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

Keurig Dr Pepper (NASDAQ:KDP) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.130-2.170 for the period, compared to the consensus EPS 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

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

Keurig Dr Pepper Stock Up 0.8%

Shares of KDP opened at $29.77 on Tuesday. Keurig Dr Pepper has a 1 year low of $25.03 and a 1 year high of $36.12. The company has a debt-to-equity ratio of 0.53, a current ratio of 0.62 and a quick ratio of 0.38. The stock has a 50 day simple moving average of $28.14 and a two-hundred day simple moving average of $28.27. The firm has a market cap of $40.44 billion, a P/E ratio of 25.66, a P/E/G ratio of 2.14 and a beta of 0.34.

Keurig Dr Pepper (NASDAQ:KDP) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.01. Keurig Dr Pepper had a net margin of 9.78% and a return on equity of 11.19%. The firm had revenue of $4.50 billion during the quarter, compared to analyst estimates of $4.35 billion. Keurig Dr Pepper has set its FY 2026 guidance at 2.130-2.170 EPS. On average, analysts forecast that Keurig Dr Pepper will post 1.92 earnings per share for the current fiscal year.

Keurig Dr Pepper Dividend Announcement

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

Insider Activity

In other news, VP Angela A. Stephens sold 10,000 shares of Keurig Dr Pepper stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $29.52, for a total value of $295,200.00. Following the transaction, the vice president owned 54,200 shares in the company, valued at approximately $1,599,984. The trade was a 15.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.00% of the company’s stock.

Keurig Dr Pepper News Summary

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 Trading of Keurig Dr Pepper

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Compound Planning Inc. bought a new position in shares of Keurig Dr Pepper in the fourth quarter worth approximately $260,000. Corient Private Wealth LLC boosted its position in Keurig Dr Pepper by 6.3% during the 4th quarter. Corient Private Wealth LLC now owns 126,214 shares of the company’s stock valued at $3,535,000 after buying an additional 7,439 shares during the period. Mercer Global Advisors Inc. ADV grew its holdings in Keurig Dr Pepper by 361.4% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 190,732 shares of the company’s stock worth $5,342,000 after acquiring an additional 149,393 shares during the last quarter. Vident Advisory LLC increased its position in shares of Keurig Dr Pepper by 207.3% in the fourth quarter. Vident Advisory LLC now owns 115,593 shares of the company’s stock valued at $3,238,000 after acquiring an additional 77,975 shares during the period. Finally, EP Wealth Advisors LLC bought a new position in shares of Keurig Dr Pepper during the fourth quarter valued at about $786,000. Institutional investors own 93.99% of the company’s stock.

About Keurig Dr Pepper

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.