Shepherd Financial Partners LLC Invests $1.14 Million in PepsiCo, Inc. $PEP

Shepherd Financial Partners LLC bought a new stake in PepsiCo, Inc. (NASDAQ:PEP) during the second quarter, HoldingsChannel.com reports. The fund bought 8,441 shares of the company’s stock, valued at approximately $1,143,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cypress Capital Management LLC WY increased its position in shares of PepsiCo by 8.3% in the fourth quarter. Cypress Capital Management LLC WY now owns 838 shares of the company’s stock valued at $121,000 after acquiring an additional 64 shares during the last quarter. United Bank raised its stake in PepsiCo by 3.9% in the 4th quarter. United Bank now owns 1,717 shares of the company’s stock valued at $246,000 after acquiring an additional 65 shares during the period. Onyx Bridge Wealth Group LLC lifted its stake in shares of PepsiCo by 2.5% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 2,673 shares of the company’s stock worth $415,000 after buying an additional 66 shares during the last quarter. Wilkerson Advisory Group LLC lifted its position in PepsiCo by 3.3% during the first quarter. Wilkerson Advisory Group LLC now owns 2,040 shares of the company’s stock worth $317,000 after acquiring an additional 66 shares during the last quarter. Finally, Richards Merrill & Peterson Inc. lifted its holdings in PepsiCo by 3.6% during the 1st quarter. Richards Merrill & Peterson Inc. now owns 1,938 shares of the company’s stock worth $301,000 after purchasing an additional 67 shares during the last quarter. 73.07% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at PepsiCo

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the firm’s stock in a transaction on Monday, July 27th. The stock was 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 approximately $10,441,080.50. This trade represents a 3.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.12% of the company’s stock.

PepsiCo Trading Down 0.1%

Shares of PepsiCo stock opened at $142.19 on Thursday. The company has a quick ratio of 0.74, a current ratio of 0.93 and a debt-to-equity ratio of 1.91. PepsiCo, Inc. has a 12-month low of $133.73 and a 12-month high of $171.48. The company has a market capitalization of $194.07 billion, a price-to-earnings ratio of 18.64, a PEG ratio of 3.12 and a beta of 0.35. The firm’s 50-day moving average price is $139.92 and its two-hundred day moving average price is $149.79.

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

PepsiCo Announces Dividend

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

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is expanding its multi-year partnership with autonomous-truck startup Gatik, deploying 41 self-driving trucks on Frito-Lay distribution routes. The technology could eventually reduce middle-mile transportation costs, improve delivery consistency and support supply-chain efficiency. Gatik’s subsequent $200 million funding round also provides additional capital for executing the rollout. PepsiCo Is Putting 41 Self Driving Trucks On Frito Lay Routes
• Positive Sentiment: PepsiCo’s latest reported quarter included a modest earnings beat and 6.4% year-over-year revenue growth. Management’s 2026 earnings guidance remains intact, suggesting the company has not yet signaled a deterioration in its full-year outlook.
• Neutral Sentiment: PepsiCo will release third-quarter 2026 results on October 8. The announcement itself does not change fundamentals, but it gives investors a near-term catalyst to assess demand, pricing, margins and the company’s international growth strategy. PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results
• Neutral Sentiment: Reports that PepsiCo is ending employee coverage for weight-loss drugs could lower benefit expenses, but the move may also affect employee satisfaction and retention. The financial impact is unclear.
• Negative Sentiment: Recent Coca-Cola-versus-Pepsi comparisons say Coca-Cola is pulling ahead on brand strength, margins, earnings growth and U.S. execution. PepsiCo’s diversified snacks portfolio and international gains remain positives, but investors are increasingly focused on its weaker home-market performance and the risk that competitors are capturing more consumer spending. Coca-Cola vs. Pepsi: The Gap Is Getting Bigger

Analysts Set New Price Targets

A number of equities analysts recently commented on PEP shares. Morgan Stanley lowered their price target on shares of PepsiCo from $180.00 to $160.00 and set an “equal weight” rating on the stock in a research report on Friday, July 10th. Rothschild & Co Redburn increased their target price on shares of PepsiCo from $130.00 to $132.00 in a research report on Monday, May 11th. Citigroup downgraded shares of PepsiCo from a “buy” rating to a “neutral” rating and dropped their price target for the company from $170.00 to $145.00 in a research report on Friday, July 10th. Jefferies Financial Group cut their price target on PepsiCo from $162.00 to $152.00 and set a “hold” rating for the company in a research note on Friday, July 10th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of PepsiCo in a research report on Monday, July 6th. Seven equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $157.90.

PepsiCo 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.