Global Wealth Management Investment Advisory Inc. Invests $3.10 Million in PepsiCo, Inc. $PEP

Global Wealth Management Investment Advisory Inc. purchased a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 22,093 shares of the company’s stock, valued at approximately $3,103,000.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank purchased a new position in PepsiCo in the second quarter valued at approximately $2,330,594,000. Laurel Wealth Advisors LLC lifted its position in shares of PepsiCo by 14,420.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,890,688 shares of the company’s stock valued at $513,726,000 after buying an additional 3,863,893 shares during the last quarter. Kingstone Capital Partners Texas LLC bought a new position in shares of PepsiCo during the 2nd quarter worth $460,110,000. Charles Schwab Investment Management Inc. increased its holdings in PepsiCo by 9.7% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 29,031,404 shares of the company’s stock worth $3,833,406,000 after acquiring an additional 2,556,163 shares during the last quarter. Finally, Franklin Resources Inc. raised its stake in PepsiCo by 19.5% in the 2nd quarter. Franklin Resources Inc. now owns 15,577,073 shares of the company’s stock valued at $2,056,797,000 after acquiring an additional 2,541,455 shares during the period. Institutional investors own 73.07% of the company’s stock.

PepsiCo Trading Up 1.5%

Shares of PEP stock opened at $143.48 on Wednesday. The company has a market capitalization of $196.19 billion, a PE ratio of 27.28, a price-to-earnings-growth ratio of 4.63 and a beta of 0.42. PepsiCo, Inc. has a 52-week low of $127.60 and a 52-week high of $160.15. The business’s fifty day moving average is $145.39 and its 200 day moving average is $144.48. The company has a debt-to-equity ratio of 2.26, a quick ratio of 0.72 and a current ratio of 0.91.

PepsiCo Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Friday, December 5th were issued a dividend of $1.4225 per share. The ex-dividend date of this dividend was Friday, December 5th. This represents a $5.69 annualized dividend and a dividend yield of 4.0%. PepsiCo’s payout ratio is presently 108.17%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of PepsiCo in a research report on Friday. UBS Group reaffirmed a “buy” rating and issued a $172.00 price objective on shares of PepsiCo in a report on Tuesday, December 9th. Wells Fargo & Company boosted their target price on shares of PepsiCo from $150.00 to $154.00 and gave the company a “positive” rating in a report on Friday, October 10th. Citigroup raised their price target on PepsiCo from $165.00 to $170.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Finally, Jefferies Financial Group boosted their price objective on PepsiCo from $163.00 to $164.00 and gave the company a “hold” rating in a research note on Tuesday, December 9th. Eight analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $158.68.

Key Headlines Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Analysts and outlets are bullish on a multi‑year, industry‑first collaboration with NVIDIA and Siemens that could accelerate supply‑chain automation and insight-driven cost savings, supporting margin improvement and investor sentiment. Analysts Positive on Collaboration
• Positive Sentiment: PepsiCo is integrating AI into production and supply — a practical step that could improve productivity, reduce waste and support longer‑term margin expansion. PepsiCo Integrates AI
• Positive Sentiment: Management added a VP for Chief Strategy & Transformation for India & South Asia, reinforcing regional strategic focus that could help revitalize growth in a key emerging market. Hiring in India & South Asia
• Positive Sentiment: Some analysts and research pieces highlight PepsiCo as attractively valued after recent weakness and point to buy ratings/raised targets from firms like Citi — this supports near‑term buying interest. Analyst Coverage / Valuation Notes
• Neutral Sentiment: Zacks notes PEP outperformed the broader market on recent sessions and provides context on recent price action — useful for momentum traders but not a catalyst by itself. Zacks: Outperforms Market
• Neutral Sentiment: Several value/long‑term pieces debate whether recent weakness presents a buying opportunity — these are mixed reads that may attract income/value investors because of the >4% dividend yield. Is PepsiCo Offering Long‑Term Value?
• Negative Sentiment: Critics argue PepsiCo has “lost its way” and that a 4% dividend doesn’t offset strategic and execution concerns — negative narratives can pressure sentiment, especially among growth‑oriented investors. Seeking Alpha: Lost Its Way
• Negative Sentiment: Zacks flags PFNA (product family) volume weakness and value sensitivity in snacks — core volume softness is a near‑term headwind to revenue and margin pickup. PFNA Volume Concerns

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.