X Square Capital LLC Invests $1.92 Million in PepsiCo, Inc. $PEP

X Square Capital LLC acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 14,171 shares of the company’s stock, valued at approximately $1,919,000.

A number of other large investors also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in PepsiCo by 12.4% during the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock valued at $9,031,000 after acquiring an additional 6,574 shares in the last quarter. Caxton Associates LLP purchased a new stake in shares of PepsiCo during the 1st quarter worth $251,000. Sivia Capital Partners LLC boosted its position in PepsiCo by 138.5% during the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock valued at $862,000 after purchasing an additional 3,790 shares in the last quarter. Schnieders Capital Management LLC. grew its stake in PepsiCo by 10.1% in the second quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock valued at $5,039,000 after purchasing an additional 3,502 shares during the last quarter. Finally, Sei Investments Co. grew its stake in PepsiCo by 45.5% in the second quarter. Sei Investments Co. now owns 536,133 shares of the company’s stock valued at $70,789,000 after purchasing an additional 167,707 shares during the last quarter. Institutional investors own 73.07% of the company’s stock.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Jim Cramer highlighted PepsiCo as a defensive large-cap opportunity, citing its roughly 4% dividend yield and the potential benefit of lower oil prices. Cheaper fuel could support consumer spending and reduce transportation and operating costs. Jim Cramer Shares Why PepsiCo Caught His Eye During Consumer Headwinds
• Positive Sentiment: Investors remain attracted to PepsiCo’s 54-year record of consecutive dividend increases and comparatively reasonable valuation. Improving international results could help offset continuing weakness in North America, supporting the case for income-oriented investors. Most Investors Overlook This. I’m Buying PepsiCo for Its Dividend
• Positive Sentiment: PepsiCo is pursuing growth beyond its traditional snack portfolio by introducing and emphasizing global flavors, a strategy that could broaden consumer appeal and create new avenues for international growth. PepsiCo Bets on Global Flavors to Grow Beyond Snacks
• Neutral Sentiment: Commentary describing consumer staples as a lagging sector frames PepsiCo as a value opportunity rather than a near-term growth leader. The investment appeal depends on the stock’s discounted valuation, dividend support and execution on its recovery plans. The Consumer Staples Sector Is Lagging the S&P 500
• Negative Sentiment: Texas authorities are investigating PepsiCo and Kraft Heinz over claims involving avocado oil. The outcome and scope of the investigation are unclear, but regulatory scrutiny could create legal, reputational or product-related costs. PepsiCo, Kraft Heinz Under Investigation in Texas Over Avocado Oil Claims
• Negative Sentiment: Analysts note that PepsiCo’s dividend faces pressure from slower growth, persistent North American weakness and a more difficult recovery than the commodity-driven risks facing Chevron. This raises questions about future payout growth, despite the company’s long dividend history. Chevron or PepsiCo: Whose Dividend Is Standing on Thinner Ice?

PepsiCo Price Performance

Shares of PEP stock opened at $141.07 on Friday. PepsiCo, Inc. has a fifty-two week low of $133.73 and a fifty-two week high of $171.48. 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 firm has a market capitalization of $192.55 billion, a price-to-earnings ratio of 18.49, a PEG ratio of 3.07 and a beta of 0.35. The stock’s 50-day simple moving average is $139.86 and its 200-day simple moving average is $149.51.

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

PepsiCo Announces Dividend

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

Wall Street Analyst Weigh In

PEP has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft set a $155.00 price target on shares of PepsiCo in a research report on Friday, July 10th. Piper Sandler set a $176.00 price objective on shares of PepsiCo in a research report on Thursday, July 9th. JPMorgan Chase & Co. decreased their target price on shares of PepsiCo from $178.00 to $170.00 and set an “overweight” rating for the company in a research report on Wednesday, July 1st. Morgan Stanley lowered their target price on shares of PepsiCo from $180.00 to $160.00 and set an “equal weight” rating for the company in a research note on Friday, July 10th. Finally, UBS Group set a $159.00 price target on shares of PepsiCo in a report on Thursday, July 9th. Seven research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $157.90.

Insider Buying and Selling 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 stock was sold at an average price of $139.54, for a total value of $404,666.00. Following the transaction, the executive vice president directly owned 74,825 shares of the company’s stock, valued at $10,441,080.50. This represents a 3.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.12% of the stock is owned by company insiders.

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.