Aviso Financial Inc. Has $32.27 Million Stake in PepsiCo, Inc. $PEP

Aviso Financial Inc. lifted its stake in PepsiCo, Inc. (NASDAQ:PEP) by 4.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 229,751 shares of the company’s stock after buying an additional 9,847 shares during the period. PepsiCo makes up approximately 1.3% of Aviso Financial Inc.’s investment portfolio, making the stock its 26th biggest position. Aviso Financial Inc.’s holdings in PepsiCo were worth $32,266,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Clayton Financial Group LLC bought a new stake in shares of PepsiCo during the 3rd quarter valued at approximately $872,000. Avantax Advisory Services Inc. grew its stake in shares of PepsiCo by 2.6% during the second quarter. Avantax Advisory Services Inc. now owns 185,961 shares of the company’s stock worth $24,554,000 after buying an additional 4,627 shares during the last quarter. Kathmere Capital Management LLC increased its holdings in shares of PepsiCo by 122.6% during the third quarter. Kathmere Capital Management LLC now owns 20,365 shares of the company’s stock worth $2,860,000 after buying an additional 11,217 shares in the last quarter. Invesco Ltd. lifted its stake in shares of PepsiCo by 11.7% in the 2nd quarter. Invesco Ltd. now owns 12,659,046 shares of the company’s stock valued at $1,671,500,000 after acquiring an additional 1,330,888 shares during the last quarter. Finally, Amica Retiree Medical Trust acquired a new stake in shares of PepsiCo during the 2nd quarter valued at $124,000. Institutional investors own 73.07% of the company’s stock.

PepsiCo Trading Up 1.3%

NASDAQ:PEP opened at $169.74 on Friday. PepsiCo, Inc. has a 52 week low of $127.60 and a 52 week high of $171.48. The company has a debt-to-equity ratio of 2.06, a quick ratio of 0.67 and a current ratio of 0.85. The firm’s fifty day moving average is $153.15 and its 200-day moving average is $148.84. The firm has a market cap of $231.98 billion, a P/E ratio of 28.29, a P/E/G ratio of 3.25 and a beta of 0.40.

PepsiCo (NASDAQ:PEP) last released its earnings results on Monday, February 2nd. The company reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.24 by $0.02. The business had revenue of $29.34 billion for the quarter, compared to analyst estimates of $28.96 billion. PepsiCo had a net margin of 8.77% and a return on equity of 57.92%. PepsiCo’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.96 earnings per share. Equities analysts expect that PepsiCo, Inc. will post 8.3 earnings per share for the current year.

PepsiCo announced that its board has authorized a stock repurchase plan on Tuesday, February 3rd that authorizes the company to repurchase $10.00 billion in shares. This repurchase authorization authorizes the company to buy up to 4.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

PepsiCo Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be given a dividend of $1.4225 per share. The ex-dividend date is Friday, March 6th. This represents a $5.69 annualized dividend and a dividend yield of 3.4%. PepsiCo’s dividend payout ratio is presently 94.83%.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo is launching its Poppi soda brand in the UK — its first rollout outside the U.S. — which broadens international growth avenues for a fast‑growing beverage SKU and leverages local bottler Carlsberg Britvic for production and distribution. poppi lands in the UK
• Positive Sentiment: Dividend narrative remains supportive: coverage pieces continue to highlight PepsiCo’s long dividend track record and yield profile, attracting income‑focused investors and providing a defensive valuation underpin. Dividend King coverage
• Positive Sentiment: Management/marketing moves and digital push — PepsiCo elevated Mira Medhat to a regional beverages marketing role and is leaning into social media influencers (TikTok) to drive brand buzz, indicating active investment in demand creation for beverage SKUs. Marketing director promotion
• Neutral Sentiment: Investor attention metrics: tools and sites (Zacks/other screens) show elevated interest in PEP — higher searches can increase short‑term liquidity and volatility but are not directional on fundamentals. Zacks investor interest
• Neutral Sentiment: Nearby competitor/asset news — Celsius Holdings reported strong results after acquiring Rockstar (previously part of PepsiCo). Celsius strength is an industry datapoint but doesn’t directly change PepsiCo’s core beverage economics. Celsius earnings and Rockstar note
• Negative Sentiment: PepsiCo will close a Frito‑Lay warehouse in Rancho Cucamonga, CA, laying off ~248 workers — a cost/supply‑chain action that reduces capacity and creates short‑term disruption and local PR/ESG scrutiny. Frito‑Lay warehouse closure
• Negative Sentiment: Short interest rose sharply in February (≈25% increase month‑over‑month) — a higher short base can amplify downside risk and volatility if negative news or earnings miss occurs. (Data reported in market summaries.)
• Negative Sentiment: Proxy/ESG issue: a shareholder action over animal welfare was halted after PepsiCo relented on a demand — the resolution removes litigation uncertainty but signals concession on an ESG matter, which may concern some investors. Animal welfare proxy suit halted

Analyst Ratings Changes

Several research firms have commented on PEP. Piper Sandler increased their target price on PepsiCo from $161.00 to $172.00 and gave the company an “overweight” rating in a research report on Tuesday, December 9th. JPMorgan Chase & Co. upped their price objective on PepsiCo from $164.00 to $176.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $156.00 target price on shares of PepsiCo in a research report on Wednesday, February 4th. Argus upgraded shares of PepsiCo to a “hold” rating in a research report on Tuesday, February 17th. Finally, Citigroup boosted their price objective on shares of PepsiCo from $170.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $168.00.

About PepsiCo

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.