First Nebraska Trust Co Invests $10.78 Million in PepsiCo, Inc. $PEP

First Nebraska Trust Co acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP) in the 1st quarter, HoldingsChannel reports. The institutional investor acquired 69,431 shares of the company’s stock, valued at approximately $10,782,000. PepsiCo comprises approximately 1.0% of First Nebraska Trust Co’s holdings, making the stock its 25th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of PEP. Cypress Capital Management LLC WY raised its stake in shares of PepsiCo by 8.3% during the 4th quarter. Cypress Capital Management LLC WY now owns 838 shares of the company’s stock worth $121,000 after purchasing an additional 64 shares in the last quarter. United Bank grew its stake in shares of PepsiCo by 3.9% in the 4th quarter. United Bank now owns 1,717 shares of the company’s stock valued at $246,000 after buying an additional 65 shares in the last quarter. Onyx Bridge Wealth Group LLC increased its holdings in PepsiCo by 2.5% in the first quarter. Onyx Bridge Wealth Group LLC now owns 2,673 shares of the company’s stock worth $415,000 after buying an additional 66 shares during the last quarter. Wilkerson Advisory Group LLC increased its holdings in PepsiCo by 3.3% in the first quarter. Wilkerson Advisory Group LLC now owns 2,040 shares of the company’s stock worth $317,000 after buying an additional 66 shares during the last quarter. Finally, Richards Merrill & Peterson Inc. raised its position in PepsiCo by 3.6% during the first quarter. Richards Merrill & Peterson Inc. now owns 1,938 shares of the company’s stock valued at $301,000 after acquiring an additional 67 shares in the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of PepsiCo in a research report on Monday, July 6th. Bank of America cut their price target on shares of PepsiCo from $173.00 to $164.00 and set a “neutral” rating on the stock in a report on Thursday, June 25th. The Goldman Sachs Group upped their price objective on shares of PepsiCo from $180.00 to $183.00 and gave the stock a “buy” rating in a report on Friday, April 17th. TD Cowen lowered their target price on shares of PepsiCo from $150.00 to $145.00 and set a “hold” rating on the stock in a research report on Friday, July 10th. Finally, HSBC raised their target price on PepsiCo from $175.00 to $176.00 and gave the company a “hold” rating in a report on Friday, April 17th. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, PepsiCo has a consensus rating of “Hold” and a consensus target price of $157.90.

More PepsiCo News

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

PepsiCo Trading Down 0.5%

NASDAQ:PEP opened at $139.56 on Friday. The company’s 50 day moving average is $141.27 and its 200-day moving average is $151.00. The company has a quick ratio of 0.74, a current ratio of 0.93 and a debt-to-equity ratio of 1.91. PepsiCo, Inc. has a 12 month low of $133.73 and a 12 month high of $171.48. The firm has a market cap of $190.48 billion, a price-to-earnings ratio of 18.29, a P/E/G ratio of 3.07 and a beta of 0.36.

PepsiCo (NASDAQ:PEP) last posted its quarterly earnings data on Thursday, July 9th. The company reported $2.20 earnings per share (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 business had revenue of $24.18 billion during the quarter, compared to the consensus estimate of $23.95 billion. During the same period in the prior year, the firm earned $0.92 EPS. PepsiCo’s quarterly 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. Equities analysts anticipate that PepsiCo, Inc. will post 8.57 EPS for the current 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 issued a dividend of $1.48 per share. This represents a $5.92 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date is Friday, September 4th. PepsiCo’s dividend payout ratio is 77.59%.

Insider Activity

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

PepsiCo 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.