PepsiCo, Inc. $PEP Shares Acquired by PFG Investments LLC

PFG Investments LLC boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 18.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 72,118 shares of the company’s stock after purchasing an additional 11,329 shares during the quarter. PFG Investments LLC’s holdings in PepsiCo were worth $10,128,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the stock. JCIC Asset Management Inc. bought a new position in PepsiCo during the 3rd quarter valued at $27,000. Evolution Wealth Management Inc. acquired a new position in PepsiCo in the second quarter worth about $27,000. Legend Financial Advisors Inc. bought a new stake in PepsiCo in the second quarter valued at about $29,000. Vermillion & White Wealth Management Group LLC lifted its holdings in 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 buying an additional 121 shares during the last quarter. Finally, Halbert Hargrove Global Advisors LLC grew its position in shares of PepsiCo by 667.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock worth $33,000 after acquiring an additional 207 shares in the last quarter. Institutional investors and hedge funds own 73.07% of the company’s stock.

PepsiCo Trading Up 0.1%

Shares of PEP stock opened at $144.58 on Friday. PepsiCo, Inc. has a 1 year low of $127.60 and a 1 year high of $160.15. The firm has a market capitalization of $197.69 billion, a PE ratio of 27.49, a price-to-earnings-growth ratio of 4.73 and a beta of 0.42. The stock has a fifty day moving average of $145.75 and a two-hundred day moving average of $144.97. The company has a debt-to-equity ratio of 2.26, a quick ratio of 0.72 and a current ratio of 0.91.

PepsiCo Announces Dividend

The company also recently declared 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 3.9%. The ex-dividend date of this dividend was Friday, December 5th. PepsiCo’s dividend payout ratio (DPR) is presently 108.17%.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: JPMorgan upgraded PEP to Overweight after PepsiCo outlined initiatives to boost shareholder returns (capital allocation and buyback/dividend focus). That analyst backing can lift sentiment and reduce perceived execution risk. PepsiCo (PEP) Upgraded to Overweight by JPMorgan
• Positive Sentiment: PepsiCo is doubling down on zero‑sugar products (Pepsi Zero Sugar) to win younger consumers who shun “diet” labels — a strategic repositioning that can protect soda volumes and margins over time as tastes shift. PepsiCo Bets on Zero Sugar
• Neutral Sentiment: PepsiCo India named Savitha Balachandran (formerly of Tata Technologies) as its new CFO — strengthens regional leadership but is unlikely to move global results materially in the near term. PepsiCo India brings in Tata Tech’s Savitha Balachandran as new CFO
• Neutral Sentiment: Analyst/industry pieces compare PepsiCo’s scale and diversification versus niche competitors (e.g., Vita Coco) and versus Coca‑Cola; these help frame long‑term positioning but don’t contain immediate catalysts. PepsiCo vs. Vita Coco: Which Beverage Stock Offers Better Growth? Coca‑Cola vs. PepsiCo: What’s the Better Long‑Term Play?
• Negative Sentiment: Coca‑Cola reclaimed all 625 U.S. Costco food courts after Pepsi’s 12‑year partnership ended — a material distribution loss in a high‑volume channel that could pressure beverage volumes and incremental sales. Coke reclaims all 625 US Costco food courts
• Negative Sentiment: Headline market coverage notes PEP underperformed peers and the broader market (including pieces reporting the stock “sank” while the market gained) — short‑term weakness reflecting rotation and competitive concerns. PepsiCo Inc. stock underperforms PepsiCo (PEP) Stock Sinks As Market Gains

Analyst Upgrades and Downgrades

A number of research firms have commented on PEP. Bank of America lifted their price objective on shares of PepsiCo from $150.00 to $155.00 and gave the stock a “neutral” rating in a report on Friday, October 10th. Wells Fargo & Company boosted their price objective on shares of PepsiCo from $150.00 to $154.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Loop Capital set a $164.00 target price on shares of PepsiCo in a report on Thursday, October 23rd. HSBC lifted their target price on PepsiCo from $145.00 to $152.00 and gave the company a “hold” rating in a research note on Friday, October 10th. Finally, Exane BNP Paribas raised PepsiCo from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, PepsiCo currently has a consensus rating of “Hold” and a consensus price target of $159.29.

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.