Edmond DE Rothschild Holding S.A. Buys New Stake in PepsiCo, Inc. $PEP

Edmond DE Rothschild Holding S.A. bought a new stake in PepsiCo, Inc. (NASDAQ:PEP) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 8,803 shares of the company’s stock, valued at approximately $1,192,000.

A number of other large investors have also made changes to their positions in PEP. Brighton Jones LLC boosted its stake in PepsiCo by 12.4% in the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock worth $9,031,000 after purchasing an additional 6,574 shares in the last quarter. Caxton Associates LLP acquired a new stake in shares of PepsiCo during the first quarter worth $251,000. Sivia Capital Partners LLC grew its holdings in shares of PepsiCo by 138.5% during 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. increased its position in shares of PepsiCo by 10.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock valued at $5,039,000 after acquiring an additional 3,502 shares during the period. Finally, Sei Investments Co. lifted its position in PepsiCo by 45.5% during the 2nd quarter. Sei Investments Co. now owns 536,133 shares of the company’s stock worth $70,789,000 after acquiring an additional 167,707 shares during the period. 73.07% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 74,825 shares of the company’s stock, valued at $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. TD Cowen cut their price objective on PepsiCo from $150.00 to $145.00 and set a “hold” rating on the stock in a report on Friday, July 10th. Jefferies Financial Group decreased their target price on PepsiCo from $162.00 to $152.00 and set a “hold” rating for the company in a report on Friday, July 10th. Royal Bank Of Canada cut their price objective on shares of PepsiCo from $163.00 to $161.00 and set a “sector perform” rating on the stock in a research note on Friday, July 10th. Sanford C. Bernstein set a $134.00 price target on shares of PepsiCo in a report on Friday, July 10th. Finally, Bank of America cut their price target on PepsiCo from $173.00 to $164.00 and set a “neutral” rating on the stock in a research report on Thursday, June 25th. Seven research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued 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.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is expanding its multi-year partnership with autonomous-truck startup Gatik, deploying 41 self-driving trucks on Frito-Lay distribution routes. The technology could eventually reduce middle-mile transportation costs, improve delivery consistency and support supply-chain efficiency. Gatik’s subsequent $200 million funding round also provides additional capital for executing the rollout. PepsiCo Is Putting 41 Self Driving Trucks On Frito Lay Routes
• Positive Sentiment: PepsiCo’s latest reported quarter included a modest earnings beat and 6.4% year-over-year revenue growth. Management’s 2026 earnings guidance remains intact, suggesting the company has not yet signaled a deterioration in its full-year outlook.
• Neutral Sentiment: PepsiCo will release third-quarter 2026 results on October 8. The announcement itself does not change fundamentals, but it gives investors a near-term catalyst to assess demand, pricing, margins and the company’s international growth strategy. PepsiCo Announces Timing and Availability of Third-Quarter 2026 Financial Results
• Neutral Sentiment: Reports that PepsiCo is ending employee coverage for weight-loss drugs could lower benefit expenses, but the move may also affect employee satisfaction and retention. The financial impact is unclear.
• Negative Sentiment: Recent Coca-Cola-versus-Pepsi comparisons say Coca-Cola is pulling ahead on brand strength, margins, earnings growth and U.S. execution. PepsiCo’s diversified snacks portfolio and international gains remain positives, but investors are increasingly focused on its weaker home-market performance and the risk that competitors are capturing more consumer spending. Coca-Cola vs. Pepsi: The Gap Is Getting Bigger

PepsiCo Trading Down 0.1%

Shares of PEP stock opened at $142.19 on Thursday. PepsiCo, Inc. has a 1-year low of $133.73 and a 1-year high of $171.48. The company has a market cap of $194.07 billion, a price-to-earnings ratio of 18.64, a PEG ratio of 3.12 and a beta of 0.35. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.93 and a quick ratio of 0.74. The stock has a 50 day simple moving average of $139.92 and a 200-day simple moving average of $149.79.

PepsiCo (NASDAQ:PEP) last issued its quarterly earnings results on Thursday, July 9th. The company reported $2.20 EPS for the quarter, topping 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 company had revenue of $24.18 billion during the quarter, compared to analyst estimates of $23.95 billion. During the same quarter in the previous year, the firm earned $0.92 EPS. The firm’s revenue was up 6.4% compared to the same quarter last year. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, equities research analysts expect that PepsiCo, Inc. will post 8.57 EPS for the current fiscal year.

PepsiCo Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Friday, September 4th will be paid a $1.48 dividend. The ex-dividend date of this dividend 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 currently 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.