PEP PEPSICO INC

MIXED Impact: 2/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-PEP-jpmorgan-20251210
11 firms acted on PEP: JP Morgan, Freedom Broker, B of A Securities, Barclays, Jefferies, CICC, Piper Sandler, Deutsche Bank, TD Cowen, Morgan Stanley, Exane BNP Paribas
Final — all horizons settled through T+60d
PEP ▲ +7.40% at T+60d
NEUTRAL call ✓ call won +7.40% · α vs SPY +8.93% · entry $149.68 → $160.75
Last close $140.68 (close Jun 8) · -6.01% from $149.68 entry
Entry anchored
Dec 9, 03:59 PM ET
via Databento tick
T+1d
-0.43%
call -0.43% · α -0.65%
$149.04
settled 6mo ago
T+5d
+0.23%
call +0.23% · α +2.58%
$150.02
settled 6mo ago
T+20d
-6.56%
call -6.56% · α -7.49%
$139.86
settled 5mo ago
T+60d
+7.40%
call +7.40% · α +8.93%
$160.75
settled 3mo ago

Price Chart

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Executive Summary

On December 10, 2025, JP Morgan upgraded PepsiCo (PEP) from Neutral to Overweight, raising the price target from $151 to $164, in a cluster of 11 firms that acted on the stock. JP Morgan has a 55% accuracy rate on 5,703 calls with a 5.6% average return, ranking above average among covering firms. Consensus is heavily mixed: 45% Buy (13 of 29 analysts), 52% Hold, and 3% Sell. The mean price target is $172, implying 8.5% upside from the current $158.49, but JP Morgan's new target of $164 sits below both the mean and median, signaling a less bullish view. Earnings revisions are divergent: current-quarter EPS has seen 14 downward revisions in 30 days, while next-quarter revisions are slightly positive (+7 up vs -6 down). Insider selling persists — CFO Laguarta sold $4.68M in March 2026 — and short interest stands at 57.3% of volume, indicating heavy bearish positioning. Institutional activity is mixed: Norges Bank initiated a $3B position, but Renaissance trimmed 43% and Elliott trimmed 68%. The upgrade is a modest bullish signal, but the cross-currents suggest a wait-and-see approach until price confirms above $160.

Impact Score

Base Score
1/7
LLM Adjustment
+1
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
13 (45%)
Hold
15
Sell / Strong Sell
1
Total Analysts
21
Mean PT
$172.00
Median PT
$173.00
High PT
$195.00
Low PT
$130.00
Current Price
$158.49
Implied Upside
+8.5%

Among 29 analysts covering PEP, 3 are Strong Buy, 10 are Buy, 15 are Hold, and 1 is Sell. That yields 45% bullish (13/29), 52% neutral, and 3% bearish. The consensus leans hold-dominated, with a significant minority of buyers.

The mean price target is $172, median $173, high $195, and low $130. Current price of $158.49 implies 8.5% upside to the mean. JP Morgan's new $164 target is 4.6% below the mean and 5.2% below the median, reflecting a more conservative outlook relative to the average analyst.

Recent Analyst Activity

DateFirmActionRatingPrice Target
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
2026-02-20 TD Cowen maintain Hold $165.00
2026-02-04 Citigroup maintain Buy $182.00
2026-02-04 JP Morgan maintain Overweight $176.00

No upgrades or downgrades in the last 30 days — only maintain actions. EPS revision trends: current fiscal year (0y) shows 8 upward revisions in 7 days but 8 downward in 30 days, net flat. Current quarter (0q) had 14 downward revisions in 30 days, a bearish signal. Next quarter (+1q) had 7 up and 6 down, slightly positive. Estimates are under near-term pressure.

Firm Track Record — JP Morgan

JP Morgan accuracy: 55% on 5703 calls | avg return: 5.6%

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

JP Morgan has a 55% accuracy rate on 5,703 scored calls with an average return of 5.6%, placing them above average among firms covering PEP. On PEP-specific calls (11 scored, 6 correct), their accuracy is 55% with a -1.5% avg return. Best-performing firms on PEP: B of A Securities (80% on 5 calls), Morgan Stanley (80% on 5), Piper Sandler (75% on 4). Worst: Deutsche Bank (0% on 3), Jefferies (29% on 7).

Earnings Estimates

Next earnings: Jul 15, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0y $8.66 $8.54 — $9.55 $98.9B ↑8 ↓0
+1q $2.44 $2.39 — $2.60 $25.0B ↑10 ↓0
0q $2.23 $2.16 — $2.55 $24.0B ↑0 ↓0
+1y $9.15 $8.93 — $9.33 $102.0B ↑9 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 2 sells
Congressional
Sheldon Whitehouse (democrat) — sell $1,001 - $15,000
Congressional
Thomas Kean Jr (republican) — sell $15,001 - $50,000
Congressional
Sheldon Whitehouse (democrat) — sell $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — trim (-43.4%)
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (106.5%)
Short Interest
Short: 1,210,648 | Exempt: 721 | TRF Vol: 2,112,171 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)

Insider trades: two major sells — CFO Ramon Laguarta sold $4.68M and Eugene Willemsen sold $624k in March 2026. Congressional activity: two sells by Sen. Whitehouse and one buy by Rep. Letlow. Institutional changes: Norges Bank initiated a $3B position (but also filed an exit — possibly two funds); Renaissance trimmed 43%, Two Sigma doubled, Elliott trimmed 68%. Short interest is 57.3% of volume, indicating heavy bearish sentiment. This divergence — a bullish upgrade against insider selling and high short interest — suggests caution.

Actionable Insight

JP Morgan's upgrade adds a positive catalyst, but the bearish cross-signals from insider sales and heavy short interest argue against chasing. Wait for a decisive close above $160 with increasing volume before initiating or adding to longs.

Documents Analyzed

Report based on filing metadata.

5 reports for PEP
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PEP — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$149.68 $150.02▲ +0.23%▲ +2.58%$140.68 (−6.01%)
May 22, 2026
18d ago
8-K
NEUTRAL ★ 2/10
$144.16 $141.96▼ −1.53%▼ −2.74%$140.68 (−2.42%)
May 1, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$149.68 $150.02▲ +0.23%▲ +2.58%$140.68 (−6.01%)
Mar 27, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$156.80 $153.21▼ −2.29%▼ −6.59%$140.68 (−10.28%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$167.22 $161.46▼ −3.44%▼ −2.24%$140.68 (−15.87%)
Showing 5 of 5

US Market Status

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