StrongBox Wealth LLC Lowers Stake in PepsiCo, Inc. $PEP

StrongBox Wealth LLC reduced its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 43.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 10,690 shares of the company’s stock after selling 8,279 shares during the period. StrongBox Wealth LLC’s holdings in PepsiCo were worth $1,534,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of PEP. JCIC Asset Management Inc. purchased a new stake in shares of PepsiCo in the third quarter valued at about $27,000. Evolution Wealth Management Inc. purchased a new stake in shares of PepsiCo in the second quarter valued at about $27,000. Imprint Wealth LLC purchased a new stake in shares of PepsiCo in the third quarter valued at about $31,000. Strategic Advocates LLC purchased a new stake in shares of PepsiCo in the third quarter valued at about $33,000. Finally, Halbert Hargrove Global Advisors LLC boosted its holdings in shares of PepsiCo by 667.7% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock valued at $33,000 after acquiring an additional 207 shares in the last quarter. 73.07% of the stock is owned by hedge funds and other institutional investors.

More PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Zacks and other outlets are featuring PepsiCo as a steady, income-oriented idea in 2026, highlighting steady cash flow and defensive qualities that can support the stock over time. Zacks Investment Ideas feature highlights: Altria, Verizon Communications and PepsiCo
• Positive Sentiment: PepsiCo completed a small disposal of a New Jersey warehouse for $4.7M, a modest but positive cash/inventory cleanup move that trims non-core real estate. PepsiCo sells NJ warehouse to family-owned fire protection firm in $4.7M deal
• Positive Sentiment: Analyst and media pieces (e.g., 247WallStreet) are revisiting PepsiCo’s turnaround narrative — noting progress on revenue/organic growth and arguing the stock may be attractive after 2025 volatility. This supports a longer-term constructive view. Is the Pepsico Turnaround Story Finally Worth Buying?
• Neutral Sentiment: News about Varun Beverages (a PepsiCo bottler) going ex-dividend is being reported — it affects the regional bottling group and local shareholder returns but is not a direct corporate catalyst for PEP. Varun Beverages Dividend: Shares of PepsiCo bottler to trade ex-date soon for final dividend, check amount
• Neutral Sentiment: Macro commentary (BCA Research) urges caution and not adding risk as energy/geo risks alter market tone — a background factor that keeps defensive names like PepsiCo in focus but can compress broader multiples. Here’s why you shouldn’t add risk to your portfolio, according to BCA
• Negative Sentiment: PepsiCo withdrew/dropped sponsorship of a U.K. music festival headlined by Kanye West after the booking, generating negative headlines and short-term reputational/marketing uncertainty that likely pressured the stock today. Multiple outlets covered the pullback. PepsiCo, Diageo Drop Sponsorship of Kanye West-Headlined U.K. Music Festival
• Negative Sentiment: Sector dynamics: Coca‑Cola’s shift from pricing-led growth toward volume recovery highlights affordability pressure in beverages — a sign the category may face demand sensitivity if consumers push back on price, which is a headwind for PepsiCo’s near-term volumes/mix. Can Coca-Cola Balance Pricing, Affordability in Soft Macro Backdrop?

PepsiCo Stock Performance

Shares of PEP opened at $156.73 on Tuesday. The company has a current ratio of 0.85, a quick ratio of 0.67 and a debt-to-equity ratio of 2.06. The stock has a market cap of $214.24 billion, a P/E ratio of 26.12, a PEG ratio of 3.03 and a beta of 0.40. The company has a 50-day moving average of $160.13 and a two-hundred day moving average of $150.77. PepsiCo, Inc. has a 12-month low of $127.60 and a 12-month high of $171.48.

PepsiCo (NASDAQ:PEP) last posted its earnings results on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.24 by $0.02. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The firm had revenue of $29.34 billion for the quarter, compared to analyst estimates of $28.96 billion. During the same quarter in the prior year, the company earned $1.96 EPS. PepsiCo’s revenue was up 5.6% on a year-over-year basis. As a group, research analysts predict that PepsiCo, Inc. will post 8.3 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 6th were paid a $1.4225 dividend. The ex-dividend date of this dividend was Friday, March 6th. This represents a $5.69 dividend on an annualized basis and a yield of 3.6%. PepsiCo’s dividend payout ratio is presently 94.83%.

PepsiCo declared that its board has authorized a share repurchase plan on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in shares. This repurchase authorization permits the company to reacquire up to 4.7% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Citigroup lifted their target price on shares of PepsiCo from $170.00 to $182.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. Wall Street Zen raised shares of PepsiCo from a “hold” rating to a “buy” rating in a report on Saturday, March 7th. Jefferies Financial Group boosted their price objective on shares of PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a report on Tuesday, December 9th. HSBC boosted their price objective on shares of PepsiCo from $152.00 to $175.00 and gave the stock a “hold” rating in a report on Thursday, February 5th. Finally, TD Cowen boosted their price objective on shares of PepsiCo from $162.00 to $165.00 and gave the stock a “hold” rating in a report on Friday, February 20th. Eight equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, PepsiCo has an average rating of “Hold” and an average target price of $169.00.

PepsiCo Company 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.