Pepsico, Inc. (PEP) is currently trading at $128.63. Based on 22 Wall Street analysts, the average target price is $153.86, implying a 19.6% upside. The consensus recommendation is HOLD.

Over the past 30 days, the feed records 0 target raises and 1 target cut for PEP. Over the past 90 days, the feed records 1 target raise and 12 target cuts for PEP.

PEP

Pepsico, Inc.

Consumer StaplesOpinion: hold

Opinion Criteria: Based on the consensus of Wall Street analysts. Strong Buy (1.0-1.5), Buy (1.5-2.5), Hold (2.5-3.5), Sell (3.5-4.5), Strong Sell (4.5-5.0).

Price (USD)

$128.63

Consensus target price range

Low–high band from analyst PT changes in the last 3 months; median & sample mean vs current price

LowHigh
$138.00$183.00
Current $128.63
Median: $152.00Mean: $154.85Current: $128.63

Recent price target updates (latest 80)

  • BNP ParibasSep 23, 2026

    PT action: Lowers

    $183.00 → $161.00

  • BarclaysJul 21, 2026

    PT action: Raises

    $138.00 → $142.00

  • BarclaysJul 10, 2026

    PT action: Lowers

    $144.00 → $138.00

  • JefferiesJul 10, 2026

    PT action: Lowers

    $162.00 → $152.00

  • TD CowenJul 10, 2026

    PT action: Lowers

    $150.00 → $145.00

  • Morgan StanleyJul 10, 2026

    PT action: Lowers

    $180.00 → $160.00

  • RBC CapitalJul 10, 2026

    PT action: Lowers

    $163.00 → $161.00

  • Wells FargoJul 10, 2026

    PT action: Lowers

    $150.00 → $140.00

  • CitigroupJul 10, 2026

    PT action: Lowers

    $170.00 → $145.00

  • BNP ParibasJul 8, 2026

    PT action: Lowers

    $195.00 → $183.00

  • UBSJul 2, 2026

    PT action: Lowers

    $186.00 → $172.00

  • BarclaysJul 2, 2026

    PT action: Lowers

    $158.00 → $144.00

  • JP MorganJul 1, 2026

    PT action: Lowers

    $178.00 → $170.00

  • CitigroupJun 25, 2026

    PT action: Lowers

    $182.00 → $170.00

  • B of A SecuritiesJun 25, 2026

    PT action: Lowers

    $173.00 → $164.00

  • Deutsche BankJun 18, 2026

    PT action: Lowers

    $173.00 → $168.00

  • Piper SandlerJun 12, 2026

    PT action: Lowers

    $181.00 → $178.00

  • BernsteinJun 12, 2026

    PT action: Announces

    $0.00 → $143.00

  • TD CowenJun 11, 2026

    PT action: Lowers

    $165.00 → $150.00

  • BernsteinJun 11, 2026

    PT action: Announces

    $0.00 → $143.00

Band uses only the revised target (Current column) from firm actions dated within the last 3 months—not the Prior price.

Avg Target

$153.86

Based on 22 analysts

Analyst Recommendations

Buy (7)Hold (16)Sell (1)

Upside

+19.62%

Market Cap

$175.71B

Financial & Investment Metrics

Next Earnings Date
Oct 8, 2026D-12
P/E Ratio (TTM)16.86
Forward P/E14.35
P/B Ratio7.95
Dividend Yield4.60%
Return on Equity (ROE)51.51%
Operating Margin16.84%
Debt to Equity238.95
Beta (Volatility)0.36
52 Week Range$126.90 - $171.48
LowCurrent: $128.63High

Daily editorial mentioning PEP

Price target moves

LLY Target Climbs $89 as Healthcare Sector Faces Divergent Price Revisions

The most aggressive move in the latest data, as of July 9, 2026, involves Eli Lilly (LLY). Truist Securities pushed its target to $1,370 from $1,281, a significant $89 upward adjustment that signals continued confidence in the drugmaker’s pipeline. This shift stands in contrast to the broader trend seen among its peers, where several major names endured downward revisions.

The week in PT changes

Financials saw a flurry of activity yesterday, with UBS acting as the primary catalyst. The firm adjusted its outlook for four different names in the sector, nudging MetLife (MET) up to $105 from $102 and lifting Aon (AON) to $383 from $360. Perhaps more telling was the move on Chubb (CB), where the target jumped from $340 to $369, even as the implied upside dipped into negative territory. Schwab (SCHW) also received a boost, moving to $122 from $119.

Healthcare, however, remains the epicenter of conflicting sentiment. While LLY saw upward momentum from both Truist and Morgan Stanley—the latter raising its mark to $1,347—other stalwarts faced cuts. Morgan Stanley lowered its target for Regeneron (REGN) by $58, taking it to $730, and trimmed Gilead (GILD) to $166. Meanwhile, JP Morgan lowered its outlook for Pfizer (PFE) to $28 from $30.

Elsewhere, the industrial and materials sectors showed incremental adjustments. Martin Marietta Materials (MLM) saw a modest lift from Citigroup to $737, while Vulcan Materials (VMC) was pulled down slightly by UBS to $349. In the technology space, Palo Alto Networks (PANW) faced a sharp downward revision, with Evercore ISI Group cutting its target by $55 to $320.

Ticker Firm Dir Prior→Current
LLY Truist Securities Up 1281→1370
PANW Evercore ISI Group Down 375→320
AON UBS Up 360→383
VICI Morgan Stanley Down 38→31

What the data does not say

These revisions, found on our price target moves page, reflect the internal modeling of individual analyst teams rather than a collective market mandate. When an analyst lowers a price target, it does not necessarily imply a negative view on the company’s underlying business performance; often, it is a mathematical reaction to shifting interest rate assumptions, peer group valuation multiples, or updated quarterly guidance.

Furthermore, a downward revision—such as the $12 reduction for ConocoPhillips (COP) by UBS—often leaves the company with substantial implied upside, highlighting the gap between current market prices and analyst expectations. Investors should be careful not to conflate a change in a target price with a fundamental change in the thesis for these large-cap equities. These figures represent snapshots in time, calibrated to the specific variables used by each firm, and are not indicators of near-term price direction.

Read article →

Insider Sentiment Index (Last 6 Months)

Counts and listings exclude stock awards, gifts, and option exercises—open-market purchases and sales only.

Buy vs Sell (Count)

Insider Buys: 0Insider Sells: 10

Whale Trades (C-Level Large Buys)

No major insider buying detected recently.

Recent Insider Transactions

DateNamePositionTransactionShares
7/27/2026FLAVELL DAVID JAMESGeneral CounselSale at price 139.54 per share.2,900
3/4/2026WILLEMSEN EUGENEOfficerSale at price 164.44 - 164.46 per share.6,500
3/2/2026LAGUARTA RAMON LChief Executive OfficerSale at price 167.39 per share.27,945
3/4/2025GALLAGHER MARIE TOfficerSale at price 159.55 per share.25,000
3/3/2025LAGUARTA RAMON LChief Executive OfficerSale at price 154.90 per share.50,000
3/3/2025KRISHNAN RAMKUMARChief Executive OfficerSale at price 150.91 - 153.51 per share.9,925
3/3/2025WILLIAMS STEVEN COfficerSale at price 150.89 per share.17,978
3/3/2025WILLEMSEN EUGENEOfficerSale at price 154.33 per share.10,000
3/3/2025FLAVELL DAVID JAMESGeneral CounselSale at price 150.90 per share.6,906
2/27/2025SANTILLI PAULA ALEJANDRAOfficerSale at price 151.90 per share.7,777

Frequently Asked Questions

Q. What is the current target price and upside for PEP?

A. The current target price for Pepsico, Inc. is $153.86, which implies a 19.6% upside from the current price of $128.63. This is based on the consensus of 22 Wall Street analysts.

Q. What is the current analyst recommendation for PEP?

A. Currently, there are 3 Strong Buy, 4 Buy, 16 Hold, 1 Sell, and 0 Strong Sell ratings. The overall consensus is HOLD.

Q. Are insiders buying PEP stock recently?

A. Over the past 6 months, there have been 0 insider buys and 10 insider sells. Insider selling is more prominent recently.

Other Promising Stocks in Consumer Staples

Data provided by Yahoo Finance. This information is for informational purposes only and does not constitute investment advice. We bear no legal responsibility for any investment decisions made based on this data.

Read full disclaimer →