PEP · News · 20260807N

Capital Return Program

PEPSICO INC · 2026-08-07 · Importance 13 · Surprise 6

PepsiCo declared a quarterly dividend of $1.48 per share following its second-quarter 2026 results. The dividend implies an annualized yield of approximately 4.3% based on reported market prices. Third-party analysis estimated the payout at roughly 90% of core earnings and 100% of free cash flow, while improved international growth, productivity gains, and cash-flow conversion were cited as factors supporting dividend sustainability.

Key facts

• Cohen Capital Management Inc. increased its PepsiCo stake by 12.4% in the second quarter to 90,398 shares valued at $12.24 million. source
• PepsiCo EVP sold 2,900 shares in July, as reported in the filings cited by MarketBeat. source
• As part of Pohlad's transactions, he acquired 398.3229 phantom stock units through dividend reinvestment in PepsiCo's Director Deferral Program. source
• MarketBeat reported NewEdge Advisors LLC decreased its stake by 9.9% in the first quarter and now holds 229,954 PepsiCo shares valued at $35.71 million. source
• The Czech National Bank increased its PepsiCo stake by 4.5% in the second quarter, acquiring 16,834 shares to bring total holdings to 389,035 shares valued at $52,675,000. source
• PensionDanmark increased its PepsiCo stake by 8.5% in the second quarter to 337,497 shares valued at $45.7 million. source