Cornerstone Planning LLC Invests $2.64 Million in PepsiCo, Inc. $PEP

Cornerstone Planning LLC bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 18,321 shares of the company’s stock, valued at approximately $2,644,000.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Cypress Capital Management LLC WY raised its position in PepsiCo by 8.3% in the fourth quarter. Cypress Capital Management LLC WY now owns 838 shares of the company’s stock valued at $121,000 after purchasing an additional 64 shares during the period. United Bank boosted its position in shares of PepsiCo by 3.9% in the fourth quarter. United Bank now owns 1,717 shares of the company’s stock worth $246,000 after buying an additional 65 shares during the period. Koa Wealth Management LLC grew its stake in shares of PepsiCo by 0.9% in the fourth quarter. Koa Wealth Management LLC now owns 8,007 shares of the company’s stock valued at $1,149,000 after buying an additional 68 shares in the last quarter. Pettinga Financial Advisors LLC raised its holdings in shares of PepsiCo by 3.8% during the 4th quarter. Pettinga Financial Advisors LLC now owns 1,880 shares of the company’s stock valued at $270,000 after buying an additional 68 shares during the period. Finally, Tiemann Investment Advisors LLC raised its holdings in shares of PepsiCo by 4.0% during the 3rd quarter. Tiemann Investment Advisors LLC now owns 1,807 shares of the company’s stock valued at $254,000 after buying an additional 70 shares during the period. 73.07% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s management is being spotlighted for using AI and digital tools to improve operations, strengthen food-system resilience, and support a broader global transformation strategy, which could bolster long-term efficiency and growth. Building a Lighthouse Company: Athina Kanioura on Leading PepsiCo’s Global Transformation
• Positive Sentiment: PepsiCo is also being discussed as a beneficiary of AI adoption across food and beverage companies, which may support productivity and growth initiatives over time. PepsiCo, Danone & Nestlé: how AI is powering F&B growth
• Positive Sentiment: A new Doritos Loaded commercial featuring Gordon Ramsay and Formula 1 driver George Russell underscores PepsiCo’s willingness to spend on high-profile marketing to support snack brand visibility and demand. PepsiCo: Doritos Loaded Unveils High-Octane Commercial Starring Chef Gordon Ramsay And Mercedes-AMG Petronas F1 Driver George Russell
• Neutral Sentiment: Several recent commentary pieces focus on PepsiCo’s valuation and dividend appeal, with one suggesting the shares may trade below fair value while another argues for caution and calls the stock a possible sell, leaving investor sentiment mixed. PepsiCo (PEP) Stock Could Be 46.9% Below Fair Value as Views Split
• Neutral Sentiment: PepsiCo remains a frequent feature in dividend-investing discussions, reinforcing its reputation as a defensive income stock rather than signaling a new catalyst. PepsiCo: Scoop Up This Dividend Growth Legend Now
• Negative Sentiment: Bearish market commentary argues PepsiCo has lagged the broader market since late 2025, which may weigh on sentiment if investors continue to favor faster-growing alternatives. 3 Reasons to Sell PEP and 1 Stock to Buy Instead

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. The Goldman Sachs Group upped their price target on PepsiCo from $180.00 to $183.00 and gave the stock a “buy” rating in a report on Friday, April 17th. Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a research note on Wednesday, April 8th. Rothschild & Co Redburn upped their target price on shares of PepsiCo from $130.00 to $132.00 in a research note on Monday, May 11th. TD Cowen lowered their price target on shares of PepsiCo from $165.00 to $150.00 and set a “hold” rating for the company in a report on Friday, June 12th. Finally, Evercore lifted their price target on shares of PepsiCo from $165.00 to $170.00 in a research note on Friday, April 17th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $167.10.

PepsiCo Price Performance

Shares of NASDAQ PEP opened at $142.02 on Friday. The company has a quick ratio of 0.72, a current ratio of 0.90 and a debt-to-equity ratio of 1.98. PepsiCo, Inc. has a fifty-two week low of $127.60 and a fifty-two week high of $171.48. The business has a 50 day moving average price of $149.90 and a two-hundred day moving average price of $152.24. The firm has a market cap of $194.11 billion, a PE ratio of 22.30, a price-to-earnings-growth ratio of 2.57 and a beta of 0.35.

PepsiCo (NASDAQ:PEP) last announced its earnings results on Wednesday, April 15th. The company reported $1.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.55 by $0.06. The company had revenue of $19.44 billion for the quarter, compared to analyst estimates of $18.89 billion. PepsiCo had a return on equity of 56.61% and a net margin of 9.15%.PepsiCo’s quarterly revenue was up 8.5% on a year-over-year basis. During the same period in the prior year, the company posted $1.48 EPS. Sell-side analysts expect that PepsiCo, Inc. will post 8.63 earnings per share for the current fiscal year.

PepsiCo Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, June 5th will be issued a $1.48 dividend. This is a boost from PepsiCo’s previous quarterly dividend of $1.42. This represents a $5.92 annualized dividend and a yield of 4.2%. The ex-dividend date of this dividend is Friday, June 5th. PepsiCo’s dividend payout ratio is currently 92.94%.

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.