Groupe la Francaise Invests $4.23 Million in PepsiCo, Inc. $PEP

Groupe la Francaise bought a new position in PepsiCo, Inc. (NASDAQ:PEP) during the 1st quarter, Holdings Channel.com reports. The institutional investor bought 27,212 shares of the company’s stock, valued at approximately $4,226,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of PEP. Evergreen Advisors LLC acquired a new position in shares of PepsiCo in the 1st quarter valued at $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of PepsiCo during the 4th quarter valued at $26,000. Swiss RE Ltd. acquired a new stake in shares of PepsiCo during the 4th quarter worth $28,000. MH & Associates Securities Management Corp ADV purchased a new position in shares of PepsiCo in the 4th quarter worth $29,000. Finally, Imprint Wealth LLC acquired a new position in PepsiCo in the third quarter valued at $31,000. Institutional investors and hedge funds own 73.07% of the company’s stock.

PepsiCo Stock Performance

PepsiCo stock opened at $139.56 on Friday. The firm has a market capitalization of $190.48 billion, a PE ratio of 18.29, a price-to-earnings-growth ratio of 3.08 and a beta of 0.36. PepsiCo, Inc. has a one year low of $133.73 and a one year high of $171.48. The stock’s 50 day moving average price is $141.27 and its 200 day moving average price is $151.00. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.74 and a current ratio of 0.93.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings data on Thursday, July 9th. The company reported $2.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.19 by $0.01. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The company had revenue of $24.18 billion during the quarter, compared to the consensus estimate of $23.95 billion. During the same quarter last year, the company earned $0.92 earnings per share. PepsiCo’s revenue for the quarter 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, sell-side analysts expect that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 4th will be issued a dividend of $1.48 per share. This represents a $5.92 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo’s dividend payout ratio (DPR) is presently 77.59%.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s price reductions appear to be encouraging consumers to buy more products, potentially supporting volume growth in the second half of 2026. This could help stabilize demand, particularly in North America, where consumers have pushed back against higher prices. PepsiCo Has Gone Practically Nowhere for a Year
• Positive Sentiment: A reported $22 million ratio call diagonal spread indicates at least one large options trader is positioned for upside ahead of PepsiCo’s third-quarter earnings, potentially improving short-term sentiment. PepsiCo Options Trade
• Positive Sentiment: PepsiCo purchased the low-carbon attributes of green ammonia produced by Envision, supporting its sustainability goals and potentially reducing the emissions profile of fertilizer and manufacturing inputs. The financial impact was not disclosed. PepsiCo Buys Green Ammonia Attributes
• Neutral Sentiment: The board approved a quarterly dividend of $1.48 per share, reinforcing PepsiCo’s income-investment appeal. However, the roughly 4% yield and approximately 78% payout ratio also highlight limited room for error if earnings weaken. PepsiCo Dividend and Brand Strategy
• Neutral Sentiment: New initiatives focused on women’s health, localized flavors and brand marketing may support long-term innovation, but these reports provide no immediate earnings or guidance changes. PepsiCo also discontinued a product, reflecting portfolio management with limited near-term stock implications. PepsiCo Women’s Health Strategy
• Negative Sentiment: Price cuts may boost volume but could pressure revenue growth and profitability. Analysts are also lowering consumer-staples estimates as shoppers resist price increases, raising concerns about PepsiCo’s margins and North American snack demand. Consumer Staples Estimate Outlook
• Negative Sentiment: PepsiCo EVP David Flavell sold 2,900 shares worth about $405,000. The sale was relatively small compared with his remaining holdings, but insider selling can add modestly to investor caution. SEC Insider Transaction Filing

Insider Transactions at PepsiCo

In related news, EVP David Flavell sold 2,900 shares of the business’s stock in a transaction dated Monday, July 27th. The stock was 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 approximately $10,441,080.50. The trade was a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.12% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have issued reports on PEP. Wells Fargo & Company lowered their price target on PepsiCo from $150.00 to $140.00 and set an “equal weight” rating for the company in a research report on Friday, July 10th. Deutsche Bank Aktiengesellschaft set a $155.00 target price on shares of PepsiCo in a research report on Friday, July 10th. BNP Paribas Exane reduced their price target on shares of PepsiCo from $195.00 to $183.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 8th. UBS Group set a $159.00 price objective on shares of PepsiCo in a research report on Thursday, July 9th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of PepsiCo in a research note on Monday, July 6th. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, PepsiCo currently has a consensus rating of “Hold” and a consensus target price of $157.90.

About PepsiCo

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.