Aventura Private Wealth LLC Takes $604,000 Position in PepsiCo, Inc. $PEP

Aventura Private Wealth LLC acquired a new stake in PepsiCo, Inc. (NASDAQ:PEP) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 4,205 shares of the company’s stock, valued at approximately $604,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. bought a new stake in shares of PepsiCo in the 2nd quarter valued at about $27,000. JCIC Asset Management Inc. purchased a new position in PepsiCo during the third quarter valued at approximately $27,000. Vermillion & White Wealth Management Group LLC raised its stake in PepsiCo by 107.1% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 234 shares of the company’s stock worth $31,000 after buying an additional 121 shares in the last quarter. Imprint Wealth LLC purchased a new stake in PepsiCo during the third quarter worth $31,000. Finally, Halbert Hargrove Global Advisors LLC lifted its holdings in PepsiCo by 667.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock worth $33,000 after buying an additional 207 shares during the period. 73.07% of the stock is currently owned by institutional investors.

PepsiCo Stock Down 1.8%

PEP stock opened at $150.04 on Friday. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $171.48. The company has a quick ratio of 0.67, a current ratio of 0.85 and a debt-to-equity ratio of 2.06. The firm has a 50-day simple moving average of $158.22 and a 200-day simple moving average of $149.89. The stock has a market capitalization of $205.05 billion, a P/E ratio of 25.01, a P/E/G ratio of 2.93 and a beta of 0.39.

PepsiCo (NASDAQ:PEP) last posted its quarterly earnings data on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.24 by $0.02. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The company had revenue of $29.34 billion for the quarter, compared to analysts’ expectations of $28.96 billion. During the same period in the previous year, the firm posted $1.96 EPS. PepsiCo’s revenue was up 5.6% compared to the same quarter last year. Equities analysts forecast that PepsiCo, Inc. will post 8.3 earnings per share for the current fiscal year.

PepsiCo announced that its board has initiated a share repurchase plan on Tuesday, February 3rd that authorizes the company to repurchase $10.00 billion in shares. This repurchase authorization authorizes the company to purchase up to 4.7% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

PepsiCo Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th will be paid a dividend of $1.4225 per share. This represents a $5.69 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend is Friday, March 6th. PepsiCo’s payout ratio is 94.83%.

Analyst Ratings Changes

PEP has been the topic of a number of analyst reports. Piper Sandler lifted their price target on PepsiCo from $172.00 to $181.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. Citigroup raised their price objective on PepsiCo from $170.00 to $182.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. Royal Bank Of Canada lifted their target price on PepsiCo from $156.00 to $165.00 and gave the company a “sector perform” rating in a research note on Monday, March 2nd. Argus raised shares of PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Finally, UBS Group restated a “buy” rating and issued a $190.00 price target on shares of PepsiCo in a report on Wednesday, February 4th. Eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $169.00.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo announced it met two key 2025 water goals early under its pep+ (PepsiCo Positive) program — 100% water replenishment and adoption of the Alliance for Water Stewardship (AWS) standard at company‑owned sites in high water‑risk areas. This reduces regulatory and reputational risk and supports ESG-focused investor demand. PepsiCo Hits Dual Water Milestones
• Positive Sentiment: Pepsi unveiled “Pepsi Football Nation,” a global marketing platform aimed at extending brand engagement beyond match time — a consumer-facing push that can drive short-term promo lift and long-term brand equity. Pepsi® Global Unveils Pepsi Football Nation
• Positive Sentiment: PepsiCo Foods is entering a new snack category with a product launch, expanding its snack portfolio and revenue diversification outside beverages. New SKUs and category expansion can accelerate growth if distribution and margins track plan. PepsiCo Foods Is Entering an All-New Snack Category
• Positive Sentiment: PepsiCo was named exclusive beverage supplier for Venu Holding’s expanding Sunset Amphitheater network — a new out‑of‑home distribution channel that partially offsets recent losses in other sponsorships and extends experiential sales. PepsiCo Leans On Sunset Amphitheaters To Extend Live Event Reach
• Positive Sentiment: PepsiCo India is scaling green logistics through a new EV corridor and fleet electrification, which can lower fuel costs and carbon footprint over time in a large market. PepsiCo India scales green logistics with new EV corridor
• Positive Sentiment: PepsiCo is advancing product reformulation and a functional‑protein strategy to compete in higher‑growth, health‑oriented segments — a product R&D move that supports margin and premiumization over time. ‘Not all proteins are created equal’
• Positive Sentiment: Third‑party brands (notably Celsius) continue to expand distribution with PepsiCo in North America and overseas, bolstering PepsiCo’s energy/functional beverage mix and category exposure. This is a potential incremental revenue stream if distribution scales. Global Demand for This Consumer Staples Stock May Be About To Soar
• Neutral Sentiment: Industry funding for food startups has cooled; PepsiCo still views startups as “critical” for innovation, but slower VC activity could slow external product pipeline opportunities or change deal economics. After funding collapse, what’s next for food startups?
• Neutral Sentiment: Coverage of Celsius’ brand growth (CEO interview) underscores partner brands’ momentum but is indirect to PepsiCo’s core P&L; relevant mainly to beverage distribution strategy. Celsius CEO talks energy drink brand’s growth

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.