Synergy Asset Management LLC Sells 16,900 Shares of PepsiCo, Inc. $PEP

Synergy Asset Management LLC decreased its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 70.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,001 shares of the company’s stock after selling 16,900 shares during the period. Synergy Asset Management LLC’s holdings in PepsiCo were worth $1,005,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Three Bridge Wealth Advisors LLC grew its stake in shares of PepsiCo by 1.8% during the third quarter. Three Bridge Wealth Advisors LLC now owns 3,870 shares of the company’s stock valued at $544,000 after buying an additional 68 shares during the last quarter. Facet Wealth Inc. lifted its stake in shares of PepsiCo by 3.2% in the 3rd quarter. Facet Wealth Inc. now owns 2,221 shares of the company’s stock valued at $312,000 after acquiring an additional 69 shares during the last quarter. Hudock Inc. boosted its holdings in PepsiCo by 1.0% during the 3rd quarter. Hudock Inc. now owns 7,079 shares of the company’s stock valued at $994,000 after acquiring an additional 70 shares during the period. Delta Asset Management LLC TN grew its position in PepsiCo by 0.6% during the 3rd quarter. Delta Asset Management LLC TN now owns 11,000 shares of the company’s stock worth $1,545,000 after acquiring an additional 70 shares during the last quarter. Finally, Westside Investment Management Inc. increased its stake in PepsiCo by 2.8% in the 3rd quarter. Westside Investment Management Inc. now owns 2,602 shares of the company’s stock worth $366,000 after purchasing an additional 70 shares during the period. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on PEP shares. HSBC increased their price objective on PepsiCo from $152.00 to $175.00 and gave the company a “hold” rating in a research note on Thursday, February 5th. 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 report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price target on shares of PepsiCo from $164.00 to $176.00 and gave the stock an “overweight” rating in a report on Wednesday, February 4th. Piper Sandler boosted their price objective on shares of PepsiCo from $172.00 to $181.00 and gave the company an “overweight” rating in a research report on Thursday, March 12th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a research note on Friday, January 9th. Eight equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $169.00.

PepsiCo Stock Performance

Shares of PEP stock opened at $150.83 on Friday. The firm has a market capitalization of $206.13 billion, a price-to-earnings ratio of 25.14, a PEG ratio of 2.90 and a beta of 0.39. The stock has a fifty day moving average of $158.75 and a 200 day moving average of $149.98. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $171.48. The company has a quick ratio of 0.67, a current ratio of 0.85 and a debt-to-equity ratio of 2.06.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings data on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.24 by $0.02. PepsiCo had a net margin of 8.77% and a return on equity of 57.92%. The business 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 firm earned $1.96 EPS. The company’s quarterly revenue was up 5.6% compared to the same quarter last year. As a group, research analysts expect that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be issued a $1.4225 dividend. The ex-dividend date is Friday, March 6th. This represents a $5.69 annualized dividend and a yield of 3.8%. PepsiCo’s dividend payout ratio (DPR) is 94.83%.

PepsiCo declared that its Board of Directors has initiated a stock repurchase program on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in shares. This repurchase authorization permits the company to buy up to 4.7% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its shares are undervalued.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Leadership highlights strong cost-management tools — PepsiCo says it sources roughly 95% of ingredients locally in APAC, uses hedging and is applying AI to improve planning and cut cost pressures; this reduces input‑cost and geopolitical risk. PepsiCo Leans on Local Sourcing and AI to Navigate Cost Pressures (Yahoo)
• Positive Sentiment: Marketing/brand engagement push — PepsiCo launched a global “Pepsi Football Nation” platform to boost fan engagement and global brand presence, which can support revenue and marketing ROI around major sports events. PepsiCo launches global ‘Pepsi Football Nation’ platform (BestMediaInfo)
• Positive Sentiment: Analyst/strategy bull case — coverage arguing PepsiCo is a top long‑term growth stock highlights durable brands, pricing power and diversification as reasons to own the name for steady growth and dividends. Why PepsiCo (PEP) is a Top Growth Stock for the Long-Term (Zacks)
• Neutral Sentiment: Earnings preview — analysts’ preview pieces outline expectations ahead of the next quarterly report; watch EPS, organic revenue trends and margins (pricing vs. volume) for a potential catalyst. PepsiCo Earnings Preview: What to Expect (Barchart)
• Neutral Sentiment: Investment-story evolution — coverage notes management is shifting the story around pricing and 2026 growth hopes; investors should monitor margin trajectory and guidance for clarity. How The PepsiCo (PEP) Investment Story Is Shifting On Pricing And 2026 Growth Hopes (Yahoo)
• Negative Sentiment: Some outlets flag fundamentals questions — a roundup that highlights “profitable stocks with questionable fundamentals” includes PepsiCo in a broader critique, which can weigh on sentiment among value or fundamentals‑focused investors. 3 Profitable Stocks with Questionable Fundamentals (Yahoo)
• Negative Sentiment: Dividend-aristocrat commentary and “beaten-down” lists — PEP’s inclusion in pieces about dividend aristocrats or beaten-down names can attract bargain hunters but also signals recent share weakness and elevated short‑term volatility. PepsiCo Leans on Local Sourcing and AI to Navigate Cost Pressures (InsiderMonkey)

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.