PepsiCo, Inc. $PEP Stake Decreased by Mesirow Financial Investment Management Inc.

Mesirow Financial Investment Management Inc. lessened its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 14.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 86,080 shares of the company’s stock after selling 14,566 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in PepsiCo were worth $12,355,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. JCIC Asset Management Inc. bought a new stake in PepsiCo during the third quarter worth approximately $27,000. MH & Associates Securities Management Corp ADV bought a new stake in PepsiCo during the fourth quarter worth approximately $29,000. Imprint Wealth LLC bought a new stake in PepsiCo during the third quarter worth approximately $31,000. Strategic Advocates LLC bought a new stake in PepsiCo during the third quarter worth approximately $33,000. Finally, Mowery & Schoenfeld Wealth Management LLC bought a new stake in PepsiCo during the fourth quarter worth approximately $33,000. Institutional investors own 73.07% of the company’s stock.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Rothschild & Co Redburn reportedly issued a positive forecast for PepsiCo, which can support sentiment around the stock. Rothschild & Co Redburn Issues Positive Forecast for PepsiCo (NASDAQ:PEP) Stock Price
• Positive Sentiment: PepsiCo is being recognized for using retailer data to improve product launch execution, a sign it may be becoming more efficient at bringing new products to market. How PepsiCo Used Walmart’s Data to Rethink Launch Playbook
• Neutral Sentiment: PepsiCo executive Eugene Willemsen discussed meeting Chinese consumers’ demand for more experiential beverage offerings, highlighting ongoing international product strategy. PepsiCo’s Eugene Willemsen on meeting Chinese consumers’ demand for experiential beverage experience
• Neutral Sentiment: PepsiCo is featured in a sustainability summit speaker lineup, which is more of a corporate profile item than a direct stock catalyst. Major Global Brands Join Sustainability LIVE at London Climate Action Week 2026
• Negative Sentiment: Elliott Investment Management has built a reported $4 billion stake in PepsiCo and is pushing for operational changes, with North American snack and beverage margins in focus. That activist pressure can increase uncertainty around management strategy and signal the market sees room for improvement. Elliott’s US$4b PepsiCo Stake Puts North American Margins In Focus
• Negative Sentiment: Coverage around PepsiCo’s brand makeover and efforts to escape the “cola orbit” suggests the company is still working to reaccelerate growth, which may keep investors focused on execution risk. Pepsico’s brand makeover designed to escape the cola orbit

PepsiCo Price Performance

NASDAQ PEP opened at $149.27 on Thursday. The stock has a market capitalization of $204.02 billion, a P/E ratio of 23.43, a P/E/G ratio of 2.78 and a beta of 0.38. PepsiCo, Inc. has a 1 year low of $127.60 and a 1 year high of $171.48. The business’s fifty day moving average is $155.88 and its two-hundred day moving average is $152.46. The company has a debt-to-equity ratio of 1.98, a quick ratio of 0.72 and a current ratio of 0.90.

PepsiCo (NASDAQ:PEP) last posted its quarterly earnings results on Wednesday, April 15th. The company reported $1.61 earnings per share (EPS) for the quarter, beating 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 company had revenue of $19.44 billion for the quarter, compared to analysts’ expectations of $18.89 billion. During the same quarter in the prior year, the company earned $1.48 earnings per share. The firm’s revenue was up 8.5% on a year-over-year basis. On average, research analysts forecast that PepsiCo, Inc. will post 8.63 earnings per share for the current fiscal year.

PepsiCo announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, February 3rd that permits the company to buyback $10.00 billion in outstanding shares. This buyback authorization permits the company to repurchase up to 4.7% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

PepsiCo Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, June 5th will be paid a dividend of $1.48 per share. This is an increase from PepsiCo’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, June 5th. This represents a $5.92 annualized dividend and a yield of 4.0%. PepsiCo’s dividend payout ratio (DPR) is presently 89.32%.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Royal Bank Of Canada dropped their target price on PepsiCo from $165.00 to $163.00 and set a “sector perform” rating on the stock in a report on Thursday, April 9th. TD Cowen boosted their target price on PepsiCo from $162.00 to $165.00 and gave the stock a “hold” rating in a report on Friday, February 20th. Morgan Stanley upped their price target on PepsiCo from $165.00 to $180.00 and gave the company an “equal weight” rating in a report on Wednesday, February 4th. Piper Sandler upped 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. Finally, Deutsche Bank Aktiengesellschaft upped their price target on PepsiCo from $169.00 to $173.00 and gave the company a “buy” rating in a report on Friday, April 17th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $170.37.

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.