Adams Asset Advisors LLC Buys 7,173 Shares of PepsiCo, Inc. $PEP

Adams Asset Advisors LLC boosted its stake in PepsiCo, Inc. (NASDAQ:PEP) by 22.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 39,411 shares of the company’s stock after purchasing an additional 7,173 shares during the period. Adams Asset Advisors LLC’s holdings in PepsiCo were worth $5,656,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Captrust Financial Advisors lifted its holdings in PepsiCo by 3.6% during the third quarter. Captrust Financial Advisors now owns 554,798 shares of the company’s stock valued at $77,916,000 after purchasing an additional 19,218 shares in the last quarter. Clayton Financial Group LLC purchased a new stake in shares of PepsiCo in the third quarter worth $872,000. Murphy Middleton Hinkle & Parker Inc. increased its stake in shares of PepsiCo by 622.3% in the fourth quarter. Murphy Middleton Hinkle & Parker Inc. now owns 35,603 shares of the company’s stock worth $5,110,000 after purchasing an additional 30,674 shares in the last quarter. Kathmere Capital Management LLC raised its position in shares of PepsiCo by 122.6% during the 3rd quarter. Kathmere Capital Management LLC now owns 20,365 shares of the company’s stock valued at $2,860,000 after purchasing an additional 11,217 shares during the period. Finally, Invesco Ltd. lifted its stake in shares of PepsiCo by 11.7% during the 2nd quarter. Invesco Ltd. now owns 12,659,046 shares of the company’s stock valued at $1,671,500,000 after buying an additional 1,330,888 shares in the last quarter. 73.07% of the stock is owned by institutional investors.

PepsiCo Stock Performance

PepsiCo stock opened at $153.04 on Monday. The company’s 50-day moving average price is $158.89 and its 200-day moving average price is $150.16. 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 market cap of $209.15 billion, a PE ratio of 25.51, a price-to-earnings-growth ratio of 2.93 and a beta of 0.39. PepsiCo, Inc. has a twelve month low of $127.60 and a twelve month high of $171.48.

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

PepsiCo Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be given a dividend of $1.4225 per share. This represents a $5.69 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Friday, March 6th. PepsiCo’s payout ratio is 94.83%.

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

Analyst Upgrades and Downgrades

PEP has been the subject of a number of recent analyst reports. BNP Paribas Exane set a $191.00 price objective on PepsiCo in a research note on Wednesday, February 4th. Argus raised PepsiCo to a “hold” rating in a report on Tuesday, February 17th. Citigroup upped their price target on PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. HSBC increased their price objective on shares of PepsiCo from $152.00 to $175.00 and gave the company a “hold” rating in a report on Thursday, February 5th. 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 assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, PepsiCo has an average rating of “Hold” and a consensus target price of $169.00.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Market note showing shares climbing on the session — reflects investor appetite today amid other supportive news. PepsiCo (PEP) Increases Despite Market Slip: Here’s What You Need to Know
• Positive Sentiment: Management highlights heavy local sourcing (~95% in APAC) plus AI and hedging to control input-cost and geopolitical risks — this should support margins and supply resilience. PepsiCo Leans on Local Sourcing and AI to Navigate Cost Pressures
• Positive Sentiment: Coverage on the same theme: local sourcing and AI-driven cost management, reinforcing the narrative that PepsiCo is proactively protecting margins. PepsiCo Leans on Local Sourcing and AI to Navigate Cost Pressures
• Positive Sentiment: Product strategy shift into meat snacks to meet demand for cleaner ingredients — diversification into premium/snacking categories can boost revenue mix and margins if execution scales. PepsiCo pivots into meat snacks, as consumers now want ‘cleaner’ ingredients
• Positive Sentiment: New global marketing platform “Pepsi Football Nation” expands brand engagement and sponsorship reach — a potential tailwind for beverage/packaged-snack demand around sports. Pepsi Football Nation: a new global platform celebrates football culture
• Positive Sentiment: PepsiCo sees opportunity from China’s new Five-Year Plan — management tone suggests growth focus in a key market, which investors may view as constructive for international revenue. PepsiCo chief sees potential of China’s new Five-Year Plan
• Neutral Sentiment: Analyst consensus remains an average “Hold” — suggests no near-term re-rating from sell-side, so short-term moves may be driven more by company updates than upgrades. PepsiCo, Inc. (NASDAQ:PEP) Receives Average Recommendation of “Hold” from Analysts
• Neutral Sentiment: Earnings preview ahead of results — analysts will be watching organic sales, margin trends and guidance; the preview keeps focus on upcoming catalysts rather than changing fundamentals today. PepsiCo Earnings Preview: What to Expect
• Negative Sentiment: Article flags PepsiCo among profitable companies with “questionable fundamentals” — a reminder some investors see valuation or structural concerns despite profitability; could pressure sentiment if echoed by analysts. 3 Profitable Stocks with Questionable Fundamentals

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.