263,954 Shares in PepsiCo, Inc. $PEP Bought by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC bought a new stake in PepsiCo, Inc. (NASDAQ:PEP) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 263,954 shares of the company’s stock, valued at approximately $35,739,000.

Other hedge funds also recently bought and sold shares of the company. Evergreen Advisors LLC acquired a new position in shares of PepsiCo in the 1st quarter valued at $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in PepsiCo during the fourth quarter worth approximately $26,000. Swiss RE Ltd. acquired a new stake in shares of PepsiCo during the fourth quarter worth about $28,000. Atlatl Advisers LLC purchased a new stake in PepsiCo in the 2nd quarter valued at $31,000. Finally, Osterweis Capital Management Inc. acquired a new stake in PepsiCo during the 2nd quarter worth approximately $31,000. Institutional investors and hedge funds own 73.07% of the company’s stock.

Insiders Place Their Bets

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

PepsiCo Price Performance

Shares of PepsiCo stock opened at $139.79 on Wednesday. The firm has a market cap of $190.80 billion, a P/E ratio of 18.32, a price-to-earnings-growth ratio of 3.08 and a beta of 0.35. The firm’s 50-day simple moving average is $139.80 and its 200-day simple moving average is $149.00. PepsiCo, Inc. has a twelve month low of $133.73 and a twelve month 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.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings results on Thursday, July 9th. The company reported $2.20 earnings per share (EPS) for the quarter, topping 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 firm’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, research analysts expect 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 paid a $1.48 dividend. This represents a $5.92 annualized dividend and a yield of 4.2%. The ex-dividend date is Friday, September 4th. PepsiCo’s dividend payout ratio (DPR) is 77.59%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Evercore set a $150.00 target price on PepsiCo in a report on Thursday, July 9th. Morgan Stanley cut their price objective on PepsiCo from $180.00 to $160.00 and set an “equal weight” rating on the stock in a research report on Friday, July 10th. JPMorgan Chase & Co. reduced their price objective on shares of PepsiCo from $178.00 to $170.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 1st. Sanford C. Bernstein set a $134.00 target price on PepsiCo in a research note on Friday, July 10th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a research report on Monday, July 6th. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $157.90.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is participating with Mondelēz International and pladis in a circular food-packaging trial. The initiative could support sustainability goals and help develop more scalable packaging solutions, although the near-term financial impact is likely limited. Mondelēz International, PepsiCo and pladis collaborate to advance the future of food packaging
• Positive Sentiment: A partnership with Carlsberg reportedly helped grow the brewer’s soft-drinks segment by 9%, highlighting the potential for PepsiCo’s distribution and beverage partnerships to generate incremental volume. PepsiCo Partnership Grows Carlsberg Soft Drink Segment by 9%
• Positive Sentiment: Analysts and investors continue to view PEP’s discounted valuation and dividend yield as attractive relative to Coca-Cola, particularly for income-focused investors. Snack-market share gains and beverage resilience could support a gradual recovery. PepsiCo Is Struggling While Coca-Cola Hits All-Time Highs
• Neutral Sentiment: PepsiCo’s North American business faces softer consumer spending and pressure in key food categories. However, snack share gains and stronger beverages suggest management may be dealing with a temporary slowdown rather than a permanently weaker franchise. PepsiCo’s North America Challenge: Temporary or Structural?
• Neutral Sentiment: Indian authorities reportedly seized PepsiCo-branded products connected to an alleged operation that falsified expiration dates and nutrition labels. PepsiCo and Coca-Cola were not accused of wrongdoing, limiting direct liability but creating some reputational and supply-chain attention. India busts firm faking expiry dates, nutrition labels on PepsiCo and Nestle food exports
• Negative Sentiment: PepsiCo confirmed damage to a production facility in Ukraine following a reported Russian strike. No injuries were reported, but possible disruption, repair costs and uncertainty about the site’s operating capacity add to geopolitical and execution risks. PepsiCo confirms damage to Ukraine plant

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.