Financial Solutions Advisory Group Inc. Takes Position in PepsiCo, Inc. $PEP

Financial Solutions Advisory Group Inc. purchased a new position in PepsiCo, Inc. (NASDAQ:PEP) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 4,038 shares of the company’s stock, valued at approximately $627,000.

A number of other hedge funds also recently bought and sold shares of PEP. Swiss Life Asset Management Ltd grew its stake in shares of PepsiCo by 11.4% during the 4th quarter. Swiss Life Asset Management Ltd now owns 415,271 shares of the company’s stock valued at $59,600,000 after acquiring an additional 42,335 shares during the period. National Pension Service lifted its holdings in PepsiCo by 2.5% during the fourth quarter. National Pension Service now owns 3,143,939 shares of the company’s stock valued at $451,218,000 after purchasing an additional 77,051 shares in the last quarter. Allstate Corp boosted its position in shares of PepsiCo by 108.1% in the fourth quarter. Allstate Corp now owns 104,723 shares of the company’s stock worth $15,030,000 after purchasing an additional 54,405 shares during the period. IFM Investors Pty Ltd increased its stake in shares of PepsiCo by 4.8% in the first quarter. IFM Investors Pty Ltd now owns 273,135 shares of the company’s stock worth $42,415,000 after purchasing an additional 12,472 shares in the last quarter. Finally, Knights of Columbus Asset Advisors LLC raised its position in shares of PepsiCo by 90.0% during the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 94,652 shares of the company’s stock valued at $13,584,000 after purchasing an additional 44,824 shares during the period. Hedge funds and other institutional investors own 73.07% of the company’s stock.

PepsiCo Trading Down 0.5%

Shares of PEP stock opened at $139.56 on Friday. PepsiCo, Inc. has a 12-month low of $133.73 and a 12-month high of $171.48. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. The stock’s 50-day moving average price is $141.27 and its 200-day moving average price is $151.00. The stock has a market capitalization of $190.48 billion, a price-to-earnings ratio of 18.29, a price-to-earnings-growth ratio of 3.07 and a beta of 0.36.

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

PepsiCo Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 4th will be given a $1.48 dividend. This represents a $5.92 annualized dividend and a yield of 4.2%. The ex-dividend date is Friday, September 4th. PepsiCo’s payout ratio is currently 77.59%.

Insider Transactions at PepsiCo

In related news, EVP David Flavell sold 2,900 shares of the company’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $139.54, for a total transaction of $404,666.00. Following the sale, the executive vice president owned 74,825 shares of the company’s stock, valued at $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.12% of the stock is currently owned by insiders.

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

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on PEP shares. JPMorgan Chase & Co. dropped their target price on shares of PepsiCo from $178.00 to $170.00 and set an “overweight” rating for the company in a report on Wednesday, July 1st. Deutsche Bank Aktiengesellschaft set a $155.00 price target on PepsiCo in a report on Friday, July 10th. Rothschild & Co Redburn upped their price objective on PepsiCo from $130.00 to $132.00 in a research note on Monday, May 11th. Royal Bank Of Canada cut their target price on PepsiCo from $163.00 to $161.00 and set a “sector perform” rating for the company in a research report on Friday, July 10th. Finally, TD Cowen decreased their target price on PepsiCo from $150.00 to $145.00 and set a “hold” rating on the stock in a research note on Friday, July 10th. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, PepsiCo has an average rating of “Hold” and a consensus target price of $157.90.

About PepsiCo

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.