Thurston Springer Miller Herd & Titak Inc. Buys 4,956 Shares of PepsiCo, Inc. $PEP

Thurston Springer Miller Herd & Titak Inc. increased its position in PepsiCo, Inc. (NASDAQ:PEP) by 256.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,887 shares of the company’s stock after buying an additional 4,956 shares during the period. Thurston Springer Miller Herd & Titak Inc.’s holdings in PepsiCo were worth $988,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in PEP. YANKCOM Partnership boosted its holdings in PepsiCo by 2.3% in the fourth quarter. YANKCOM Partnership now owns 9,251 shares of the company’s stock worth $1,328,000 after acquiring an additional 212 shares in the last quarter. SteelPeak Wealth LLC increased its holdings in shares of PepsiCo by 1,280.8% during the fourth quarter. SteelPeak Wealth LLC now owns 102,071 shares of the company’s stock valued at $14,789,000 after acquiring an additional 94,679 shares in the last quarter. 1900 Wealth Management LLC raised its position in shares of PepsiCo by 24.8% during the fourth quarter. 1900 Wealth Management LLC now owns 2,895 shares of the company’s stock worth $418,000 after purchasing an additional 575 shares during the period. Toth Financial Advisory Corp raised its position in shares of PepsiCo by 9.5% during the fourth quarter. Toth Financial Advisory Corp now owns 59,572 shares of the company’s stock worth $8,550,000 after purchasing an additional 5,173 shares during the period. Finally, ASL Financial LLC bought a new position in shares of PepsiCo in the 4th quarter worth $207,000. 73.07% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have commented on PEP. Jefferies Financial Group boosted their price target on shares of PepsiCo from $163.00 to $164.00 and gave the company a “hold” rating in a research note on Tuesday, December 9th. Morgan Stanley lifted their price objective on shares of PepsiCo from $165.00 to $180.00 and gave the company an “equal weight” rating in a report on Wednesday, February 4th. Rothschild & Co Redburn upped their target price on shares of PepsiCo from $120.00 to $130.00 and gave the stock a “sell” rating in a report on Tuesday, February 10th. Argus raised shares of PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Finally, HSBC boosted their price objective on PepsiCo from $152.00 to $175.00 and gave the stock a “hold” rating in a report on Thursday, February 5th. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $169.00.

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: New product excitement: PepsiCo rolled out a highly anticipated soda flavor that has generated strong consumer buzz and social-media reaction, which can boost short-term retail demand and brand engagement. PepsiCo Just Dropped a Highly Anticipated Soda Flavor—and Fans Are ‘Screaming’ With Excitement
• Positive Sentiment: Brand refresh / marketing lift: PepsiCo began a Tostitos packaging and brand refresh — a low-capex way to refresh shelf appeal and support snack sales, especially ahead of seasonal demand. PepsiCo Begins Tostitos Brand Refresh, Introduces Updated Packaging
• Positive Sentiment: Income appeal remains intact: Coverage highlighting PepsiCo as one of three consistent dividend payers reinforces its defensive income profile for yield-seeking investors. That support can underwrite multiple expansions vs peers. 3 Consistent Dividend Payers Outperforming in 2026: VZ, PEP, MO
• Neutral Sentiment: Corporate reputation / leadership signal: A Fortune podcast feature highlighted PepsiCo as a “leadership factory” (ex-employee success stories), which supports long-term talent/operational strength but is more qualitative than immediately price-driving. 12 Fortune 500 CEOs worked for Pepsi. Delta’s Ed Bastian explains why it’s a leadership factory
• Neutral Sentiment: Emerging market commentary: A PepsiCo exec highlighted China’s dynamic consumer market — positive for growth narrative but not an immediate catalyst. PepsiCo executive highlights China’s dynamic consumer market
• Neutral Sentiment: Regional bottler news: PepsiCo bottler Varun Beverages set a record date for its final dividend — relevant to regional franchise economics but indirect for PEP shares. PepsiCo bottler Varun Beverages final dividend: Record date announced
• Negative Sentiment: Analyst trim / industry pressure: Deutsche Bank cut its PepsiCo price target (from $176 to $169) and warned of mounting industry pressures — a reminder that margin and volume dynamics could limit upside and may weigh on sentiment despite a Buy rating. Deutsche Bank Sees Mounting Industry Pressures, Trims PepsiCo (PEP) Target

PepsiCo Price Performance

PEP opened at $157.01 on Friday. PepsiCo, Inc. has a fifty-two week low of $127.60 and a fifty-two week high of $171.48. The firm has a market capitalization of $214.62 billion, a P/E ratio of 26.17, a PEG ratio of 3.03 and a beta of 0.40. The company’s 50-day moving average is $159.91 and its 200 day moving average is $150.52. The company has a debt-to-equity ratio of 2.06, a current ratio of 0.85 and a quick ratio of 0.67.

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

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

PepsiCo Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 6th were given a dividend of $1.4225 per share. This represents a $5.69 dividend on an annualized basis and a dividend yield of 3.6%. The ex-dividend date of this dividend was Friday, March 6th. PepsiCo’s dividend payout ratio (DPR) is presently 94.83%.

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.