Sava Infond d.o.o. has increased its stake in PepsiCo's stock, while other prominent entities like Capricorn Fund Managers and 111 Capital have also purchased substantial shares. However, several investors like Greenwood Capital Associates, Precedent Wealth Partners, and Penobscot Investment Management have reduced their holdings. UBS continues to rate Pepsico as a 'Buy', and PepsiCo is seen as having strength in the consumer staples sector, thanks to its dividend stability and growth. The company looks to accelerate regenerative farming through the 'Step Up for Agriculture' initiative and it's making progress with its pep+ sustainability and nutrition goals.
Despite this, PepsiCo's stock dipped, with the company expected to announce its quarterly earnings soon. Their new strategy with activist Elliott coming into play has outcomes to be observed. Concern remains over their proposal to spin-off their bottling business. Meanwhile, the launch of a new Mountain Dew flavor represents efforts to expand their product portfolio. Their position in the market remains strong, with an emphasis on sustainable agriculture in collaboration with Cargill and institutional investors owning 77% of the stock.
Pepsico PEP News Analytics from Thu, 22 May 2025 07:00:00 GMT to Sat, 04 Oct 2025 11:06:04 GMT - Rating 7 - Innovation -4 - Information 8 - Rumor -3
