Betterment Adds $231K in PepsiCo, Inc. ($PEP)
Betterment has initiated a new stake in PepsiCo, Inc. with 1,654 shares.
Key Points
- Betterment initiated a new position in PepsiCo, Inc. with 1,654 shares valued at $233,660 as per the latest 13F filing with the SEC.
- PepsiCo shares traded near $141.27, with a market cap of $194.13 billion and a P/E ratio of 22.3.
- Analysts from Deutsche Bank and JP Morgan maintain 'buy' ratings with price targets of $168 and $178, respectively.
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Betterment has taken a new position in PepsiCo, Inc. (NasdaqGS:PEP) by acquiring 1,654 shares. This new holding is valued at approximately $233,660, according to the latest Form 13F filing with the SEC. This filing reflects holdings as of the reporting period and may not represent Betterment's current position.
Betterment vs. the S&P 500
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What Changed in Betterment's PepsiCo Position
Betterment's new stake in PepsiCo consists of 1,654 shares. This marks the start of their investment in the beverage giant, with no prior holdings reported. The total value of this position is about $233,660.
Other Institutional Activity in PepsiCo
In recent activity, BlackRock, Inc. increased its holdings by 273,374 shares, bringing its total to 115,841,477 shares valued at approximately $17.99 billion. Vanguard Capital Management LLC holds 88,807,774 shares worth around $13.79 billion. State Street Corp maintained its position with 59,419,350 shares valued at $9.23 billion. JPMorgan Chase & Co added 5,204,430 shares, totaling 34,798,932 shares valued at $5.46 billion.
PepsiCo, Inc. Stock Down 0.6%
Shares of NasdaqGS:PEP traded near $141.27. PepsiCo has a market cap of $194.13 billion, a P/E ratio of 22.3, and a beta of 0.359. The stock has seen a 52-week low of $127.6 and a high of $171.48. Its 50-day moving average is $150.28, and the 200-day moving average is $150.23. The company has a current ratio of 0.897 and a quick ratio of 0.667, with a debt-to-equity ratio of 244.837.
$PEP stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
PepsiCo reported revenue of $95.45 billion, with a revenue growth rate of 8.5%. The company's net margin stands at 9.15%, and its return on equity is 43.88%. Earnings per share (EPS) are $6.37. The next earnings report is expected on July 9, 2026.
Dividend
PepsiCo pays a dividend with an annual yield and payout ratio, though specific figures were not provided in this data.
Insider Buying and Selling at PepsiCo, Inc.
On June 1, 2026, insiders such as Jennifer Bailey and David Gibbs purchased 424 and 71 shares, respectively, at an average price of $141.52. Susan Diamond bought 565 shares, while Daniel Vasella acquired 424 shares on the same date. On May 31, 2026, Vasella also bought 1,481 shares, and Diamond added 128 shares.
Analysts Set New Price Targets
On June 18, 2026, Deutsche Bank maintained its 'buy' rating with a price target of $168. Piper Sandler also maintained a 'buy' rating with a target of $178 on June 12. Bernstein initiated coverage with a 'hold' rating and a $143 target on the same day. Wells Fargo maintained its 'hold' rating with a $150 target on June 5.
About PepsiCo, Inc.
PepsiCo, Inc. is a leading global food and beverage company headquartered in Purchase, New York. It operates through six segments, including PepsiCo Foods North America and PepsiCo Beverages North America. The company offers a wide range of products, from snacks and cereals to beverages and ready-to-drink teas and coffees. PepsiCo employs approximately 306,000 people worldwide and is led by CEO Ramon Luis Laguarta.
Bottom Line
Betterment's new position in PepsiCo highlights the company's appeal as a stable investment in the consumer defensive sector. PepsiCo's strong market presence and recent insider buying activity may be of interest to investors. However, the 13F filing provides a backward-looking view and does not necessarily reflect current positions.
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