PensionDanmark Pensionsforsikringsaktieselskab Buys 26,532 Shares of PepsiCo, Inc. $PEP

PensionDanmark Pensionsforsikringsaktieselskab grew its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 8.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 337,497 shares of the company’s stock after acquiring an additional 26,532 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in PepsiCo were worth $45,697,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Assenagon Asset Management S.A. lifted its stake in PepsiCo by 952.6% in the second quarter. Assenagon Asset Management S.A. now owns 3,715,812 shares of the company’s stock worth $503,121,000 after purchasing an additional 3,362,794 shares during the last quarter. 55 North Private Wealth LLC grew its stake in shares of PepsiCo by 4.2% during the second quarter. 55 North Private Wealth LLC now owns 1,918 shares of the company’s stock valued at $260,000 after buying an additional 78 shares during the last quarter. Byrne Asset Management LLC increased its holdings in shares of PepsiCo by 13.8% in the second quarter. Byrne Asset Management LLC now owns 1,113 shares of the company’s stock worth $151,000 after buying an additional 135 shares during the period. Chapin Davis Inc. lifted its stake in shares of PepsiCo by 1.1% in the 2nd quarter. Chapin Davis Inc. now owns 19,439 shares of the company’s stock valued at $2,632,000 after acquiring an additional 212 shares during the last quarter. Finally, Fermata Advisors LLC boosted its holdings in PepsiCo by 18.3% during the 2nd quarter. Fermata Advisors LLC now owns 2,474 shares of the company’s stock valued at $335,000 after acquiring an additional 382 shares during the period. 73.07% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at PepsiCo

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the company’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $139.54, for a total value of $404,666.00. Following the sale, the executive vice president directly owned 74,825 shares of the company’s stock, valued at approximately $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.12% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

PEP has been the subject of a number of analyst reports. BNP Paribas Exane dropped their target price on shares of PepsiCo from $195.00 to $183.00 and set an “outperform” rating for the company in a report on Wednesday, July 8th. Jefferies Financial Group cut their price target on shares of PepsiCo from $162.00 to $152.00 and set a “hold” rating on the stock in a report on Friday, July 10th. Piper Sandler set a $176.00 target price on shares of PepsiCo in a research report on Thursday, July 9th. Wall Street Zen lowered shares of PepsiCo from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, Royal Bank Of Canada decreased their target price on PepsiCo from $163.00 to $161.00 and set a “sector perform” rating for the company in a research report on Friday, July 10th. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $157.90.

Key PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s targeted price-pack strategy is reportedly helping revive U.S. salty-snack volumes. Sustained volume improvement could support revenue and earnings growth through late 2026 and into 2027. Can PepsiCo’s Price-Pack Strategy Successfully Boost Volumes in 2026?
• Positive Sentiment: PepsiCo is launching Alvalle refrigerated gazpacho in the United States, expanding beyond traditional snacks and beverages into fresh, meal-adjacent foods. The move provides a potential source of category and distribution growth, though its near-term financial impact is likely limited. PepsiCo launches Alvalle gazpacho in the U.S.
• Positive Sentiment: Commentary highlights PEP’s dividend yield above 4% and relatively modest valuation as potential support for income-oriented investors, particularly following its recent earnings acceleration. This Dividend King Yields Over 4% and Trades Near Its 52-Week Lows

PepsiCo Stock Performance

Shares of NASDAQ PEP opened at $138.44 on Friday. The company has a market cap of $188.96 billion, a P/E ratio of 18.14, a P/E/G ratio of 3.05 and a beta of 0.35. PepsiCo, Inc. has a 52-week low of $133.73 and a 52-week high of $171.48. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.74 and a current ratio of 0.93. The firm’s fifty day moving average is $140.58 and its two-hundred day moving average is $150.89.

PepsiCo (NASDAQ:PEP) last posted its quarterly earnings data on Thursday, July 9th. The company reported $2.20 earnings per share for the quarter, topping analysts’ consensus estimates of $2.19 by $0.01. The company had revenue of $24.18 billion for the quarter, compared to analyst estimates of $23.95 billion. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period in the prior year, the company posted $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, analysts anticipate that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 4th will be given a $1.48 dividend. This represents a $5.92 annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo’s dividend payout ratio is presently 77.59%.

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.