Whalen Wealth Management Inc. Takes $519,000 Position in PepsiCo, Inc. $PEP

Whalen Wealth Management Inc. purchased a new position in PepsiCo, Inc. (NASDAQ:PEP) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,614 shares of the company’s stock, valued at approximately $519,000.

Other institutional investors have also added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new stake in shares of PepsiCo in the 2nd quarter worth about $27,000. JCIC Asset Management Inc. purchased a new position in PepsiCo during the 3rd quarter valued at about $27,000. Imprint Wealth LLC bought a new stake in PepsiCo during the third quarter worth about $31,000. Halbert Hargrove Global Advisors LLC grew its holdings in PepsiCo by 667.7% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock worth $33,000 after purchasing an additional 207 shares during the period. Finally, Strategic Advocates LLC bought a new position in shares of PepsiCo during the third quarter valued at approximately $33,000. Institutional investors own 73.07% of the company’s stock.

Key PepsiCo News

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: New product excitement: PepsiCo rolled out a highly anticipated soda flavor that has generated strong consumer buzz and social-media reaction, which can boost short-term retail demand and brand engagement. PepsiCo Just Dropped a Highly Anticipated Soda Flavor—and Fans Are ‘Screaming’ With Excitement
• Positive Sentiment: Brand refresh / marketing lift: PepsiCo began a Tostitos packaging and brand refresh — a low-capex way to refresh shelf appeal and support snack sales, especially ahead of seasonal demand. PepsiCo Begins Tostitos Brand Refresh, Introduces Updated Packaging
• Positive Sentiment: Income appeal remains intact: Coverage highlighting PepsiCo as one of three consistent dividend payers reinforces its defensive income profile for yield-seeking investors. That support can underwrite multiple expansions vs peers. 3 Consistent Dividend Payers Outperforming in 2026: VZ, PEP, MO
• Neutral Sentiment: Corporate reputation / leadership signal: A Fortune podcast feature highlighted PepsiCo as a “leadership factory” (ex-employee success stories), which supports long-term talent/operational strength but is more qualitative than immediately price-driving. 12 Fortune 500 CEOs worked for Pepsi. Delta’s Ed Bastian explains why it’s a leadership factory
• Neutral Sentiment: Emerging market commentary: A PepsiCo exec highlighted China’s dynamic consumer market — positive for growth narrative but not an immediate catalyst. PepsiCo executive highlights China’s dynamic consumer market
• Neutral Sentiment: Regional bottler news: PepsiCo bottler Varun Beverages set a record date for its final dividend — relevant to regional franchise economics but indirect for PEP shares. PepsiCo bottler Varun Beverages final dividend: Record date announced
• Negative Sentiment: Analyst trim / industry pressure: Deutsche Bank cut its PepsiCo price target (from $176 to $169) and warned of mounting industry pressures — a reminder that margin and volume dynamics could limit upside and may weigh on sentiment despite a Buy rating. Deutsche Bank Sees Mounting Industry Pressures, Trims PepsiCo (PEP) Target

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Barclays boosted their price target on PepsiCo from $148.00 to $160.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 4th. HSBC lifted their price objective on PepsiCo from $152.00 to $175.00 and gave the company a “hold” rating in a research note on Thursday, February 5th. Wall Street Zen raised PepsiCo from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Deutsche Bank Aktiengesellschaft reduced their price target on PepsiCo from $176.00 to $169.00 and set a “buy” rating for the company in a report on Monday, March 30th. Finally, Royal Bank Of Canada upped their price target on shares of PepsiCo from $156.00 to $165.00 and gave the stock a “sector perform” rating in a research note on Monday, March 2nd. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, PepsiCo currently has a consensus rating of “Hold” and a consensus target price of $169.00.

PepsiCo Stock Performance

Shares of PEP stock opened at $157.01 on Friday. The company has a quick ratio of 0.67, a current ratio of 0.85 and a debt-to-equity ratio of 2.06. The company has a 50 day moving average price of $159.91 and a 200-day moving average price of $150.59. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $171.48. The firm has a market capitalization of $214.62 billion, a PE ratio of 26.17, a P/E/G ratio of 3.03 and a beta of 0.40.

PepsiCo (NASDAQ:PEP) last issued its earnings results on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.24 by $0.02. The company had revenue of $29.34 billion for the quarter, compared to analysts’ expectations of $28.96 billion. PepsiCo had a net margin of 8.77% and a return on equity of 57.92%. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the company posted $1.96 earnings per share. As a group, equities research analysts expect that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 6th were issued a $1.4225 dividend. The ex-dividend date of this dividend was Friday, March 6th. This represents a $5.69 annualized dividend and a dividend yield of 3.6%. PepsiCo’s payout ratio is presently 94.83%.

PepsiCo declared that its Board of Directors has initiated a stock repurchase program on Tuesday, February 3rd that permits the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 4.7% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

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.