Tanaka Capital Management Inc. Raises Stock Holdings in PepsiCo, Inc. $PEP

Tanaka Capital Management Inc. boosted its stake in PepsiCo, Inc. (NASDAQ:PEP) by 140.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,095 shares of the company’s stock after purchasing an additional 4,150 shares during the quarter. PepsiCo comprises approximately 1.3% of Tanaka Capital Management Inc.’s portfolio, making the stock its 20th biggest holding. Tanaka Capital Management Inc.’s holdings in PepsiCo were worth $1,102,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its position in PepsiCo by 12.4% in the fourth quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock worth $9,031,000 after acquiring an additional 6,574 shares in the last quarter. Caxton Associates LLP purchased a new stake in PepsiCo during the first quarter valued at about $251,000. Sivia Capital Partners LLC lifted its stake in PepsiCo by 138.5% during the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock worth $862,000 after purchasing an additional 3,790 shares during the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of PepsiCo by 10.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock worth $5,039,000 after purchasing an additional 3,502 shares in the last quarter. Finally, Sei Investments Co. increased its position in shares of PepsiCo by 45.5% during the 2nd quarter. Sei Investments Co. now owns 536,133 shares of the company’s stock valued at $70,789,000 after purchasing an additional 167,707 shares during the last quarter. 73.07% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the firm’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $139.54, for a total value of $404,666.00. Following the sale, the executive vice president owned 74,825 shares of the company’s stock, valued at $10,441,080.50. This trade represents a 3.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

PEP has been the topic of a number of research reports. Wells Fargo & Company decreased their price objective on PepsiCo from $150.00 to $140.00 and set an “equal weight” rating on the stock in a report on Friday, July 10th. Rothschild & Co Redburn increased their price target on shares of PepsiCo from $130.00 to $132.00 in a research report on Monday, May 11th. UBS Group set a $159.00 price target on shares of PepsiCo in a research note on Thursday, July 9th. Wall Street Zen lowered shares of PepsiCo from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, Barclays upped their price objective on shares of PepsiCo from $138.00 to $142.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 21st. Seven research 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $157.90.

PepsiCo Price Performance

PEP opened at $143.50 on Thursday. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74. The stock’s 50 day simple moving average is $141.66 and its 200 day simple moving average is $151.08. The firm has a market cap of $195.86 billion, a price-to-earnings ratio of 18.81, a PEG ratio of 3.14 and a beta of 0.36. PepsiCo, Inc. has a 1 year low of $133.73 and a 1 year high of $171.48.

PepsiCo (NASDAQ:PEP) last announced its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $23.95 billion. During the same quarter in the previous year, the company posted $0.92 earnings per share. The business’s revenue was up 6.4% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, analysts predict that PepsiCo, Inc. will post 8.57 earnings per share for the current year.

PepsiCo Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be given a dividend of $1.48 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $5.92 annualized dividend and a yield of 4.1%. PepsiCo’s dividend payout ratio is presently 77.59%.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Global volume growth, international brands and product innovation are supporting PepsiCo’s results as the company looks to offset softer North American demand. Productivity initiatives and brand investments could also help stabilize profitability. PepsiCo Rides Global Volume Growth as North American Demand Slows
• Positive Sentiment: PepsiCo’s lower valuation and dividend yield above 4% provide potential support for income-focused investors. Its recent quarterly performance also modestly exceeded estimates, with earnings of $2.20 per share and revenue of $24.18 billion. Is PepsiCo Stock Attractive After Q2 Earnings and Margin Pressure
• Neutral Sentiment: PepsiCo appointed Tanvi Swami as marketing director for Pepsi, 7UP and Mirinda. The move may support brand strategy, although no immediate financial impact was provided. PepsiCo appoints Tanvi Swami as Marketing Director
• Neutral Sentiment: An executive sold 2,900 shares worth approximately $405,000, reducing his position by 3.73%. The transaction was disclosed as required in an SEC filing but was relatively small compared with his remaining holdings. SEC insider transaction filing
• Negative Sentiment: Consumer-staples estimates are being pressured as shoppers increasingly resist price increases. Procter & Gamble’s earnings miss and cautious outlook reinforce concerns that PepsiCo may have limited pricing power, particularly in its large North American snack business. Q3 Estimates Increase for Tech and Finance, Fall for Consumer Staples
• Negative Sentiment: Analysts continue to flag margin pressure, elevated debt and weaker estimates. A lawsuit alleging workplace harassment and retaliation also creates potential reputational risk, although the report does not indicate a quantified financial impact. PepsiCo workplace harassment lawsuit report

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.