Beverly Hills Private Wealth LLC Has $6.51 Million Stake in PepsiCo, Inc. $PEP

Beverly Hills Private Wealth LLC increased its stake in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 18.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 48,106 shares of the company's stock after purchasing an additional 7,584 shares during the quarter. PepsiCo makes up 1.2% of Beverly Hills Private Wealth LLC's investment portfolio, making the stock its 23rd largest holding. Beverly Hills Private Wealth LLC's holdings in PepsiCo were worth $6,514,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the company. Evergreen Advisors LLC bought a new stake in shares of PepsiCo during the 1st quarter worth $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in PepsiCo during the 4th quarter worth $26,000. Swiss RE Ltd. bought a new stake in PepsiCo during the fourth quarter valued at about $28,000. Networth Advisors LLC grew its position in shares of PepsiCo by 2,857.1% in the first quarter. Networth Advisors LLC now owns 207 shares of the company's stock valued at $32,000 after purchasing an additional 200 shares during the last quarter. Finally, Vermillion Wealth Management Inc. increased its stake in shares of PepsiCo by 99.1% in the first quarter. Vermillion Wealth Management Inc. now owns 217 shares of the company's stock worth $34,000 after purchasing an additional 108 shares during the period. Institutional investors own 73.07% of the company's stock.

PepsiCo Price Performance

PepsiCo stock opened at $144.67 on Tuesday. The business has a 50 day simple moving average of $139.99 and a 200 day simple moving average of $150.13. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74. PepsiCo, Inc. has a one year low of $133.73 and a one year high of $171.48. The company has a market capitalization of $197.46 billion, a PE ratio of 18.96, a price-to-earnings-growth ratio of 3.15 and a beta of 0.35.

PepsiCo (NASDAQ:PEP - Get Free Report) last announced 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 business had revenue of $24.18 billion during the quarter, compared to analysts' expectations of $23.95 billion. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The firm's revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the company posted $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, sell-side analysts forecast that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 4th will be given a dividend of $1.48 per share. The ex-dividend date is Friday, September 4th. This represents a $5.92 annualized dividend and a yield of 4.1%. PepsiCo's dividend payout ratio is 77.59%.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Jefferies Financial Group cut their price objective on PepsiCo from $162.00 to $152.00 and set a "hold" rating for the company in a research report on Friday, July 10th. Bank of America dropped their price target on PepsiCo from $173.00 to $164.00 and set a "neutral" rating on the stock in a research report on Thursday, June 25th. JPMorgan Chase & Co. reduced their price objective on PepsiCo from $178.00 to $170.00 and set an "overweight" rating for the company in a research report on Wednesday, July 1st. Rothschild & Co Redburn raised their price objective on shares of PepsiCo from $130.00 to $132.00 in a research note on Monday, May 11th. Finally, Royal Bank Of Canada cut their target price on shares of PepsiCo from $163.00 to $161.00 and set a "sector perform" rating for the company in a research note on Friday, July 10th. Seven research 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 has an average rating of "Hold" and an average target price of $157.90.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s international business is approaching $40 billion in annual revenue, supported by overseas volume growth, market-share gains and continued investment. A greater contribution from international markets could diversify growth beyond the mature U.S. business. Is PepsiCo's Growth Story Becoming More Internationally Focused?
• Positive Sentiment: PepsiCo is reportedly considering Iraq as a potential Middle East manufacturing hub. Such an investment could improve regional production and distribution, although the project remains prospective. Will Iraq become PepsiCo’s Next Middle East Manufacturing Hub?
• Positive Sentiment: Several dividend-investing articles continue to present PepsiCo as a long-term income and defensive consumer-staples holding. That supports demand from investors seeking reliable cash distributions, particularly while interest rates remain elevated. 3 Dividend Stocks to Buy Before August Ends and Hold for Life
• Neutral Sentiment: Analysts collectively rate PepsiCo “Hold,” suggesting the stock’s valuation and dependable dividend are balanced against limited near-term growth and execution risks. PepsiCo Receives Consensus Recommendation of Hold
• Negative Sentiment: India’s food-safety regulator issued notices to major food companies, including PepsiCo, over alleged misleading advertising and labeling claims. The developments could bring compliance costs, reputational concerns or product changes. Food Safety Regulator Notices Major Food Companies
• Negative Sentiment: Consumers are shifting toward healthier and lower-sugar beverages, increasing competition from brands such as Olipop. PepsiCo’s acquisition of Poppi gives it exposure to the trend, but the transition could pressure traditional soda demand and require greater innovation spending. How Olipop Is Beating Big Soda at Its Own Game

Insider Activity

In other news, EVP David Flavell sold 2,900 shares of the company's stock in a transaction that occurred 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 transaction, the executive vice president directly owned 74,825 shares in the company, valued at approximately $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.12% of the company's stock.

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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