UniSuper Management Pty Ltd Buys 17,561 Shares of PepsiCo, Inc. $PEP

UniSuper Management Pty Ltd lifted its position in PepsiCo, Inc. (NASDAQ:PEP) by 5.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 357,684 shares of the company’s stock after purchasing an additional 17,561 shares during the period. UniSuper Management Pty Ltd’s holdings in PepsiCo were worth $50,233,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new stake in shares of PepsiCo during the second quarter worth about $27,000. JCIC Asset Management Inc. bought a new position in PepsiCo during the 3rd quarter valued at approximately $27,000. Legend Financial Advisors Inc. purchased a new stake in PepsiCo in the 2nd quarter worth approximately $29,000. Vermillion & White Wealth Management Group LLC grew its position in shares of PepsiCo by 107.1% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 234 shares of the company’s stock worth $31,000 after buying an additional 121 shares during the last quarter. Finally, Halbert Hargrove Global Advisors LLC increased its stake in shares of PepsiCo by 667.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 238 shares of the company’s stock valued at $33,000 after buying an additional 207 shares during the period. 73.07% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

PEP has been the topic of several recent analyst reports. Barclays set a $148.00 price target on shares of PepsiCo in a report on Friday, January 16th. Exane BNP Paribas raised shares of PepsiCo from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 16th. UBS Group reduced their price target on shares of PepsiCo from $172.00 to $170.00 and set a “buy” rating on the stock in a research report on Wednesday, January 14th. Citigroup raised their price objective on shares of PepsiCo from $165.00 to $170.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Finally, DZ Bank raised PepsiCo from a “hold” rating to a “buy” rating and set a $167.00 price objective on the stock in a research report on Tuesday, October 21st. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $159.29.

Key Headlines Impacting PepsiCo

Here are the key news stories impacting PepsiCo this week:

• Positive Sentiment: JPMorgan upgraded PEP to Overweight after PepsiCo outlined initiatives to boost shareholder returns (capital allocation and buyback/dividend focus). That analyst backing can lift sentiment and reduce perceived execution risk. PepsiCo (PEP) Upgraded to Overweight by JPMorgan
• Positive Sentiment: PepsiCo is doubling down on zero‑sugar products (Pepsi Zero Sugar) to win younger consumers who shun “diet” labels — a strategic repositioning that can protect soda volumes and margins over time as tastes shift. PepsiCo Bets on Zero Sugar
• Neutral Sentiment: PepsiCo India named Savitha Balachandran (formerly of Tata Technologies) as its new CFO — strengthens regional leadership but is unlikely to move global results materially in the near term. PepsiCo India brings in Tata Tech’s Savitha Balachandran as new CFO
• Neutral Sentiment: Analyst/industry pieces compare PepsiCo’s scale and diversification versus niche competitors (e.g., Vita Coco) and versus Coca‑Cola; these help frame long‑term positioning but don’t contain immediate catalysts. PepsiCo vs. Vita Coco: Which Beverage Stock Offers Better Growth? Coca‑Cola vs. PepsiCo: What’s the Better Long‑Term Play?
• Negative Sentiment: Coca‑Cola reclaimed all 625 U.S. Costco food courts after Pepsi’s 12‑year partnership ended — a material distribution loss in a high‑volume channel that could pressure beverage volumes and incremental sales. Coke reclaims all 625 US Costco food courts
• Negative Sentiment: Headline market coverage notes PEP underperformed peers and the broader market (including pieces reporting the stock “sank” while the market gained) — short‑term weakness reflecting rotation and competitive concerns. PepsiCo Inc. stock underperforms PepsiCo (PEP) Stock Sinks As Market Gains

PepsiCo Trading Up 0.1%

NASDAQ:PEP opened at $144.58 on Friday. The firm has a market capitalization of $197.69 billion, a P/E ratio of 27.49, a PEG ratio of 4.73 and a beta of 0.42. The company has a debt-to-equity ratio of 2.26, a current ratio of 0.91 and a quick ratio of 0.72. PepsiCo, Inc. has a one year low of $127.60 and a one year high of $160.15. The company’s 50-day simple moving average is $145.75 and its 200 day simple moving average is $144.97.

PepsiCo Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Friday, December 5th were paid a $1.4225 dividend. The ex-dividend date was Friday, December 5th. This represents a $5.69 annualized dividend and a dividend yield of 3.9%. PepsiCo’s dividend payout ratio is presently 108.17%.

PepsiCo 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.