PepsiCo (PEP) reported third-quarter 2026 net revenue of $25.274 billion, up 5.6% from a year earlier. Net income was $3.070 billion, while net income attributable to PepsiCo was $3.048 billion.
Diluted earnings per share were $2.23, compared with $1.90 in the prior-year quarter. The company updated its fiscal 2026 guidance, forecasting approximately 6% net revenue growth.
- Third-quarter operating profit rose 19% to $4.260 billion.
- Reported EPS increased 17% year over year to $2.23.
- Organic revenue increased 3.1% during the quarter.
- PepsiCo expects core EPS growth of 2.5% to 3.5% for fiscal 2026.
- The company forecasts $8.9 billion of cash returns to shareholders, including $7.9 billion in dividends and $1.0 billion in share repurchases.
$PEP Insider Trading Activity
$PEP insiders have traded $PEP stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PEP stock by insiders over the last 6 months:
- DAVID FLAVELL (EVP, Gen Counsel & Corp Sec) sold 2,900 shares for an estimated $404,673
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PEP Hedge Fund Activity
We have seen 1,417 institutional investors add shares of $PEP stock to their portfolio, and 1,748 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 36,096,064 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,887,407,065
- INVESCO LTD. added 31,052,716 shares (+257.5%) to their portfolio in Q2 2026, for an estimated $4,204,537,746
- JPMORGAN CHASE & CO added 30,596,336 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,142,743,894
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 5,885,256 shares (+19.5%) to their portfolio in Q2 2026, for an estimated $796,863,662
- GOLDMAN SACHS GROUP INC added 4,679,738 shares (+38.2%) to their portfolio in Q2 2026, for an estimated $633,636,525
- SG AMERICAS SECURITIES, LLC added 3,895,592 shares (+251.5%) to their portfolio in Q2 2026, for an estimated $527,463,156
- DIAMANT ASSET MANAGEMENT, INC. removed 3,563,169 shares (-99.4%) from their portfolio in Q2 2026, for an estimated $482,453,082
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$PEP Congressional Stock Trading
Members of Congress have traded $PEP stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PEP stock by members of Congress over the last 6 months:
- REPRESENTATIVE SCOTT FRANKLIN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/26 and 0 sales.
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 07/30.
- REPRESENTATIVE MIKE KELLY sold up to $50,000 on 07/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
