PepsiCo, Inc. $PEP Shares Sold by Bank Julius Baer & Co. Ltd Zurich

Posted by Hanz Christensen on May 15th, 2026

Bank Julius Baer & Co. Ltd Zurich decreased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 105,217 shares of the company’s stock after selling 13,916 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich’s holdings in PepsiCo were worth $15,116,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Koa Wealth Management LLC raised its position in shares of PepsiCo by 0.9% during the fourth quarter. Koa Wealth Management LLC now owns 8,007 shares of the company’s stock worth $1,149,000 after purchasing an additional 68 shares during the period. Facet Wealth Inc. lifted its stake in PepsiCo by 3.2% during the third quarter. Facet Wealth Inc. now owns 2,221 shares of the company’s stock valued at $312,000 after buying an additional 69 shares in the last quarter. Delta Asset Management LLC TN boosted its holdings in shares of PepsiCo by 0.6% in the third quarter. Delta Asset Management LLC TN now owns 11,000 shares of the company’s stock worth $1,545,000 after buying an additional 70 shares during the period. Westside Investment Management Inc. increased its position in shares of PepsiCo by 2.8% in the third quarter. Westside Investment Management Inc. now owns 2,602 shares of the company’s stock worth $366,000 after acquiring an additional 70 shares in the last quarter. Finally, Tiemann Investment Advisors LLC lifted its position in shares of PepsiCo by 4.0% in the 3rd quarter. Tiemann Investment Advisors LLC now owns 1,807 shares of the company’s stock valued at $254,000 after acquiring an additional 70 shares in the last quarter. Institutional investors and hedge funds own 73.07% of the company’s stock.

PepsiCo Stock Performance

Shares of PEP opened at $148.67 on Friday. The company has a market capitalization of $203.20 billion, a PE ratio of 23.34, a price-to-earnings-growth ratio of 2.74 and a beta of 0.38. The company’s fifty day moving average price is $155.55 and its 200 day moving average price is $152.44. The company has a debt-to-equity ratio of 1.98, a current ratio of 0.90 and a quick ratio of 0.72. PepsiCo, Inc. has a one year low of $127.60 and a one year high of $171.48.

PepsiCo (NASDAQ:PEP – Get Free Report) last issued its quarterly earnings results on Wednesday, April 15th. The company reported $1.61 EPS for the quarter, topping analysts’ consensus estimates of $1.55 by $0.06. The company had revenue of $19.44 billion during the quarter, compared to analyst estimates of $18.89 billion. PepsiCo had a return on equity of 56.61% and a net margin of 9.15%.The company’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.48 earnings per share. As a group, analysts expect that PepsiCo, Inc. will post 8.63 earnings per share for the current year.

PepsiCo declared that its Board of Directors has approved a share buyback plan on Tuesday, February 3rd that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the company to reacquire up to 4.7% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its shares are undervalued.

PepsiCo Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, June 5th will be issued a $1.48 dividend. This is a boost from PepsiCo’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, June 5th. This represents a $5.92 dividend on an annualized basis and a yield of 4.0%. PepsiCo’s payout ratio is currently 89.32%.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

Positive Sentiment: Wall Street-focused coverage highlighted PepsiCo as one of the better stocks to own in falling markets, reinforcing its reputation as a defensive consumer staples name that can attract buyers during risk-off trading. Here’s Why Pepsi (PEP) is Among the 10 Best Stocks to Buy in Falling Markets According to Wall Street Analysts
Positive Sentiment: PepsiCo announced a new collaboration with TalusAg to advance fertilizer decarbonization across its agricultural supply chain, which could support its ESG profile and appeal to sustainability-minded investors. PepsiCo’s Fertilizer Decarbonization Push And What It Means For Investors
Neutral Sentiment: Separate coverage also noted PepsiCo’s sustainability push and public climate-action messaging, but this appears more like a long-term brand and operations story than an immediate stock catalyst. PepsiCo’s Fertilizer Decarbonization Push And What It Means For Investors
Neutral Sentiment: New federal legislation on recycled-material claims could affect how PepsiCo markets packaging and sustainability claims, but the bill is still proposed and its financial impact is uncertain. New Bill: Representative Nicholas A. Langworthy introduces H.R. 7502: Recycled Materials Attribution Act of 2026

Analysts Set New Price Targets

Several equities analysts have weighed in on PEP shares. Royal Bank Of Canada lowered their price objective on shares of PepsiCo from $165.00 to $163.00 and set a “sector perform” rating on the stock in a research report on Thursday, April 9th. Wall Street Zen downgraded shares of PepsiCo from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. UBS Group lowered their price target on shares of PepsiCo from $190.00 to $186.00 and set a “buy” rating on the stock in a report on Tuesday, April 7th. Rothschild & Co Redburn lifted their price objective on PepsiCo from $130.00 to $132.00 in a research report on Monday. Finally, Evercore lifted their price target on PepsiCo from $165.00 to $170.00 in a report on Friday, April 17th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $170.37.

Get Our Latest Stock Report on PepsiCo

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.