UniSuper Management Pty Ltd Purchases 17,561 Shares of PepsiCo, Inc. $PEP

UniSuper Management Pty Ltd grew its position in PepsiCo, Inc. (NASDAQ:PEP) by 5.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 357,684 shares of the company’s stock after buying an additional 17,561 shares during the period. UniSuper Management Pty Ltd’s holdings in PepsiCo were worth $50,233,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in PEP. Norges Bank bought a new position in PepsiCo in the 2nd quarter valued at approximately $2,330,594,000. Laurel Wealth Advisors LLC raised its stake in shares of PepsiCo by 14,420.2% in the second quarter. Laurel Wealth Advisors LLC now owns 3,890,688 shares of the company’s stock worth $513,726,000 after purchasing an additional 3,863,893 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of PepsiCo by 9.7% during the second quarter. Charles Schwab Investment Management Inc. now owns 29,031,404 shares of the company’s stock valued at $3,833,406,000 after purchasing an additional 2,556,163 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of PepsiCo by 19.5% during the second quarter. Franklin Resources Inc. now owns 15,577,073 shares of the company’s stock valued at $2,056,797,000 after buying an additional 2,541,455 shares during the last quarter. Finally, First Trust Advisors LP increased its holdings in PepsiCo by 112.6% in the 2nd quarter. First Trust Advisors LP now owns 4,040,079 shares of the company’s stock worth $533,452,000 after buying an additional 2,139,847 shares in the last quarter. Institutional investors own 73.07% of the company’s stock.

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: JPMorgan upgraded PEP to Overweight after PepsiCo outlined initiatives to boost shareholder returns (capital allocation and buyback/dividend focus). That analyst backing can lift sentiment and reduce perceived execution risk. PepsiCo (PEP) Upgraded to Overweight by JPMorgan
• Positive Sentiment: PepsiCo is doubling down on zero‑sugar products (Pepsi Zero Sugar) to win younger consumers who shun “diet” labels — a strategic repositioning that can protect soda volumes and margins over time as tastes shift. PepsiCo Bets on Zero Sugar
• Neutral Sentiment: PepsiCo India named Savitha Balachandran (formerly of Tata Technologies) as its new CFO — strengthens regional leadership but is unlikely to move global results materially in the near term. PepsiCo India brings in Tata Tech’s Savitha Balachandran as new CFO
• Neutral Sentiment: Analyst/industry pieces compare PepsiCo’s scale and diversification versus niche competitors (e.g., Vita Coco) and versus Coca‑Cola; these help frame long‑term positioning but don’t contain immediate catalysts. PepsiCo vs. Vita Coco: Which Beverage Stock Offers Better Growth? Coca‑Cola vs. PepsiCo: What’s the Better Long‑Term Play?
• Negative Sentiment: Coca‑Cola reclaimed all 625 U.S. Costco food courts after Pepsi’s 12‑year partnership ended — a material distribution loss in a high‑volume channel that could pressure beverage volumes and incremental sales. Coke reclaims all 625 US Costco food courts
• Negative Sentiment: Headline market coverage notes PEP underperformed peers and the broader market (including pieces reporting the stock “sank” while the market gained) — short‑term weakness reflecting rotation and competitive concerns. PepsiCo Inc. stock underperforms PepsiCo (PEP) Stock Sinks As Market Gains

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Evercore ISI upped their target price on shares of PepsiCo from $150.00 to $152.00 in a research note on Friday, October 10th. Barclays set a $148.00 price objective on shares of PepsiCo in a report on Friday, January 16th. Jefferies Financial Group raised their target price on shares of PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a report on Tuesday, December 9th. DZ Bank upgraded shares of PepsiCo from a “hold” rating to a “buy” rating and set a $167.00 target price for the company in a research note on Tuesday, October 21st. Finally, Rothschild & Co Redburn increased their price target on PepsiCo from $117.00 to $120.00 and gave the company a “sell” rating in a report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, PepsiCo has an average rating of “Hold” and an average target price of $159.29.

PepsiCo Trading Up 0.1%

Shares of NASDAQ:PEP opened at $144.58 on Friday. PepsiCo, Inc. has a 12-month low of $127.60 and a 12-month high of $160.15. The company has a market cap of $197.69 billion, a PE ratio of 27.49, a price-to-earnings-growth ratio of 4.73 and a beta of 0.42. The stock has a 50 day moving average of $145.75 and a 200 day moving average of $144.97. The company has a current ratio of 0.91, a quick ratio of 0.72 and a debt-to-equity ratio of 2.26.

PepsiCo Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Friday, December 5th were given a dividend of $1.4225 per share. This represents a $5.69 annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Friday, December 5th. PepsiCo’s dividend payout ratio (DPR) is presently 108.17%.

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.