Investment Management Corp of Ontario Grows Stock Position in PepsiCo, Inc. $PEP

Posted by Stanley Muller on Jun 18th, 2026

Investment Management Corp of Ontario lifted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 40.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,281 shares of the company’s stock after purchasing an additional 35,570 shares during the period. Investment Management Corp of Ontario’s holdings in PepsiCo were worth $17,693,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of PEP. Brighton Jones LLC lifted its stake in PepsiCo by 12.4% in the fourth quarter. Brighton Jones LLC now owns 59,392 shares of the company’s stock worth $9,031,000 after acquiring an additional 6,574 shares during the last quarter. Caxton Associates LLP purchased a new position in PepsiCo in the first quarter worth approximately $251,000. Sivia Capital Partners LLC lifted its stake in PepsiCo by 138.5% in the second quarter. Sivia Capital Partners LLC now owns 6,527 shares of the company’s stock worth $862,000 after acquiring an additional 3,790 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in PepsiCo by 10.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 38,164 shares of the company’s stock worth $5,039,000 after buying an additional 3,502 shares during the last quarter. Finally, Sei Investments Co. lifted its holdings 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 buying an additional 167,707 shares during the last quarter. 73.07% of the stock is currently owned by hedge funds and other institutional investors.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

Positive Sentiment: PepsiCo highlighted its income appeal after announcing its 54th consecutive annual dividend increase, reinforcing the stock’s status as a defensive, yield-focused holding for investors. PepsiCo’s 3.9% Yield Is a Safe-Haven Masterclass
Positive Sentiment: PepsiCo also debuted a new limited-edition soda, which may support near-term brand engagement and incremental sales. PepsiCo just debuted a new limited-edition soda that’s guaranteed to sell out
Neutral Sentiment: PepsiCo’s sustainability chief, Jim Andrew, is slated to speak at an upcoming climate summit, keeping the company visible on ESG issues but with limited direct stock impact. Sustainability LIVE Announces Final Week to Register for The Leadership Summit
Negative Sentiment: Piper Sandler lowered its price target on PepsiCo, which can weigh on sentiment by signaling more modest upside expectations for the shares. PepsiCo (PEP) Price Target Lowered at Piper Sandler. Here is Why
Negative Sentiment: News that a senior PepsiCo marketing executive stepped down after 13 years may add a small amount of leadership uncertainty, though the impact appears limited. PepsiCo Senior Director Maneesha Khanna steps down after 13 years

Wall Street Analyst Weigh In

PEP has been the subject of a number of recent analyst reports. HSBC lifted their price target on PepsiCo from $175.00 to $176.00 and gave the stock a “hold” rating in a report on Friday, April 17th. Barclays lifted their price target on PepsiCo from $154.00 to $158.00 and gave the stock an “equal weight” rating in a report on Monday, April 20th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PepsiCo in a report on Wednesday, April 8th. Wall Street Zen downgraded shares of PepsiCo from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of PepsiCo from $169.00 to $173.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, PepsiCo has an average rating of “Hold” and a consensus target price of $167.35.

Read Our Latest Report on PEP

PepsiCo Stock Down 3.1%

PepsiCo stock opened at $141.59 on Thursday. PepsiCo, Inc. has a fifty-two week low of $127.60 and a fifty-two week high of $171.48. The company has a debt-to-equity ratio of 1.98, a quick ratio of 0.72 and a current ratio of 0.90. The company has a market capitalization of $193.52 billion, a P/E ratio of 22.23, a PEG ratio of 2.65 and a beta of 0.35. The stock has a 50-day simple moving average of $150.38 and a 200-day simple moving average of $152.36.

PepsiCo (NASDAQ:PEP – Get Free Report) last posted its earnings results on Wednesday, April 15th. The company reported $1.61 earnings per share for the quarter, beating the consensus estimate of $1.55 by $0.06. PepsiCo had a return on equity of 56.61% and a net margin of 9.15%.The business had revenue of $19.44 billion during the quarter, compared to the consensus estimate of $18.89 billion. During the same period in the previous year, the business earned $1.48 EPS. The business’s quarterly revenue was up 8.5% on a year-over-year basis. Equities research analysts expect that PepsiCo, Inc. will post 8.63 earnings per share for the current year.

PepsiCo Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, June 5th will be given a $1.48 dividend. This is a positive change from PepsiCo’s previous quarterly dividend of $1.42. The ex-dividend date is Friday, June 5th. This represents a $5.92 annualized dividend and a yield of 4.2%. PepsiCo’s payout ratio is currently 92.94%.

PepsiCo Company Profile

(Free Report)

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.