Haverford Trust Co Invests $150.08 Million in PepsiCo, Inc. $PEP

Posted by Geri Gentry on Aug 30th, 2026

Haverford Trust Co acquired a new stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,108,434 shares of the company’s stock, valued at approximately $150,082,000. PepsiCo comprises 1.3% of Haverford Trust Co’s investment portfolio, making the stock its 20th largest position. Haverford Trust Co owned about 0.08% of PepsiCo as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the company. Swiss Life Asset Management Ltd lifted its holdings in shares of PepsiCo by 11.4% in the fourth quarter. Swiss Life Asset Management Ltd now owns 415,271 shares of the company’s stock worth $59,600,000 after buying an additional 42,335 shares in the last quarter. National Pension Service grew its stake in PepsiCo by 2.5% during the fourth quarter. National Pension Service now owns 3,143,939 shares of the company’s stock valued at $451,218,000 after acquiring an additional 77,051 shares in the last quarter. Allstate Corp increased its holdings in PepsiCo by 108.1% during the 4th quarter. Allstate Corp now owns 104,723 shares of the company’s stock worth $15,030,000 after acquiring an additional 54,405 shares during the period. First Nebraska Trust Co purchased a new stake in PepsiCo in the 1st quarter worth approximately $10,782,000. Finally, Knights of Columbus Asset Advisors LLC boosted its holdings in PepsiCo by 90.0% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 94,652 shares of the company’s stock valued at $13,584,000 after purchasing an additional 44,824 shares during the period. 73.07% of the stock is owned by hedge funds and other institutional investors.

PepsiCo Stock Up 1.0%

PEP opened at $141.07 on Friday. The business’s fifty day simple moving average is $139.86 and its 200 day simple moving average is $149.51. PepsiCo, Inc. has a 52 week low of $133.73 and a 52 week high of $171.48. 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 stock has a market cap of $192.55 billion, a PE ratio of 18.49, a P/E/G ratio of 3.10 and a beta of 0.35.

PepsiCo (NASDAQ:PEP – Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $24.18 billion during the quarter, compared to analysts’ expectations of $23.95 billion. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, research analysts expect 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 paid a $1.48 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $5.92 annualized dividend and a yield of 4.2%. PepsiCo’s dividend payout ratio is currently 77.59%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Barclays upped their price target on shares of PepsiCo from $138.00 to $142.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. UBS Group set a $159.00 target price on PepsiCo in a research report on Thursday, July 9th. BNP Paribas Exane decreased their target price on PepsiCo from $195.00 to $183.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 8th. Evercore set a $150.00 price target on PepsiCo in a research report on Thursday, July 9th. Finally, Royal Bank Of Canada cut their price objective on PepsiCo from $163.00 to $161.00 and set a “sector perform” rating for the company in a report on Friday, July 10th. Seven equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $157.90.

Get Our Latest Stock Report on PepsiCo

Trending Headlines about PepsiCo

Here are the key news stories impacting PepsiCo this week:

Positive Sentiment: Jim Cramer highlighted PepsiCo as a defensive large-cap opportunity, citing its roughly 4% dividend yield and the potential benefit of lower oil prices. Cheaper fuel could support consumer spending and reduce transportation and operating costs. Jim Cramer Shares Why PepsiCo Caught His Eye During Consumer Headwinds
Positive Sentiment: Investors remain attracted to PepsiCo’s 54-year record of consecutive dividend increases and comparatively reasonable valuation. Improving international results could help offset continuing weakness in North America, supporting the case for income-oriented investors. Most Investors Overlook This. I’m Buying PepsiCo for Its Dividend
Positive Sentiment: PepsiCo is pursuing growth beyond its traditional snack portfolio by introducing and emphasizing global flavors, a strategy that could broaden consumer appeal and create new avenues for international growth. PepsiCo Bets on Global Flavors to Grow Beyond Snacks
Neutral Sentiment: Commentary describing consumer staples as a lagging sector frames PepsiCo as a value opportunity rather than a near-term growth leader. The investment appeal depends on the stock’s discounted valuation, dividend support and execution on its recovery plans. The Consumer Staples Sector Is Lagging the S&P 500
Negative Sentiment: Texas authorities are investigating PepsiCo and Kraft Heinz over claims involving avocado oil. The outcome and scope of the investigation are unclear, but regulatory scrutiny could create legal, reputational or product-related costs. PepsiCo, Kraft Heinz Under Investigation in Texas Over Avocado Oil Claims
Negative Sentiment: Analysts note that PepsiCo’s dividend faces pressure from slower growth, persistent North American weakness and a more difficult recovery than the commodity-driven risks facing Chevron. This raises questions about future payout growth, despite the company’s long dividend history. Chevron or PepsiCo: Whose Dividend Is Standing on Thinner Ice?

Insider Buying and Selling

In other PepsiCo news, EVP David Flavell sold 2,900 shares of PepsiCo stock in a transaction that occurred on Monday, July 27th. The shares were 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 of the company’s stock, valued at approximately $10,441,080.50. This trade represents a 3.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.12% of the stock is owned by insiders.

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.