UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 549,336 Shares of PepsiCo, Inc. $PEP

Key Points

• UBS Asset Management increased its PepsiCo stake by 4.9% in the second quarter, purchasing 549,336 shares and bringing its holdings to 11.82 million shares valued at approximately $1.6 billion. Institutional investors collectively own 73.07% of PEP.
• Analyst sentiment remains cautious, with an overall “Hold” rating and a consensus price target of $157.90. Seven analysts rate the stock a Buy, 12 a Hold and one a Sell.
• PepsiCo beat quarterly earnings and revenue expectations, reporting $2.20 EPS and $24.18 billion in revenue, while maintaining 2026 EPS guidance of $8.55–$8.71. The company also declared a quarterly dividend of $1.48, equivalent to a 4.2% annualized yield.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 4.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,817,684 shares of the company's stock after purchasing an additional 549,336 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.87% of PepsiCo worth $1,600,114,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. New Mexico Educational Retirement Board grew its position in PepsiCo by 8.6% in the 2nd quarter. New Mexico Educational Retirement Board now owns 68,085 shares of the company's stock valued at $9,219,000 after acquiring an additional 5,400 shares during the last quarter. Mufg Securities Americas Inc. lifted its position in shares of PepsiCo by 8.9% during the second quarter. Mufg Securities Americas Inc. now owns 41,165 shares of the company's stock worth $5,574,000 after purchasing an additional 3,357 shares during the last quarter. Nissay Asset Management Corp Japan boosted its stake in shares of PepsiCo by 5.8% during the second quarter. Nissay Asset Management Corp Japan now owns 408,353 shares of the company's stock valued at $55,291,000 after purchasing an additional 22,560 shares during the period. Chapin Davis Inc. grew its holdings in shares of PepsiCo by 1.1% in the second quarter. Chapin Davis Inc. now owns 19,439 shares of the company's stock worth $2,632,000 after purchasing an additional 212 shares during the last quarter. Finally, BNP Paribas increased its stake in PepsiCo by 2.0% in the 2nd quarter. BNP Paribas now owns 60,479 shares of the company's stock worth $8,179,000 after buying an additional 1,209 shares during the period. Institutional investors own 73.07% of the company's stock.

Analyst Ratings Changes

Several research firms have issued reports on PEP. Rothschild & Co Redburn boosted their price objective on shares of PepsiCo from $130.00 to $132.00 in a research report on Monday, May 11th. Sanford C. Bernstein set a $134.00 price target on shares of PepsiCo in a research note on Friday, July 10th. Deutsche Bank Aktiengesellschaft set a $155.00 price objective on PepsiCo in a research note on Friday, July 10th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of PepsiCo in a research report on Monday, July 6th. Finally, Jefferies Financial Group dropped their price target on PepsiCo from $162.00 to $152.00 and set a "hold" rating on the stock in a research report on Friday, July 10th. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $157.90.

Insider Buying and Selling

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 74,825 shares of the company's stock, valued at approximately $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.12% of the company's stock.

PepsiCo Stock Performance

Shares of PEP stock opened at $140.52 on Thursday. The firm has a market cap of $191.79 billion, a price-to-earnings ratio of 18.42, a PEG ratio of 2.94 and a beta of 0.35. PepsiCo, Inc. has a 52-week low of $133.73 and a 52-week high of $171.48. The company has a quick ratio of 0.74, a current ratio of 0.93 and a debt-to-equity ratio of 1.91. The company's 50 day moving average is $139.77 and its 200 day moving average is $148.81.

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, beating the consensus estimate of $2.19 by $0.01. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.The business had revenue of $24.18 billion for the quarter, compared to analysts' expectations of $23.95 billion. During the same quarter last year, the firm earned $0.92 EPS. The business's revenue for the quarter was up 6.4% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, sell-side analysts anticipate that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be paid a $1.48 dividend. This represents a $5.92 annualized dividend and a yield of 4.2%. The ex-dividend date is Friday, September 4th. PepsiCo's payout ratio is 77.59%.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Bank of America reaffirmed a Neutral rating but maintained a $152 price target, implying potential upside from the recent trading level. The firm cited international strength as an offset to weakness in PepsiCo’s North American operations. PepsiCo analyst rating
• Positive Sentiment: Recent commentary highlights PepsiCo’s dividend appeal, defensive consumer-staples exposure and management’s reiterated revenue-growth targets. Its valuation and roughly higher yield than Coca-Cola may attract income-oriented investors, although the company still faces execution risks. PepsiCo revenue-growth targets
• Positive Sentiment: PepsiCo signed a seven-year, multimillion-dollar partnership with Arizona Athletic Grounds as its official soft-drink provider, supporting brand visibility and long-term distribution. Arizona Athletic Grounds partnership
• Neutral Sentiment: PepsiCo joined Mondelēz and pladis in a circular-packaging trial using watermarking technology. The initiative may improve sustainability credentials, but its near-term financial impact is unclear. Circular packaging trial
• Negative Sentiment: PepsiCo confirmed damage at a Ukrainian production facility following conflict-related events. No injuries were reported, but possible disruption, repair costs and lost production add uncertainty. Ukraine plant damage
• Negative Sentiment: Soft North American demand and category pressure remain the main concern. Analysts note snack-market share gains and beverage resilience, but investors are watching whether weakness is temporary or structural. PepsiCo North America demand
• Negative Sentiment: PepsiCo is reportedly cutting 105 warehouse jobs as part of additional U.S. distribution changes. The actions could improve efficiency, but also reinforce concerns about slowing demand and ongoing restructuring. Warehouse job cuts
• Negative Sentiment: The Obesity Action Coalition urged PepsiCo to continue employee coverage for GLP-1 obesity medicines. The dispute creates potential reputational and employee-relations risks, though the direct financial effect is uncertain. GLP-1 coverage dispute

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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