PEP PEPSICO INC

NEUTRAL Impact: 1/10 ANALYST-UPGRADE
Processed 2d 19h ago SEC analyst-PEP-bernstei-20260612
Bernstein initiates coverage on PEP at Market Perform

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Executive Summary

Bernstein initiated coverage on PepsiCo (PEP) with a Market Perform rating and a $143 price target, implying a 0.5% downside from the current $143.73. The firm has a 51% accuracy on 497 calls, below top-tier peers. PEP's consensus is predominantly bullish: 16 Buy/Strong Buy, 15 Hold, and 1 Sell out of 29 analysts, with a mean target of $170.43. Bernstein's $143 PT is well below the consensus, aligning with the cautious hold camp. Over the past 30 days, analyst momentum is mildly positive (1 upgrade, 0 downgrades), but EPS revisions have been tilted negative (1 down vs 0 up for the quarter). Insider trades are absent, while institutional activity shows mixed signals: Capital World Investors doubled its position, but three funds including Norges Bank exited. Short interest is elevated at 57.5%, suggesting bearish positioning. The neutral initiation at current levels, combined with drifting estimates and high short interest, warrants a wait-and-see approach.

Impact Score

Base Score
1/7
LLM Adjustment
+0
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
13 (45%)
Hold
15
Sell / Strong Sell
1
Total Analysts
21
Mean PT
$170.43
Median PT
$173.00
High PT
$195.00
Low PT
$132.00
Current Price
$143.73
Implied Upside
+18.6%

Of 29 analysts covering PEP, 13 are Buy, 3 Strong Buy, 15 Hold, 1 Sell, and 0 Strong Sell. That's 55% Buy or Strong Buy, with a significant hold contingent. Consensus leans bullish but with substantial neutral weight.

Current price is $143.73. Mean target is $170.43, median $173, high $195, low $132. Implied upside to the mean is 18.6%. Bernstein's $143 PT is the second-lowest among analysts (only $132 is lower), well below the consensus.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-06-12 Bernstein initiate Market Perform $143.00
2026-06-05 Wells Fargo maintain Equal-Weight $150.00
2026-05-18 Wells Fargo maintain Equal-Weight $160.00
2026-04-20 Barclays maintain Equal-Weight $158.00
2026-04-17 JP Morgan maintain Overweight $178.00
2026-04-17 Evercore ISI Group maintain In-Line $170.00
2026-04-14 Barclays maintain Equal-Weight $154.00
2026-04-07 UBS maintain Buy $186.00
2026-03-30 Deutsche Bank maintain Buy $169.00
2026-03-12 Piper Sandler maintain Overweight $181.00

In the last 30 days, there has been 1 upgrade and 0 downgrades. EPS revision trend is slightly negative: 0 revisions up vs 1 down for the current quarter, and 1 up vs 2 down for the current fiscal year. Estimates are drifting lower.

Firm Track Record — Bernstein

Bernstein accuracy: 51% on 497 calls | avg return: 3.3%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 12 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
B of A Securities 80% 4/5 2.3% top tier
Citigroup 80% 4/5 3.5% top tier
Morgan Stanley 80% 4/5 0.9% top tier
Piper Sandler 75% 3/4 8.6% top tier
UBS 67% 2/3 3.2% top tier
TD Cowen 67% 2/3 -5.3% top tier
Wells Fargo 57% 4/7 1.8% above average
RBC Capital 57% 4/7 -2.2% above average
JP Morgan 55% 6/11 -1.5% above average
Barclays 53% 9/17 -0.9% above average

Bernstein has a 51% accuracy rate on 497 analyst calls, with an average return of 3.3%. This places them below top-tier firms like BofA (80% on 5 calls), Citigroup (80%), and Morgan Stanley (80%). Best performing firm covering PEP is Piper Sandler (75% on 4 calls, 8.6% avg return); worst is Deutsche Bank (0% on 3 calls, -7.5% avg return).

Earnings Estimates

Next earnings: Jul 15, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $2.23 $2.14 — $2.55 $24.0B ↑0 ↓0
0y $8.66 $8.50 — $9.55 $99.0B ↑0 ↓0
+1q $2.44 $2.38 — $2.60 $25.0B ↑0 ↓0
+1y $9.13 $8.76 — $9.33 $102.1B ↑0 ↓0

Cross-Platform Signals

Congressional
Gary Peters (democrat) — buy $15,001 - $50,000
Congressional
Sheldon Whitehouse (democrat) — sell $1,001 - $15,000
Congressional
Thomas Kean Jr (republican) — sell $15,001 - $50,000
Institutional
NORGES BANK — exit (-100%)
Institutional
Lindsell Train Ltd — trim (-29.1%)
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Short Interest
Short: 1,638,074 | Exempt: 1,112 | TRF Vol: 2,849,552 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)

Insider trades: none reported. Congressional trades show one Democrat buy (Gary Peters, $15k-$50k) and two sells (Sheldon Whitehouse $1k-$15k and Thomas Kean Jr $15k-$50k). Institutional activity is mixed: Capital World Investors doubled its position (+275.2%), while Norges Bank, Renaissance, and Point72 exited entirely. Lindsell Train trimmed 29.1%. Short interest ratio stands at 57.5%, elevated. Overall, signals diverge: institutional exits and high short interest conflict with the congressional buy and a few bullish holds.

Actionable Insight

The Bernstein initiation at Market Perform with a sub-consensus target reinforces a cautious stance near current levels. Traders should note the high short interest and drifting EPS estimates against still-bullish consensus; wait for clearer direction before adding long exposure.

Documents Analyzed

Report based on filing metadata.

8 reports for PEP
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PEP — sortable, filterable
Type Now
Jun 12, 2026
2d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$143.24 awaiting T+5awaiting T+5$144.27 (+0.72%)
Jun 12, 2026
2d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$143.04 awaiting T+5awaiting T+5$144.27 (+0.86%)
Jun 11, 2026
3d ago
Institutional Cluster
BEARISH ★ 4/10
$144.94 awaiting T+5awaiting T+5$144.27 (+0.46%)
May 31, 2026
14d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$149.68 $150.02▲ +0.23%▲ +2.58%$144.27 (−3.61%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 2/10
$144.16 $141.96▼ −1.53%▼ −2.74%$144.27 (+0.07%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$149.68 $150.02▲ +0.23%▲ +2.58%$144.27 (−3.61%)
Mar 27, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$156.80 $153.21▼ −2.29%▼ −6.59%$144.27 (−7.99%)
Mar 2, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$167.22 $161.46▼ −3.44%▼ −2.24%$144.27 (−13.72%)
Showing 8 of 8

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