Chancellor Financial Group WB LP Purchases New Position in PepsiCo, Inc. $PEP

Key Points

• Chancellor Financial Group WB LP initiated a PepsiCo position of 12,609 shares valued at approximately $1.7 million, making PEP its 19th-largest holding. Institutional investors collectively own 73.07% of the company.
• PepsiCo exceeded quarterly estimates with $2.20 in EPS and $24.18 billion in revenue, up 6.4% year over year. The company reaffirmed fiscal 2026 EPS guidance of $8.55–$8.71.
• PepsiCo declared a quarterly dividend of $1.48 per share, representing an annualized yield of about 4.2%. Analysts maintain a consensus “Hold” rating, with an average price target of $157.90 versus the stock’s reported $142.27 price.

Chancellor Financial Group WB LP acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 12,609 shares of the company's stock, valued at approximately $1,707,000. PepsiCo comprises about 1.1% of Chancellor Financial Group WB LP's portfolio, making the stock its 19th biggest position.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in PEP. Brighton Jones LLC increased its position in shares of PepsiCo by 12.4% during the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company's stock valued at $9,031,000 after purchasing an additional 6,574 shares during the last quarter. Caxton Associates LLP purchased a new position in PepsiCo during the first quarter worth $251,000. Sivia Capital Partners LLC boosted its stake in PepsiCo by 138.5% during the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company's stock worth $862,000 after buying an additional 3,790 shares during the period. Schnieders Capital Management LLC. increased its position in 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 acquiring an additional 3,502 shares during the last quarter. Finally, Sei Investments Co. raised its stake in shares of PepsiCo by 45.5% in the second quarter. Sei Investments Co. now owns 536,133 shares of the company's stock valued at $70,789,000 after acquiring an additional 167,707 shares during the period. 73.07% of the stock is currently owned by hedge funds and other institutional investors.

PepsiCo Price Performance

PepsiCo stock opened at $142.27 on Wednesday. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74. The stock has a market cap of $194.18 billion, a price-to-earnings ratio of 18.65, a price-to-earnings-growth ratio of 3.18 and a beta of 0.35. The firm has a 50-day moving average of $139.91 and a two-hundred day moving average of $149.97. PepsiCo, Inc. has a 1 year low of $133.73 and a 1 year high of $171.48.

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

PepsiCo Announces Dividend

The company also recently announced 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 payout ratio is 77.59%.

Insider Buying and Selling at PepsiCo

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the company's stock in a transaction on Monday, July 27th. The stock was sold at an average price of $139.54, for a total value of $404,666.00. Following the completion of the sale, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.12% of the company's stock.

Trending Headlines about PepsiCo

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on PEP shares. Royal Bank Of Canada dropped their price target 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. Deutsche Bank Aktiengesellschaft set a $155.00 price objective on shares of PepsiCo in a research note on Friday, July 10th. TD Cowen cut their target price on PepsiCo from $150.00 to $145.00 and set a "hold" rating on the stock in a research note on Friday, July 10th. Weiss Ratings reiterated a "hold (c)" rating on shares of PepsiCo in a report on Monday, July 6th. Finally, Morgan Stanley dropped their price objective on PepsiCo from $180.00 to $160.00 and set an "equal weight" rating for the company in a report on Friday, July 10th. Seven equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, PepsiCo presently has a consensus rating of "Hold" and an average target price of $157.90.

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.

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