Chancellor Financial Group WB LP Takes $1.71 Million Position in PepsiCo, Inc. $PEP

Chancellor Financial Group WB LP acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) during the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 12,609 shares of the company’s stock, valued at approximately $1,707,000. PepsiCo makes up 1.1% of Chancellor Financial Group WB LP’s portfolio, making the stock its 19th biggest holding.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC raised 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 worth $9,031,000 after acquiring an additional 6,574 shares in the last quarter. Caxton Associates LLP purchased a new position in PepsiCo in the first quarter valued at about $251,000. Sivia Capital Partners LLC raised its holdings in 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 purchasing an additional 3,790 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in shares of PepsiCo by 10.1% during the second quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock valued at $5,039,000 after buying an additional 3,502 shares during the last quarter. Finally, Sei Investments Co. boosted its holdings in shares of PepsiCo by 45.5% in the 2nd quarter. Sei Investments Co. now owns 536,133 shares of the company’s stock valued at $70,789,000 after buying 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 related news, EVP David Flavell sold 2,900 shares of the firm’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $139.54, for a total transaction of $404,666.00. Following the completion of the transaction, the executive vice president owned 74,825 shares of the company’s stock, valued at $10,441,080.50. This trade represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.12% of the stock is owned by insiders.

PepsiCo Trading Down 1.7%

NASDAQ:PEP opened at $142.27 on Wednesday. The company has a market capitalization of $194.18 billion, a P/E ratio of 18.65, a PEG ratio of 3.18 and a beta of 0.35. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. PepsiCo, Inc. has a 12 month low of $133.73 and a 12 month high of $171.48. The firm has a fifty day simple moving average of $139.91 and a 200-day simple moving average of $149.97.

PepsiCo (NASDAQ:PEP) last issued its earnings results on Thursday, July 9th. The company reported $2.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.19 by $0.01. The company had revenue of $24.18 billion during the quarter, compared to analyst estimates of $23.95 billion. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.The firm’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter last year, the business posted $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, equities research analysts anticipate that PepsiCo, Inc. will post 8.57 earnings per share for the current year.

PepsiCo Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. TD Cowen decreased their target price on shares of PepsiCo from $150.00 to $145.00 and set a “hold” rating for the company in a research report on Friday, July 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a report on Monday, July 6th. Citigroup lowered PepsiCo from a “buy” rating to a “neutral” rating and decreased their price objective for the company from $170.00 to $145.00 in a report on Friday, July 10th. JPMorgan Chase & Co. dropped their target price on PepsiCo from $178.00 to $170.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 1st. Finally, UBS Group set a $159.00 target price on PepsiCo in a research report on Thursday, July 9th. 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’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $157.90.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s international business is approaching $40 billion in revenue, with overseas volume growth, market-share gains and investment increasingly supporting the company’s long-term diversification. Is PepsiCo’s Growth Story Becoming More Internationally Focused?
• Positive Sentiment: Autonomous-truck startup Gatik raised $200 million shortly after signing a multiyear commercial agreement with PepsiCo. The financing provides some external validation for PepsiCo’s logistics-automation initiative, although the direct earnings impact remains uncertain. Gatik Raises $200M Following PepsiCo Deal
• Neutral Sentiment: PepsiCo will release third-quarter 2026 results on October 8. The report will be an important catalyst for investors assessing demand, pricing, margins and the company’s reaffirmed full-year outlook. PepsiCo Announces Third-Quarter 2026 Results Timing
• Neutral Sentiment: Analysts maintain a consensus “Hold” recommendation, suggesting limited conviction that PepsiCo’s current valuation offers a clear near-term catalyst. PepsiCo Receives Consensus Hold Recommendation
• Negative Sentiment: Comparisons with Coca-Cola point to stronger perceived brand power, margin performance and earnings momentum at Coca-Cola, potentially making PepsiCo appear less attractive within the beverage sector. Pepsi vs. Coke: One Stock Is Starting to Pull Ahead
• Negative Sentiment: Indian regulators reportedly placed PepsiCo among food companies facing scrutiny over advertising and labeling claims. Any enforcement or compliance costs could create reputational and financial risks, though the reports do not indicate a confirmed material penalty. Food Giants on FSSAI’s Radar

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.