PepsiCo, Inc. $PEP Shares Purchased by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 4.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 85,731 shares of the company’s stock after purchasing an additional 3,475 shares during the period. Integrated Wealth Concepts LLC’s holdings in PepsiCo were worth $12,040,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Brighton Jones LLC lifted its holdings in PepsiCo by 12.4% in the fourth quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock worth $9,031,000 after acquiring an additional 6,574 shares during the last quarter. Caxton Associates LLP bought a new position in shares of PepsiCo during the first quarter valued at approximately $251,000. Sivia Capital Partners LLC raised its position in shares of PepsiCo by 138.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock worth $862,000 after purchasing an additional 3,790 shares during the period. Schnieders Capital Management LLC. raised its position in shares of PepsiCo by 10.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock worth $5,039,000 after purchasing an additional 3,502 shares during the period. Finally, Financial Gravity Companies Inc. bought a new stake in shares of PepsiCo in the 2nd quarter worth approximately $79,000. 73.07% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

PEP has been the subject of a number of recent research reports. Morgan Stanley upped their price objective on PepsiCo from $165.00 to $180.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. BNP Paribas Exane set a $191.00 target price on PepsiCo in a research note on Wednesday, February 4th. Weiss Ratings reissued a “hold (c)” rating on shares of PepsiCo in a report on Friday, January 9th. Barclays increased their price objective on shares of PepsiCo from $148.00 to $160.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Finally, Citigroup lifted their price objective on shares of PepsiCo from $170.00 to $182.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. Eight analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $169.00.

Key PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Settlement with activist Elliott Management that outlines cost savings, portfolio pruning and potential leadership changes — a catalyst for faster margin improvement and clearer strategic focus. PepsiCo Activist Deal And Good Warrior Launch Refocus Growth Priorities
• Positive Sentiment: Launch of Good Warrior meat snacks (protein-packed beef sticks) expands PepsiCo into a fast-growing, higher-margin protein/snack category — supports growth and portfolio diversification. PepsiCo Enters Booming Meat Stick Space With Good Warrior
• Neutral Sentiment: Research/market coverage noting the stock pulled back amid a broader market uptick — frames today’s move as partly market-driven rather than company-specific. PepsiCo (PEP) Stock Falls Amid Market Uptick: What Investors Need to Know
• Neutral Sentiment: Company is highlighting AI/agentic tools in an industry keynote — potential medium/long-term productivity and customer-experience benefits but not an immediate earnings driver. PepsiCo AI Keynote Links Agentic Tools To Valuation And Risk Views
• Neutral Sentiment: Limited-release flavor and new marketing campaigns (including regional celeb hires) generate brand buzz but are unlikely to move near-term fundamentals materially. Special new Pepsi flavor is out but you can’t get it in stores
• Negative Sentiment: Shareholder law firm Lowey Dannenberg launched an investigation into potential fiduciary breaches tied to prior antitrust-related litigation and pricing practices — introduces legal and governance risk that could pressure sentiment. SHAREHOLDER ALERT: Lowey Dannenberg is Investigating PepsiCo Inc. (NASDAQ: PEP)

PepsiCo Trading Down 1.4%

NASDAQ:PEP opened at $157.72 on Tuesday. The stock has a market cap of $215.55 billion, a price-to-earnings ratio of 26.29, a PEG ratio of 3.07 and a beta of 0.39. The company has a debt-to-equity ratio of 2.06, a quick ratio of 0.67 and a current ratio of 0.85. PepsiCo, Inc. has a 1 year low of $127.60 and a 1 year high of $171.48. The business has a fifty day moving average of $157.07 and a 200-day moving average of $149.78.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings data on Monday, February 2nd. The company reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $2.24 by $0.02. The business had revenue of $29.34 billion for the quarter, compared to analysts’ expectations of $28.96 billion. PepsiCo had a net margin of 8.77% and a return on equity of 57.92%. The company’s revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.96 earnings per share. Equities analysts predict that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo declared that its board has approved a share buyback plan on Tuesday, February 3rd that authorizes the company to buyback $10.00 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 4.7% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

PepsiCo Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be given a dividend of $1.4225 per share. This represents a $5.69 dividend on an annualized basis and a dividend yield of 3.6%. The ex-dividend date is Friday, March 6th. PepsiCo’s payout ratio is 94.83%.

PepsiCo Company 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.