ProVise Management Group LLC Increases Stake in PepsiCo, Inc. $PEP

ProVise Management Group LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 24.1% during the third quarter, Holdings Channel reports. The institutional investor owned 35,947 shares of the company’s stock after buying an additional 6,975 shares during the quarter. ProVise Management Group LLC’s holdings in PepsiCo were worth $5,048,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in PEP. Brighton Jones LLC raised its holdings in shares of 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 purchasing an additional 6,574 shares in the last quarter. Caxton Associates LLP acquired a new position in shares of PepsiCo during the first quarter worth $251,000. Sivia Capital Partners LLC increased its holdings in PepsiCo by 138.5% in the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock valued at $862,000 after buying an additional 3,790 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in PepsiCo by 10.1% in the second quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock valued at $5,039,000 after buying an additional 3,502 shares in the last quarter. Finally, AGF Management Ltd. raised its stake in PepsiCo by 233.3% in the second quarter. AGF Management Ltd. now owns 25,442 shares of the company’s stock valued at $3,359,000 after buying an additional 17,808 shares in the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

PepsiCo Stock Down 0.8%

Shares of NASDAQ PEP opened at $159.43 on Monday. The business has a 50-day moving average price of $155.04 and a 200 day moving average price of $149.29. The stock has a market cap of $217.89 billion, a PE ratio of 26.57, a price-to-earnings-growth ratio of 3.06 and a beta of 0.39. The company has a quick ratio of 0.67, a current ratio of 0.85 and a debt-to-equity ratio of 2.06. PepsiCo, Inc. has a 52-week low of $127.60 and a 52-week high of $171.48.

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

PepsiCo Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 6th will be issued a $1.4225 dividend. This represents a $5.69 dividend on an annualized basis and a dividend yield of 3.6%. The ex-dividend date of this dividend is Friday, March 6th. PepsiCo’s payout ratio is presently 94.83%.

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

Analysts Set New Price Targets

Several research firms have recently issued reports on PEP. Wall Street Zen raised PepsiCo from a “hold” rating to a “buy” rating in a research report on Saturday. Wells Fargo & Company boosted their target price on PepsiCo from $154.00 to $165.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Jefferies Financial Group increased their price target on shares of PepsiCo from $163.00 to $164.00 and gave the company a “hold” rating in a research note on Tuesday, December 9th. Argus raised shares of PepsiCo to a “hold” rating in a report on Tuesday, February 17th. Finally, HSBC boosted their price objective on shares of PepsiCo from $152.00 to $175.00 and gave the stock a “hold” rating in a research report on Thursday, February 5th. Eight analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $168.50.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Product innovation and brand initiatives support long‑term growth — PepsiCo is rolling out Gatorade Lower Sugar nationwide, expanding poppi into the U.K., and using pop‑culture tie‑ins for bubly, signalling renewed focus on higher‑growth, “better‑for‑you” beverage categories that can help revenue/margin mix over time. PepsiCo Leans On Health Drinks And Pop Culture As Shares Lag Targets
• Positive Sentiment: Quarterly results and underlying sales growth remain supportive — post‑Q4 coverage discusses the modest EPS beat and revenue growth, reinforcing the company’s steady cash generation and dividend/ buyback capacity. This underpins investor confidence in the defensive consumer staple story. PepsiCo (PEP): Buy, sell, or hold post Q4 earnings?
• Positive Sentiment: Large bullish options activity suggests some traders expect a rally — unusually high call buying (vastly above average daily volume) can indicate speculative or hedged bullish interest that may fuel upward momentum if fundamentals or sentiment improve. (Note: internal market data)
• Neutral Sentiment: Income appeal remains a structural tailwind — dividend‑focused publications continue to highlight PepsiCo as a holding for yield/defensive exposure amid macro uncertainty, which can support the share price over time even if near‑term volatility occurs. The NASDAQ Dividend Stocks Retirees Are Loading Up On Before The Next Rate Cut
• Neutral Sentiment: Sector re‑rating conversations persist — consumer‑staples roundups list PepsiCo among stable dividend names; useful for longer‑term allocation but unlikely to trigger sharp immediate moves absent new data. 5 Consumer-Staples Stocks to Buy as the Market Gets Shakier
• Neutral Sentiment: Short interest update — recent reporting on short interest provides data investors watch for squeeze/pressure dynamics but by itself doesn’t change fundamentals. PepsiCo, Inc. (NASDAQ:PEP) Short Interest Update
• Negative Sentiment: Legal/investor‑litigation headline increases risk premium — a new investor alert around possible breaches of fiduciary duty draws attention to governance/legal risk that can pressure sentiment and valuation. PEPSICO, INC. INVESTOR ALERT: Scott+Scott … Investigates PepsiCo, Inc.’s Directors and Officers
• Negative Sentiment: Near‑term analyst/market skepticism — coverage noting that shares are “lagging targets” and articles flagging the stock among “unpopular” names highlight downward analyst pressure and sentiment risk, which can drive short‑term selling. 3 Unpopular Stocks with Open Questions
• Negative Sentiment: Price underperformance versus the market — headlines documenting a recent intraday dip show immediate selling pressure; combined with low average volume today, this can amplify moves on negative news. PepsiCo (PEP) Dips More Than Broader Market: What You Should Know

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.