Compound Planning Inc. Has $1.43 Million Position in PepsiCo, Inc. $PEP

Compound Planning Inc. raised its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 90.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,157 shares of the company’s stock after acquiring an additional 4,813 shares during the quarter. Compound Planning Inc.’s holdings in PepsiCo were worth $1,426,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Three Bridge Wealth Advisors LLC boosted 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 worth $544,000 after purchasing an additional 68 shares in the last quarter. Facet Wealth Inc. boosted its stake 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 acquiring an additional 69 shares in the last quarter. Hudock Inc. increased its holdings in shares of PepsiCo by 1.0% during the 3rd quarter. Hudock Inc. now owns 7,079 shares of the company’s stock valued at $994,000 after acquiring an additional 70 shares during the last quarter. Delta Asset Management LLC TN raised its stake in shares of PepsiCo by 0.6% in the 3rd quarter. Delta Asset Management LLC TN now owns 11,000 shares of the company’s stock valued at $1,545,000 after acquiring an additional 70 shares in the last quarter. Finally, Westside Investment Management Inc. lifted 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 worth $366,000 after purchasing an additional 70 shares during the last quarter. Institutional investors and hedge funds own 73.07% of the company’s stock.

More PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo raised its dividend (another increase in its long streak), reinforcing its income appeal and defensive positioning for yield-focused investors. PepsiCo raises dividend again to extend legendary streak
• Positive Sentiment: New product and sustainability moves — a branded Jack Link’s x Doritos jerky launch plus a regenerative agriculture partnership with National Geographic — diversify the snack portfolio and support premium/sustainable positioning in snacks. JACK LINK’S® AND PEPSICO® FOODS LAUNCH DORITOS® NACHO CHEESE FLAVORED BEEF JERKY AND MEAT STICKS PepsiCo Ties Regenerative Farming Push To New Growth In Branded Snacks
• Positive Sentiment: Ongoing digital/AI and enterprise tech investments (coverage by Forbes and a ResearchAndMarkets profile) highlight initiatives that could improve margins, route-to-consumer, and e‑commerce expansion over time. PepsiCo’s Blueprint: How Scaling Digital Platforms Creates An AI Edge PepsiCo Enterprise Technology Analysis Report 2025
• Neutral Sentiment: Analyst/peer comparisons: coverage contrasting PepsiCo’s diversified snacks+drinks model with Coca‑Cola’s pure-play beverage model highlights different valuation and growth tradeoffs — useful for relative-value positioning but not an immediate catalyst. PepsiCo vs. Coca-Cola: Which Beverage Giant Wins the Cola War?
• Neutral Sentiment: Coverage noting PEP’s underperformance vs. the Nasdaq over the past year is prompting discussion about upside potential versus cyclical headwinds; analysts remain moderately bullish overall. Is PepsiCo Stock Underperforming the Nasdaq? Is PepsiCo Stock Underperforming the Nasdaq?
• Neutral Sentiment: Industry context: Keurig Dr Pepper’s strategic moves (merger/split) could shift relative valuations across beverage peers, creating comparisons that may influence sentiment toward PEP but are not direct company news. Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value
• Negative Sentiment: Short interest jumped ~25.5% in February to ~29.7M shares (about 2.2% of shares), with a short-interest ratio ~2.6 days — a meaningful rise that can increase volatility and selling pressure if pessimism spreads. (No link available)

Wall Street Analyst Weigh In

PEP has been the topic of several analyst reports. Wall Street Zen downgraded PepsiCo from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Morgan Stanley lifted their target price on shares of PepsiCo from $165.00 to $180.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Jefferies Financial Group boosted their target price on shares of PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a research report on Tuesday, December 9th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $156.00 price target on shares of PepsiCo in a research report on Wednesday, February 4th. Finally, Evercore boosted their price objective on PepsiCo from $152.00 to $165.00 in a research report on Wednesday, February 4th. Eight 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. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $168.00.

PepsiCo Stock Down 0.2%

NASDAQ PEP opened at $169.17 on Thursday. PepsiCo, Inc. has a twelve month low of $127.60 and a twelve month high of $171.48. The stock has a market cap of $231.20 billion, a PE ratio of 28.20, a PEG ratio of 3.25 and a beta of 0.40. The firm has a 50-day simple moving average of $152.36 and a 200 day simple moving average of $148.52. The company has a debt-to-equity ratio of 2.06, a quick ratio of 0.67 and a current ratio of 0.85.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings results on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $28.96 billion. During the same period in the previous year, the company posted $1.96 earnings per share. The company’s quarterly revenue was up 5.6% compared to the same quarter last year. On average, research analysts forecast that PepsiCo, Inc. will post 8.3 EPS for the current year.

PepsiCo Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be given a $1.4225 dividend. This represents a $5.69 annualized dividend and a yield of 3.4%. The ex-dividend date of this dividend is Friday, March 6th. PepsiCo’s dividend payout ratio (DPR) is 94.83%.

PepsiCo declared that its board has approved a share repurchase program on Tuesday, February 3rd that allows the company to buyback $10.00 billion in shares. This buyback authorization allows the company to repurchase up to 4.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.

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.