Edgar Lomax Co. VA Sells 7,315 Shares of PepsiCo, Inc. $PEP

Edgar Lomax Co. VA lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 22.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 25,580 shares of the company’s stock after selling 7,315 shares during the period. Edgar Lomax Co. VA’s holdings in PepsiCo were worth $3,592,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in 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 last quarter. Caxton Associates LLP bought a new stake in shares of PepsiCo during the first quarter worth approximately $251,000. Sivia Capital Partners LLC increased its stake in shares of PepsiCo by 138.5% during the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock worth $862,000 after purchasing an additional 3,790 shares during the period. Schnieders Capital Management LLC. lifted its holdings in PepsiCo by 10.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock worth $5,039,000 after purchasing an additional 3,502 shares during the last quarter. Finally, RFG Bristol Wealth Advisors LLC acquired a new position in PepsiCo in the 2nd quarter valued at $293,000. 73.07% of the stock is currently owned by institutional investors.

Key Headlines Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Unusual bullish options activity: traders bought roughly 207,631 PEP call options (a ~680% rise vs. average daily call volume), signaling heavy short?term bullish/speculative interest that can amplify intraday buying or hedging flows.
• Positive Sentiment: Product innovation — Gatorade launched “Gatorade Lower Sugar” (75% less sugar, no artificial flavors/sweeteners/colors), a nationwide rollout that targets health?conscious consumers and could support beverage volume over time. GATORADE LOWER SUGAR BRINGS A NEW ERA OF HYDRATION WITH NO ARTIFICIAL FLAVORS, SWEETENERS OR COLORS AND 75% LESS SUGAR THAN GATORADE THIRST QUENCHER
• Positive Sentiment: Analyst/media endorsements for defensive income: PepsiCo is featured in recent lists of consumer?staples/dividend stocks (e.g., “Top Dividend Aristocrats” and “Consumer?Staples Stocks to Buy”), which can attract income investors during market volatility and support the share price. Top 3 Dividend Aristocrat Stocks to Buy for Strong Returns in 2026
• Neutral Sentiment: Short interest update was published (AmericanBankingNews). Depending on whether short interest rose or fell, this could modestly affect near?term volatility; the report itself is informational until it shows a clear trend. PepsiCo, Inc. (NASDAQ:PEP) Short Interest Update
• Negative Sentiment: Litigation/investor?alert: Scott+Scott attorneys announced an investigation into PepsiCo’s directors and officers for alleged breach of fiduciary duties — a headline that can weigh on sentiment, raise governance concerns, and create legal/settlement risk. PEPSICO, INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates PepsiCo, Inc.’s Directors and Officers for Breach of Fiduciary Duties — PEP

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on PEP shares. TD Cowen boosted their target price on shares of PepsiCo from $162.00 to $165.00 and gave the company a “hold” rating in a research report on Friday, February 20th. Evercore lifted their price objective on shares of PepsiCo from $152.00 to $165.00 in a research note on Wednesday, February 4th. Piper Sandler increased their target price on shares of PepsiCo from $161.00 to $172.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 9th. Citigroup lifted their price target on shares of PepsiCo from $170.00 to $182.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. Finally, Jefferies Financial Group increased 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. Eight equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $168.50.

PepsiCo Stock Performance

Shares of NASDAQ:PEP opened at $160.70 on Friday. The company’s 50 day simple moving average is $154.73 and its 200 day simple moving average is $149.25. The company has a debt-to-equity ratio of 2.06, a current ratio of 0.85 and a quick ratio of 0.67. PepsiCo, Inc. has a 1 year low of $127.60 and a 1 year high of $171.48. The stock has a market capitalization of $219.62 billion, a price-to-earnings ratio of 26.78, a price-to-earnings-growth ratio of 3.14 and a beta of 0.39.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings results on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.24 by $0.02. The company had revenue of $29.34 billion for the quarter, compared to analyst estimates of $28.96 billion. PepsiCo had a return on equity of 57.92% and a net margin of 8.77%.The company’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.96 EPS. As a group, research analysts predict that PepsiCo, Inc. will post 8.3 EPS for the current fiscal year.

PepsiCo Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 6th will be paid a $1.4225 dividend. This represents a $5.69 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date is Friday, March 6th. PepsiCo’s dividend payout ratio (DPR) is presently 94.83%.

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

About PepsiCo

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.