WNY Asset Management LLC Purchases New Position in PepsiCo, Inc. $PEP

WNY Asset Management LLC acquired a new position in PepsiCo, Inc. (NASDAQ:PEP) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 7,945 shares of the company’s stock, valued at approximately $1,234,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of PEP. Evergreen Advisors LLC bought a new stake in shares of PepsiCo during the 1st quarter valued at $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in PepsiCo in the 4th quarter worth about $26,000. Swiss RE Ltd. purchased a new position in PepsiCo during the 4th quarter valued at about $28,000. MH & Associates Securities Management Corp ADV bought a new stake in shares of PepsiCo during the fourth quarter valued at about $29,000. Finally, Imprint Wealth LLC bought a new stake in shares of PepsiCo during the third quarter valued at about $31,000. 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: PepsiCo’s price reductions appear to be encouraging consumers to buy more products, potentially supporting volume growth in the second half of 2026. This could help stabilize demand, particularly in North America, where consumers have pushed back against higher prices. PepsiCo Has Gone Practically Nowhere for a Year
• Positive Sentiment: A reported $22 million ratio call diagonal spread indicates at least one large options trader is positioned for upside ahead of PepsiCo’s third-quarter earnings, potentially improving short-term sentiment. PepsiCo Options Trade
• Positive Sentiment: PepsiCo purchased the low-carbon attributes of green ammonia produced by Envision, supporting its sustainability goals and potentially reducing the emissions profile of fertilizer and manufacturing inputs. The financial impact was not disclosed. PepsiCo Buys Green Ammonia Attributes
• Neutral Sentiment: The board approved a quarterly dividend of $1.48 per share, reinforcing PepsiCo’s income-investment appeal. However, the roughly 4% yield and approximately 78% payout ratio also highlight limited room for error if earnings weaken. PepsiCo Dividend and Brand Strategy
• Neutral Sentiment: New initiatives focused on women’s health, localized flavors and brand marketing may support long-term innovation, but these reports provide no immediate earnings or guidance changes. PepsiCo also discontinued a product, reflecting portfolio management with limited near-term stock implications. PepsiCo Women’s Health Strategy
• Negative Sentiment: Price cuts may boost volume but could pressure revenue growth and profitability. Analysts are also lowering consumer-staples estimates as shoppers resist price increases, raising concerns about PepsiCo’s margins and North American snack demand. Consumer Staples Estimate Outlook
• Negative Sentiment: PepsiCo EVP David Flavell sold 2,900 shares worth about $405,000. The sale was relatively small compared with his remaining holdings, but insider selling can add modestly to investor caution. SEC Insider Transaction Filing

Analysts Set New Price Targets

A number of equities analysts have recently commented on PEP shares. Jefferies Financial Group cut their price objective on shares of PepsiCo from $162.00 to $152.00 and set a “hold” rating for the company in a research report on Friday, July 10th. Citigroup cut shares of PepsiCo from a “buy” rating to a “neutral” rating and lowered their target price for the stock from $170.00 to $145.00 in a research note on Friday, July 10th. HSBC raised their price target on shares of PepsiCo from $175.00 to $176.00 and gave the company a “hold” rating in a report on Friday, April 17th. TD Cowen decreased their price target on shares of PepsiCo from $150.00 to $145.00 and set a “hold” rating on the stock in a report on Friday, July 10th. Finally, Deutsche Bank Aktiengesellschaft set a $155.00 price objective on PepsiCo in a research report on Friday, July 10th. Seven analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $157.90.

Insider Transactions at PepsiCo

In other PepsiCo news, EVP David Flavell sold 2,900 shares of PepsiCo stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $139.54, for a total transaction of $404,666.00. Following the completion of the sale, the executive vice president owned 74,825 shares of the company’s stock, valued at $10,441,080.50. The trade was a 3.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.12% of the stock is currently owned by company insiders.

PepsiCo Price Performance

PEP stock opened at $139.56 on Friday. The firm has a 50 day simple moving average of $141.27 and a two-hundred day simple moving average of $151.00. The stock has a market cap of $190.48 billion, a PE ratio of 18.29, a P/E/G ratio of 3.08 and a beta of 0.36. PepsiCo, Inc. has a one year low of $133.73 and a one year high of $171.48. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74.

PepsiCo (NASDAQ:PEP) last posted its quarterly earnings data on Thursday, July 9th. The company reported $2.20 earnings per share for the quarter, beating the consensus estimate of $2.19 by $0.01. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The firm had revenue of $24.18 billion for the quarter, compared to analysts’ expectations of $23.95 billion. During the same quarter last year, the company posted $0.92 EPS. The business’s quarterly revenue was up 6.4% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, analysts predict that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be given a dividend of $1.48 per share. The ex-dividend date is Friday, September 4th. This represents a $5.92 dividend on an annualized basis and a yield of 4.2%. PepsiCo’s dividend payout ratio (DPR) is presently 77.59%.

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.