PepsiCo, Inc. (PEP)
PepsiCo: Elliott's Catalyst + 4% Yield = The Defensive Buy Of 2026
PepsiCo is rated Strong Buy, trading at a rare valuation discount (~18.5x forward earnings) with a 3.9% dividend yield and a $185 price target. Frito-Lay faces near-term volume pressure, but Elliott Management's ~$4B activist stake, ~20% SKU rationalization, and targeted price resets are expected to drive volume recovery and margin expansion by 2026. PEP's 54-year dividend growth streak, strong free cash flow generation, and a $10B buyback program reinforce capital return strength and long-term compounding potential.
PepsiCo (PEP) Increases Despite Market Slip: Here's What You Need to Know
The latest trading day saw PepsiCo (PEP) settling at $153.01, representing a +1.45% change from its previous close.
Why PepsiCo (PEP) is a Top Growth Stock for the Long-Term
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Coke's Sprite Takes Back NBA Sponsorship From PepsiCo's Starry
Partnerships with other PepsiCo brands, including Gatorade and Ruffles, remain in place.
Banco Bilbao Vizcaya Argentaria S.A. Cuts Holdings in PepsiCo, Inc. $PEP
Banco Bilbao Vizcaya Argentaria S.A. cut its holdings in PepsiCo, Inc. (NASDAQ: PEP) by 14.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,116 shares of the company's stock after selling 16,046 shares during the
Ausdal Financial Partners Inc. Boosts Stake in PepsiCo, Inc. $PEP
Ausdal Financial Partners Inc. grew its stake in PepsiCo, Inc. (NASDAQ: PEP) by 29.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,110 shares of the company's stock after acquiring an additional 3,885 shares during the quarter. Ausdal Financial Partners Inc.'s
Chilton Investment Co. Inc. Lowers Holdings in PepsiCo, Inc. $PEP
Chilton Investment Co. Inc. reduced its position in shares of PepsiCo, Inc. (NASDAQ: PEP) by 70.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,203 shares of the company's stock after selling 19,617 shares during the period. Chilton Investment
Alliancebernstein L.P. Increases Stock Position in PepsiCo, Inc. $PEP
Alliancebernstein L.P. boosted its position in shares of PepsiCo, Inc. (NASDAQ: PEP) by 30.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,967,404 shares of the company's stock after purchasing an additional 690,276 shares during the period.
44 Wealth Management LLC Sells 10,539 Shares of PepsiCo, Inc. $PEP
44 Wealth Management LLC trimmed its holdings in PepsiCo, Inc. (NASDAQ: PEP) by 69.5% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,623 shares of the company's stock after selling 10,539 shares during the quarter. 44 Wealth
PepsiCo: Improving, But Core Problems Remain
PepsiCo remains a Strong Sell despite some operational improvements, as persistent long-term headwinds and limited margin for error outweigh these. PEP's cost cuts, brand restaging, and Elliott Management's involvement offer recovery potential, yet mounting debt and dividend obligations constrain flexibility. Guidance targets 2–4% organic revenue growth, 4–6% EPS growth, and FCF conversion above 80% in 2026, but intrinsic value estimates remain below the current share price.
Sell Options On PepsiCo For A 10%+ Yield
PepsiCo offers stable cash flow, global scale, and modest growth, making it a 'forever' company for long-term investors. PEP's Q4 earnings beat estimates, with 5.6% YoY revenue growth and analyst consensus projecting 3–6% annual growth through 2030. At ~20x FY26 earnings, PEP trades at the low end of peer multiples; expected total returns are 7–10% annually, including the 3.5% dividend.
PepsiCo: Shares Pop In Early 2026, Valuation Is Still Appealing
PepsiCo earns a reiterated 'Buy' rating, trading attractively under 20x earnings with steady EPS growth and a rising dividend. PEP reported Q4 non-GAAP EPS of $2.26 (beat) and 5.6% revenue growth, with management guiding for 2%-4% organic revenue and 4%-6% EPS growth in 2026. Valuation supports upside: applying a 20x P/E to $8.75 forward EPS yields a $175 price target, about 10% above current levels.
