PepsiCo, Inc. $PEP Stock Position Reduced by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC trimmed its position in PepsiCo, Inc. (NASDAQ:PEP) by 29.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,006 shares of the company’s stock after selling 4,620 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in PepsiCo were worth $1,490,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Evergreen Advisors LLC bought a new stake in PepsiCo during the first quarter valued at $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of PepsiCo in the 4th quarter worth about $26,000. Swiss RE Ltd. acquired a new position in shares of PepsiCo in the 4th quarter valued at about $28,000. Networth Advisors LLC grew its position in shares of PepsiCo by 2,857.1% during the 1st quarter. Networth Advisors LLC now owns 207 shares of the company’s stock valued at $32,000 after buying an additional 200 shares during the last quarter. Finally, Vermillion Wealth Management Inc. raised its stake in PepsiCo by 99.1% during the first quarter. Vermillion Wealth Management Inc. now owns 217 shares of the company’s stock worth $34,000 after acquiring an additional 108 shares during the period. 73.07% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s valuation is being highlighted as attractive after shares traded near a decade-low multiple. Analysts and financial commentators argue that the discounted valuation, solid brands and potential for earnings improvement could attract value-oriented investors. PepsiCo: A Behemoth Trading At A Decade-Low Valuation
• Positive Sentiment: The company’s appeal to income investors is strengthening after a 4% dividend increase, extending PepsiCo’s record of annual dividend growth to 54 consecutive years. Its yield and lower valuation than Coca-Cola could support buying interest. 54 Straight Years: Why PepsiCo Remains a Dividend Investor’s Anchor
• Positive Sentiment: PepsiCo is expanding beyond traditional snacks and beverages. The U.S. launch of Alvalle refrigerated gazpacho moves the company into fresh meals, while a new Tampa Bay Buccaneers beverage partnership adds a sports-marketing channel. PepsiCo Enters Fresh Meals With Its US Alvalle Gazpacho Launch
• Positive Sentiment: Recent commentary points to a product mix better aligned with consumer demand and a return to revenue growth, raising hopes that the second half of 2026 could become a recovery period for PepsiCo. PepsiCo Stock Has Stalled. Here Is Why the Second Half of 2026 Could Be Its Turning Point
• Neutral Sentiment: PepsiCo reported progress toward its pep+ sustainability goals, including efforts involving agriculture, emissions, packaging and products with lower sugar, sodium and saturated fat. The update may support its long-term brand positioning but is unlikely to materially change near-term earnings. PepsiCo Reports on Latest ESG Performance Towards pep+ Goals
• Negative Sentiment: Higher gasoline prices could leave consumers with less discretionary income, potentially pressuring demand for PepsiCo’s snacks and beverages. Comparisons with Coca-Cola also suggest PepsiCo faces a less favorable near-term operating outlook. Why Is PepsiCo in Focus as Gasoline Prices Pressure Consumers?

PepsiCo Stock Performance

Shares of NASDAQ PEP opened at $140.62 on Friday. PepsiCo, Inc. has a 12-month low of $133.73 and a 12-month high of $171.48. The company has a market cap of $191.93 billion, a PE ratio of 18.43, a P/E/G ratio of 3.05 and a beta of 0.35. The stock has a 50 day simple moving average of $140.23 and a 200-day simple moving average of $150.64. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91.

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

PepsiCo Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Rothschild & Co Redburn lifted their target price on PepsiCo from $130.00 to $132.00 in a research note on Monday, May 11th. Sanford C. Bernstein set a $134.00 price target on PepsiCo in a report on Friday, July 10th. Citigroup lowered PepsiCo from a “buy” rating to a “neutral” rating and reduced their price objective for the company from $170.00 to $145.00 in a research report on Friday, July 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a research report on Monday, July 6th. Finally, Piper Sandler set a $176.00 price target on shares of PepsiCo in a report on Thursday, July 9th. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $157.90.

Insiders Place Their Bets

In related news, EVP David Flavell sold 2,900 shares of the company’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $139.54, for a total value of $404,666.00. Following the completion of the sale, the executive vice president owned 74,825 shares of the company’s stock, valued at $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.12% of the stock is owned by insiders.

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.