Earnings Beat: PepsiCo's Q4 2025 results ignited discussions on social media after net revenue surged more than 5%, surpassing estimates. Global drinks sales momentum drew attention, underscoring the company's resilience in a competitive landscape.
Dividend Increase: The beverage giant announced its 54th straight annual dividend hike, lifting the payout 4% to $5.92 per share. Long-term investors celebrated the milestone, reinforcing PepsiCo's appeal as a staple for income seekers.
Recovery Momentum: Chatter highlighted the stock's rebound from a steep prior drop, with observers noting sustained demand for its products. Comparisons to peers like Coca-Cola underscored sector strength amid 2026 gains.
Note: This discussion summary was generated from an AI condensation of post data.
PepsiCo Revenue
PepsiCo had revenues of $29.3B in Q4 2025. This is an increase of 5.61% from the same period in the prior year.
You can track PEP financials on Quiver Quantitative's PEP stock page.
PepsiCo Congressional Stock Trading
Members of Congress have traded $PEP stock 13 times in the past 6 months. Of those trades, 3 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $PEP stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 12/02.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE SCOTT DESJARLAIS sold up to $15,000 on 10/28.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 10/07.
- SENATOR JOHN W. HICKENLOOPER sold up to $250,000 on 09/02.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 08/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PepsiCo Hedge Fund Activity
We have seen 1,409 institutional investors add shares of PepsiCo stock to their portfolio, and 1,733 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 40,053,660 shares (-79.8%) from their portfolio in Q4 2025, for an estimated $5,748,501,283
- BARCLAYS PLC added 4,682,959 shares (+56.9%) to their portfolio in Q3 2025, for an estimated $657,674,761
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,484,626 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $489,380,875
- NORGES BANK added 3,383,432 shares (+19.2%) to their portfolio in Q4 2025, for an estimated $485,590,160
- NOMURA HOLDINGS INC removed 3,380,063 shares (-75.0%) from their portfolio in Q3 2025, for an estimated $474,696,047
- AQR CAPITAL MANAGEMENT LLC added 3,235,726 shares (+120.7%) to their portfolio in Q3 2025, for an estimated $454,425,359
- ASSENAGON ASSET MANAGEMENT S.A. removed 3,182,945 shares (-63.0%) from their portfolio in Q4 2025, for an estimated $456,816,266
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PepsiCo Government Contracts
We have seen $2,087,972 of award payments to $PEP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4569532379!BEV BASE, COLA, SF,: $14,021
- 4568382145!PEPSI-COLA, 5 GL BIB, SODA: $12,065
- 4567940232!DRINK, ICED COFFEE, CHL,: $10,123
- 4568585060!BEV BASE, COLA, SF,: $9,847
- 4568586697!DRINK, ICED COFFEE, CHL,: $8,800
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
PepsiCo Analyst Ratings
Wall Street analysts have issued reports on $PEP in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 11/21/2025
- Citigroup issued a "Buy" rating on 09/25/2025
- UBS issued a "Buy" rating on 09/11/2025
To track analyst ratings and price targets for PepsiCo, check out Quiver Quantitative's $PEP forecast page.
PepsiCo Price Targets
Multiple analysts have issued price targets for $PEP recently. We have seen 9 analysts offer price targets for $PEP in the last 6 months, with a median target of $165.0.
Here are some recent targets:
- Filippo Falorni from Citigroup set a target price of $182.0 on 02/04/2026
- Chris Carey from Wells Fargo set a target price of $165.0 on 02/04/2026
- Andrea Teixeira from JP Morgan set a target price of $176.0 on 02/04/2026
- Peter Grom from UBS set a target price of $170.0 on 01/14/2026
- Lauren Lieberman from Barclays set a target price of $144.0 on 12/11/2025
- Michael Lavery from Piper Sandler set a target price of $172.0 on 12/09/2025
- Georgy Vashchenko from Freedom Capital Markets set a target price of $164.0 on 10/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
