MassMutual Private Wealth & Trust FSB Trims Stock Holdings in PepsiCo, Inc. $PEP

MassMutual Private Wealth & Trust FSB reduced its position in PepsiCo, Inc. (NASDAQ:PEP) by 37.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 138,249 shares of the company’s stock after selling 81,433 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in PepsiCo were worth $19,416,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Nova Wealth Management Inc. acquired a new position in PepsiCo in the first quarter valued at $25,000. Evolution Wealth Management Inc. purchased a new position in shares of PepsiCo during the second quarter worth about $27,000. Legend Financial Advisors Inc. acquired a new position in PepsiCo in the 2nd quarter valued at about $29,000. Vermillion & White Wealth Management Group LLC raised its stake in PepsiCo by 107.1% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 234 shares of the company’s stock valued at $31,000 after acquiring an additional 121 shares during the last quarter. Finally, Halbert Hargrove Global Advisors LLC lifted its position in PepsiCo by 667.7% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock worth $33,000 after acquiring an additional 207 shares during the period. 73.07% of the stock is owned by institutional investors and hedge funds.

PepsiCo Stock Performance

PEP opened at $138.96 on Wednesday. PepsiCo, Inc. has a 1-year low of $127.60 and a 1-year high of $160.15. The stock has a market cap of $190.01 billion, a P/E ratio of 26.42, a P/E/G ratio of 4.58 and a beta of 0.42. The stock’s 50 day simple moving average is $145.89 and its 200 day simple moving average is $144.10. The company has a debt-to-equity ratio of 2.26, a current ratio of 0.91 and a quick ratio of 0.72.

PepsiCo (NASDAQ:PEP) last posted its earnings results on Wednesday, October 8th. The company reported $2.29 EPS for the quarter, topping analysts’ consensus estimates of $2.26 by $0.03. PepsiCo had a return on equity of 57.58% and a net margin of 7.82%.The company had revenue of $23.94 billion for the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the previous year, the business earned $2.31 earnings per share. PepsiCo’s quarterly revenue was up 2.7% compared to the same quarter last year. As a group, equities analysts anticipate that PepsiCo, Inc. will post 8.3 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Friday, December 5th were paid a $1.4225 dividend. This represents a $5.69 dividend on an annualized basis and a yield of 4.1%. The ex-dividend date of this dividend was Friday, December 5th. PepsiCo’s dividend payout ratio is presently 108.17%.

More PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo announced an industry-first industrial AI and digital-twin collaboration with Siemens and NVIDIA to scale AI-driven operations and predictive maintenance — a potential multi-year productivity and cost-savings catalyst that could improve margins and capex efficiency. PepsiCo Announces Industry-First AI and Digital Twin Collaboration with Siemens and NVIDIA
• Positive Sentiment: PBNA (beverages) segment showing organic growth driven by Pepsi Zero Sugar, Mountain Dew strength and expanding functional/energy and protein offerings — supports top-line resilience in a tough consumer backdrop. Are Functional Waters and Energy Drinks Reviving PepsiCo’s PBNA Unit?
• Positive Sentiment: New and limited-time beverage SKUs are being rolled out (positive for shelf buzz and short-term sell-through), which helps sustain beverage momentum and marketing-driven volumes. PepsiCo Has a Brand-New Soda Headed to Shelves—and Fans Say ‘It’s My New Favorite Flavor’
• Positive Sentiment: Unusually large call-option activity (buying of ~69k calls) signals bullish speculative interest or hedging ahead of catalysts — a short-term vote of confidence from some traders.
• Positive Sentiment: Featured as a top dividend/ income pick in recent lists — reinforces appeal to income-focused investors and can support downside during market volatility. Don’t Push for Growth in 2026, Push for Yield: The Case for 3 Top Dividend Stocks
• Neutral Sentiment: Investors are focused on PepsiCo’s upcoming Q4 results and guidance; analysts expect a stronger bottom line (some forecasts call for double-digit EPS improvement), so the report is a near-term catalyst that could swing the stock. What You Need To Know Ahead of PepsiCo’s Earnings Release
• Negative Sentiment: Sector rotation: investors have been moving money into financials, weighing on consumer staples including PepsiCo and contributing to near-term selling pressure. Stock Of The Day: Is This The Bottom For Pepsi?
• Negative Sentiment: Recent session weakness and a modest slide in the stock while the broader market rose has created short-term momentum to the downside; traders may remain cautious until earnings and more clarity on margin benefits from AI investments. PepsiCo (PEP) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. JPMorgan Chase & Co. raised PepsiCo from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $151.00 to $164.00 in a report on Wednesday, December 10th. Rothschild & Co Redburn boosted their price objective on shares of PepsiCo from $117.00 to $120.00 and gave the company a “sell” rating in a research note on Monday, December 15th. Piper Sandler upped their price objective on shares of PepsiCo from $161.00 to $172.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 9th. Jefferies Financial Group lifted their target price on shares of PepsiCo from $163.00 to $164.00 and gave the company a “hold” rating in a report on Tuesday, December 9th. Finally, UBS Group reissued a “buy” rating and set a $172.00 price target on shares of PepsiCo in a report on Tuesday, December 9th. Eight equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $158.75.

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.