Core Viewpoint - PepsiCo is recognized as an elite dividend stock, having extended its dividend growth streak to 54 consecutive years, making it a member of the Dividend Kings group, which signifies companies that have increased their dividends for at least 50 years [2][11] Dividend Growth - PepsiCo's dividend yield is currently around 3.5%, significantly higher than the S&P 500's yield of 1.2%, making it an attractive option for passive income [2] - The company announced a 5% increase in its March dividend payment compared to the previous year and a 4% increase for the June payment, marking its 54th consecutive annual dividend increase [4] Financial Health - In the previous year, PepsiCo generated approximately $12.1 billion in operating cash flow, which comfortably covered its capital expenditures of $4.4 billion and dividend payments of $7.6 billion [5] - The company ended the year with about $9.5 billion in cash on its balance sheet, supporting its strong A+ credit rating [5] Future Cash Returns - PepsiCo anticipates returning $7.9 billion in dividends to investors in 2026, alongside a planned stock repurchase of $1 billion as part of a $10 billion repurchase program through early 2030 [7] Revenue and Earnings Growth - The company expects net revenue growth of 4% to 6% and organic revenue growth of 2% to 4% in 2026, which will support core earnings-per-share growth of 4% to 6% on a constant-current basis [8] - PepsiCo aims for long-term annual organic revenue growth of 4% to 6% and high single-digit earnings-per-share growth on a constant currency basis [9] Strategic Investments - The company is investing nearly 5% of its net revenue in 2026 to support growth, focusing on high-growth areas [9] - PepsiCo made strategic acquisitions, including the purchase of Poppi for $1.7 billion and increasing its stake in Celsius to 11% through a $585 million acquisition of convertible preferred stock [10]

Core Viewpoint - The article emphasizes the importance of dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) as a strategy for building wealth and achieving financial independence. Group 1: Investment Strategy - The company focuses on a buy-and-hold investment strategy, prioritizing quality over quantity in its portfolio selection [1]. - The aim is to supplement retirement income through dividends within the next 5-7 years [1]. Group 2: Target Audience - The company aspires to assist hard-working lower and middle-class workers in building investment portfolios comprised of high-quality, dividend-paying companies [1]. - The goal is to provide a new perspective to help these investors reach financial independence [1].

Formerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold ...

Coca-Cola (NYSE: KO) just reported full-year 2025 earnings. Organic sales rose 5% for the year, which is pretty strong given the industry headwinds. That said, the shift toward healthier foods and belt-tightening among consumers led the company to guide for 4% to 5% growth in 2026. Investors weren't pleased, and the stock sold off. There's still a better bargain out there. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you jo ...

近期事件 百事宣布在美国市场对部分零食(如乐事、多力多滋)实施降价，最高降幅达15%，以刺激需求应对消费 者价格敏感度上升。同时，集团强化亚太供应链布局，中国市场份额保持稳定或增长，西安等新产能项 目落成助力中长期发展。股息连续54年增长，并启动100亿美元回购计划，提升股东回报。 机构观点 经济观察网百事集团发布2025年第四季度及全年业绩。2025年全年净营收为939.25亿美元，同比增长 2.3%；但归属于百事的净利润为82.40亿美元，同比下滑13.9%。第四季度营收293.43亿美元，同比增长 5.6%，超出市场预期；非GAAP核心每股收益为2.26美元，同比增长15.3%。业绩呈现"国际强、北美 弱"的分化，亚太食品业务第四季度收入同比增长5%，但北美食品销量下滑1%，反映出成本压力和销 量疲软的影响。 分析师观点出现分歧。部分机构认为股价上涨主要源于估值扩张，而非基本面根本改善；Quant评级 为"持有"，华尔街23位分析师中仅7位建议"买入"。警告降价策略可能以利润率换取销量反弹，需关注 后续销量弹性和毛利率变化。 股票近期走势 以上内容基于公开资料整理，不构成投资建议。 近7天，百事可乐股价 ...

Key Takeaways PEP's shares climbed 18% in a month, driven by strong execution across beverages and convenient foods.PEP's strong brand power and disciplined operations continue to drive consistent revenue growth.PEP's growth is being fueled by robust performance in North America beverages and international markets.PepsiCo Inc. (PEP) has staged a notable comeback, with its stock climbing 18.2% in the past month, reflecting renewed investor optimism. The rally was largely sparked by the company’s strong fourt ...

PepsiCo, Inc. (NASDAQ:PEP) is included among the 13 Best Roth IRA Stocks to Buy Now. PepsiCo, Inc. (PEP) Price Target Increased to $160 at Barclays Post-Earnings Update On February 5, Barclays lifted its price target on PepsiCo, Inc. (NASDAQ:PEP) to $160 from $148 and kept an Equal Weight rating. The change came after the company’s latest earnings report, with the firm adjusting its model to reflect the updated numbers. On the Q4 2025 call, CEO Ramon Laguarta laid out what he framed as a clear plan to r ...

In this article, we will take a look at the 13 Best Roth IRA Stocks to Buy Now.A Roth IRA, or individual retirement account, is a tax-advantaged way to save for retirement and is not tied to an employer plan like a 401(k). The account is opened directly with a financial provider. The individual sets up contributions and decides how the money is invested, whether by choosing assets personally or working with an investment manager. The control sits with the account holder.Roth IRAs are not only for people clo ...

Core Insights - Lindsell Train Ltd reported an equity portfolio valued at approximately $4.1–4.2 billion, maintaining a focus on a limited number of dominant consumer, media, and financial franchises [1][10] - The portfolio is highly concentrated, with the top 10 holdings accounting for over 90% of total assets, reflecting a belief in long-term brand power and cash generation [2][10] Portfolio Overview - Total Portfolio Value: ~$4.1–4.2 billion [2] - Top 10 Holdings: - TKO Group Holdings: ~$597 million (14.6%) - Alphabet (Class A): ~$543 million (13.3%) - Walt Disney: ~$427 million (10.5%) - Intuit: ~$418 million (10.3%) - Thermo Fisher Scientific: ~$397 million (9.7%) - Fair Isaac: ~$334 million (8.2%) - Mondelez International: ~$314 million (7.7%) - PepsiCo: ~$309 million (7.6%) - PayPal: ~$301 million (7.4%) - eBay: ~$223 million (5.5%) [2] Changes in Holdings - Notable Add: Alphabet (Class A) saw an increase of ~206,000 shares (+10.1% QoQ), reinforcing its role as a core long-term investment [3] - Major Trims: - TKO Group Holdings reduced by ~219,000 shares (-6.9% QoQ) - Walt Disney trimmed by ~361,000 shares (-8.8% QoQ) - Intuit reduced by ~54,000 shares (-8.1% QoQ) - Mondelez International trimmed by ~681,000 shares (-11.9% QoQ) - PepsiCo reduced by ~226,000 shares (-9.3% QoQ) - eBay reduced by ~830,000 shares (-25.3% QoQ) [8] Investment Strategy - The portfolio reflects a quality growth style focused on brand and intellectual property-led businesses, with a very long-term holding period and low turnover [9][10] - The strategy emphasizes disciplined capital allocation and patient ownership of high-return businesses, with modest rebalancing to enhance long-term compounding [11]

Let's take a step back to May 2025. PepsiCo (NASDAQ: PEP) is hovering near a four-year low amid stagnant sales growth and weak consumer spending. Pepsi, which owns a variety of carbonated, juice, coffee, tea, and energy drink brands, as well as Frito-Lay and Quaker Oats, isn't exactly well positioned to evolve with an increasingly health-conscious consumer base. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock A ...