4,205 Shares in PepsiCo, Inc. $PEP Bought by Aventura Private Wealth LLC

Aventura Private Wealth LLC acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 4,205 shares of the company’s stock, valued at approximately $604,000.

A number of other hedge funds have also added to or reduced their stakes in PEP. Captrust Financial Advisors raised its holdings in PepsiCo by 3.6% in the third quarter. Captrust Financial Advisors now owns 554,798 shares of the company’s stock worth $77,916,000 after purchasing an additional 19,218 shares in the last quarter. Clayton Financial Group LLC bought a new stake in shares of PepsiCo during the 3rd quarter valued at $872,000. Kathmere Capital Management LLC grew its position in shares of PepsiCo by 122.6% in the 3rd quarter. Kathmere Capital Management LLC now owns 20,365 shares of the company’s stock worth $2,860,000 after buying an additional 11,217 shares during the period. Invesco Ltd. increased its stake in shares of PepsiCo by 11.7% in the 2nd quarter. Invesco Ltd. now owns 12,659,046 shares of the company’s stock worth $1,671,500,000 after acquiring an additional 1,330,888 shares in the last quarter. Finally, Mediolanum International Funds Ltd lifted its position in PepsiCo by 19.3% during the 3rd quarter. Mediolanum International Funds Ltd now owns 252,916 shares of the company’s stock valued at $35,451,000 after acquiring an additional 40,947 shares during the period. 73.07% of the stock is owned by hedge funds and other institutional investors.

PepsiCo Trading Down 1.8%

PEP 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 has a debt-to-equity ratio of 2.06, a quick ratio of 0.67 and a current ratio of 0.85. The stock has a market cap of $205.05 billion, a price-to-earnings ratio of 25.01, a P/E/G ratio of 2.93 and a beta of 0.39. The stock’s 50 day moving average price is $158.22 and its 200-day moving average price is $149.89.

PepsiCo (NASDAQ:PEP) last posted its quarterly earnings data on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $28.96 billion. During the same quarter in the previous year, the business earned $1.96 EPS. PepsiCo’s revenue was up 5.6% compared to the same quarter last year. On average, equities analysts forecast that PepsiCo, Inc. will post 8.3 EPS for the current year.

PepsiCo Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be paid a $1.4225 dividend. This represents a $5.69 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend is Friday, March 6th. PepsiCo’s dividend payout ratio (DPR) is currently 94.83%.

PepsiCo announced that its board has authorized a stock buyback plan on Tuesday, February 3rd that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the company to buy up to 4.7% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

PEP has been the topic of a number of recent research reports. Wells Fargo & Company upped their price objective on shares of PepsiCo from $154.00 to $165.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Piper Sandler lifted their target price on shares of PepsiCo from $172.00 to $181.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. BNP Paribas Exane set a $191.00 price target on PepsiCo in a research note on Wednesday, February 4th. Argus raised PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Finally, UBS Group reissued a “buy” rating and issued a $190.00 target price on shares of PepsiCo in a report on Wednesday, February 4th. Eight equities research 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’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $169.00.

PepsiCo News Summary

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 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.