Sandro Wealth Management LLC Purchases New Stake in PepsiCo, Inc. $PEP

Sandro Wealth Management LLC purchased a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 3,683 shares of the company’s stock, valued at approximately $529,000.

Several other large investors have also recently bought and sold shares of the business. Cornerstone Planning Group LLC raised its position in PepsiCo by 71.6% during the fourth quarter. Cornerstone Planning Group LLC now owns 544 shares of the company’s stock valued at $81,000 after buying an additional 227 shares during the period. Composition Wealth LLC raised its position in PepsiCo by 14.0% during the fourth quarter. Composition Wealth LLC now owns 57,455 shares of the company’s stock valued at $8,246,000 after buying an additional 7,064 shares during the period. Capital Investment Counsel LLC raised its position in PepsiCo by 0.8% during the fourth quarter. Capital Investment Counsel LLC now owns 34,843 shares of the company’s stock valued at $5,001,000 after buying an additional 291 shares during the period. PFA Pension Forsikringsaktieselskab acquired a new position in PepsiCo during the fourth quarter valued at $118,334,000. Finally, Blalock Williams LLC raised its position in PepsiCo by 3.6% during the fourth quarter. Blalock Williams LLC now owns 3,599 shares of the company’s stock valued at $517,000 after buying an additional 125 shares during the period. 73.07% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo signed a 10?year virtual power purchase agreement with Statkraft to cut ~32,000 metric tons of CO2 annually across Europe — supports sustainability targets and may lower long?term energy costs. PepsiCo inks 10-year renewable energy deal to cut emissions across Europe
• Positive Sentiment: Zacks Research raised multiple near? and medium?term EPS estimates (including FY2027 and FY2028), signaling improved analyst expectations for profitability. PepsiCo (PEP) analyst note (MarketBeat summary)
• Positive Sentiment: PepsiCo is expanding electrification of distribution with a 50 electric delivery truck rollout in Fresno — incremental cost and emissions benefits and supports supply?chain decarbonization narrative. Fresno PepsiCo rolls out 50 electric delivery trucks, aims to reduce emissions
• Positive Sentiment: Company announced a 2026 growth plan focused on cost cuts and product innovation — potential margin improvement and revenue growth tailwinds if execution holds. PepsiCo sets 2026 growth plan with cost cuts, innovation push
• Neutral Sentiment: Analyst and media pieces comparing Coca?Cola vs. PepsiCo provide context for relative valuation and may drive short?term trading but contain no new company?specific catalysts. Coca-Cola vs. PepsiCo: Which Stock Is the Better Buy?
• Neutral Sentiment: PepsiCo plans to end its bottling/distribution partnership with Royal Unibrew in parts of Northern Europe by 2028 — strategic operational change that will require new local arrangements (potential short?term costs, long?term control). PepsiCo Bottling Shift In Northern Europe And What It Means For Valuation
• Negative Sentiment: PepsiCo apologised to South African consumers and pulled its ProNutro formula from shelves after a backlash — immediate reputational damage, potential regulatory scrutiny and lost sales in the market; this appears to be the most direct near?term negative catalyst. PepsiCo apologises to South Africans and pulls ProNutro from shelves over formula backlash
• Negative Sentiment: PepsiCo is named in a consumer lawsuit alleging ultraprocessed foods can be addictive — legal risk and reputational headlines that could pressure longer?term consumer perception and marketing costs. Food giants hit with consumer lawsuit calling ultraprocessed ingredients addictive
• Negative Sentiment: Erste Group trimmed FY2026/27 EPS estimates slightly — a small downward analyst revision that marginally reduces near?term analyst sentiment. Erste Group Bank analyst note (MarketBeat summary)

PepsiCo Price Performance

NASDAQ PEP opened at $157.39 on Friday. PepsiCo, Inc. has a twelve month low of $127.60 and a twelve month high of $171.48. The company has a debt-to-equity ratio of 1.98, a quick ratio of 0.72 and a current ratio of 0.90. The stock has a market capitalization of $215.11 billion, a PE ratio of 24.71, a P/E/G ratio of 2.90 and a beta of 0.38. The stock has a 50-day simple moving average of $157.96 and a 200 day simple moving average of $152.40.

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

PepsiCo Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 6th were issued a $1.4225 dividend. The ex-dividend date of this dividend was Friday, March 6th. This represents a $5.69 annualized dividend and a yield of 3.6%. PepsiCo’s dividend payout ratio is 89.32%.

PepsiCo declared that its board has approved a stock repurchase plan on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in shares. This repurchase authorization permits the company to buy up to 4.7% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

A number of brokerages have commented on PEP. JPMorgan Chase & Co. boosted their target price on PepsiCo from $172.00 to $178.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Citigroup upped their price target on PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Evercore upped their price target on PepsiCo from $165.00 to $170.00 in a research note on Friday, April 17th. UBS Group cut their price objective on PepsiCo from $190.00 to $186.00 and set a “buy” rating for the company in a research report on Tuesday, April 7th. Finally, Piper Sandler boosted their price objective on PepsiCo from $172.00 to $181.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. Eight analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, PepsiCo currently has an average rating of “Hold” and an average price target of $170.26.

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.