PepsiCo Ownership
| PEP Stock | USD 162.72 0.56 0.35% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 1.4 B | Current Value 1.4 B | Avarage Shares Outstanding 1.6 B | Quarterly Volatility 112.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
PepsiCo |
PepsiCo Stock Ownership Analysis
About 78.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.93. PepsiCo recorded earning per share (EPS) of 6.78. The entity last dividend was issued on the 6th of December 2024. The firm had 2:1 split on the 29th of May 1996. PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company was founded in 1898 and is headquartered in Purchase, New York. Pepsico operates under BeveragesNon-Alcoholic classification in the United States and is traded on NASDAQ Exchange. It employs 309000 people. To find out more about PepsiCo contact Ramon Laguarta at 914 253 2000 or learn more at https://www.pepsico.com.Besides selling stocks to institutional investors, PepsiCo also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different PepsiCo's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align PepsiCo's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
PepsiCo Quarterly Liabilities And Stockholders Equity |
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PepsiCo Insider Trades History
Less than 1% of PepsiCo are currently held by insiders. Unlike PepsiCo's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against PepsiCo's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of PepsiCo's insider trades
PepsiCo Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as PepsiCo is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading PepsiCo backward and forwards among themselves. PepsiCo's institutional investor refers to the entity that pools money to purchase PepsiCo's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Legal & General Group Plc | 2024-06-30 | 13.5 M | Franklin Resources Inc | 2024-09-30 | 13 M | Wells Fargo & Co | 2024-06-30 | 12.6 M | Wellington Management Company Llp | 2024-06-30 | 11.8 M | Capital Research Global Investors | 2024-09-30 | 11.2 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 10.9 M | Amvescap Plc. | 2024-06-30 | 10.5 M | Massachusetts Financial Services Company | 2024-09-30 | 10.4 M | Goldman Sachs Group Inc | 2024-06-30 | 10.2 M | Vanguard Group Inc | 2024-09-30 | 132 M | Blackrock Inc | 2024-06-30 | 109.2 M |
PepsiCo's latest congressional trading
Congressional trading in companies like PepsiCo, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in PepsiCo by those in governmental positions are based on the same information available to the general public.
| 2024-11-11 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-10-08 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-09-25 | Representative William R Keating | Acquired Under $15K | Verify | ||
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-08-21 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-10 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-07-08 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-06-14 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2024-06-13 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2024-05-15 | Representative David Trone | Acquired $50K to $100K | Verify | ||
| 2023-11-01 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-31 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-08-28 | Representative William R Keating | Acquired $15K to $50K | Verify | ||
| 2020-10-01 | Representative Donald S Beyer Jr | Acquired Under $15K | Verify | ||
| 2018-01-16 | Senator John Reed | Acquired Under $15K | Verify |
PepsiCo Outstanding Bonds
PepsiCo issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. PepsiCo uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most PepsiCo bonds can be classified according to their maturity, which is the date when PepsiCo has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| PEPSICO INC 36 Corp BondUS713448CC02 | View | |
| PEPSICO INC 4 Corp BondUS713448BZ06 | View | |
| US713448BS62 Corp BondUS713448BS62 | View | |
| PEPSICO INC 55 Corp BondUS713448BP24 | View | |
| PEPSICO INC 285 Corp BondUS713448DF24 | View | |
| PEPSICO INC 445 Corp BondUS713448DD75 | View | |
| PEPSICO INC 35 Corp BondUS713448CY22 | View | |
| PEPSICO INC 275 Corp BondUS713448CT37 | View |
PepsiCo Corporate Filings
10Q | 8th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 3rd of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 20th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
FWP | 16th of July 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
Pair Trading with PepsiCo
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if PepsiCo position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in PepsiCo will appreciate offsetting losses from the drop in the long position's value.Moving together with PepsiCo Stock
| 0.85 | KO | Coca Cola Sell-off Trend | PairCorr |
| 0.85 | KDP | Keurig Dr Pepper Sell-off Trend | PairCorr |
| 0.69 | KOF | Coca Cola Femsa | PairCorr |
Moving against PepsiCo Stock
| 0.85 | COCO | Vita Coco | PairCorr |
| 0.78 | ZVIA | Zevia Pbc | PairCorr |
| 0.67 | FIZZ | National Beverage Corp Earnings Call This Week | PairCorr |
| 0.67 | BJ | BJs Wholesale Club | PairCorr |
| 0.65 | PRMB | Primo Brands | PairCorr |
The ability to find closely correlated positions to PepsiCo could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace PepsiCo when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back PepsiCo - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling PepsiCo to buy it.
The correlation of PepsiCo is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as PepsiCo moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if PepsiCo moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for PepsiCo can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for PepsiCo Stock Analysis
When running PepsiCo's price analysis, check to measure PepsiCo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PepsiCo is operating at the current time. Most of PepsiCo's value examination focuses on studying past and present price action to predict the probability of PepsiCo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PepsiCo's price. Additionally, you may evaluate how the addition of PepsiCo to your portfolios can decrease your overall portfolio volatility.