Montchanin Asset Management LLC Takes $567,000 Position in PepsiCo, Inc. $PEP

Montchanin Asset Management LLC purchased a new position in PepsiCo, Inc. (NASDAQ:PEP) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,650 shares of the company’s stock, valued at approximately $567,000.

Several other large investors have also added to or reduced their stakes in PEP. Cypress Capital Management LLC WY raised its holdings in PepsiCo by 8.3% in the 4th quarter. Cypress Capital Management LLC WY now owns 838 shares of the company’s stock worth $121,000 after purchasing an additional 64 shares in the last quarter. United Bank boosted its stake in shares of PepsiCo by 3.9% during the 4th quarter. United Bank now owns 1,717 shares of the company’s stock valued at $246,000 after purchasing an additional 65 shares in the last quarter. Onyx Bridge Wealth Group LLC boosted its stake in shares of PepsiCo by 2.5% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 2,673 shares of the company’s stock valued at $415,000 after purchasing an additional 66 shares in the last quarter. Wilkerson Advisory Group LLC increased its position in shares of PepsiCo by 3.3% during the first quarter. Wilkerson Advisory Group LLC now owns 2,040 shares of the company’s stock valued at $317,000 after buying an additional 66 shares during the period. Finally, Richards Merrill & Peterson Inc. raised its stake in PepsiCo by 3.6% in the first quarter. Richards Merrill & Peterson Inc. now owns 1,938 shares of the company’s stock worth $301,000 after buying an additional 67 shares in the last quarter. Institutional investors own 73.07% of the company’s stock.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s price reductions appear to be encouraging consumers to buy more products, potentially supporting volume growth in the second half of 2026. This could help stabilize demand, particularly in North America, where consumers have pushed back against higher prices. PepsiCo Has Gone Practically Nowhere for a Year
• Positive Sentiment: A reported $22 million ratio call diagonal spread indicates at least one large options trader is positioned for upside ahead of PepsiCo’s third-quarter earnings, potentially improving short-term sentiment. PepsiCo Options Trade
• Positive Sentiment: PepsiCo purchased the low-carbon attributes of green ammonia produced by Envision, supporting its sustainability goals and potentially reducing the emissions profile of fertilizer and manufacturing inputs. The financial impact was not disclosed. PepsiCo Buys Green Ammonia Attributes
• Neutral Sentiment: The board approved a quarterly dividend of $1.48 per share, reinforcing PepsiCo’s income-investment appeal. However, the roughly 4% yield and approximately 78% payout ratio also highlight limited room for error if earnings weaken. PepsiCo Dividend and Brand Strategy
• Neutral Sentiment: New initiatives focused on women’s health, localized flavors and brand marketing may support long-term innovation, but these reports provide no immediate earnings or guidance changes. PepsiCo also discontinued a product, reflecting portfolio management with limited near-term stock implications. PepsiCo Women’s Health Strategy
• Negative Sentiment: Price cuts may boost volume but could pressure revenue growth and profitability. Analysts are also lowering consumer-staples estimates as shoppers resist price increases, raising concerns about PepsiCo’s margins and North American snack demand. Consumer Staples Estimate Outlook
• Negative Sentiment: PepsiCo EVP David Flavell sold 2,900 shares worth about $405,000. The sale was relatively small compared with his remaining holdings, but insider selling can add modestly to investor caution. SEC Insider Transaction Filing

PepsiCo Trading Down 0.5%

NASDAQ:PEP opened at $139.56 on Friday. The firm has a market capitalization of $190.48 billion, a P/E ratio of 18.29, a PEG ratio of 3.08 and a beta of 0.36. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74. PepsiCo, Inc. has a one year low of $133.73 and a one year high of $171.48. The company’s 50-day simple moving average is $141.27 and its 200 day simple moving average is $151.00.

PepsiCo (NASDAQ:PEP) last announced its earnings results on Thursday, July 9th. The company reported $2.20 earnings per share for the quarter, beating analysts’ consensus estimates of $2.19 by $0.01. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The business had revenue of $24.18 billion during the quarter, compared to the consensus estimate of $23.95 billion. During the same quarter last year, the firm earned $0.92 earnings per share. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, analysts forecast that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 4th will be given a dividend of $1.48 per share. This represents a $5.92 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo’s dividend payout ratio (DPR) is 77.59%.

Analyst Upgrades and Downgrades

Several brokerages have commented on PEP. Bank of America lowered their price objective on shares of PepsiCo from $173.00 to $164.00 and set a “neutral” rating for the company in a report on Thursday, June 25th. Barclays increased their target price on PepsiCo from $138.00 to $142.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Sanford C. Bernstein set a $134.00 target price on PepsiCo in a research note on Friday, July 10th. Wells Fargo & Company dropped their price target on PepsiCo from $150.00 to $140.00 and set an “equal weight” rating on the stock in a research report on Friday, July 10th. Finally, Royal Bank Of Canada decreased their price objective on PepsiCo from $163.00 to $161.00 and set a “sector perform” rating for the company in a report on Friday, July 10th. Seven investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $157.90.

Insider Transactions at PepsiCo

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the business’s stock in a transaction 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 sale, the executive vice president directly owned 74,825 shares of the company’s stock, valued at approximately $10,441,080.50. The trade was a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.12% of the company’s stock.

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.