TD Private Client Wealth LLC Raises Stock Holdings in PepsiCo, Inc. $PEP

TD Private Client Wealth LLC increased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 33.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,202 shares of the company’s stock after purchasing an additional 9,046 shares during the quarter. TD Private Client Wealth LLC’s holdings in PepsiCo were worth $5,084,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PEP. Evolution Wealth Management Inc. purchased a new position in shares of PepsiCo during the second quarter valued at approximately $27,000. Legend Financial Advisors Inc. acquired a new position in PepsiCo in the 2nd quarter valued at $29,000. Vermillion & White Wealth Management Group LLC lifted its stake in shares of PepsiCo by 107.1% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 234 shares of the company’s stock worth $31,000 after purchasing an additional 121 shares during the period. Halbert Hargrove Global Advisors LLC boosted its holdings in shares of PepsiCo by 667.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock worth $33,000 after purchasing an additional 207 shares during the last quarter. Finally, Frazier Financial Advisors LLC grew its position in shares of PepsiCo by 85.3% in the second quarter. Frazier Financial Advisors LLC now owns 265 shares of the company’s stock valued at $35,000 after purchasing an additional 122 shares during the period. 73.07% of the stock is currently owned by hedge funds and other institutional investors.

PepsiCo Stock Performance

Shares of PEP stock opened at $143.48 on Wednesday. The company has a debt-to-equity ratio of 2.26, a current ratio of 0.91 and a quick ratio of 0.72. The company’s fifty day moving average price is $145.39 and its two-hundred day moving average price is $144.48. The firm has a market capitalization of $196.19 billion, a P/E ratio of 27.28, a P/E/G ratio of 4.63 and a beta of 0.42. PepsiCo, Inc. has a 12 month low of $127.60 and a 12 month high of $160.15.

PepsiCo Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Shareholders of record on Friday, December 5th were paid a dividend of $1.4225 per share. This represents a $5.69 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date was Friday, December 5th. PepsiCo’s dividend payout ratio (DPR) is 108.17%.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Analysts and outlets are bullish on a multi‑year, industry‑first collaboration with NVIDIA and Siemens that could accelerate supply‑chain automation and insight-driven cost savings, supporting margin improvement and investor sentiment. Analysts Positive on Collaboration
• Positive Sentiment: PepsiCo is integrating AI into production and supply — a practical step that could improve productivity, reduce waste and support longer‑term margin expansion. PepsiCo Integrates AI
• Positive Sentiment: Management added a VP for Chief Strategy & Transformation for India & South Asia, reinforcing regional strategic focus that could help revitalize growth in a key emerging market. Hiring in India & South Asia
• Positive Sentiment: Some analysts and research pieces highlight PepsiCo as attractively valued after recent weakness and point to buy ratings/raised targets from firms like Citi — this supports near‑term buying interest. Analyst Coverage / Valuation Notes
• Neutral Sentiment: Zacks notes PEP outperformed the broader market on recent sessions and provides context on recent price action — useful for momentum traders but not a catalyst by itself. Zacks: Outperforms Market
• Neutral Sentiment: Several value/long‑term pieces debate whether recent weakness presents a buying opportunity — these are mixed reads that may attract income/value investors because of the >4% dividend yield. Is PepsiCo Offering Long‑Term Value?
• Negative Sentiment: Critics argue PepsiCo has “lost its way” and that a 4% dividend doesn’t offset strategic and execution concerns — negative narratives can pressure sentiment, especially among growth‑oriented investors. Seeking Alpha: Lost Its Way
• Negative Sentiment: Zacks flags PFNA (product family) volume weakness and value sensitivity in snacks — core volume softness is a near‑term headwind to revenue and margin pickup. PFNA Volume Concerns

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on PEP shares. HSBC increased their target price on PepsiCo from $145.00 to $152.00 and gave the stock a “hold” rating in a research report on Friday, October 10th. UBS Group reissued a “buy” rating and set a $172.00 price objective on shares of PepsiCo in a research note on Tuesday, December 9th. Jefferies Financial Group increased their target price on PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a research report on Tuesday, December 9th. Bank of America boosted their price target on PepsiCo from $150.00 to $155.00 and gave the company a “neutral” rating in a research report on Friday, October 10th. Finally, Barclays boosted their target price on PepsiCo from $142.00 to $144.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 10th. Eight equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $158.68.

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.