Caerus Investment Advisors LLC Has $839,000 Holdings in PepsiCo, Inc. $PEP

Posted by Brian Himes on Aug 2nd, 2026

Caerus Investment Advisors LLC cut its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 56.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,405 shares of the company’s stock after selling 6,877 shares during the period. Caerus Investment Advisors LLC’s holdings in PepsiCo were worth $839,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in PEP. Evergreen Advisors LLC bought a new position in PepsiCo during the first quarter valued at approximately $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in PepsiCo in the fourth quarter worth approximately $26,000. Swiss RE Ltd. acquired a new position in shares of PepsiCo during the 4th quarter worth $28,000. MH & Associates Securities Management Corp ADV bought a new position in shares of PepsiCo during the 4th quarter valued at $29,000. Finally, Imprint Wealth LLC bought a new position in shares of PepsiCo during the 3rd quarter valued at $31,000. Institutional investors own 73.07% of the company’s stock.

Insiders Place Their Bets

In related 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 sale, the executive vice president owned 74,825 shares in the company, valued at $10,441,080.50. This represents a 3.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.12% of the stock is currently owned by insiders.

PepsiCo Stock Performance

NASDAQ:PEP opened at $139.56 on Friday. The firm has a market capitalization of $190.48 billion, a PE ratio of 18.29, a PEG ratio of 3.07 and a beta of 0.36. PepsiCo, Inc. has a 1 year low of $133.73 and a 1 year high of $171.48. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. The firm’s fifty day simple moving average is $141.27 and its 200 day simple moving average is $151.00.

PepsiCo (NASDAQ:PEP – Get Free Report) last released its earnings results on Thursday, July 9th. The company reported $2.20 earnings per share for the quarter, topping analysts’ consensus estimates of $2.19 by $0.01. PepsiCo had a net margin of 10.78% and a return on equity of 54.63%. The firm 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 business earned $0.92 EPS. The business’s revenue was up 6.4% on a year-over-year basis. 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 EPS for the current year.

PepsiCo Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on PEP. UBS Group set a $159.00 price objective on shares of PepsiCo in a report on Thursday, July 9th. Royal Bank Of Canada reduced their price target on PepsiCo from $163.00 to $161.00 and set a “sector perform” rating for the company in a research report on Friday, July 10th. Citigroup downgraded PepsiCo from a “buy” rating to a “neutral” rating and decreased their price target for the stock from $170.00 to $145.00 in a research note on Friday, July 10th. Evercore set a $150.00 price objective on PepsiCo in a report on Thursday, July 9th. Finally, JPMorgan Chase & Co. reduced their target price on PepsiCo from $178.00 to $170.00 and set an “overweight” rating for the company in a report on Wednesday, July 1st. 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. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $157.90.

Get Our Latest Research Report on PepsiCo

Key Headlines Impacting PepsiCo

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 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.