Stokes Capital Advisors LLC Increases Stock Position in PepsiCo, Inc. $PEP

Stokes Capital Advisors LLC boosted its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 31.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,713 shares of the company’s stock after purchasing an additional 11,616 shares during the quarter. PepsiCo comprises 1.6% of Stokes Capital Advisors LLC’s investment portfolio, making the stock its 29th largest holding. Stokes Capital Advisors LLC’s holdings in PepsiCo were worth $6,991,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. PUREfi Wealth LLC increased its stake in PepsiCo by 2.3% in the fourth quarter. PUREfi Wealth LLC now owns 3,231 shares of the company’s stock valued at $464,000 after purchasing an additional 73 shares during the period. Sax Wealth Advisors LLC boosted its stake in shares of PepsiCo by 6.8% during the fourth quarter. Sax Wealth Advisors LLC now owns 12,126 shares of the company’s stock worth $1,740,000 after buying an additional 771 shares during the period. Czech National Bank grew its holdings in shares of PepsiCo by 3.7% during the fourth quarter. Czech National Bank now owns 360,547 shares of the company’s stock worth $51,746,000 after buying an additional 12,830 shares during the last quarter. First Bank & Trust increased its position in PepsiCo by 71.4% in the 4th quarter. First Bank & Trust now owns 16,765 shares of the company’s stock valued at $2,406,000 after acquiring an additional 6,984 shares during the period. Finally, Optivise Advisory Services LLC raised its stake in PepsiCo by 7.8% during the 4th quarter. Optivise Advisory Services LLC now owns 3,582 shares of the company’s stock valued at $514,000 after acquiring an additional 260 shares during the last quarter. 73.07% of the stock is owned by hedge funds and other institutional investors.

PepsiCo Stock Performance

NASDAQ PEP opened at $151.73 on Thursday. The business has a 50 day moving average price of $158.67 and a 200 day moving average price of $149.97. The company has a market capitalization of $207.36 billion, a P/E ratio of 25.29, a PEG ratio of 2.88 and a beta of 0.39. PepsiCo, Inc. has a 1-year low of $127.60 and a 1-year high of $171.48. 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 posted its earnings results on Monday, February 2nd. The company reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $2.24 by $0.02. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The company had revenue of $29.34 billion for the quarter, compared to the consensus estimate of $28.96 billion. During the same period in the previous year, the business earned $1.96 earnings per share. PepsiCo’s quarterly revenue was up 5.6% compared to the same quarter last year. Sell-side analysts expect that PepsiCo, Inc. will post 8.3 EPS for the current fiscal year.

PepsiCo announced that its board has approved a stock repurchase plan on Tuesday, February 3rd that allows the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization allows the company to purchase up to 4.7% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its shares are undervalued.

PepsiCo Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend is Friday, March 6th. PepsiCo’s dividend payout ratio is presently 94.83%.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo launched a global “Pepsi Football Nation” platform to deepen fan engagement around football — a large, event-driven marketing push that can boost brand visibility, seasonal sales and promotional leverage. PepsiCo launches global ‘Pepsi Football Nation’ platform focused on fan culture
• Positive Sentiment: Analyst/upbeat coverage: Zacks highlights PepsiCo as a long‑term growth stock citing consistent brand strength and growth initiatives — supportive for investor sentiment. Why PepsiCo (PEP) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Dividend‑income appeal: inclusion among recommended “beaten‑down dividend aristocrats” keeps income‑focused buyers interested in PEP’s yield and defensive profile. 3 Beaten-Down Dividend Aristocrats to Scoop Up While Wall Street Chases AI Stocks Into a Cliff
• Positive Sentiment: Sector dynamic: reporting that Coca‑Cola faces 2026 margin pressure could be a relative positive for PepsiCo if PepsiCo can maintain pricing/actions while Coke lags. Coca-Cola Faces Margin Pressure: Can Pricing Power Hold?
• Neutral Sentiment: Investment thesis nuance: a Yahoo Finance piece discusses how PepsiCo’s investment story is shifting around pricing and 2026 growth expectations — useful context but mixed for near‑term price action. How The PepsiCo (PEP) Investment Story Is Shifting On Pricing And 2026 Growth Hopes
• Neutral Sentiment: Short‑interest reports circulating show “significant increases” but list zero shares and 0.0 days to cover — this appears to be a data glitch and should not be treated as actionable.
• Neutral Sentiment: Corporate/community items (PepsiCo Foundation partnership with SUNY Westchester) are positive for ESG/PR but unlikely to move near‑term fundamentals. SUNY Westchester Community College and the PepsiCo Foundation Highlight Student Pathways to Career Success
• Neutral Sentiment: Miscellaneous sector/competitor stories and unrelated company news (e.g., Reed’s CEO change, snack‑discontinuation chatter) create background noise but have limited direct impact on PEP unless tied to category supply/portfolio shifts. Reed’s CEO steps down, COO named interim chief

Analyst Upgrades and Downgrades

A number of research firms have weighed in on PEP. Citigroup increased their price objective on PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Jefferies Financial Group upped their price target on PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a research note on Tuesday, December 9th. JPMorgan Chase & Co. increased their price target on PepsiCo from $164.00 to $176.00 and gave the stock an “overweight” rating in a report on Wednesday, February 4th. Rothschild & Co Redburn boosted their price objective on shares of PepsiCo from $120.00 to $130.00 and gave the company a “sell” rating in a research note on Tuesday, February 10th. Finally, Royal Bank Of Canada upped their price objective on shares of PepsiCo from $156.00 to $165.00 and gave the stock a “sector perform” rating in a research report on Monday, March 2nd. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $169.00.

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.