B. Metzler seel. Sohn & Co. AG Acquires Shares of 335,318 Keurig Dr Pepper, Inc $KDP
B. Metzler seel. Sohn & Co. AG has acquired a new stake of 335,318 shares in Keurig Dr Pepper, Inc (NASDAQ:KDP) during the second quarter, valued at approximately $10,975,000. This comes as other institutional investors have also adjusted their positions in the company. Keurig Dr Pepper's stock recently opened at $31.66 and has seen several analysts set new price targets, with a consensus rating of "Moderate Buy."
Keurig Dr Pepper (KDP) Could Be 13% Below Fair Value As New Launches Meet Mixed Earnings
Keurig Dr Pepper (KDP) has recently launched a 7UP reformulation and a Dr Pepper Shake collaboration with Portillo’s, following a mixed quarterly earnings report. Despite these new initiatives, the stock is considered by some analysts to be 12.9% undervalued with a fair value estimate of $35.65, while others view it as expensive given its P/E ratio of 31.4x compared to industry averages. Investors are advised to weigh these mixed signals and assess the company's valuation against potential risks and opportunities.
Keurig Dr Pepper stock draws fresh Overweight call with upside to $38
Keurig Dr Pepper (KDP) has received a new "Overweight" rating and a $38 price target from analysts, indicating a potential upside from its current trading price of around $31. This positive outlook is supported by a dividend yield near 3% and an intrinsic value estimate of $47.01, suggesting the stock may be undervalued despite market concerns. The company is also refreshing its 7UP brand, which could further boost its performance.
Keurig Dr Pepper Inc. stock outperforms competitors on strong trading day
Keurig Dr Pepper Inc. (KDP) shares rose 1.93% to $31.66 on a day when the broader market, including the S&P 500 and Dow Jones Industrial Average, experienced significant declines. This marks the third consecutive day of gains for the stock.
Tocqueville Asset Management L.P. Buys New Position in Keurig Dr Pepper, Inc $KDP
Tocqueville Asset Management L.P. has acquired a new position in Keurig Dr Pepper, Inc (NASDAQ:KDP) during the second quarter, purchasing 221,872 shares valued at approximately $7.3 million. This comes as Keurig Dr Pepper exceeded quarterly earnings expectations, reporting $0.57 EPS against a $0.54 consensus and revenue of $7.31 billion, a 75.6% year-over-year increase. Analysts maintain a "Moderate Buy" rating with a consensus price target of $34.94, suggesting a positive outlook for the company whose stock recently traded at $31.06.
E Fund Management Co. Ltd. Acquires Shares of 52,398 Keurig Dr Pepper, Inc $KDP
E Fund Management Co. Ltd. has acquired 52,398 shares of Keurig Dr Pepper (NASDAQ:KDP) during the second quarter, a stake valued at approximately $1.715 million. This acquisition is part of broader institutional investment, with various hedge funds adjusting their positions in the company. Keurig Dr Pepper recently reported strong quarterly earnings, surpassing analyst expectations, and has received several analyst upgrades, contributing to its "Moderate Buy" consensus rating.
Danske Bank A S Purchases Shares of 1,032,839 Keurig Dr Pepper, Inc $KDP
Danske Bank A S recently acquired a new stake of 1,032,839 shares in Keurig Dr Pepper (NASDAQ:KDP), valued at approximately $33.8 million, during the second quarter. Other institutional investors like Vanguard Group Inc., BlackRock Inc., and State Street Corp also significantly adjusted their holdings in the company. Analysts currently rate Keurig Dr Pepper as a "Moderate Buy" with an average price target of $34.75, following recent positive earnings results.
Keurig Dr Pepper stock rating resumed at Overweight by Morgan Stanley
Morgan Stanley has resumed coverage on Keurig Dr Pepper (NASDAQ:KDP) with an Overweight rating and a price target of $38.00, suggesting a 22% upside. The firm believes the current valuation doesn't fully reflect the value of its North American refreshment beverage business, with a planned separation into independent Beverage Co. and Global Coffee Co. in early 2027 acting as a key catalyst. The rating is supported by strong carbonated soft drink and energy category growth, solid pricing, and building contributions from distribution partnerships.
Keurig Dr Pepper stock rating resumed at Overweight by Morgan Stanley
Morgan Stanley has resumed coverage of Keurig Dr Pepper (KDP) with an Overweight rating and a $38.00 price target, citing that the current valuation does not fully reflect the value of its North American refreshment beverage business. The firm believes the planned separation into independent Beverage Co. and Global Coffee Co. in early 2027 will unlock significant value. Key drivers include strong growth in carbonated soft drinks and energy categories, solid pricing, and value creation from distribution partnerships, with a potential 22% upside to the target price.
Keurig Dr Pepper stock rating resumed at Overweight by Morgan Stanley
Morgan Stanley has resumed coverage on Keurig Dr Pepper Inc. (NASDAQ:KDP) with an Overweight rating and a $38 price target, citing potential for value unlocking through planned separation into independent beverage and global coffee companies in early 2027. The firm highlighted strong growth in carbonated soft drinks and energy categories, solid pricing, and building contributions from distribution partnerships. This follows Keurig Dr Pepper's strong second-quarter 2026 results and recent appointment of Aaron Alt to its board.
TD Cowen raises J.M. Smucker stock price target on coffee strength
TD Cowen has increased its price target for J.M. Smucker (NYSE:SJM) to $123 from $120, maintaining a Hold rating due to strong performance in its Coffee segment. The company's first-quarter retail sales rose 4.3%, surpassing initial guidance, largely driven by sustained coffee pricing. Despite management's cautious outlook, TD Cowen anticipates further beats and raises in Coffee guidance for fiscal 2027.
Deutsche Bank AG Makes New $181.62 Million Investment in Keurig Dr Pepper, Inc $KDP
Deutsche Bank AG has made a significant new investment in Keurig Dr Pepper, acquiring 5,549,050 shares valued at approximately $181.62 million during the second quarter. This move makes Deutsche Bank AG a notable institutional holder of KDP stock, owning about 0.41% of the company. Other institutional investors have also recently adjusted their positions in Keurig Dr Pepper, and analysts have issued varied ratings and price targets, with the stock currently holding a "Moderate Buy" average rating.
Danica Pension Livsforsikringsaktieselskab Buys New Position in Keurig Dr Pepper, Inc $KDP
Danica Pension Livsforsikringsaktieselskab has acquired a new position in Keurig Dr Pepper, Inc. (NASDAQ:KDP), purchasing 335,043 shares valued at approximately $10.97 million during the second quarter. Other institutional investors also adjusted their holdings in KDP, which recently reported earnings of $0.57 per share, beating analyst estimates. Analysts currently have a "Moderate Buy" rating on the stock with an average target price of $34.75.
BlackRock Inc. Makes New Investment in Keurig Dr Pepper, Inc $KDP
BlackRock Inc. has acquired a new significant stake in Keurig Dr Pepper (NASDAQ:KDP) during the second quarter, purchasing over 143 million shares valued at approximately $4.7 billion, making it the largest institutional investor with about 10.55% ownership. Several other institutional investors also increased their holdings. Analysts currently rate KDP as a "Moderate Buy" with a consensus price target of $34.75, following recent earnings that beat expectations.
Keurig Dr Pepper stock slips after Q2 revenue hit $7.31 billion
Keurig Dr Pepper's stock slipped by 3.69% to $30.28 after its Q2 2026 revenue hit $7.31 billion and adjusted EPS reached $0.57, surpassing the consensus of $0.54. Despite the stock drop, the company reaffirmed its 2026 outlook, and market consensus remains a "Moderate Buy" with an average target of $34.75. The report highlighted strong North American beverage and coffee demand, with 7UP remaining a core brand.
Keurig Dr Pepper Inc. stock underperforms Tuesday when compared to competitors despite daily gains
Keurig Dr Pepper Inc. (KDP) stock rose 1.68% on Tuesday, closing at $30.79, despite a generally poor trading day for the broader market with the S&P 500 and Dow Jones Industrial Average both falling. However, KDP's performance still left it underperforming compared to some competitors and 14.32% below its 52-week high.
The Zacks Analyst Blog Highlights PepsiCo, Keurig Dr Pepper and Coca-Cola
The
The Zacks Analyst Blog Highlights PepsiCo, Keurig Dr Pepper and Coca-Cola
The Zacks Analyst Blog discusses brand refresh strategies by PepsiCo, Keurig Dr Pepper, and Coca-Cola to adapt to changing consumer preferences and tighter budgets. PepsiCo is modernizing brands like Lay's and Gatorade and expanding into healthier options
The Zacks Analyst Blog Highlights PepsiCo, Keurig Dr Pepper and Coca-Cola
This Zacks Analyst Blog highlights how PepsiCo, Keurig Dr Pepper, and Coca-Cola are adapting their brand strategies to changing consumer preferences. PepsiCo is refreshing its portfolio with new visuals and healthier options, while Keurig Dr Pepper and Coca-Cola are focusing on portfolio prioritization and innovation in high-growth beverage categories. The article also provides a brief analysis of PepsiCo's recent stock performance, valuation, and earnings estimates.
Plato Investment Management Ltd Invests $1.50 Million in Keurig Dr Pepper, Inc $KDP
Plato Investment Management Ltd recently acquired a new stake of $1.50 million in Keurig Dr Pepper, Inc (NASDAQ:KDP) during the second quarter, purchasing 46,101 shares. Other institutional investors also increased their holdings in KDP, with notable acquisitions from Empowered Funds LLC, Woodline Partners LP, and Jump Financial LLC. Analysts have issued varied ratings for KDP, with an average "Moderate Buy" rating and an average target price of $34.75, following the company's strong Q2 earnings report where it surpassed revenue and EPS estimates.
Commerzbank Aktiengesellschaft FI Takes Position in Keurig Dr Pepper, Inc $KDP
Commerzbank Aktiengesellschaft FI has acquired a new position in Keurig Dr Pepper (NASDAQ:KDP), purchasing 79,469 shares valued at approximately $2.6 million. This move is part of a broader trend, with institutional investors collectively owning 93.99% of KDP stock. Keurig Dr Pepper recently exceeded quarterly expectations with $0.57 EPS and $7.31 billion in revenue, leading analysts to maintain a "Moderate Buy" rating with a $34.75 price target.
Keurig Dr Pepper Inc. stock underperforms Monday when compared to competitors
Keurig Dr Pepper Inc. (KDP) stock fell 3.69% on Monday, closing at $30.28. This underperformance occurred during a generally poor trading session where the S&P 500 Index and Dow Jones Industrial Average also experienced declines. The stock's drop ended a three-day winning streak for the company.
PepsiCo's Brand Refresh: Is it Enough to Win Back Consumers?
PepsiCo is undertaking a significant brand refresh to adapt to changing consumer preferences and budget constraints, particularly in North America. This strategy involves modernizing established brands like Lay's, Tostitos, Quaker, and Gatorade with new visuals, ingredient messaging, and product innovations focusing on health-aligned categories. While early signs show improved household penetration in foods, sustained volume growth, especially in beverages, will depend on the success of these initiatives amid a challenging economic environment.
Weekly Recap: JDE Peet's deal and Aaron Alt named independent director
Keurig Dr Pepper (KDP) exceeded Q2 estimates with $7.31 billion in sales and $210 million net income, partly due to the JDE Peet's deal. The company also announced the appointment of Aaron Alt as an independent director and launched new co-branded Dr Pepper shakes with Portillo’s. Reuters clarified an earlier error regarding the CEO's name, confirming it as Tim Cofer.
The Most Popular Soda in Every State (The #1 Ranked Should Be No Surprise)
This article identifies the most popular soda in each U.S. state, based on data from Power Brands. Coca-Cola is the most favored overall, being the top choice in 14 states, followed by Dr Pepper and Sprite. The article also highlights regional preferences and unique choices in some states, with Pepsi and Mountain Dew also having significant popularity.
239,800 Shares in Keurig Dr Pepper, Inc $KDP Purchased by Alberta Investment Management Corp
Alberta Investment Management Corp recently acquired a new stake of 239,800 shares in Keurig Dr Pepper, Inc. (NASDAQ:KDP), valued at approximately $7.85 million. This purchase is part of broader institutional investment activity, with several other hedge funds also adjusting their positions in KDP. Analyst ratings for Keurig Dr Pepper are mixed but generally lean towards a "Moderate Buy" with a consensus price target of $34.75.
Does Q2’s Revenue Jump And Profit Dip Reframe The Bull Case For Keurig Dr Pepper (KDP)?
Keurig Dr Pepper's Q2 2026 results show a significant revenue increase to US$7.31 billion, but a profit dip to US$142 million due to margin pressures and coffee segment weakness. The company is focusing on product innovation, like the 7UP lime-led reformulation, to drive growth. While revenue growth is strong, profit recovery and addressing coffee-related headwinds remain key challenges for the investment narrative.
Oppenheimer Asset Management Inc. Invests $5.87 Million in Keurig Dr Pepper, Inc $KDP
Oppenheimer Asset Management Inc. recently acquired a new stake of 179,480 shares in Keurig Dr Pepper, Inc (NASDAQ:KDP), valued at approximately $5.87 million during the second quarter. This move is part of broader institutional investment trends, with other major firms like Vanguard Group Inc. and State Street Corp also adjusting their positions in KDP. The stock currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $34.75, and recently reported earnings beating analyst expectations.
Assenagon Asset Management S.A. Sells 216,061 Shares of Keurig Dr Pepper, Inc $KDP
Assenagon Asset Management S.A. significantly reduced its stake in Keurig Dr Pepper (NASDAQ:KDP) by 82.7% in the second quarter, selling 216,061 shares. Following the sale, the firm now owns 45,040 shares valued at $1.47 million. Other institutional investors have shown mixed activity, with some increasing and others initiating positions in KDP.
The 5 Most Interesting Analyst Questions From Keurig Dr Pepper’s Q2 Earnings Call
Keurig Dr Pepper's Q2 2026 earnings call revealed robust revenue growth driven by JDE Peet's integration and strong U.S. Refreshment Beverages performance, though margin pressure was noted in U.S. Coffee due to higher input costs. Analysts focused on the drivers of beverage growth, the timing of the Global Coffee Co. CEO appointment, pricing strategies for coffee, and the outlook for the U.S. Coffee segment. Management expressed confidence in a second-half recovery and continued growth in key segments.
What Is Keurig Dr Pepper (KDP) Trying To Prove With Its Latest Drink Launches?
Keurig Dr Pepper (KDP) has announced a major brand refresh for 7UP, focusing on a lime-first recipe and a new visual identity, targeting younger consumers. Additionally, KDP has partnered with Portillo's to introduce co-branded Dr Pepper Shake items for a limited time. These initiatives aim to boost brand relevance, attract new customers, and drive growth in the competitive soft drink market, aligning with the company's strategy to leverage iconic brands and new product introductions amidst pressures in the coffee segment.
What Is Keurig Dr Pepper (KDP) Trying To Prove With Its Latest Drink Launches?
Keurig Dr Pepper (KDP) has announced a significant brand refresh for 7UP, including a new lime-focused recipe and updated visual identity, alongside a marketing campaign targeting younger consumers. Additionally, KDP is partnering with Portillo’s to offer co-branded Dr Pepper Shake and Dr Pepper Cake Shake items for a limited time. These initiatives aim to boost brand relevance, attract new customers, and drive growth in the soft drink sector, with investors urged to monitor sales volumes and potential extensions of these new product offerings.
Coca-Cola (NYSE:KO) Draws Focus As Beverage Demand Stays Firm
Coca-Cola (NYSE:KO) is attracting renewed investor attention due to steady beverage demand and a market rotation towards defensive stocks. The company benefits from its strong global brand, diversified product portfolio beyond soda, and a softer dollar, which aids in converting overseas sales. Its consistent dividend growth and resilient business model make it an attractive option in a market shifting away from crowded technology themes.
Reborn Coffee signs $20 million agreement with The Mighty Oak
Reborn Coffee Inc. has signed an annual agricultural products supply agreement valued at a minimum of $20 million with The Mighty Oak Inc. This agreement, which follows a Strategic Memorandum of Understanding, is set to establish a new revenue base for Reborn Coffee, projecting its total annual revenue to reach approximately $28 million. The company also aims to improve operating margins by launching its North American agricultural products import and supply business, utilizing AI-based demand forecasting and in-house logistics through its subsidiary, Reborn Logistics.
Keurig Dr Pepper appoints new board member
Keurig Dr Pepper has appointed Aaron Alt to its Board of Directors, effective August 14, as the company prepares to separate into two standalone businesses. Alt, currently CFO of Cardinal Health, brings extensive financial and operational experience and will also join KDP's Audit and Finance Committee. This appointment is crucial for strengthening governance during the transformation into a future Beverage Co. and Global Coffee Co.
Keurig Dr Pepper Inc. stock outperforms competitors on strong trading day
Keurig Dr Pepper Inc. (KDP) shares rose by 5.28% to $31.12, outperforming the broader market on a strong trading day where the S&P 500 and Dow Jones Industrial Average also saw gains. This marks the second consecutive day of increases for the stock.
Keurig Dr Pepper Inc. Stock 12‑Month Price Target Raised to $36.27, Implies 23% Upside
Keurig Dr Pepper Inc.'s average 12-month price target has been increased from $36.07 to $36.27 by 15 analysts, suggesting a 23% potential upside from its Aug. 12 closing price. The consensus rating among 17 analysts remains "Buy," with 11 Buys and 6 Holds. This indicates continued analyst confidence in the stock's future performance.
Keurig Dr Pepper (KDP) Could Be 17% Undervalued After Board Pick For Split
Keurig Dr Pepper (KDP) has appointed Aaron Alt to its board as it prepares to split into two independent companies. The stock is considered 17.1% undervalued with a fair value of $35.65 per share, despite recent modest share price returns and challenges from weaker U.S. coffee trends and higher input costs. The valuation is based on growth in beverage brands and the integration of GHOST Energy, though its current P/E ratio is higher than its peers.
Keurig Dr Pepper (KDP) Could Be 17% Undervalued After Board Pick For Split
Keurig Dr Pepper (KDP) is gaining attention after appointing Aaron Alt to its board as it prepares to split into two independent businesses. Despite recent share price softening, a popular narrative suggests the stock is 17.1% undervalued with a fair value of $35.65 per share, driven by anticipated revenue growth from beverage brands and strategic integrations. However, challenges like weaker U.S. Coffee trends and higher input costs could impact the value revealed by the separation.
Portillo’s and Dr Pepper “Shake” Things Up, Launching Limited-Time Shake and Cake Shake
Portillo’s has partnered with Dr Pepper to introduce two new limited-time menu items: the Dr Pepper Shake and the Dr Pepper Cake Shake. These new offerings blend Portillo's vanilla shake or famous chocolate cake with the unique flavor of Dr Pepper, available nationwide while supplies last. The collaboration aims to provide a nostalgic and craveable treat for customers.
54 Straight Years: Why PepsiCo Remains a Dividend Investor’s Anchor
PepsiCo (PEP) is presented as a reliable income stock for dividend investors, boasting 54 consecutive years of dividend growth. The article highlights its current discounted P/E ratio of 18 compared to Coca-Cola, a recent 4% dividend hike, and reaccelerating organic volume growth, making it an attractive buy with a target price of $159.13. Despite some risks related to North American volume and pricing pressure, the overall outlook for patient capital is positive, with projections suggesting continued price appreciation through 2030.
Here Are Thursday’s Top Wall Street Analyst Research Calls: Abbott Labs, AbbVie, Akamai Technologies, Five Below, Keurig Dr. Pepper, Salesforce, Stryker, StubHub, and More
This article details Wall Street analyst upgrades, downgrades, and initiations for various companies on Thursday, August 13, 2026, following the release of inline CPI data. Key movements include Five Below being upgraded to Buy at Jefferies and StubHub being cut to Underperform at Bank of America. The article also provides a general market overview, including performance of indices, treasury bonds, commodities, and cryptocurrency.
Keurig Dr Pepper, Inc $KDP Holdings Raised by Handelsbanken Fonder AB
Handelsbanken Fonder AB increased its stake in Keurig Dr Pepper (NASDAQ:KDP) by 22.3% in the second quarter, bringing its total holdings to 714,051 shares valued at over $23 million. Other institutional investors also adjusted their positions in the company. Keurig Dr Pepper recently announced strong earnings, surpassing analyst estimates, and declared a quarterly dividend of $0.23 per share.
The 5 Most Interesting Analyst Questions From Keurig Dr Pepper’s Q2 Earnings Call
Keurig Dr Pepper reported robust Q2 revenue growth, driven by the JDE Peet’s integration and strong U.S. Refreshment Beverages performance, despite margin pressure from higher input costs in U.S. Coffee. The article highlights key analyst questions concerning growth drivers, CEO appointment timing for Global Coffee Co., pricing strategies, U.S. Coffee underperformance, and long-term plans for the Bloom brand. Future catalysts include cost synergy realization, U.S. Coffee profitability recovery, and continued innovation in refreshment beverages.
Capital World Investors (NASDAQ: KDP) discloses 8.8% Keurig Dr Pepper stake
Capital World Investors, a division of Capital Research and Management Company, has disclosed an 8.8% beneficial ownership stake in Keurig Dr Pepper Inc., totaling 120,099,461 shares. This filing, a Schedule 13G/A, indicates that the firm holds sole voting power over 117,777,759 shares and sole dispositive power over all 120,099,461 shares, signifying a significant passive investment in the beverage company. The disclosure was made on August 11, 2026, and reflects holdings as of June 30, 2026.
Keurig Dr Pepper Inc. stock outperforms competitors on strong trading day
Keurig Dr Pepper Inc. (KDP) shares rose by 1.30% to $29.56 on Wednesday, ending a five-day losing streak, while the broader market saw mixed results with the S&P 500 Index up 0.26% and the Dow Jones Industrial Average down 0.04%. The stock's performance outpaced its competitors on a day that proved mixed for the overall market.
Keurig Dr Pepper (KDP) Appoints Aaron Alt to Board of Directors
Keurig Dr Pepper (KDP) has appointed Aaron Alt as an independent director to its Board, effective August 14, 2026, expanding the board to ten members. Alt will also join the Audit and Finance Committee, enhancing the company's financial oversight. This appointment underscores KDP's commitment to strong corporate governance as it navigates the competitive consumer packaged goods market.
Coca-Cola Trades at a Valuation Premium: Justified or Overstretched?
Coca-Cola (KO) is currently trading at a premium valuation compared to its industry, the S&P 500, and several peers, raising concerns about its stock being overstretched. This premium is supported by strong business fundamentals, including broad-based volume growth, margin expansion, market-share gains, and an upgraded earnings outlook, which have fueled its recent stock rally. Analysts have also revised earnings estimates upwards, reinforcing investor confidence in the company's growth potential and suggesting the premium valuation is justified by its underlying performance and outlook.
Keurig Dr Pepper Adds Cardinal Health CFO Aaron Alt to Board
Keurig Dr Pepper has appointed Cardinal Health CFO Aaron Alt to its board of directors, effective August 14, 2026. Alt's extensive experience in finance and corporate transformation, including serving as CFO for three public companies, will be crucial as KDP prepares to separate into two independent businesses: Beverage Co. and Global Coffee Co. This appointment aims to strengthen the board's financial capabilities during this significant strategic transition.
Keurig Dr Pepper appoints Aaron Alt to board of directors and audit committee
Keurig Dr Pepper (NASDAQ:KDP) has announced the appointment of Aaron Alt as an independent member of its board of directors, effective August 14, 2026. Mr. Alt will also join the board's Audit and Finance Committee, increasing the board size from nine to ten directors. This appointment follows Keurig Dr Pepper's stronger-than-expected financial results for Q2 2026, with adjusted earnings and revenue surpassing analyst estimates.
