Keurig Dr Pepper (NASDAQ:KDP) Updates FY 2026 Earnings Guidance

Keurig Dr Pepper (NASDAQ:KDP) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.130-2.170 for the period, compared to the consensus earnings per share estimate of 2.120. The company issued revenue guidance of $25.9 billion-$26.4 billion, compared to the consensus revenue estimate of $16.9 billion.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Weiss Ratings restated a “hold (c-)” rating on shares of Keurig Dr Pepper in a research report on Wednesday, January 28th. Wells Fargo & Company increased their price target on shares of Keurig Dr Pepper from $33.00 to $35.00 and gave the company an “overweight” rating in a research note on Tuesday, October 28th. Piper Sandler raised their price target on shares of Keurig Dr Pepper from $35.00 to $38.00 and gave the stock an “overweight” rating in a report on Monday, December 15th. Barclays lifted their price target on shares of Keurig Dr Pepper from $26.00 to $30.00 and gave the company an “equal weight” rating in a research report on Tuesday, October 28th. Finally, Jefferies Financial Group lowered Keurig Dr Pepper from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $39.00 to $32.00 in a research report on Tuesday, December 16th. Ten research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $34.87.

Keurig Dr Pepper Stock Performance

NASDAQ:KDP opened at $29.77 on Tuesday. Keurig Dr Pepper has a fifty-two week low of $25.03 and a fifty-two week high of $36.12. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.38 and a current ratio of 0.62. The company has a 50 day moving average price of $28.14 and a 200 day moving average price of $28.27. The stock has a market capitalization of $40.44 billion, a P/E ratio of 25.66, a PEG ratio of 2.14 and a beta of 0.34.

Keurig Dr Pepper (NASDAQ:KDP) last released its quarterly earnings results on Tuesday, February 24th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.59 by $0.01. Keurig Dr Pepper had a return on equity of 11.19% and a net margin of 9.78%.The company had revenue of $4.50 billion for the quarter, compared to analysts’ expectations of $4.35 billion. During the same period in the prior year, the firm earned $0.58 earnings per share. The firm’s revenue was up 10.6% compared to the same quarter last year. Keurig Dr Pepper has set its FY 2026 guidance at 2.130-2.170 EPS. Equities research analysts forecast that Keurig Dr Pepper will post 1.92 EPS for the current year.

Keurig Dr Pepper Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 10th. Investors of record on Friday, March 27th will be paid a dividend of $0.23 per share. The ex-dividend date of this dividend is Friday, March 27th. This represents a $0.92 annualized dividend and a yield of 3.1%. Keurig Dr Pepper’s dividend payout ratio is presently 79.31%.

Insider Transactions at Keurig Dr Pepper

In other Keurig Dr Pepper news, VP Angela A. Stephens sold 10,000 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $29.52, for a total transaction of $295,200.00. Following the sale, the vice president directly owned 54,200 shares in the company, valued at $1,599,984. This represents a 15.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.00% of the stock is owned by company insiders.

Key Keurig Dr Pepper News

Here are the key news stories impacting Keurig Dr Pepper this week:

• Positive Sentiment: Q4 EPS and revenue beat — KDP reported $0.60 EPS vs. $0.59 consensus and revenue of $4.50B vs. $4.35B expected; net margin 9.78% and ROE 11.19%. Press Release
• Positive Sentiment: Strong U.S. refreshment beverage performance — net sales in the U.S. refreshment segment rose ~12% to $2.7B, driven largely by price realization. Keurig Dr Pepper Sales Rise on Higher Prices
• Positive Sentiment: 2026 outlook and leadership note — company reiterated targets for double‑digit adjusted EPS growth in 2026 and expects contribution from JDE Peet’s; board chair role to transition from Bob Gamgort to Pamela Patsley. This provides forward guidance and clarity on leadership. Q4 Results & 2026 Outlook
• Neutral Sentiment: Updated JDE Peet’s financing plan — KDP announced an updated financing approach and revised buyout timeline; this reduces near‑term deal uncertainty but details will determine leverage/dilution impact. Updated Financing Plan for JDE Peet’s Acquisition
• Neutral Sentiment: Recycling/ESG progress — K‑Cup pods now recyclable across Ontario, a positive ESG step that may improve brand perception but is unlikely to move near‑term earnings. K-Cup pods now recyclable in Ontario

Institutional Investors Weigh In On Keurig Dr Pepper

Several large investors have recently added to or reduced their stakes in the business. Compound Planning Inc. purchased a new position in Keurig Dr Pepper in the 4th quarter valued at approximately $260,000. Corient Private Wealth LLC raised its stake in shares of Keurig Dr Pepper by 6.3% in the fourth quarter. Corient Private Wealth LLC now owns 126,214 shares of the company’s stock valued at $3,535,000 after acquiring an additional 7,439 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in Keurig Dr Pepper by 361.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 190,732 shares of the company’s stock valued at $5,342,000 after purchasing an additional 149,393 shares during the period. Vident Advisory LLC grew its stake in Keurig Dr Pepper by 207.3% during the 4th quarter. Vident Advisory LLC now owns 115,593 shares of the company’s stock worth $3,238,000 after purchasing an additional 77,975 shares in the last quarter. Finally, EP Wealth Advisors LLC acquired a new position in Keurig Dr Pepper during the 4th quarter worth $786,000. 93.99% of the stock is owned by hedge funds and other institutional investors.

Keurig Dr Pepper Company Profile

Keurig Dr Pepper (NASDAQ: KDP) is a North American beverage company formed in July 2018 through the combination of Keurig Green Mountain and Dr Pepper Snapple Group. The company designs, manufactures, markets and distributes a wide range of hot and cold beverages and related equipment, combining Keurig’s single‑serve coffee systems with a large portfolio of carbonated and noncarbonated drink brands. It operates a network of manufacturing, packaging and distribution facilities to supply retail, foodservice and e-commerce channels across its served markets.

The company’s product mix includes single‑serve coffee brewers and coffee pods under the Keurig brand as well as a broad assortment of branded beverages.