PepsiCo, Inc. $PEP Stock Holdings Lifted by BIP Wealth LLC

BIP Wealth LLC raised its position in PepsiCo, Inc. (NASDAQ:PEP) by 77.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,694 shares of the company’s stock after purchasing an additional 3,354 shares during the quarter. BIP Wealth LLC’s holdings in PepsiCo were worth $1,104,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of PEP. Brighton Jones LLC grew its stake in PepsiCo by 12.4% in the fourth quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock valued at $9,031,000 after purchasing an additional 6,574 shares in the last quarter. Caxton Associates LLP bought a new stake in shares of PepsiCo during the 1st quarter worth about $251,000. Sivia Capital Partners LLC boosted its stake in shares of PepsiCo by 138.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock worth $862,000 after acquiring an additional 3,790 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of PepsiCo by 10.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock worth $5,039,000 after acquiring an additional 3,502 shares in the last quarter. Finally, Investment Management Corp of Ontario boosted its stake in shares of PepsiCo by 29.3% during the 2nd quarter. Investment Management Corp of Ontario now owns 56,927 shares of the company’s stock worth $7,517,000 after acquiring an additional 12,914 shares in the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Key PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo commissioned eight retrofitted electric trucks in India, advancing its carbon‑reduction and logistics-efficiency goals that can lower operating costs and appeal to ESG-focused investors. PepsiCo commissions eight retrofitted electric trucks in India
• Positive Sentiment: JPMorgan trimmed its price target slightly (from $176 to $172) but kept an Overweight rating, signaling continued buy-side support even after the modest adjustment. JPMorgan adjusts price target on PepsiCo
• Positive Sentiment: Technical/near‑term commentary suggests PepsiCo could see a tactical bounce into Q1 earnings as momentum improves, which may support short‑term upside ahead of results. PepsiCo sets up for a tactical bounce into Q1 earnings
• Neutral Sentiment: Analysts broadly expect Q1 results to be largely in‑line with consensus; investor focus will be on North America foods turnaround, PBNA growth plans, and any comments on geopolitical risks. PepsiCo seen posting in-line Q1
• Neutral Sentiment: Some broker models have trimmed fair value slightly and issued mixed target moves (both upgrades and cuts), indicating divergent views but no consensus negative re‑rating yet. How the PepsiCo investment narrative is shifting
• Negative Sentiment: Repeated media reports say steep Doritos price hikes (bags up ~50% since 2021) led to major sales losses and a subsequent price rollback; coverage suggests this misstep cost the company billions and remains a reputational and volume headwind. How $7 bags of Doritos cost PepsiCo billions
• Negative Sentiment: Price cuts by Frito‑Lay have not fully placated consumers; commentary and short‑term sales weakness have pressured investor sentiment and contributed to share weakness in recent sessions. PepsiCo stock slips as Frito‑Lay price cuts fail to please customers
• Negative Sentiment: Customer/contract losses (e.g., reports that Marriott moved away from Pepsi in some properties) add brand and revenue risk in key venues like hotels and events. Marriott dumps Pepsi

PepsiCo Price Performance

Shares of NASDAQ:PEP opened at $154.80 on Thursday. The business has a 50 day moving average price of $160.34 and a 200 day moving average price of $150.88. PepsiCo, Inc. has a twelve month low of $127.60 and a twelve month high of $171.48. The company has a market cap of $211.60 billion, a price-to-earnings ratio of 25.80, 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.

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

PepsiCo announced that its Board of Directors has approved a share buyback program on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in shares. This repurchase authorization permits the company to buy up to 4.7% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.

PepsiCo Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on PEP shares. Deutsche Bank Aktiengesellschaft decreased their price target on PepsiCo from $176.00 to $169.00 and set a “buy” rating for the company in a research note on Monday, March 30th. Morgan Stanley upped their price target on PepsiCo from $165.00 to $180.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Barclays upped their price target on PepsiCo from $148.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a research note on Friday, January 9th. Finally, Rothschild & Co Redburn upped their price target on PepsiCo from $120.00 to $130.00 and gave the stock a “sell” rating in a research note on Tuesday, February 10th. Eight 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 MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $168.58.

PepsiCo Company 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.