Lbp Am Sa Takes Position in PepsiCo, Inc. $PEP

Lbp Am Sa acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 179,392 shares of the company’s stock, valued at approximately $25,194,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PEP. Norges Bank bought a new stake in shares of PepsiCo during the 2nd quarter valued at $2,330,594,000. Laurel Wealth Advisors LLC increased its stake in PepsiCo by 14,420.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,890,688 shares of the company’s stock worth $513,726,000 after buying an additional 3,863,893 shares in the last quarter. Charles Schwab Investment Management Inc. raised its holdings in PepsiCo by 9.7% during the second quarter. Charles Schwab Investment Management Inc. now owns 29,031,404 shares of the company’s stock valued at $3,833,406,000 after acquiring an additional 2,556,163 shares during the period. Franklin Resources Inc. lifted its position in shares of PepsiCo by 19.5% in the second quarter. Franklin Resources Inc. now owns 15,577,073 shares of the company’s stock valued at $2,056,797,000 after acquiring an additional 2,541,455 shares in the last quarter. Finally, First Trust Advisors LP boosted its stake in shares of PepsiCo by 112.6% in the second quarter. First Trust Advisors LP now owns 4,040,079 shares of the company’s stock worth $533,452,000 after acquiring an additional 2,139,847 shares during the period. Institutional investors own 73.07% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on PEP shares. DZ Bank raised PepsiCo from a “hold” rating to a “buy” rating and set a $167.00 price target on the stock in a report on Tuesday, October 21st. JPMorgan Chase & Co. raised shares of PepsiCo from a “neutral” rating to an “overweight” rating and boosted their target price for the stock from $151.00 to $164.00 in a report on Wednesday, December 10th. Barclays set a $148.00 target price on shares of PepsiCo in a research report on Friday, January 16th. Evercore ISI boosted their price target on shares of PepsiCo from $150.00 to $152.00 in a research note on Friday, October 10th. Finally, Wells Fargo & Company increased their price objective on shares of PepsiCo from $150.00 to $154.00 and gave the company a “positive” rating in a report on Friday, October 10th. 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 stock. According to MarketBeat.com, PepsiCo has a consensus rating of “Hold” and a consensus price target of $159.29.

Key Headlines Impacting PepsiCo

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

PepsiCo Price Performance

PEP stock opened at $144.58 on Monday. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $160.15. The firm has a market capitalization of $197.69 billion, a P/E ratio of 27.49, a price-to-earnings-growth ratio of 4.74 and a beta of 0.42. The company has a fifty day simple moving average of $145.75 and a two-hundred day simple moving average of $145.11. The company has a quick ratio of 0.72, a current ratio of 0.91 and a debt-to-equity ratio of 2.26.

PepsiCo Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Friday, December 5th were paid a $1.4225 dividend. This represents a $5.69 annualized dividend and a dividend 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%.

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.