Baldwin Wealth Partners LLC MA Reduces Holdings in PepsiCo, Inc. $PEP

Baldwin Wealth Partners LLC MA reduced its position in PepsiCo, Inc. (NASDAQ:PEP) by 18.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,128 shares of the company’s stock after selling 5,852 shares during the period. Baldwin Wealth Partners LLC MA’s holdings in PepsiCo were worth $3,750,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of PEP. Three Bridge Wealth Advisors LLC lifted its stake in PepsiCo by 1.8% during 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 during the last quarter. Facet Wealth Inc. increased its stake in PepsiCo by 3.2% during the third quarter. Facet Wealth Inc. now owns 2,221 shares of the company’s stock valued at $312,000 after purchasing an additional 69 shares during the last quarter. Hudock Inc. raised its holdings in shares of PepsiCo by 1.0% during the third quarter. Hudock Inc. now owns 7,079 shares of the company’s stock worth $994,000 after purchasing an additional 70 shares during the period. Delta Asset Management LLC TN lifted its position 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 worth $1,545,000 after buying an additional 70 shares during the last quarter. Finally, Westside Investment Management Inc. boosted its holdings in shares of PepsiCo by 2.8% in the 3rd quarter. Westside Investment Management Inc. now owns 2,602 shares of the company’s stock valued at $366,000 after buying an additional 70 shares during the period. 73.07% of the stock is owned by hedge funds and other institutional investors.

Key PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo announced it met two key 2025 water goals early under its pep+ (PepsiCo Positive) program — 100% water replenishment and adoption of the Alliance for Water Stewardship (AWS) standard at company‑owned sites in high water‑risk areas. This reduces regulatory and reputational risk and supports ESG-focused investor demand. PepsiCo Hits Dual Water Milestones
• Positive Sentiment: Pepsi unveiled “Pepsi Football Nation,” a global marketing platform aimed at extending brand engagement beyond match time — a consumer-facing push that can drive short-term promo lift and long-term brand equity. Pepsi® Global Unveils Pepsi Football Nation
• Positive Sentiment: PepsiCo Foods is entering a new snack category with a product launch, expanding its snack portfolio and revenue diversification outside beverages. New SKUs and category expansion can accelerate growth if distribution and margins track plan. PepsiCo Foods Is Entering an All-New Snack Category
• Positive Sentiment: PepsiCo was named exclusive beverage supplier for Venu Holding’s expanding Sunset Amphitheater network — a new out‑of‑home distribution channel that partially offsets recent losses in other sponsorships and extends experiential sales. PepsiCo Leans On Sunset Amphitheaters To Extend Live Event Reach
• Positive Sentiment: PepsiCo India is scaling green logistics through a new EV corridor and fleet electrification, which can lower fuel costs and carbon footprint over time in a large market. PepsiCo India scales green logistics with new EV corridor
• Positive Sentiment: PepsiCo is advancing product reformulation and a functional‑protein strategy to compete in higher‑growth, health‑oriented segments — a product R&D move that supports margin and premiumization over time. ‘Not all proteins are created equal’
• Positive Sentiment: Third‑party brands (notably Celsius) continue to expand distribution with PepsiCo in North America and overseas, bolstering PepsiCo’s energy/functional beverage mix and category exposure. This is a potential incremental revenue stream if distribution scales. Global Demand for This Consumer Staples Stock May Be About To Soar
• Neutral Sentiment: Industry funding for food startups has cooled; PepsiCo still views startups as “critical” for innovation, but slower VC activity could slow external product pipeline opportunities or change deal economics. After funding collapse, what’s next for food startups?
• Neutral Sentiment: Coverage of Celsius’ brand growth (CEO interview) underscores partner brands’ momentum but is indirect to PepsiCo’s core P&L; relevant mainly to beverage distribution strategy. Celsius CEO talks energy drink brand’s growth

PepsiCo Trading Down 1.8%

PepsiCo stock opened at $150.04 on Friday. PepsiCo, Inc. has a one year low of $127.60 and a one year high of $171.48. The company’s fifty day moving average price is $158.22 and its two-hundred day moving average price is $149.89. The company has a debt-to-equity ratio of 2.06, a current ratio of 0.85 and a quick ratio of 0.67. The company has a market capitalization of $205.05 billion, a price-to-earnings ratio of 25.01, a PEG ratio of 2.93 and a beta of 0.39.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings results on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.24 by $0.02. The company had revenue of $29.34 billion during the quarter, compared to the consensus estimate of $28.96 billion. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The firm’s revenue was up 5.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.96 EPS. On average, analysts forecast that PepsiCo, Inc. will post 8.3 earnings per share for the current fiscal year.

PepsiCo announced that its board has initiated a stock buyback program on Tuesday, February 3rd that permits the company to buyback $10.00 billion in shares. This buyback authorization permits the company to repurchase up to 4.7% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its shares are undervalued.

PepsiCo Announces Dividend

The business also recently declared 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. This represents a $5.69 annualized dividend and a yield of 3.8%. The ex-dividend date is Friday, March 6th. PepsiCo’s dividend payout ratio (DPR) is 94.83%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Evercore increased their price objective on shares of PepsiCo from $152.00 to $165.00 in a research note on Wednesday, February 4th. Barclays upped their target price on PepsiCo from $148.00 to $160.00 and gave the company an “equal weight” rating in a report on Wednesday, February 4th. HSBC increased their price target on PepsiCo from $152.00 to $175.00 and gave the stock a “hold” rating in a research report on Thursday, February 5th. Argus upgraded PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Finally, Citigroup increased their target price on PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, PepsiCo currently has a consensus rating of “Hold” and an average price target of $169.00.

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.