Caerus Investment Advisors LLC Makes New Investment in PepsiCo, Inc. $PEP

Caerus Investment Advisors LLC bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 9,834 shares of the company’s stock, valued at approximately $1,381,000. PepsiCo comprises 0.6% of Caerus Investment Advisors LLC’s investment portfolio, making the stock its 23rd largest position.

Other institutional investors have also made changes to their positions in the company. Evolution Wealth Management Inc. bought a new stake in PepsiCo during the 2nd quarter worth about $27,000. JCIC Asset Management Inc. bought a new position in shares of PepsiCo in the third quarter worth about $27,000. Vermillion & White Wealth Management Group LLC lifted its position in shares of PepsiCo by 107.1% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 234 shares of the company’s stock worth $31,000 after purchasing an additional 121 shares in the last quarter. Imprint Wealth LLC bought a new stake in shares of PepsiCo during the third quarter valued at approximately $31,000. Finally, Halbert Hargrove Global Advisors LLC increased its holdings in shares of PepsiCo by 667.7% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock valued at $33,000 after purchasing an additional 207 shares in the last quarter. 73.07% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have issued reports on PEP. Royal Bank Of Canada upped their price objective on PepsiCo from $156.00 to $165.00 and gave the stock a “sector perform” rating in a report on Monday, March 2nd. TD Cowen lifted their target price on PepsiCo from $162.00 to $165.00 and gave the company a “hold” rating in a research note on Friday, February 20th. Morgan Stanley upped their price target on PepsiCo from $165.00 to $180.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 4th. Piper Sandler raised their price target on PepsiCo from $172.00 to $181.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. Finally, Barclays boosted their price objective on PepsiCo from $148.00 to $160.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $169.00.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Settlement with activist investor Elliott Management — PepsiCo reached a deal with Elliott (which holds a large stake) to pursue expense cuts, portfolio rationalization and potential leadership changes, a development investors often view as supportive of near‑term shareholder value and operational focus. PepsiCo Activist Deal And Good Warrior Launch Refocus Growth Priorities
• Positive Sentiment: New product expansion — PepsiCo launched the Good Warrior meat‑stick brand, entering a fast‑growing, higher‑margin protein-snack category. This expands addressable market and supports growth/innovation narrative. PepsiCo Enters Booming Meat-Stick Space With Good Warrior
• Positive Sentiment: Analyst/sector support — commentator pieces highlight PepsiCo as a reliable dividend and defensive consumer staple, which can support the stock versus cyclicals during volatile markets. These Dividend Monsters Continue to Outshine the Market: PEP, HSY
• Neutral Sentiment: Q1 results timing set — PepsiCo announced it will report first-quarter 2026 results on April 16; investors will await details on organic growth, margins and any updated guidance. PepsiCo Announces Timing and Availability of First-Quarter 2026 Financial Results
• Neutral Sentiment: Marketing buzz — Pepsi released a special limited Pepsi flavor and other campaign activity (including new Gen Z faces in India). These create consumer engagement but have limited near‑term revenue impact. Special new Pepsi flavor is out but you can’t get it in stores
• Neutral Sentiment: Puerto Rico SNAP bill mentioned — legislation to transition Puerto Rico to SNAP could eventually raise local consumer purchasing power and beverage/snack demand, but implementation is long-timed and uncertain. New Bill: Puerto Rico Nutrition Assistance Fairness Act
• Negative Sentiment: Loss of NBA sponsorship for Starry — Coca‑Cola’s Sprite has taken back NBA sponsorship from PepsiCo’s Starry, reducing a high‑visibility marketing channel for PepsiCo’s challenger soda brand. That is a near‑term negative for brand reach and Starry momentum. Coke’s Sprite Takes Back NBA Sponsorship From PepsiCo’s Starry
• Negative Sentiment: Shareholder/ legal scrutiny — a law firm has launched an investigation into possible fiduciary breaches by PepsiCo’s board related to an antitrust suit; governance and litigation risk can pressure sentiment. SHAREHOLDER ALERT: Lowey Dannenberg Investigation
• Negative Sentiment: Short‑term price pressure reported — recent market coverage notes PEP shares pulled back amid a broader market uptick, signaling profit‑taking or headline‑driven selling despite the constructive activist agreement. PepsiCo (PEP) Stock Falls Amid Market Uptick

PepsiCo Price Performance

PEP opened at $156.50 on Wednesday. The company has a fifty day moving average price of $157.42 and a two-hundred day moving average price of $149.84. The firm has a market capitalization of $213.88 billion, a PE ratio of 26.08, a P/E/G ratio of 3.02 and a beta of 0.39. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $171.48. 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 posted 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 company had revenue of $29.34 billion for the quarter, compared to the consensus estimate of $28.96 billion. During the same quarter in the prior year, the business posted $1.96 EPS. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. As a group, analysts anticipate that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be issued a dividend of $1.4225 per share. The ex-dividend date is Friday, March 6th. This represents a $5.69 dividend on an annualized basis and a yield of 3.6%. PepsiCo’s dividend payout ratio (DPR) is 94.83%.

PepsiCo announced that its Board of Directors has authorized a share repurchase plan on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization permits the company to purchase up to 4.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board of directors believes its stock is undervalued.

About PepsiCo

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.