Tanaka Capital Management Inc. Acquires 4,150 Shares of PepsiCo, Inc. $PEP

Tanaka Capital Management Inc. boosted its stake in PepsiCo, Inc. (NASDAQ:PEP) by 140.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 7,095 shares of the company’s stock after purchasing an additional 4,150 shares during the quarter. PepsiCo makes up 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 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Evergreen Advisors LLC bought a new stake in shares of PepsiCo during the 1st quarter valued at about $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in shares of PepsiCo during the fourth quarter valued at about $26,000. Swiss RE Ltd. bought a new position in PepsiCo in the fourth quarter worth about $28,000. MH & Associates Securities Management Corp ADV purchased a new stake in PepsiCo in the fourth quarter worth about $29,000. Finally, Imprint Wealth LLC bought a new stake in PepsiCo during the 3rd quarter valued at approximately $31,000. 73.07% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting PepsiCo

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

Insider Activity

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 transaction, the executive vice president owned 74,825 shares in the company, valued at $10,441,080.50. The trade was a 3.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.12% of the stock is currently owned by corporate insiders.

PepsiCo Stock Performance

Shares of PEP opened at $143.50 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. The stock has a market cap of $195.86 billion, a P/E ratio of 18.81, a P/E/G ratio of 3.14 and a beta of 0.36. The business’s 50 day moving average price is $141.66 and its 200-day moving average price is $151.08. PepsiCo, Inc. has a 52 week low of $133.73 and a 52 week high of $171.48.

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

PepsiCo Dividend Announcement

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

Analyst Ratings Changes

PEP has been the subject of several research reports. Sanford C. Bernstein set a $134.00 target price on PepsiCo in a research report on Friday, July 10th. Bank of America dropped their price target on PepsiCo from $173.00 to $164.00 and set a “neutral” rating on the stock in a research report on Thursday, June 25th. Wall Street Zen downgraded PepsiCo from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Evercore set a $150.00 price objective on PepsiCo in a research report on Thursday, July 9th. Finally, HSBC boosted their target price on shares of PepsiCo from $175.00 to $176.00 and gave the company a “hold” rating in a report on Friday, April 17th. 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 stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price 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.