52,679 Shares in PepsiCo, Inc. $PEP Bought by Haverford Financial Services Inc.

Haverford Financial Services Inc. purchased a new position in PepsiCo, Inc. (NASDAQ:PEP) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 52,679 shares of the company’s stock, valued at approximately $7,133,000. PepsiCo makes up 2.1% of Haverford Financial Services Inc.’s holdings, making the stock its 18th largest holding.

Other large investors have also made changes to their positions in the company. Evergreen Advisors LLC purchased a new stake in shares of PepsiCo during the first quarter worth about $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in PepsiCo in the 4th quarter worth approximately $26,000. Swiss RE Ltd. bought a new position in PepsiCo in the 4th quarter worth approximately $28,000. Atlatl Advisers LLC purchased a new stake in PepsiCo during the 2nd quarter valued at approximately $31,000. Finally, Imprint Wealth LLC bought a new stake in shares of PepsiCo during the third quarter valued at approximately $31,000. 73.07% of the stock is currently owned by hedge funds and other institutional investors.

PepsiCo News Summary

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Jim Cramer highlighted PepsiCo as a defensive large-cap opportunity, citing its roughly 4% dividend yield and the potential benefit of lower oil prices. Cheaper fuel could support consumer spending and reduce transportation and operating costs. Jim Cramer Shares Why PepsiCo Caught His Eye During Consumer Headwinds
• Positive Sentiment: Investors remain attracted to PepsiCo’s 54-year record of consecutive dividend increases and comparatively reasonable valuation. Improving international results could help offset continuing weakness in North America, supporting the case for income-oriented investors. Most Investors Overlook This. I’m Buying PepsiCo for Its Dividend
• Positive Sentiment: PepsiCo is pursuing growth beyond its traditional snack portfolio by introducing and emphasizing global flavors, a strategy that could broaden consumer appeal and create new avenues for international growth. PepsiCo Bets on Global Flavors to Grow Beyond Snacks
• Neutral Sentiment: Commentary describing consumer staples as a lagging sector frames PepsiCo as a value opportunity rather than a near-term growth leader. The investment appeal depends on the stock’s discounted valuation, dividend support and execution on its recovery plans. The Consumer Staples Sector Is Lagging the S&P 500
• Negative Sentiment: Texas authorities are investigating PepsiCo and Kraft Heinz over claims involving avocado oil. The outcome and scope of the investigation are unclear, but regulatory scrutiny could create legal, reputational or product-related costs. PepsiCo, Kraft Heinz Under Investigation in Texas Over Avocado Oil Claims
• Negative Sentiment: Analysts note that PepsiCo’s dividend faces pressure from slower growth, persistent North American weakness and a more difficult recovery than the commodity-driven risks facing Chevron. This raises questions about future payout growth, despite the company’s long dividend history. Chevron or PepsiCo: Whose Dividend Is Standing on Thinner Ice?

PepsiCo Trading Up 1.0%

PEP stock opened at $141.07 on Friday. The firm has a fifty day moving average price of $139.86 and a 200 day moving average price of $149.51. PepsiCo, Inc. has a fifty-two week low of $133.73 and a fifty-two week high of $171.48. The firm has a market cap of $192.55 billion, a PE ratio of 18.49, a price-to-earnings-growth ratio of 3.10 and a beta of 0.35. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.74 and a current ratio of 0.93.

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

PepsiCo Announces Dividend

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

Wall Street Analyst Weigh In

PEP has been the subject of a number of research reports. UBS Group set a $159.00 target price on shares of PepsiCo in a research report on Thursday, July 9th. Sanford C. Bernstein set a $134.00 price target on shares of PepsiCo in a report on Friday, July 10th. Evercore set a $150.00 price target on shares of PepsiCo in a research note on Thursday, July 9th. Morgan Stanley cut their price objective on PepsiCo from $180.00 to $160.00 and set an “equal weight” rating for the company in a research report on Friday, July 10th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a report on Monday, July 6th. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, PepsiCo currently has a consensus rating of “Hold” and an average price target of $157.90.

Insider Buying and Selling

In related news, EVP David Flavell sold 2,900 shares of the company’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $139.54, for a total transaction of $404,666.00. Following the transaction, the executive vice president directly owned 74,825 shares in the company, valued at approximately $10,441,080.50. This represents a 3.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.12% of the company’s stock.

PepsiCo Company 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.