Strategic Investment Advisors MI Takes $1.52 Million Position in PepsiCo, Inc. $PEP

Strategic Investment Advisors MI bought a new stake in PepsiCo, Inc. (NASDAQ:PEP) in the first quarter, Holdings Channel reports. The institutional investor bought 9,761 shares of the company’s stock, valued at approximately $1,517,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of PEP. Auto Owners Insurance Co raised its stake in shares of PepsiCo by 14,857.8% in the 4th quarter. Auto Owners Insurance Co now owns 49,252,907 shares of the company’s stock valued at $7,068,777,000 after buying an additional 48,923,629 shares in the last quarter. Norges Bank acquired a new stake in shares of PepsiCo during the 4th quarter valued at about $3,018,813,000. Diamant Asset Management Inc. increased its stake in PepsiCo by 16,146.5% in the first quarter. Diamant Asset Management Inc. now owns 3,586,423 shares of the company’s stock valued at $556,936,000 after acquiring an additional 3,564,348 shares during the period. AQR Capital Management LLC lifted its stake in PepsiCo by 120.7% during the third quarter. AQR Capital Management LLC now owns 5,916,417 shares of the company’s stock worth $830,902,000 after purchasing an additional 3,235,726 shares during the period. Finally, Amundi boosted its stake in PepsiCo by 30.0% in the 3rd quarter. Amundi now owns 8,641,588 shares of the company’s stock valued at $1,207,230,000 after buying an additional 1,995,362 shares in the last quarter. 73.07% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Piper Sandler set a $176.00 price target on PepsiCo in a research report on Thursday, July 9th. Wells Fargo & Company lowered their target price on shares of PepsiCo from $150.00 to $140.00 and set an “equal weight” rating on the stock in a report on Friday, July 10th. Jefferies Financial Group dropped their target price on shares of PepsiCo from $162.00 to $152.00 and set a “hold” rating for the company in a research report on Friday, July 10th. Evercore set a $150.00 price target on shares of PepsiCo in a research report on Thursday, July 9th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a report on Monday, July 6th. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, PepsiCo currently has a consensus rating of “Hold” and a consensus target price of $157.90.

Insider Activity

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

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Global volume growth, international brands and product innovation are supporting PepsiCo’s results as the company looks to offset softer North American demand. Productivity initiatives and brand investments could also help stabilize profitability. PepsiCo Rides Global Volume Growth as North American Demand Slows
• Positive Sentiment: PepsiCo’s lower valuation and dividend yield above 4% provide potential support for income-focused investors. Its recent quarterly performance also modestly exceeded estimates, with earnings of $2.20 per share and revenue of $24.18 billion. Is PepsiCo Stock Attractive After Q2 Earnings and Margin Pressure
• Neutral Sentiment: PepsiCo appointed Tanvi Swami as marketing director for Pepsi, 7UP and Mirinda. The move may support brand strategy, although no immediate financial impact was provided. PepsiCo appoints Tanvi Swami as Marketing Director
• Neutral Sentiment: An executive sold 2,900 shares worth approximately $405,000, reducing his position by 3.73%. The transaction was disclosed as required in an SEC filing but was relatively small compared with his remaining holdings. SEC insider transaction filing
• Negative Sentiment: Consumer-staples estimates are being pressured as shoppers increasingly resist price increases. Procter & Gamble’s earnings miss and cautious outlook reinforce concerns that PepsiCo may have limited pricing power, particularly in its large North American snack business. Q3 Estimates Increase for Tech and Finance, Fall for Consumer Staples
• Negative Sentiment: Analysts continue to flag margin pressure, elevated debt and weaker estimates. A lawsuit alleging workplace harassment and retaliation also creates potential reputational risk, although the report does not indicate a quantified financial impact. PepsiCo workplace harassment lawsuit report

PepsiCo Stock Performance

Shares of PepsiCo stock opened at $143.50 on Thursday. PepsiCo, Inc. has a 52 week low of $133.73 and a 52 week high of $171.48. The firm has a fifty day moving average of $141.66 and a two-hundred day moving average of $151.08. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.74 and a current ratio of 0.93. The stock has a market capitalization of $195.86 billion, a price-to-earnings ratio of 18.81, a PEG ratio of 3.14 and a beta of 0.36.

PepsiCo (NASDAQ:PEP) last posted its 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. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.The company had revenue of $24.18 billion during the quarter, compared to analyst estimates of $23.95 billion. During the same period in the previous year, the company earned $0.92 EPS. The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, equities research analysts predict that PepsiCo, Inc. will post 8.57 EPS for the current year.

PepsiCo Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Friday, September 4th will be issued a dividend of $1.48 per share. This represents a $5.92 annualized dividend and a dividend yield of 4.1%. The ex-dividend date is Friday, September 4th. PepsiCo’s payout ratio is 77.59%.

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.