Sumitomo Mitsui Trust Group Inc. Reduces Position in PepsiCo, Inc. $PEP

Sumitomo Mitsui Trust Group Inc. reduced its position in PepsiCo, Inc. (NASDAQ:PEP) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,726,158 shares of the company’s stock after selling 55,846 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.27% of PepsiCo worth $523,302,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of PEP. Brighton Jones LLC increased its stake in PepsiCo by 12.4% in the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock valued at $9,031,000 after buying an additional 6,574 shares during the period. Caxton Associates LLP purchased a new position in PepsiCo during the first quarter worth about $251,000. Jones Financial Companies Lllp lifted its position in PepsiCo by 28.1% in the first quarter. Jones Financial Companies Lllp now owns 456,817 shares of the company’s stock valued at $68,238,000 after purchasing an additional 100,331 shares during the period. Kera Capital Partners Inc. acquired a new position in PepsiCo during the 2nd quarter worth approximately $360,000. Finally, Central Pacific Bank Trust Division raised its stake in shares of PepsiCo by 12.0% during the 2nd quarter. Central Pacific Bank Trust Division now owns 2,566 shares of the company’s stock worth $339,000 after buying an additional 274 shares in the last quarter. 73.07% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo announced partnerships with Siemens and NVIDIA to deploy AI-powered digital twins and other advanced analytics in plants and warehouses — a move that can lower operating costs, speed expansion planning, and improve supply-chain efficiency over time. PepsiCo teams up with Siemens and NVIDIA on AI and digital twin technology
• Positive Sentiment: Analysts and commentary highlight that PEP’s valuation looks attractive relative to fundamentals — resilient brands and steady international growth underpin a constructive long‑term thesis despite near‑term volume and cost pressures. That framing supports bargain‑hunting demand. PepsiCo’s Stock Valuation Looks Attractive: Buy or Wait for Now?
• Neutral Sentiment: Coverage notes PepsiCo edging higher after a multi‑day decline, reflecting technical bounce and short‑term positioning rather than new fundamental changes. PepsiCo edges higher after six straight declines
• Neutral Sentiment: Several pieces compare PepsiCo to Coca‑Cola and other defensive consumer names for 2026, useful context for investor allocation but not immediate catalysts. Coca‑Cola Vs Pepsi Stock: Which is the Better Investment for 2026?
• Negative Sentiment: Legal risk rose after the FTC unsealed data that has prompted a surge in price‑fixing litigation naming PepsiCo (and Walmart). New suits allege long‑running collusion in categories — potential exposure could increase legal costs, settlements or reputational drag depending on outcomes. PepsiCo and Walmart Face Price-Fixing Litigation Surge After FTC Unseals Data

PepsiCo Stock Up 0.4%

Shares of PEP opened at $139.91 on Monday. The firm has a market cap of $191.30 billion, a PE ratio of 26.60, a price-to-earnings-growth ratio of 4.58 and a beta of 0.42. The company has a quick ratio of 0.72, a current ratio of 0.91 and a debt-to-equity ratio of 2.26. The company’s fifty day moving average is $145.42 and its two-hundred day moving average is $144.30. PepsiCo, Inc. has a fifty-two week low of $127.60 and a fifty-two week high of $160.15.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings data on Wednesday, October 8th. The company reported $2.29 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.03. The business had revenue of $23.94 billion for the quarter, compared to analyst estimates of $23.91 billion. PepsiCo had a return on equity of 57.58% and a net margin of 7.82%.The company’s revenue was up 2.7% compared to the same quarter last year. During the same period in the previous year, the company posted $2.31 EPS. Analysts forecast that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Friday, December 5th were given a $1.4225 dividend. The ex-dividend date of this dividend was Friday, December 5th. This represents a $5.69 annualized dividend and a dividend yield of 4.1%. PepsiCo’s dividend payout ratio is presently 108.17%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on PEP. HSBC upped their price objective on PepsiCo from $145.00 to $152.00 and gave the stock a “hold” rating in a report on Friday, October 10th. Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a research note on Tuesday, October 14th. Evercore ISI increased their target price on shares of PepsiCo from $150.00 to $152.00 in a report on Friday, October 10th. Bank of America raised their price objective on PepsiCo from $150.00 to $155.00 and gave the company a “neutral” rating in a research note on Friday, October 10th. Finally, Jefferies Financial Group upped their target price on PepsiCo from $163.00 to $164.00 and gave the company a “hold” rating in a report on Tuesday, December 9th. Eight investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, PepsiCo presently has an average rating of “Hold” and a consensus target price of $158.68.

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.