West Branch Capital LLC Has $402,000 Stock Holdings in PepsiCo, Inc. $PEP

West Branch Capital LLC reduced its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 75.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 2,801 shares of the company’s stock after selling 8,637 shares during the quarter. West Branch Capital LLC’s holdings in PepsiCo were worth $402,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the business. Brighton Jones LLC grew its position in shares of PepsiCo by 12.4% in 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 during the last quarter. Caxton Associates LLP bought a new position in shares of PepsiCo during the first quarter worth about $251,000. Sivia Capital Partners LLC lifted its stake in shares of PepsiCo by 138.5% in the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock worth $862,000 after acquiring an additional 3,790 shares during the period. Schnieders Capital Management LLC. boosted its holdings in 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 during the last quarter. Finally, Blueshift Asset Management LLC acquired a new stake in PepsiCo during the 2nd quarter valued at approximately $337,000. Institutional investors own 73.07% of the company’s stock.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Recent product and marketing activity could support sales and brand engagement — PepsiCo launched a Tostitos brand refresh and updated packaging. PepsiCo Begins Tostitos Brand Refresh, Introduces Updated Packaging
• Positive Sentiment: New product excitement: the company rolled out a highly anticipated soda flavor that is generating consumer buzz — can help short-term retail lifts. PepsiCo Just Dropped a Highly Anticipated Soda Flavor—and Fans Are ‘Screaming’ With Excitement
• Positive Sentiment: Sports and venue deals expand distribution/brand exposure — Pepsi Football Nation and venue supplier agreements may drive consumption at live events. Is Pepsi Football Nation And New Venue Deals Reshaping the Investment Case For PepsiCo (PEP)?
• Positive Sentiment: Dividend reliability remains a support for investor demand — PEP is highlighted among consistent dividend payers, attracting income-oriented flows. 3 Consistent Dividend Payers Outperforming in 2026: VZ, PEP, MO
• Neutral Sentiment: Defensive sector rotation favors consumer staples: investors shifting to low-beta, dividend-rich names can push PEP higher as a defensive holding. As Recession Odds Climb, Defensive Sectors Continue to Outperform (PEP)
• Neutral Sentiment: Earnings momentum + beat history supports expectations for another upside surprise — analysts point to PepsiCo’s strong surprise track record. Will PepsiCo (PEP) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Institutional and media narratives about PepsiCo’s leadership and China market opportunity provide confidence but are unlikely to move the stock materially on their own. 12 Fortune 500 CEOs worked for Pepsi. Delta’s Ed Bastian explains why it’s a leadership factory
• Neutral Sentiment: Operational/ESG items: a UK solar investment and bottler dividend record dates are supportive for long-term strategy but limited near-term impact. Behind PepsiCo’s US$4.8m Investment in UK Solar PepsiCo bottler Varun Beverages final dividend: Record date announced
• Negative Sentiment: Deutsche Bank trimmed its PEP price target (from $176 to $169), citing mounting industry pressures—this is a cautionary note that may cap upside despite a retained Buy rating. Deutsche Bank Sees Mounting Industry Pressures, Trims PepsiCo (PEP) Target

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on PEP shares. TD Cowen boosted their price target on shares of PepsiCo from $162.00 to $165.00 and gave the stock a “hold” rating in a research report on Friday, February 20th. Piper Sandler lifted their target price on shares of PepsiCo from $172.00 to $181.00 and gave the stock an “overweight” rating in a research note on Thursday, March 12th. Rothschild & Co Redburn boosted their target price on shares of PepsiCo from $120.00 to $130.00 and gave the company a “sell” rating in a report on Tuesday, February 10th. Morgan Stanley increased their price target on PepsiCo from $165.00 to $180.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Finally, UBS Group reissued a “buy” rating and issued a $190.00 price objective on shares of PepsiCo in a research report on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $169.00.

PepsiCo Stock Performance

Shares of PEP stock opened at $157.01 on Friday. The firm has a 50 day moving average of $159.66 and a 200-day moving average of $150.40. The company has a market cap of $214.62 billion, a price-to-earnings ratio of 26.17, a price-to-earnings-growth ratio of 2.98 and a beta of 0.40. The company has a quick ratio of 0.67, a current ratio of 0.85 and a debt-to-equity ratio of 2.06. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $171.48.

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

PepsiCo Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 6th were 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 of this dividend was Friday, March 6th. PepsiCo’s dividend payout ratio is 94.83%.

PepsiCo declared that its board has authorized a share repurchase program on Tuesday, February 3rd that permits the company to buyback $10.00 billion in outstanding shares. This buyback authorization permits the company to repurchase up to 4.7% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its shares are undervalued.

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.