Apella Capital LLC Has $3.96 Million Stock Holdings in PepsiCo, Inc. $PEP

Apella Capital LLC increased its position in PepsiCo, Inc. (NASDAQ:PEP) by 21.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,623 shares of the company’s stock after buying an additional 4,862 shares during the period. Apella Capital LLC’s holdings in PepsiCo were worth $3,964,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in PEP. Brighton Jones LLC lifted its position in PepsiCo by 12.4% in the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock valued at $9,031,000 after acquiring an additional 6,574 shares in the last quarter. Caxton Associates LLP bought a new position in PepsiCo in the 1st quarter valued at about $251,000. Sivia Capital Partners LLC lifted its position in PepsiCo by 138.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock valued at $862,000 after acquiring an additional 3,790 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in PepsiCo by 10.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock valued at $5,039,000 after acquiring an additional 3,502 shares in the last quarter. Finally, Jump Financial LLC lifted its position in PepsiCo by 611.1% in the 2nd quarter. Jump Financial LLC now owns 71,822 shares of the company’s stock valued at $9,483,000 after acquiring an additional 61,722 shares in the last quarter. 73.07% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on PEP. Rothschild & Co Redburn raised their price target on shares of PepsiCo from $120.00 to $130.00 and gave the company a “sell” rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. raised their price target on shares of PepsiCo from $164.00 to $176.00 and gave the company an “overweight” rating in a research report on Wednesday, February 4th. Argus raised shares of PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Royal Bank Of Canada raised their price target on shares of PepsiCo from $156.00 to $165.00 and gave the company a “sector perform” rating in a research report on Monday, March 2nd. Finally, 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 research report on Wednesday, February 4th. Eight investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, PepsiCo currently has an average rating of “Hold” and a consensus target price of $168.79.

PepsiCo Trading Down 2.2%

Shares of PEP stock opened at $153.21 on Wednesday. PepsiCo, Inc. has a 12-month low of $127.60 and a 12-month high of $171.48. The firm has a market cap of $209.43 billion, a P/E ratio of 25.54, a PEG ratio of 3.03 and a beta of 0.40. The company has a quick ratio of 0.67, a current ratio of 0.85 and a debt-to-equity ratio of 2.06. The company has a 50 day moving average of $160.21 and a 200-day moving average of $150.85.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings data 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 net margin of 8.77% and a return on equity of 57.92%. The business had revenue of $29.34 billion during the quarter, compared to analyst estimates of $28.96 billion. During the same period in the previous year, the business earned $1.96 EPS. PepsiCo’s revenue was up 5.6% compared to the same quarter last year. Sell-side analysts anticipate that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo declared that its board has authorized a share repurchase plan on Tuesday, February 3rd that allows the company to repurchase $10.00 billion in shares. This repurchase authorization allows 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 management believes its shares are undervalued.

PepsiCo Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 6th were paid a $1.4225 dividend. This represents a $5.69 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date was Friday, March 6th. PepsiCo’s payout ratio is currently 94.83%.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Analysts flag early signs of a turnaround in PepsiCo Foods North America and say Q1 is likely to be broadly in line, which could limit downside if results meet expectations. PepsiCo seen posting in-line Q1 as analysts flag North America turnaround
• Positive Sentiment: UBS trimmed its price target modestly to $186 but kept a Buy rating, signaling continued analyst conviction and potential upside from current levels. UBS trims PEP price target
• Neutral Sentiment: Bank of America and other brokers expect largely in‑line Q1 results; the focus for investors will be commentary on the PFNA (snacks) turnaround, PBNA (beverages) growth initiatives and any geopolitical impact. PepsiCo Likely to Report In Line Q1 Earnings, BofA Says
• Neutral Sentiment: Analyst fair‑value/target updates are mixed—a slight reset lower in modeled fair value while some analysts raise targets—reflecting uncertainty around how pricing and affordability actions will flow through results. How The PepsiCo (PEP) Investment Narrative Is Shifting
• Negative Sentiment: Extensive coverage shows Frito‑Lay snack prices (Doritos) rose sharply since 2021—up ~50% in some cases—and the resulting consumer pushback reportedly cost PepsiCo billions in sales and market value, spotlighting pricing strategy risk and forcing recent price cuts. Doritos prices jumped 50% in four years and PepsiCo waited until it lost billions to do anything about it
• Negative Sentiment: Coverage highlights that the company’s price cuts have so far failed to fully reassure customers and investors, keeping downside risk to near‑term sales and margins. PepsiCo Stock (PEP) Slips as Frito-Lay Price Cuts Fail to Please Customers
• Negative Sentiment: Brand and distribution setbacks: reports that Marriott is replacing Pepsi with Coca‑Cola across its global hotel portfolio are a direct hit to beverage placement and visibility in a major channel. Atlanta’s Coke Scores Global Hotel Knockout As Marriott Dumps Pepsi
• Negative Sentiment: Reputational/PR actions: PepsiCo and Diageo pulled sponsorship of a high‑profile festival act, reflecting brand‑risk management but also highlighting ongoing reputational exposures. PepsiCo, Diageo Drop Sponsorship of Kanye West-Headlined U.K. Music Festival

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.