PepsiCo, Inc. $PEP Shares Sold by Greenleaf Trust

Greenleaf Trust cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 9.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,886 shares of the company’s stock after selling 6,272 shares during the quarter. Greenleaf Trust’s holdings in PepsiCo were worth $7,702,000 at the end of the most recent reporting period.

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

PepsiCo Stock Performance

Shares of PEP opened at $140.79 on Friday. The firm has a market capitalization of $192.16 billion, a PE ratio of 18.45, a P/E/G ratio of 3.09 and a beta of 0.35. The company has a quick ratio of 0.74, a current ratio of 0.93 and a debt-to-equity ratio of 1.91. The firm has a 50-day moving average price of $140.20 and a 200 day moving average price of $150.57. PepsiCo, Inc. has a 52-week low of $133.73 and a 52-week high of $171.48.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings results on Thursday, July 9th. The company reported $2.20 EPS for the quarter, topping analysts’ consensus estimates of $2.19 by $0.01. The company had revenue of $24.18 billion for the quarter, compared to the consensus estimate of $23.95 billion. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. PepsiCo’s revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, 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 announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be given a $1.48 dividend. 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%.

More PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo’s 4% dividend increase and 54 consecutive years of dividend growth reinforce its appeal to income-focused investors. With shares trading at a valuation below that of rival Coca-Cola, analysts and financial commentators see potential for the valuation gap to narrow. 54 Straight Years: Why PepsiCo Remains a Dividend Investor’s Anchor
• Positive Sentiment: PepsiCo’s decade-low valuation is attracting attention from investors seeking a potential recovery in a large, established consumer-staples company. The thesis provides support for the stock despite recent pressure on its share price. PepsiCo: A Behemoth Trading At A Decade-Low Valuation
• Positive Sentiment: PepsiCo reported progress toward its pep+ sustainability goals, including efforts involving agriculture, emissions, packaging and healthier product formulations. Its reported increase in recycled content for plastic packaging may strengthen brand reputation and help address environmental concerns, although the near-term earnings impact is likely limited. PepsiCo Reports on Latest ESG Performance Towards pep+ Goals PepsiCo reports 2025 increase in recycled content for plastic packaging
• Neutral Sentiment: Gatorade added three-time Ballon d’Or winner Aitana Bonmatí to its athlete roster ahead of the football season. The partnership could support brand visibility and sports-drink sales, but its financial effect is not quantified. Gatorade Welcomes Aitana Bonmatí to Team Gatorade
• Neutral Sentiment: Hudson Valley Farms plans to acquire a former PepsiCo property. The transaction may streamline PepsiCo’s real-estate holdings, but no purchase price or material earnings impact was provided. Hudson Valley Farms to acquire former PepsiCo property

Insider Activity

In other news, EVP David Flavell sold 2,900 shares of PepsiCo stock in a transaction 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 transaction, the executive vice president directly owned 74,825 shares in the company, valued at approximately $10,441,080.50. This trade represents a 3.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on PEP. Piper Sandler set a $176.00 price target on PepsiCo in a report on Thursday, July 9th. Barclays increased their target price on PepsiCo from $138.00 to $142.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Rothschild & Co Redburn boosted their price target on shares of PepsiCo from $130.00 to $132.00 in a report on Monday, May 11th. HSBC upped their price target on shares of PepsiCo from $175.00 to $176.00 and gave the stock a “hold” rating in a research report on Friday, April 17th. Finally, The Goldman Sachs Group lifted their price objective on shares of PepsiCo from $180.00 to $183.00 and gave the company a “buy” rating in a research report on Friday, April 17th. Seven research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, PepsiCo has an average rating of “Hold” and a consensus price target of $157.90.

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.