PepsiCo, Inc. $PEP Shares Purchased by Integrated Wealth Concepts LLC

Posted by Scott Moore on Mar 17th, 2026

Integrated Wealth Concepts LLC raised its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 85,731 shares of the company’s stock after purchasing an additional 3,475 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in PepsiCo were worth $12,040,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of PEP. Vanguard Group Inc. raised its holdings in shares of PepsiCo by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 136,936,037 shares of the company’s stock valued at $18,081,034,000 after buying an additional 1,761,785 shares during the period. State Street Corp boosted its holdings in PepsiCo by 1.6% in the 2nd quarter. State Street Corp now owns 58,419,849 shares of the company’s stock worth $7,713,757,000 after acquiring an additional 920,045 shares during the period. Charles Schwab Investment Management Inc. grew its position in PepsiCo by 9.7% in 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 acquiring an additional 2,556,163 shares in the last quarter. Norges Bank purchased a new stake in shares of PepsiCo during the second quarter valued at approximately $2,330,594,000. Finally, Franklin Resources Inc. lifted 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 worth $2,056,797,000 after purchasing an additional 2,541,455 shares in the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

PepsiCo Trading Down 1.4%

NASDAQ PEP opened at $157.72 on Tuesday. The company has a market capitalization of $215.55 billion, a price-to-earnings ratio of 26.29, a price-to-earnings-growth ratio of 3.07 and a beta of 0.39. The company has a debt-to-equity ratio of 2.06, a current ratio of 0.85 and a quick ratio of 0.67. PepsiCo, Inc. has a 12 month low of $127.60 and a 12 month high of $171.48. The company’s fifty day moving average price is $157.07 and its two-hundred day moving average price is $149.78.

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

PepsiCo announced that its Board of Directors has authorized a share buyback plan on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in shares. This repurchase authorization permits the company to purchase up to 4.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s management believes its shares are undervalued.

PepsiCo Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be paid a dividend of $1.4225 per share. The ex-dividend date is Friday, March 6th. This represents a $5.69 annualized dividend and a yield of 3.6%. PepsiCo’s dividend payout ratio is presently 94.83%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Morgan Stanley upped their target price on shares of PepsiCo from $165.00 to $180.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a report on Friday, January 9th. TD Cowen upped their price objective on shares of PepsiCo from $162.00 to $165.00 and gave the company a “hold” rating in a research report on Friday, February 20th. Barclays lifted their target price on PepsiCo from $148.00 to $160.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 4th. Finally, Wall Street Zen upgraded PepsiCo from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $169.00.

Get Our Latest Analysis on PepsiCo

More PepsiCo News

Here are the key news stories impacting PepsiCo this week:

Positive Sentiment: Settlement with activist Elliott Management that outlines cost savings, portfolio pruning and potential leadership changes — a catalyst for faster margin improvement and clearer strategic focus. PepsiCo Activist Deal And Good Warrior Launch Refocus Growth Priorities
Positive Sentiment: Launch of Good Warrior meat snacks (protein-packed beef sticks) expands PepsiCo into a fast-growing, higher-margin protein/snack category — supports growth and portfolio diversification. PepsiCo Enters Booming Meat Stick Space With Good Warrior
Neutral Sentiment: Research/market coverage noting the stock pulled back amid a broader market uptick — frames today’s move as partly market-driven rather than company-specific. PepsiCo (PEP) Stock Falls Amid Market Uptick: What Investors Need to Know
Neutral Sentiment: Company is highlighting AI/agentic tools in an industry keynote — potential medium/long-term productivity and customer-experience benefits but not an immediate earnings driver. PepsiCo AI Keynote Links Agentic Tools To Valuation And Risk Views
Neutral Sentiment: Limited-release flavor and new marketing campaigns (including regional celeb hires) generate brand buzz but are unlikely to move near-term fundamentals materially. Special new Pepsi flavor is out but you can’t get it in stores
Negative Sentiment: Shareholder law firm Lowey Dannenberg launched an investigation into potential fiduciary breaches tied to prior antitrust-related litigation and pricing practices — introduces legal and governance risk that could pressure sentiment. SHAREHOLDER ALERT: Lowey Dannenberg is Investigating PepsiCo Inc. (NASDAQ: PEP)

PepsiCo Profile

(Free Report)

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.