Spectrum Investment Advisors Inc. Makes New Investment in PepsiCo, Inc. $PEP

Spectrum Investment Advisors Inc. acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,329 shares of the company’s stock, valued at approximately $621,000. PepsiCo accounts for about 0.3% of Spectrum Investment Advisors Inc.’s holdings, making the stock its 24th biggest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. WPG Advisers LLC increased its stake in shares of PepsiCo by 12.2% in the 4th quarter. WPG Advisers LLC now owns 953 shares of the company’s stock worth $137,000 after acquiring an additional 104 shares in the last quarter. Wealth Science Advisors LLC bought a new stake in PepsiCo during the fourth quarter worth about $277,000. Quent Long Short Global Small Cap Fund LP bought a new stake in PepsiCo during the fourth quarter worth about $724,000. Schmidt P J Investment Management Inc. grew its holdings in PepsiCo by 4.3% in the fourth quarter. Schmidt P J Investment Management Inc. now owns 51,879 shares of the company’s stock worth $7,446,000 after purchasing an additional 2,131 shares during the period. Finally, Sage Private Wealth Group LLC increased its stake in shares of PepsiCo by 5.3% during the fourth quarter. Sage Private Wealth Group LLC now owns 1,972 shares of the company’s stock valued at $283,000 after purchasing an additional 100 shares in the last quarter. 73.07% of the stock is owned by hedge funds and other institutional investors.

PepsiCo Trading Up 1.2%

NASDAQ:PEP opened at $155.70 on Friday. The company has a market cap of $212.81 billion, a PE ratio of 24.44, a price-to-earnings-growth ratio of 2.82 and a beta of 0.40. The company has a current ratio of 0.90, a quick ratio of 0.72 and a debt-to-equity ratio of 1.98. The company has a 50 day simple moving average of $158.82 and a two-hundred day simple moving average of $151.95. PepsiCo, Inc. has a 12 month low of $127.60 and a 12 month high of $171.48.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings results on Thursday, April 16th. The company reported $1.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.55 by $0.06. PepsiCo had a return on equity of 56.61% and a net margin of 9.15%.The firm had revenue of $19.44 billion for the quarter, compared to the consensus estimate of $18.89 billion. During the same period last year, the business posted $1.48 EPS. The company’s revenue for the quarter was up 8.5% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.465-8.628 EPS. Research analysts forecast that PepsiCo, Inc. will post 8.63 earnings per share for the current year.

PepsiCo announced that its Board of Directors has approved a share buyback plan on Tuesday, February 3rd that allows the company to buyback $10.00 billion in shares. This buyback authorization allows the company to purchase up to 4.7% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s management believes its shares are undervalued.

PepsiCo Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th were given a $1.4225 dividend. This represents a $5.69 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend was Friday, March 6th. PepsiCo’s dividend payout ratio (DPR) is presently 89.32%.

Analysts Set New Price Targets

A number of analysts have recently commented on PEP shares. Morgan Stanley boosted their price target on PepsiCo from $165.00 to $180.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 4th. Wells Fargo & Company raised their price objective on PepsiCo from $154.00 to $165.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 4th. Royal Bank Of Canada lowered their price objective on PepsiCo from $165.00 to $163.00 and set a “sector perform” rating for the company in a research note on Thursday, April 9th. Citigroup increased their target price on PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Finally, Wall Street Zen downgraded PepsiCo from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $170.26.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Strategic AI partnership with Google Cloud announced to accelerate AI across PepsiCo’s supply chain and operations—investors view this as a productivity and margin catalyst that supports faster insight-to-action at scale. PepsiCo Deepens AI Capabilities with Google Cloud
• Positive Sentiment: Coverage by Benzinga highlighted the Google Cloud deal as a near-term reason for share gains, linking the partnership directly to investors’ improved view on PepsiCo’s supply-chain and AI-driven efficiency plans. PepsiCo Gains As Google Cloud Partnership Boosts AI, Supply Chain Plans
• Positive Sentiment: Jim Cramer mentioned an upcoming Pepsi product as “potentially hot,” bringing retail attention and short?term sentiment lift; media mentions from high-profile commentators can amplify buying interest. Jim Cramer Reveals Potentially Hot Upcoming Pepsi (PEP) Product
• Positive Sentiment: Gatorade launched a global “Is It In You?” football campaign ahead of major competitions—an aggressive marketing push for a core brand that can support volume and international momentum. GATORADE ASSERTS THERE ARE NO SHORTCUTS TO GREATNESS IN NEW ‘IS IT IN YOU?’ GLOBAL FOOTBALL CAMPAIGN
• Positive Sentiment: Quaker expanded its portfolio with a new protein rice crisps product—aligns with consumer trends for higher-protein, better-for-you snacks and supports PepsiCo’s foods portfolio evolution. QUAKER® EXPANDS PORTFOLIO WITH NEW PROTEIN RICE CRISPS OFFERING GOOD SOURCE OF PROTEIN (6G PROTEIN) AND 9G WHOLE GRAINS PER SERVING
• Neutral Sentiment: PepsiCo announced a virtual annual shareholder meeting webcast for May 6—standard disclosure and a governance touchpoint but unlikely to move fundamentals. PepsiCo Announces Webcast of Annual Meeting of Shareholders
• Neutral Sentiment: PepsiCo selected Carlsberg as its bottling/distribution partner in Northern Europe (effective 2029); this restructures regional execution and may improve scale, but benefits are multi-year and gradual. PepsiCo Hands Northern Europe Bottling To Carlsberg What It Means For Investors
• Neutral Sentiment: A comparative piece on Coca?Cola vs. PepsiCo reviews decade-long performance; useful context for investors but not an immediate catalyst for PEP stock movement. Got 5,000? Coca-Cola vs. PepsiCo – One Has Quietly Outperformed for a Decade
• Negative Sentiment: Reporting on PepsiCo India highlights a farm-to-shelf overhaul amid rising costs and changing consumer demand—signals regional cost pressure and execution risk that could weigh on margins if not offset by pricing or efficiency. Inside PepsiCo India’s farm-to-shelf overhaul amid rising costs, shifting consumer demand

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.