Vest Financial LLC Has $46.58 Million Stock Position in PepsiCo, Inc. $PEP

Key Points

• Vest Financial reduced its PepsiCo stake by 10.2% in the second quarter, selling 39,118 shares and retaining 343,997 shares valued at approximately $46.6 million. Institutional investors collectively own 73.07% of PEP.
• PepsiCo beat quarterly expectations with $2.20 in adjusted EPS and $24.18 billion in revenue, while revenue increased 6.4% year over year. The company guided to fiscal 2026 EPS of $8.55–$8.71.
• Shares recently traded at $138.24, down 1.8%, while PepsiCo maintained its quarterly dividend at $1.48 per share, implying a 4.3% annualized yield. Analysts collectively rate the stock “Hold,” with a consensus price target of $157.90.

Vest Financial LLC decreased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 10.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 343,997 shares of the company's stock after selling 39,118 shares during the quarter. Vest Financial LLC's holdings in PepsiCo were worth $46,577,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of PEP. Brighton Jones LLC grew its stake in shares of PepsiCo by 12.4% in the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company's stock valued at $9,031,000 after buying an additional 6,574 shares during the period. Caxton Associates LLP acquired a new position in PepsiCo during the 1st quarter worth approximately $251,000. Sivia Capital Partners LLC boosted its holdings in PepsiCo by 138.5% in the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company's stock worth $862,000 after acquiring an additional 3,790 shares in the last quarter. Schnieders Capital Management LLC. grew its stake in PepsiCo by 10.1% in 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 period. Finally, Sei Investments Co. increased its holdings in shares of PepsiCo by 45.5% during 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 in the last quarter. 73.07% of the stock is owned by institutional investors.

PepsiCo Trading Down 1.8%

NASDAQ PEP opened at $138.24 on Tuesday. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. The business has a fifty day simple moving average of $140.15 and a 200 day simple moving average of $150.53. PepsiCo, Inc. has a 12 month low of $133.73 and a 12 month high of $171.48. The firm has a market capitalization of $188.68 billion, a P/E ratio of 18.12, a PEG ratio of 3.09 and a beta of 0.35.

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

PepsiCo Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be given a $1.48 dividend. This represents a $5.92 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo's dividend payout ratio is presently 77.59%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on PEP. UBS Group set a $159.00 target price on PepsiCo in a report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft set a $155.00 price objective on shares of PepsiCo in a report on Friday, July 10th. Jefferies Financial Group dropped their price objective on shares of PepsiCo from $162.00 to $152.00 and set a "hold" rating on the stock in a research note on Friday, July 10th. TD Cowen decreased their target price on shares of PepsiCo from $150.00 to $145.00 and set a "hold" rating for the company in a research report on Friday, July 10th. Finally, Evercore set a $150.00 target price on shares of PepsiCo in a report on Thursday, July 9th. 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 company. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $157.90.

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo reported increased recycled content in its plastic packaging, supporting its sustainability goals and potentially strengthening relationships with consumers and retailers. PepsiCo reports increase in recycled content for plastic packaging
• Positive Sentiment: The company is refreshing brands, products and value offerings to reconnect with consumers. These initiatives could support a gradual recovery if they improve volume and brand engagement. PepsiCo's Brand Refresh: Is it Enough to Win Back Consumers?
• Neutral Sentiment: Analyst commentary describes PepsiCo as potentially nearing a turning point, but investors are waiting for clearer evidence that demand and growth are improving. Why PepsiCo Could Be Nearing a Turning Point?
• Neutral Sentiment: A long-standing employee received a PepsiCo Lifetime Achievement Award, a positive reputational item but one unlikely to materially affect earnings or valuation. Jeff Minges retires with PepsiCo Lifetime Achievement Award
• Negative Sentiment: PepsiCo’s brand refresh may take time to reverse softer North American demand. Competition from health-focused beverage brands and consumer skepticism toward large soda companies add to the pressure. PepsiCo's Brand Refresh: Is it Enough to Win Back Consumers?
• Negative Sentiment: PEP underperformed the broader market in the latest session, suggesting that company-specific concerns—not just overall market weakness—are weighing on the stock. Here's Why PepsiCo Fell More Than the Broader Market

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 value of $404,666.00. Following the completion of the sale, the executive vice president owned 74,825 shares in the company, valued at approximately $10,441,080.50. This trade represents a 3.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.12% of the company's stock.

PepsiCo 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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