Oakmont Investment Advisors Inc. Makes New Investment in PepsiCo, Inc. $PEP

Oakmont Investment Advisors Inc. bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 17,470 shares of the company’s stock, valued at approximately $2,365,000. PepsiCo accounts for about 1.7% of Oakmont Investment Advisors Inc.’s investment portfolio, making the stock its 15th biggest position.

Several other institutional investors also recently added to or reduced their stakes in the stock. Evergreen Advisors LLC purchased a new stake in PepsiCo in the 1st quarter valued at about $25,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of PepsiCo during the fourth quarter valued at approximately $26,000. Swiss RE Ltd. bought a new stake in shares of PepsiCo during the fourth quarter valued at approximately $28,000. Atlatl Advisers LLC purchased a new stake in shares of PepsiCo in the second quarter valued at approximately $31,000. Finally, Osterweis Capital Management Inc. bought a new position in PepsiCo in the second quarter worth approximately $31,000. Hedge funds and other institutional investors own 73.07% of the company’s stock.

Insider Activity at PepsiCo

In other PepsiCo news, EVP David Flavell sold 2,900 shares of the stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $139.54, for a total transaction 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 transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.12% of the company’s stock.

Key Stories Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: PepsiCo plans to build a Frito-Lay distribution warehouse near California’s Sonoma County airport. The facility could expand regional distribution capacity and support future sales growth. PepsiCo plans Frito-Lay distribution warehouse near Sonoma County airport
• Positive Sentiment: Publicis Groupe won PepsiCo’s global media account from Omnicom. The change may help PepsiCo modernize marketing, improve digital capabilities and respond more effectively to changing consumer preferences. PepsiCo hands global media to Publicis amid transformation at CPG giant
• Positive Sentiment: Analysts and financial commentators see potential for a longer-term recovery, citing international momentum, a large buyback program and a portfolio overhaul. The thesis is more relevant to future valuation than to near-term earnings. Prediction: Pepsi Stock Could Surprise Wall Street in 2027
• Neutral Sentiment: PepsiCo’s dividend remains a major attraction for income investors, although reaching $25,000 in annual dividends would require a substantial investment and many shares. How many shares of PepsiCo are needed for $25,000 in yearly dividends
• Neutral Sentiment: Recent coverage compares PepsiCo with Coca-Cola as defensive consumer-staples investments. The comparison highlights PEP’s dividend history and business resilience but does not provide a clear new catalyst. PepsiCo versus Coca-Cola
• Negative Sentiment: Reports point to damage at a Ukrainian production facility and softer North American demand, raising concerns about near-term sales, costs and execution. PepsiCo faces Ukraine damage and soft demand
• Negative Sentiment: PepsiCo is emphasizing fresh-food innovation as consumers move away from processed snacks, signaling a need for investment and potential portfolio-transition risk. The global media-account switch may also create near-term execution costs. PepsiCo puts fresh foods in focus

PepsiCo Stock Down 1.7%

Shares of NASDAQ PEP opened at $137.63 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.74 and a debt-to-equity ratio of 1.91. The stock has a market capitalization of $187.85 billion, a PE ratio of 18.04, a price-to-earnings-growth ratio of 2.95 and a beta of 0.35. The stock’s fifty day simple moving average is $139.70 and its two-hundred day simple moving average is $148.55. PepsiCo, Inc. has a 12-month low of $133.73 and a 12-month high of $171.48.

PepsiCo (NASDAQ:PEP) last released its quarterly earnings results on Thursday, July 9th. The company reported $2.20 EPS for the quarter, topping the consensus estimate of $2.19 by $0.01. The firm had revenue of $24.18 billion during the quarter, compared to analyst estimates of $23.95 billion. PepsiCo had a return on equity of 54.63% and a net margin of 10.78%.The business’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.92 EPS. PepsiCo has set its FY 2026 guidance at 8.550-8.710 EPS. As a group, analysts expect that PepsiCo, Inc. will post 8.57 EPS 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 issued a $1.48 dividend. The ex-dividend date is Friday, September 4th. This represents a $5.92 dividend on an annualized basis and a yield of 4.3%. PepsiCo’s payout ratio is currently 77.59%.

Wall Street Analyst Weigh In

Several research firms have commented on PEP. UBS Group set a $159.00 price objective on PepsiCo in a report on Thursday, July 9th. Barclays increased their price target on PepsiCo from $138.00 to $142.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Wells Fargo & Company decreased their price objective on PepsiCo from $150.00 to $140.00 and set an “equal weight” rating for the company in a report on Friday, July 10th. Evercore set a $150.00 price objective on shares of PepsiCo in a research note on Thursday, July 9th. Finally, Royal Bank Of Canada dropped their target price on shares of PepsiCo from $163.00 to $161.00 and set a “sector perform” rating on the stock 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $157.90.

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.