Wellington Management Group LLP Has $379.83 Million Holdings in PepsiCo, Inc. $PEP

Wellington Management Group LLP trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 15.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,805,255 shares of the company’s stock after selling 525,083 shares during the quarter. Wellington Management Group LLP’s holdings in PepsiCo were worth $379,832,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Swiss Life Asset Management Ltd raised its holdings in PepsiCo by 11.4% in the 4th quarter. Swiss Life Asset Management Ltd now owns 415,271 shares of the company’s stock valued at $59,600,000 after acquiring an additional 42,335 shares in the last quarter. National Pension Service increased its position in shares of PepsiCo by 2.5% in the fourth quarter. National Pension Service now owns 3,143,939 shares of the company’s stock worth $451,218,000 after purchasing an additional 77,051 shares during the period. Allstate Corp raised its stake in PepsiCo by 108.1% in the fourth quarter. Allstate Corp now owns 104,723 shares of the company’s stock valued at $15,030,000 after purchasing an additional 54,405 shares in the last quarter. First Nebraska Trust Co bought a new stake in PepsiCo during the first quarter worth about $10,782,000. Finally, Knights of Columbus Asset Advisors LLC grew its stake in PepsiCo by 90.0% during the fourth quarter. Knights of Columbus Asset Advisors LLC now owns 94,652 shares of the company’s stock worth $13,584,000 after buying an additional 44,824 shares in the last quarter. Institutional investors own 73.07% of the company’s stock.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is participating with Mondelēz International and pladis in a circular food-packaging trial. The initiative could support sustainability goals and help develop more scalable packaging solutions, although the near-term financial impact is likely limited. Mondelēz International, PepsiCo and pladis collaborate to advance the future of food packaging
• Positive Sentiment: A partnership with Carlsberg reportedly helped grow the brewer’s soft-drinks segment by 9%, highlighting the potential for PepsiCo’s distribution and beverage partnerships to generate incremental volume. PepsiCo Partnership Grows Carlsberg Soft Drink Segment by 9%
• Positive Sentiment: Analysts and investors continue to view PEP’s discounted valuation and dividend yield as attractive relative to Coca-Cola, particularly for income-focused investors. Snack-market share gains and beverage resilience could support a gradual recovery. PepsiCo Is Struggling While Coca-Cola Hits All-Time Highs
• Neutral Sentiment: PepsiCo’s North American business faces softer consumer spending and pressure in key food categories. However, snack share gains and stronger beverages suggest management may be dealing with a temporary slowdown rather than a permanently weaker franchise. PepsiCo’s North America Challenge: Temporary or Structural?
• Neutral Sentiment: Indian authorities reportedly seized PepsiCo-branded products connected to an alleged operation that falsified expiration dates and nutrition labels. PepsiCo and Coca-Cola were not accused of wrongdoing, limiting direct liability but creating some reputational and supply-chain attention. India busts firm faking expiry dates, nutrition labels on PepsiCo and Nestle food exports
• Negative Sentiment: PepsiCo confirmed damage to a production facility in Ukraine following a reported Russian strike. No injuries were reported, but possible disruption, repair costs and uncertainty about the site’s operating capacity add to geopolitical and execution risks. PepsiCo confirms damage to Ukraine plant

PepsiCo Price Performance

PEP stock opened at $139.79 on Wednesday. The company has a market capitalization of $190.80 billion, a P/E ratio of 18.32, a PEG ratio of 3.08 and a beta of 0.35. The company has a fifty day moving average price of $139.80 and a 200-day moving average price of $149.00. 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, 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 business had revenue of $24.18 billion during the quarter, compared to the consensus estimate of $23.95 billion. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.PepsiCo’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.92 earnings per share. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, equities analysts expect that PepsiCo, Inc. will post 8.57 EPS for the current year.

PepsiCo Dividend Announcement

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

Insider Activity

In related news, EVP David Flavell sold 2,900 shares of PepsiCo stock in a transaction that occurred 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 transaction, the executive vice president directly owned 74,825 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which is available through the SEC website. 0.12% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

PEP has been the subject of several analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of PepsiCo in a research report on Monday, July 6th. Sanford C. Bernstein set a $134.00 price target on shares of PepsiCo in a research report on Friday, July 10th. Piper Sandler set a $176.00 price objective on shares of PepsiCo in a research report on Thursday, July 9th. Rothschild & Co Redburn upped their target price on PepsiCo from $130.00 to $132.00 in a research note on Monday, May 11th. Finally, Deutsche Bank Aktiengesellschaft set a $155.00 target price on PepsiCo in a report on Friday, July 10th. Seven analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target 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.