PepsiCo, Inc. $PEP Shares Purchased by Benjamin Edwards Inc.

Key Points

• Benjamin Edwards Inc. boosted its stake in PepsiCo by 12.5% to 74,551 shares (worth $10.70M); institutional investors own 73.07% of the stock and PFA Pension added a new stake valued at $118.33M.
• PepsiCo beat the quarter with $1.61 EPS (vs. $1.55 expected) and $19.44B revenue, set FY2026 EPS guidance of 8.465–8.628, and the board authorized a $10 billion share buyback (~4.7% of shares outstanding).
• The company pays a quarterly dividend of $1.4225 (annualized $5.69, yield ~3.6%) with a payout ratio of 89.3%; Wall Street’s average rating is a Hold with a mean target price of $170.26 and a P/E of 24.71.

Benjamin Edwards Inc. boosted its position in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 12.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 74,551 shares of the company's stock after purchasing an additional 8,279 shares during the period. Benjamin Edwards Inc.'s holdings in PepsiCo were worth $10,701,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Sandro Wealth Management LLC acquired a new stake in shares of PepsiCo during the 4th quarter valued at $529,000. Cornerstone Planning Group LLC lifted its position in shares of PepsiCo by 71.6% during the 4th quarter. Cornerstone Planning Group LLC now owns 544 shares of the company's stock valued at $81,000 after acquiring an additional 227 shares during the last quarter. Composition Wealth LLC lifted its position in shares of PepsiCo by 14.0% during the 4th quarter. Composition Wealth LLC now owns 57,455 shares of the company's stock valued at $8,246,000 after acquiring an additional 7,064 shares during the last quarter. Capital Investment Counsel LLC lifted its position in shares of PepsiCo by 0.8% during the 4th quarter. Capital Investment Counsel LLC now owns 34,843 shares of the company's stock valued at $5,001,000 after acquiring an additional 291 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of PepsiCo during the 4th quarter valued at $118,334,000. 73.07% of the stock is currently owned by institutional investors and hedge funds.

PepsiCo Price Performance

PEP opened at $157.39 on Monday. The stock has a fifty day moving average of $157.96 and a 200-day moving average of $152.43. The firm has a market capitalization of $215.11 billion, a P/E ratio of 24.71, a PEG ratio of 2.88 and a beta of 0.38. PepsiCo, Inc. has a 12-month low of $127.60 and a 12-month high of $171.48. The company has a quick ratio of 0.72, a current ratio of 0.90 and a debt-to-equity ratio of 1.98.

PepsiCo (NASDAQ:PEP - Get Free Report) last released its earnings results on Thursday, April 16th. The company reported $1.61 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.55 by $0.06. The company had revenue of $19.44 billion during the quarter, compared to analyst estimates of $18.89 billion. PepsiCo had a return on equity of 56.61% and a net margin of 9.15%.The company's revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.48 earnings per share. PepsiCo has set its FY 2026 guidance at 8.465-8.628 EPS. Equities analysts forecast that PepsiCo, Inc. will post 8.63 EPS for the current fiscal year.

PepsiCo declared that its board has authorized a share buyback program on Tuesday, February 3rd that authorizes the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization authorizes the company to purchase up to 4.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company's management believes its stock is undervalued.

PepsiCo Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 6th were issued a $1.4225 dividend. The ex-dividend date was Friday, March 6th. This represents a $5.69 dividend on an annualized basis and a dividend yield of 3.6%. PepsiCo's dividend payout ratio is presently 89.32%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. UBS Group cut their price objective on PepsiCo from $190.00 to $186.00 and set a "buy" rating for the company in a research report on Tuesday, April 7th. JPMorgan Chase & Co. increased their price objective on PepsiCo from $172.00 to $178.00 and gave the company an "overweight" rating in a research report on Friday, April 17th. Morgan Stanley increased their price objective on PepsiCo from $165.00 to $180.00 and gave the company an "equal weight" rating in a research report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft increased their price objective on PepsiCo from $169.00 to $173.00 and gave the company a "buy" rating in a research report on Friday, April 17th. Finally, Wells Fargo & Company increased their price objective on PepsiCo from $154.00 to $165.00 and gave the company an "equal weight" rating in a research report on Wednesday, February 4th. Eight analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given 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 $170.26.

More PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo signed a 10‑year virtual power purchase agreement with Statkraft to cut ~32,000 metric tons of CO2 annually across Europe — supports sustainability targets and may lower long‑term energy costs. PepsiCo inks 10-year renewable energy deal to cut emissions across Europe
• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS estimates (including FY2027 and FY2028), signaling improved analyst expectations for profitability. PepsiCo (PEP) analyst note (MarketBeat summary)
• Positive Sentiment: PepsiCo is expanding electrification of distribution with a 50 electric delivery truck rollout in Fresno — incremental cost and emissions benefits and supports supply‑chain decarbonization narrative. Fresno PepsiCo rolls out 50 electric delivery trucks, aims to reduce emissions
• Positive Sentiment: Company announced a 2026 growth plan focused on cost cuts and product innovation — potential margin improvement and revenue growth tailwinds if execution holds. PepsiCo sets 2026 growth plan with cost cuts, innovation push
• Neutral Sentiment: Analyst and media pieces comparing Coca‑Cola vs. PepsiCo provide context for relative valuation and may drive short‑term trading but contain no new company‑specific catalysts. Coca-Cola vs. PepsiCo: Which Stock Is the Better Buy?
• Neutral Sentiment: PepsiCo plans to end its bottling/distribution partnership with Royal Unibrew in parts of Northern Europe by 2028 — strategic operational change that will require new local arrangements (potential short‑term costs, long‑term control). PepsiCo Bottling Shift In Northern Europe And What It Means For Valuation
• Negative Sentiment: PepsiCo apologised to South African consumers and pulled its ProNutro formula from shelves after a backlash — immediate reputational damage, potential regulatory scrutiny and lost sales in the market; this appears to be the most direct near‑term negative catalyst. PepsiCo apologises to South Africans and pulls ProNutro from shelves over formula backlash
• Negative Sentiment: PepsiCo is named in a consumer lawsuit alleging ultraprocessed foods can be addictive — legal risk and reputational headlines that could pressure longer‑term consumer perception and marketing costs. Food giants hit with consumer lawsuit calling ultraprocessed ingredients addictive
• Negative Sentiment: Erste Group trimmed FY2026/27 EPS estimates slightly — a small downward analyst revision that marginally reduces near‑term analyst sentiment. Erste Group Bank analyst note (MarketBeat summary)

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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