104,454 Shares in PepsiCo, Inc. $PEP Acquired by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co Ltd. bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 104,454 shares of the company’s stock, valued at approximately $14,143,000.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of PepsiCo by 12.4% during 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 in the last quarter. Caxton Associates LLP purchased a new stake in PepsiCo in the 1st quarter worth $251,000. Sivia Capital Partners LLC raised its holdings in PepsiCo by 138.5% during the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock valued at $862,000 after acquiring an additional 3,790 shares during the period. Schnieders Capital Management LLC. lifted its position in shares of PepsiCo by 10.1% in the second quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock valued at $5,039,000 after acquiring an additional 3,502 shares in the last quarter. Finally, Sei Investments Co. lifted its position in shares of PepsiCo by 45.5% in the second quarter. Sei Investments Co. now owns 536,133 shares of the company’s stock valued at $70,789,000 after acquiring an additional 167,707 shares in the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Insider Buying and Selling at PepsiCo

In other 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 transaction of $404,666.00. Following the sale, the executive vice president directly owned 74,825 shares in the company, valued at approximately $10,441,080.50. This represents a 3.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.12% of the stock is currently owned by company insiders.

PepsiCo Stock Performance

NASDAQ:PEP opened at $141.07 on Friday. The company has a market cap of $192.55 billion, a price-to-earnings ratio of 18.49, a PEG ratio of 3.10 and a beta of 0.35. PepsiCo, Inc. has a 1 year low of $133.73 and a 1 year high of $171.48. The stock’s 50 day simple moving average is $139.86 and its two-hundred day simple moving average is $149.51. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74.

PepsiCo (NASDAQ:PEP) last posted its earnings results on Thursday, July 9th. The company reported $2.20 EPS for the quarter, beating analysts’ consensus estimates 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 period in the prior year, the company earned $0.92 EPS. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, equities analysts anticipate that PepsiCo, Inc. will post 8.57 earnings per share for the current fiscal year.

PepsiCo Dividend Announcement

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

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Jim Cramer highlighted PepsiCo as a defensive large-cap opportunity, citing its roughly 4% dividend yield and the potential benefit of lower oil prices. Cheaper fuel could support consumer spending and reduce transportation and operating costs. Jim Cramer Shares Why PepsiCo Caught His Eye During Consumer Headwinds
• Positive Sentiment: Investors remain attracted to PepsiCo’s 54-year record of consecutive dividend increases and comparatively reasonable valuation. Improving international results could help offset continuing weakness in North America, supporting the case for income-oriented investors. Most Investors Overlook This. I’m Buying PepsiCo for Its Dividend
• Positive Sentiment: PepsiCo is pursuing growth beyond its traditional snack portfolio by introducing and emphasizing global flavors, a strategy that could broaden consumer appeal and create new avenues for international growth. PepsiCo Bets on Global Flavors to Grow Beyond Snacks
• Neutral Sentiment: Commentary describing consumer staples as a lagging sector frames PepsiCo as a value opportunity rather than a near-term growth leader. The investment appeal depends on the stock’s discounted valuation, dividend support and execution on its recovery plans. The Consumer Staples Sector Is Lagging the S&P 500
• Negative Sentiment: Texas authorities are investigating PepsiCo and Kraft Heinz over claims involving avocado oil. The outcome and scope of the investigation are unclear, but regulatory scrutiny could create legal, reputational or product-related costs. PepsiCo, Kraft Heinz Under Investigation in Texas Over Avocado Oil Claims
• Negative Sentiment: Analysts note that PepsiCo’s dividend faces pressure from slower growth, persistent North American weakness and a more difficult recovery than the commodity-driven risks facing Chevron. This raises questions about future payout growth, despite the company’s long dividend history. Chevron or PepsiCo: Whose Dividend Is Standing on Thinner Ice?

Analyst Upgrades and Downgrades

Several research firms recently issued reports on PEP. BNP Paribas Exane cut their target price on PepsiCo from $195.00 to $183.00 and set an “outperform” rating for the company in a research report on Wednesday, July 8th. Weiss Ratings restated a “hold (c)” rating on shares of PepsiCo in a research note on Monday, July 6th. Jefferies Financial Group reduced their price objective on shares of PepsiCo from $162.00 to $152.00 and set a “hold” rating on the stock in a research report on Friday, July 10th. Wells Fargo & Company lowered their target price on shares of PepsiCo from $150.00 to $140.00 and set an “equal weight” rating on the stock in a report on Friday, July 10th. Finally, JPMorgan Chase & Co. cut their target price on shares of PepsiCo from $178.00 to $170.00 and set an “overweight” rating for the company in a research note on Wednesday, July 1st. Seven investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average 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.