PepsiCo, Inc. $PEP Position Boosted by Capital Investment Advisors LLC

Capital Investment Advisors LLC lifted its stake in PepsiCo, Inc. (NASDAQ:PEP) by 9.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 44,888 shares of the company’s stock after purchasing an additional 3,901 shares during the quarter. Capital Investment Advisors LLC’s holdings in PepsiCo were worth $6,304,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Claris Advisors LLC MO grew its stake in PepsiCo by 14.1% in the second quarter. Claris Advisors LLC MO now owns 2,490 shares of the company’s stock valued at $329,000 after purchasing an additional 308 shares in the last quarter. Foster Group Inc. lifted its holdings in shares of PepsiCo by 4.6% during the 2nd quarter. Foster Group Inc. now owns 5,169 shares of the company’s stock valued at $683,000 after buying an additional 229 shares during the last quarter. Merit Financial Group LLC grew its stake in shares of PepsiCo by 46.4% in the 2nd quarter. Merit Financial Group LLC now owns 114,344 shares of the company’s stock valued at $15,098,000 after buying an additional 36,239 shares in the last quarter. Fulton Bank N.A. increased its holdings in PepsiCo by 2.5% in the second quarter. Fulton Bank N.A. now owns 25,309 shares of the company’s stock worth $3,342,000 after buying an additional 620 shares during the last quarter. Finally, Clayton Financial Group LLC bought a new position in PepsiCo during the third quarter valued at approximately $872,000. Institutional investors and hedge funds own 73.07% of the company’s stock.

PepsiCo Price Performance

Shares of NASDAQ:PEP opened at $139.37 on Friday. The company has a quick ratio of 0.72, a current ratio of 0.91 and a debt-to-equity ratio of 2.26. The business has a 50 day moving average price of $145.54 and a 200 day moving average price of $144.02. The company has a market cap of $190.57 billion, a price-to-earnings ratio of 26.50, a PEG ratio of 4.49 and a beta of 0.42. PepsiCo, Inc. has a twelve month low of $127.60 and a twelve month high of $160.15.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings results on Wednesday, October 8th. The company reported $2.29 EPS for the quarter, topping analysts’ consensus estimates of $2.26 by $0.03. The company had revenue of $23.94 billion during the quarter, compared to analyst estimates of $23.91 billion. PepsiCo had a return on equity of 57.58% and a net margin of 7.82%.The company’s quarterly revenue was up 2.7% compared to the same quarter last year. During the same period in the previous year, the company earned $2.31 earnings per share. Research analysts predict that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Friday, December 5th were paid a dividend of $1.4225 per share. This represents a $5.69 annualized dividend and a yield of 4.1%. The ex-dividend date was Friday, December 5th. PepsiCo’s dividend payout ratio is presently 108.17%.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is expanding AI use across manufacturing and supply-chain operations, deploying AI-powered digital twins to test expansion plans and optimize plants — a move that can lower costs, improve capacity planning and support margins over time. PepsiCo Deploys AI-Powered Digital Twins of Manufacturing Facilities to Test Expansion Plans
• Positive Sentiment: Coverage assessing PepsiCo’s valuation after CES 2026 highlights partnerships with Siemens and NVIDIA — investors may re-rate PEP on expected multi-year efficiency and productivity gains from AI, supporting upside to long-term margins if execution succeeds. Assessing PepsiCo (PEP) Valuation After CES 2026 AI Partnership With Siemens And NVIDIA
• Neutral Sentiment: Market commentary notes PEP “edged higher after six straight declines,” reflecting short-term technical relief but not necessarily a change in fundamentals. PepsiCo edges higher after six straight declines
• Neutral Sentiment: Unusually large options activity was reported in PEP, which can signal traded positioning or hedging and often precedes short-term volatility; it’s ambiguous for direction. PepsiCo Target of Unusually Large Options Trading (NASDAQ:PEP)
• Neutral Sentiment: Industry/peer comparisons and coverage (Coca‑Cola vs Pepsi; dividend-focused pieces) are being published — useful for relative valuation but not immediate catalysts. Coca‑Cola Vs Pepsi Stock: Which is the Better Investment for 2026?
• Neutral Sentiment: PepsiCo was mentioned in industry event coverage (TV & Video Insider Summit), which raises visibility but is not a direct earnings driver. PepsiCo, Church’s Chicken, Electronic Arts, Kenvue, Assembly Lead Insights at our TV & Video Insider Summit
• Negative Sentiment: The FTC’s unsealing of data has triggered a surge in price‑fixing litigation naming PepsiCo and Walmart, increasing legal exposure and potential settlement costs as well as reputational risk; this is a material near‑term overhang for the stock. PepsiCo and Walmart Face Price-Fixing Litigation Surge After FTC Unseals Data
• Negative Sentiment: A separate lawsuit alleges a decade‑long price‑fixing scheme involving Walmart and PepsiCo; even if ultimately denied, litigation can mean legal fees, management distraction and potential financial settlements. Lawsuit against Walmart, PepsiCo alleges decade-long price fixing scheme
• Negative Sentiment: Political and regulatory pressure on ultraprocessed foods and sugary drinks (new dietary guidance) has weighed on large packaged‑food stocks, including PepsiCo, as policy shifts can affect marketing, product mix and sales. Kraft Heinz and Mondelez shares drop as Trump officials blast ultraprocessed foods and unveil new food pyramid

Analyst Ratings Changes

Several brokerages have recently commented on PEP. UBS Group restated a “buy” rating and set a $172.00 price target on shares of PepsiCo in a research note on Tuesday, December 9th. Evercore ISI increased their target price on shares of PepsiCo from $150.00 to $152.00 in a research report on Friday, October 10th. Jefferies Financial Group boosted their price target on PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a research report on Tuesday, December 9th. HSBC increased their price objective on PepsiCo from $145.00 to $152.00 and gave the company a “hold” rating in a report on Friday, October 10th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of PepsiCo in a report on Tuesday, October 14th. Eight investment 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’s stock. According to MarketBeat, PepsiCo currently has a consensus rating of “Hold” and a consensus target price of $158.68.

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.