PepsiCo stock holds firm after a fresh earnings and outlook update
Published on 08/26/2026 at 06:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
PepsiCo stock (US7134481081) is backed by a July 9, 2026 quarter that showed $2.20 in adjusted EPS on $24.18 billion in revenue, while the shares last traded at $144.67 and the company guided fiscal 2026 EPS to $8.55 to $8.71.
Earnings still set the tone
The quarter topped consensus by $0.01 per share and revenue came in $230 million above the $23.95 billion estimate, which keeps the latest report at the center of the debate. Revenue also rose 6.4 percent from a year earlier, a useful reminder that pricing and mix still matter for PepsiCo's line.
Analysts currently point to an average target of $157.90 and a Hold view, while the market cap stands at $197.46 billion. That leaves the stock below the consensus target and gives investors a simple reference point for how the market is weighing execution versus valuation.
Guidance versus peers
The company kept fiscal 2026 EPS guidance at $8.55 to $8.71, and current consensus sits at $8.57 per share. That narrow gap suggests the market is still modeling a year that is close to management's own range rather than one built on a major reset.
Coca-Cola's stronger share performance has also sharpened the comparison, with one recent market note saying KO is up 33.35 percent year to date versus PepsiCo at 2.76 percent. For PepsiCo, that gap matters because investors are not only judging earnings, but also whether the beverage and foods mix can close the growth spread.
Frito-Lay and beverages
PepsiCo's portfolio still leans on large consumer brands, led by Frito-Lay and its North American beverage franchise. Those segments remain the clearest proof points for whether pricing, volume, and mix can keep supporting the current EPS range.
More on PepsiCo stock
PepsiCo shares changed hands at $144.67 in the latest quoted session, and the market cap was $197.46 billion. The stock is still trading below the $157.90 consensus target, so the next move will likely hinge on whether the current EPS path holds into the next report.
Fact box
Company: PepsiCo, Inc.
ISIN: US7134481081
Ticker: PEP
Exchange: Nasdaq
Price (as of August 26, 2026): $144.67 USD
Market cap: $197.46 billion
Sector / Industry: Consumer Staples / Beverages
Index membership: S&P 500
PepsiCo stock snapshot
PepsiCo stock is priced against $144.67 and a $157.90 average target, with fiscal 2026 EPS guidance at $8.55 to $8.71.
