Retirement Planning Group LLC Has $2.95 Million Stock Holdings in PepsiCo, Inc. $PEP

Retirement Planning Group LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 430.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 20,971 shares of the company’s stock after acquiring an additional 17,014 shares during the period. Retirement Planning Group LLC’s holdings in PepsiCo were worth $2,945,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in PEP. Norges Bank bought a new position in shares of PepsiCo in the 2nd quarter worth $2,330,594,000. Laurel Wealth Advisors LLC lifted its stake in shares of PepsiCo by 14,420.2% in the second quarter. Laurel Wealth Advisors LLC now owns 3,890,688 shares of the company’s stock valued at $513,726,000 after buying an additional 3,863,893 shares in the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in shares of PepsiCo during the second quarter valued at about $460,110,000. Charles Schwab Investment Management Inc. increased its position in shares of PepsiCo by 9.7% during the second quarter. Charles Schwab Investment Management Inc. now owns 29,031,404 shares of the company’s stock worth $3,833,406,000 after acquiring an additional 2,556,163 shares in the last quarter. Finally, Franklin Resources Inc. raised its holdings in shares of PepsiCo by 19.5% in the 2nd quarter. Franklin Resources Inc. now owns 15,577,073 shares of the company’s stock worth $2,056,797,000 after acquiring an additional 2,541,455 shares during the last quarter. 73.07% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have commented on the company. Jefferies Financial Group boosted their price objective on PepsiCo from $163.00 to $164.00 and gave the stock a “hold” rating in a report on Tuesday, December 9th. UBS Group reiterated a “buy” rating and set a $172.00 price target on shares of PepsiCo in a report on Tuesday, December 9th. BNP Paribas Exane lowered their price target on PepsiCo from $152.00 to $150.00 and set a “neutral” rating for the company in a research report on Monday, October 6th. The Goldman Sachs Group lifted their price objective on shares of PepsiCo from $165.00 to $167.00 and gave the stock a “buy” rating in a report on Friday, October 10th. Finally, Piper Sandler increased their target price on shares of PepsiCo from $161.00 to $172.00 and gave the company an “overweight” rating in a report on Tuesday, December 9th. Eight analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, PepsiCo has an average rating of “Hold” and an average price target of $158.68.

PepsiCo News Roundup

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: Analysts and outlets are bullish on a multi‑year, industry‑first collaboration with NVIDIA and Siemens that could accelerate supply‑chain automation and insight-driven cost savings, supporting margin improvement and investor sentiment. Analysts Positive on Collaboration
• Positive Sentiment: PepsiCo is integrating AI into production and supply — a practical step that could improve productivity, reduce waste and support longer‑term margin expansion. PepsiCo Integrates AI
• Positive Sentiment: Management added a VP for Chief Strategy & Transformation for India & South Asia, reinforcing regional strategic focus that could help revitalize growth in a key emerging market. Hiring in India & South Asia
• Positive Sentiment: Some analysts and research pieces highlight PepsiCo as attractively valued after recent weakness and point to buy ratings/raised targets from firms like Citi — this supports near‑term buying interest. Analyst Coverage / Valuation Notes
• Neutral Sentiment: Zacks notes PEP outperformed the broader market on recent sessions and provides context on recent price action — useful for momentum traders but not a catalyst by itself. Zacks: Outperforms Market
• Neutral Sentiment: Several value/long‑term pieces debate whether recent weakness presents a buying opportunity — these are mixed reads that may attract income/value investors because of the >4% dividend yield. Is PepsiCo Offering Long‑Term Value?
• Negative Sentiment: Critics argue PepsiCo has “lost its way” and that a 4% dividend doesn’t offset strategic and execution concerns — negative narratives can pressure sentiment, especially among growth‑oriented investors. Seeking Alpha: Lost Its Way
• Negative Sentiment: Zacks flags PFNA (product family) volume weakness and value sensitivity in snacks — core volume softness is a near‑term headwind to revenue and margin pickup. PFNA Volume Concerns

PepsiCo Stock Performance

NASDAQ:PEP opened at $143.48 on Wednesday. The company has a debt-to-equity ratio of 2.26, a quick ratio of 0.72 and a current ratio of 0.91. The firm has a market cap of $196.19 billion, a price-to-earnings ratio of 27.28, a PEG ratio of 4.63 and a beta of 0.42. PepsiCo, Inc. has a 52-week low of $127.60 and a 52-week high of $160.15. The business’s fifty day moving average is $145.39 and its 200 day moving average is $144.48.

PepsiCo Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Friday, December 5th were issued a dividend of $1.4225 per share. This represents a $5.69 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend was Friday, December 5th. PepsiCo’s dividend payout ratio is 108.17%.

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.