Lantz Financial LLC Sells 8,766 Shares of PepsiCo, Inc. $PEP

Lantz Financial LLC trimmed its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 64.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,844 shares of the company’s stock after selling 8,766 shares during the quarter. Lantz Financial LLC’s holdings in PepsiCo were worth $680,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of PEP. Evolution Wealth Management Inc. purchased a new stake in PepsiCo in the second quarter valued at about $27,000. JCIC Asset Management Inc. acquired a new position in shares of PepsiCo during the third quarter valued at about $27,000. Vermillion & White Wealth Management Group LLC raised its position in shares of PepsiCo by 107.1% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 234 shares of the company’s stock valued at $31,000 after purchasing an additional 121 shares during the last quarter. Halbert Hargrove Global Advisors LLC boosted its stake in PepsiCo by 667.7% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock worth $33,000 after purchasing an additional 207 shares in the last quarter. Finally, Frazier Financial Advisors LLC grew its position in PepsiCo by 85.3% during the 2nd quarter. Frazier Financial Advisors LLC now owns 265 shares of the company’s stock worth $35,000 after purchasing an additional 122 shares during the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Q4 results beat expectations (EPS $2.26 vs. $2.24; revenue roughly $29.3B) and management reiterated FY2026 guidance while reporting margin improvement — a core driver for today’s buying. Pepsi Pops as Investors Take Notice of Key Strategic Initiatives
• Positive Sentiment: Board approved a $10 billion share repurchase program, supporting EPS and signaling capital-return priority. PepsiCo to Repurchase $10.00 billion in Shares
• Positive Sentiment: Several brokerages lifted price targets after the strong quarter (UBS to $190, Morgan Stanley $180, JPMorgan $176, HSBC $175), which helps sustain buying interest. UBS Lifts PepsiCo Target JPMorgan Raises Target HSBC Adjusts Target
• Positive Sentiment: Management is cutting prices (up to ~15% on some snacks) and pivoting to “snack affordability” ahead of heavy seasonal demand (Super Bowl), which should boost volumes and retail sales. Guacamole & chip prices and PepsiCo price moves
• Positive Sentiment: Productivity and distribution integration (testing combined beverage/snack logistics) are cited as margin levers — management reported early positive results and operating-margin expansion. Productivity Strategy Analysis
• Neutral Sentiment: Pepsi is publicly adapting product mixes for health-conscious consumers (functional foods) and watching trends like GLP-1 drug use — outcomes are uncertain but the company is actively responding. How PepsiCo is adapting to GLP-1 use
• Neutral Sentiment: Activist investor interest (Elliott) remains a background catalyst; Pepsi is implementing changes but has said full refranchising isn’t being pursued — keeps outcomes dependent on execution. Elliott stake & catalyst analysis
• Negative Sentiment: Snack price cuts — and earlier consumer backlash over pricing — could pressure near-term gross margins until volume gains offset the lower pricing. PepsiCo to cut some US snack prices

PepsiCo Price Performance

Shares of PEP opened at $170.49 on Friday. The business’s 50-day moving average is $147.65 and its two-hundred day moving average is $146.30. The company has a market capitalization of $233.00 billion, a P/E ratio of 28.42, a P/E/G ratio of 3.25 and a beta of 0.40. PepsiCo, Inc. has a fifty-two week low of $127.60 and a fifty-two week high of $170.75. The company has a debt-to-equity ratio of 2.06, a quick ratio of 0.72 and a current ratio of 0.85.

PepsiCo (NASDAQ:PEP) last issued its earnings results on Tuesday, February 3rd. The company reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $2.24 by $0.02. The firm had revenue of $29.34 billion for the quarter, compared to the consensus estimate of $28.96 billion. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The company’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.96 earnings per share. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. Research analysts predict that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo announced that its board has initiated a stock repurchase program on Tuesday, February 3rd that permits the company to buyback $10.00 billion in outstanding shares. This buyback authorization permits the company to purchase up to 4.7% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

PepsiCo Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be paid a $1.4225 dividend. This represents a $5.69 annualized dividend and a dividend yield of 3.3%. The ex-dividend date is Friday, March 6th. PepsiCo’s payout ratio is currently 94.83%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Wells Fargo & Company upped their price target on shares of PepsiCo from $154.00 to $165.00 and gave the company an “equal weight” rating in a research note on Wednesday. DZ Bank raised PepsiCo from a “hold” rating to a “buy” rating and set a $167.00 target price on the stock in a research report on Tuesday, October 21st. Citigroup raised their target price on PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a research note on Friday, January 9th. Finally, Barclays increased their price objective on PepsiCo from $148.00 to $160.00 and gave the company an “equal weight” rating in a report on Wednesday. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $167.16.

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.