Advisortrust Partners LLC Takes Position in PepsiCo, Inc. $PEP

Key Points

• Advisortrust Partners LLC opened a new position in PepsiCo in the fourth quarter, buying 20,536 shares valued at about $2.95 million. PepsiCo now represents 1.3% of the firm’s portfolio.
• PepsiCo reported better-than-expected quarterly results, with EPS of $1.61 beating estimates and revenue of $19.44 billion topping forecasts. Quarterly revenue rose 8.5% year over year.
• The company raised its quarterly dividend to $1.48 per share from $1.42, putting the annualized yield at about 4.2%. Analyst sentiment remains mixed, with a consensus rating of Hold and an average price target of $167.10.

Advisortrust Partners LLC purchased a new position in PepsiCo, Inc. (NASDAQ:PEP - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 20,536 shares of the company's stock, valued at approximately $2,947,000. PepsiCo makes up 1.3% of Advisortrust Partners LLC's portfolio, making the stock its 20th largest position.

Several other large investors also recently added to or reduced their stakes in the stock. Corient Private Wealth LLC increased its holdings in PepsiCo by 5.0% in the fourth quarter. Corient Private Wealth LLC now owns 2,545,798 shares of the company's stock valued at $366,101,000 after buying an additional 120,119 shares in the last quarter. Auto Owners Insurance Co lifted its holdings in PepsiCo by 14,857.8% during the fourth quarter. Auto Owners Insurance Co now owns 49,252,907 shares of the company's stock valued at $7,068,777,000 after purchasing an additional 48,923,629 shares in the last quarter. Union Savings Bank acquired a new stake in shares of PepsiCo in the fourth quarter valued at about $1,032,000. Redwood Family Wealth LLC purchased a new stake in shares of PepsiCo during the fourth quarter worth about $255,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of PepsiCo during the 4th quarter worth about $26,000. 73.07% of the stock is owned by institutional investors.

PepsiCo Price Performance

Shares of NASDAQ PEP opened at $142.02 on Friday. The stock has a market cap of $194.11 billion, a P/E ratio of 22.30, a PEG ratio of 2.57 and a beta of 0.35. The business's fifty day simple moving average is $149.90 and its 200-day simple moving average is $152.24. PepsiCo, Inc. has a 12-month low of $127.60 and a 12-month high of $171.48. The company has a current ratio of 0.90, a quick ratio of 0.72 and a debt-to-equity ratio of 1.98.

PepsiCo (NASDAQ:PEP - Get Free Report) last issued its quarterly earnings results on Wednesday, April 15th. The company reported $1.61 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.55 by $0.06. The company had revenue of $19.44 billion during the quarter, compared to the consensus estimate of $18.89 billion. PepsiCo had a net margin of 9.15% and a return on equity of 56.61%. The firm's quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.48 earnings per share. As a group, equities analysts predict that PepsiCo, Inc. will post 8.63 EPS for the current fiscal year.

PepsiCo Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, June 5th will be paid a dividend of $1.48 per share. The ex-dividend date is Friday, June 5th. This is a positive change from PepsiCo's previous quarterly dividend of $1.42. This represents a $5.92 annualized dividend and a yield of 4.2%. PepsiCo's dividend payout ratio (DPR) is presently 92.94%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on PEP shares. HSBC increased their target price on PepsiCo from $175.00 to $176.00 and gave the company a "hold" rating in a report on Friday, April 17th. JPMorgan Chase & Co. lifted their target price on shares of PepsiCo from $172.00 to $178.00 and gave the stock an "overweight" rating in a research note on Friday, April 17th. The Goldman Sachs Group upped their target price on shares of PepsiCo from $180.00 to $183.00 and gave the stock a "buy" rating in a report on Friday, April 17th. Barclays raised their price target on shares of PepsiCo from $154.00 to $158.00 and gave the stock an "equal weight" rating in a research note on Monday, April 20th. Finally, Sanford C. Bernstein began coverage on shares of PepsiCo in a research report on Thursday, June 11th. They set a "market perform" rating and a $143.00 price target on the stock. Eight investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $167.10.

Key Headlines Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s management is being spotlighted for using AI and digital tools to improve operations, strengthen food-system resilience, and support a broader global transformation strategy, which could bolster long-term efficiency and growth. Building a Lighthouse Company: Athina Kanioura on Leading PepsiCo’s Global Transformation
• Positive Sentiment: PepsiCo is also being discussed as a beneficiary of AI adoption across food and beverage companies, which may support productivity and growth initiatives over time. PepsiCo, Danone & Nestlé: how AI is powering F&B growth
• Positive Sentiment: A new Doritos Loaded commercial featuring Gordon Ramsay and Formula 1 driver George Russell underscores PepsiCo’s willingness to spend on high-profile marketing to support snack brand visibility and demand. PepsiCo: Doritos Loaded Unveils High-Octane Commercial Starring Chef Gordon Ramsay And Mercedes-AMG Petronas F1 Driver George Russell
• Neutral Sentiment: Several recent commentary pieces focus on PepsiCo’s valuation and dividend appeal, with one suggesting the shares may trade below fair value while another argues for caution and calls the stock a possible sell, leaving investor sentiment mixed. PepsiCo (PEP) Stock Could Be 46.9% Below Fair Value as Views Split
• Neutral Sentiment: PepsiCo remains a frequent feature in dividend-investing discussions, reinforcing its reputation as a defensive income stock rather than signaling a new catalyst. PepsiCo: Scoop Up This Dividend Growth Legend Now
• Negative Sentiment: Bearish market commentary argues PepsiCo has lagged the broader market since late 2025, which may weigh on sentiment if investors continue to favor faster-growing alternatives. 3 Reasons to Sell PEP and 1 Stock to Buy Instead

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.

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