Industry-First AI and Digital Twin Collaboration with Siemens and NVIDIA
• Positive Sentiment: PBNA (beverages) segment showing organic growth driven by Pepsi Zero Sugar, Mountain Dew strength and expanding functional/energy and protein offerings — supports top-line resilience in a tough consumer backdrop. Are Functional Waters and Energy Drinks Reviving PepsiCo’s PBNA Unit?
• Positive Sentiment: New and limited-time beverage SKUs are being rolled out (positive for shelf buzz and short-term sell-through), which helps sustain beverage momentum and marketing-driven volumes. PepsiCo Has a Brand-New Soda Headed to Shelves—and Fans Say ‘It’s My New Favorite Flavor’
• Positive Sentiment: Unusually large call-option activity (buying of ~69k calls) signals bullish speculative interest or hedging ahead of catalysts — a short-term vote of confidence from some traders.
• Positive Sentiment: Featured as a top dividend/ income pick in recent lists — reinforces appeal to income-focused investors and can support downside during market volatility. Don’t Push for Growth in 2026, Push for Yield: The Case for 3 Top Dividend Stocks
• Neutral Sentiment: Investors are focused on PepsiCo’s upcoming Q4 results and guidance; analysts expect a stronger bottom line (some forecasts call for double-digit EPS improvement), so the report is a near-term catalyst that could swing the stock. What You Need To Know Ahead of PepsiCo’s Earnings Release
• Negative Sentiment: Sector rotation: investors have been moving money into financials, weighing on consumer staples including PepsiCo and contributing to near-term selling pressure. Stock Of The Day: Is This The Bottom For Pepsi?
• Negative Sentiment: Recent session weakness and a modest slide in the stock while the broader market rose has created short-term momentum to the downside; traders may remain cautious until earnings and more clarity on margin benefits from AI investments. PepsiCo (PEP) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analyst Weigh In

Several research firms have weighed in on PEP. Wall Street Zen lowered shares of PepsiCo from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. JPMorgan Chase & Co. upgraded PepsiCo from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $151.00 to $164.00 in a report on Wednesday, December 10th. The Goldman Sachs Group increased their price target on PepsiCo from $165.00 to $167.00 and gave the stock a “buy” rating in a report on Friday, October 10th. Citigroup lifted their price objective on PepsiCo from $165.00 to $170.00 and gave the company a “buy” rating in a report on Wednesday, December 17th. Finally, BNP Paribas Exane decreased their price objective on PepsiCo from $152.00 to $150.00 and set a “neutral” rating for the company in a research report on Monday, October 6th. Eight equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $158.75.

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.