PepsiCo, Inc. $PEP Shares Acquired by Wealthedge Investment Advisors LLC

Posted by Brian Himes on Aug 15th, 2026

Wealthedge Investment Advisors LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 125.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,771 shares of the company’s stock after acquiring an additional 6,550 shares during the quarter. Wealthedge Investment Advisors LLC’s holdings in PepsiCo were worth $1,594,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in PEP. AMI Asset Management Corp grew its holdings in PepsiCo by 1.1% during the 2nd quarter. AMI Asset Management Corp now owns 7,665 shares of the company’s stock worth $1,038,000 after acquiring an additional 86 shares in the last quarter. Midwest Financial Group LLC raised its holdings in shares of PepsiCo by 6.0% in the 2nd quarter. Midwest Financial Group LLC now owns 2,988 shares of the company’s stock valued at $405,000 after purchasing an additional 168 shares in the last quarter. Hofer & Associates. Inc raised its holdings in shares of PepsiCo by 34.9% in the 2nd quarter. Hofer & Associates. Inc now owns 2,649 shares of the company’s stock valued at $359,000 after purchasing an additional 686 shares in the last quarter. Norris Perne & French LLP MI lifted its position in shares of PepsiCo by 3.2% during the 2nd quarter. Norris Perne & French LLP MI now owns 4,392 shares of the company’s stock worth $595,000 after purchasing an additional 136 shares during the last quarter. Finally, Novem Group grew its stake in shares of PepsiCo by 5.9% during the second quarter. Novem Group now owns 26,246 shares of the company’s stock worth $3,554,000 after purchasing an additional 1,472 shares in the last quarter. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Key Headlines Impacting PepsiCo

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

PepsiCo Price Performance

Shares of NASDAQ PEP opened at $140.79 on Friday. The stock has a market cap of $192.16 billion, a P/E ratio of 18.45, a P/E/G ratio of 3.09 and a beta of 0.35. PepsiCo, Inc. has a twelve month low of $133.73 and a twelve month high of $171.48. The stock has a 50 day moving average of $140.20 and a two-hundred day moving average of $150.57. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91.

PepsiCo (NASDAQ:PEP – Get Free Report) last announced its earnings results on Thursday, July 9th. The company reported $2.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.19 by $0.01. The business had revenue of $24.18 billion for 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%. The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period last year, the firm posted $0.92 earnings per share. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. On average, research analysts forecast that PepsiCo, Inc. will post 8.57 earnings per share for the current year.

PepsiCo Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders 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 yield of 4.2%. The ex-dividend date of this dividend is Friday, September 4th. PepsiCo’s dividend payout ratio (DPR) is presently 77.59%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. JPMorgan Chase & Co. cut their price target on PepsiCo from $178.00 to $170.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 1st. BNP Paribas Exane lowered their price objective on PepsiCo from $195.00 to $183.00 and set an “outperform” rating for the company in a research report on Wednesday, July 8th. Citigroup downgraded PepsiCo from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $170.00 to $145.00 in a report on Friday, July 10th. TD Cowen cut their target price on PepsiCo from $150.00 to $145.00 and set a “hold” rating on the stock in a research report on Friday, July 10th. Finally, Sanford C. Bernstein set a $134.00 target price on PepsiCo in a research note on Friday, July 10th. Seven research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $157.90.

View Our Latest Report on PepsiCo

Insider Buying and Selling

In other 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 value of $404,666.00. Following the completion of the sale, the executive vice president directly owned 74,825 shares of the company’s stock, valued at approximately $10,441,080.50. This represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.12% of the company’s stock.

PepsiCo 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.