Bell & Brown Wealth Advisors LLC Makes New $3.03 Million Investment in PepsiCo, Inc. $PEP

Bell & Brown Wealth Advisors LLC purchased a new stake in PepsiCo, Inc. (NASDAQ:PEP) during the second quarter, Holdings Channel.com reports. The firm purchased 22,394 shares of the company’s stock, valued at approximately $3,032,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Evergreen Advisors LLC purchased a new stake in shares of PepsiCo during the first quarter valued at about $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of PepsiCo during the 4th quarter worth approximately $26,000. Swiss RE Ltd. purchased a new stake in PepsiCo during the fourth quarter valued at approximately $28,000. Atlatl Advisers LLC acquired a new stake in PepsiCo in the second quarter valued at approximately $31,000. Finally, Imprint Wealth LLC acquired a new stake in PepsiCo in the third quarter valued at approximately $31,000. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on PEP. JPMorgan Chase & Co. dropped their target price on PepsiCo from $178.00 to $170.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 1st. Weiss Ratings reissued a “hold (c)” rating on shares of PepsiCo in a report on Monday, July 6th. Deutsche Bank Aktiengesellschaft set a $155.00 price target on PepsiCo in a research note on Friday, July 10th. Sanford C. Bernstein set a $134.00 price objective on shares of PepsiCo in a research report on Friday, July 10th. Finally, Evercore set a $150.00 target price on shares of PepsiCo in a research note on Thursday, July 9th. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, PepsiCo presently has a consensus rating of “Hold” and an average price target of $157.90.

Insider Activity

In other news, EVP David Flavell sold 2,900 shares of the company’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $139.54, for a total value of $404,666.00. Following the sale, the executive vice president owned 74,825 shares in the company, valued at $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.12% of the stock is currently owned by company insiders.

PepsiCo Stock Performance

PEP opened at $142.19 on Thursday. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. PepsiCo, Inc. has a 12-month low of $133.73 and a 12-month high of $171.48. The firm has a 50 day moving average of $139.92 and a two-hundred day moving average of $149.79. The firm has a market capitalization of $194.07 billion, a PE ratio of 18.64, a P/E/G ratio of 3.12 and a beta of 0.35.

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

PepsiCo Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be issued a $1.48 dividend. This represents a $5.92 annualized dividend and a yield of 4.2%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo’s dividend payout ratio is presently 77.59%.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is expanding its multi-year partnership with autonomous-truck startup Gatik, deploying 41 self-driving trucks on Frito-Lay distribution routes. The technology could eventually reduce middle-mile transportation costs, improve delivery consistency and support supply-chain efficiency. Gatik’s subsequent $200 million funding round also provides additional capital for executing the rollout. PepsiCo Is Putting 41 Self Driving Trucks On Frito Lay Routes
• Positive Sentiment: PepsiCo’s latest reported quarter included a modest earnings beat and 6.4% year-over-year revenue growth. Management’s 2026 earnings guidance remains intact, suggesting the company has not yet signaled a deterioration in its full-year outlook.
• Neutral Sentiment: PepsiCo will release third-quarter 2026 results on October 8. The announcement itself does not change fundamentals, but it gives investors a near-term catalyst to assess demand, pricing, margins and the company’s international growth strategy. PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results
• Neutral Sentiment: Reports that PepsiCo is ending employee coverage for weight-loss drugs could lower benefit expenses, but the move may also affect employee satisfaction and retention. The financial impact is unclear.
• Negative Sentiment: Recent Coca-Cola-versus-Pepsi comparisons say Coca-Cola is pulling ahead on brand strength, margins, earnings growth and U.S. execution. PepsiCo’s diversified snacks portfolio and international gains remain positives, but investors are increasingly focused on its weaker home-market performance and the risk that competitors are capturing more consumer spending. Coca-Cola vs. Pepsi: The Gap Is Getting Bigger

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.