Birch Hill Investment Advisors LLC Purchases 19,567 Shares of PepsiCo, Inc. $PEP

Birch Hill Investment Advisors LLC lifted its position in PepsiCo, Inc. (NASDAQ:PEP) by 12.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 179,957 shares of the company’s stock after acquiring an additional 19,567 shares during the period. Birch Hill Investment Advisors LLC’s holdings in PepsiCo were worth $25,273,000 as of its most recent SEC filing.

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

Key PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo announced an industry‑first AI and digital twin collaboration with Siemens and NVIDIA to scale AI-driven optimization across its supply chain — a potential long‑term cost, efficiency and resiliency benefit that investors may view as a strategic modernization play. PepsiCo Announces Industry-First AI and Digital Twin Collaboration with Siemens and NVIDIA
• Neutral Sentiment: Coverage notes unusually large options activity in PEP, which can signal speculative positioning or hedging around upcoming catalysts and may increase intraday volatility. PepsiCo Target of Unusually Large Options Trading (NASDAQ:PEP)
• Neutral Sentiment: Analyst/pre‑earnings pieces remind investors that PepsiCo reports earnings soon; upcoming results and guidance tend to drive short‑term share moves given the company’s size and margin focus. What You Need To Know Ahead of PepsiCo’s Earnings Release
• Neutral Sentiment: Comparative coverage on Coca‑Cola vs. Pepsi frames both names as defensive consumer staples choices for 2026; such pieces can influence relative flows but don’t imply an immediate directional catalyst for PEP alone. Coca-Cola Vs Pepsi Stock: Which is the Better Investment for 2026?
• Negative Sentiment: Senior Trump administration officials publicly criticized ultraprocessed foods and sugary drinks while unveiling new dietary guidance — headlines that pressured large food and beverage stocks including PepsiCo due to potential regulatory scrutiny and longer‑term demand concerns for higher‑sugar SKUs. Kraft Heinz and Mondelez shares drop as Trump officials blast ultraprocessed foods and unveil new food pyramid
• Negative Sentiment: Market commentary highlights a sector rotation out of consumer staples into financials, which has weighed on PepsiCo and peers and helps explain near‑term downward price pressure. Stock Of The Day: Is This The Bottom For Pepsi?

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Citigroup boosted their target price on PepsiCo from $165.00 to $170.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Rothschild & Co Redburn upped their price target on shares of PepsiCo from $117.00 to $120.00 and gave the stock a “sell” rating in a research note on Monday, December 15th. Royal Bank Of Canada reduced their price objective on shares of PepsiCo from $146.00 to $145.00 and set a “sector perform” rating for the company in a research note on Monday, September 15th. Wells Fargo & Company upped their target price on shares of PepsiCo from $150.00 to $154.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Finally, Barclays raised their price target on shares of PepsiCo from $142.00 to $144.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 10th. Eight equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $158.68.

PepsiCo Stock Performance

PEP stock opened at $137.01 on Thursday. The company has a market cap of $187.34 billion, a P/E ratio of 26.05, a price-to-earnings-growth ratio of 4.55 and a beta of 0.42. The company has a debt-to-equity ratio of 2.26, a current ratio of 0.91 and a quick ratio of 0.72. PepsiCo, Inc. has a 1 year low of $127.60 and a 1 year high of $160.15. The stock’s fifty day moving average price is $145.71 and its 200-day moving average price is $144.05.

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

PepsiCo Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Shareholders of record on Friday, December 5th were issued a dividend of $1.4225 per share. This represents a $5.69 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend was Friday, December 5th. PepsiCo’s dividend payout ratio is currently 108.17%.

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.