Keurig Dr Pepper (KDP)
Combines North American refreshment brands with Keurig and a global coffee portfolio.
Something off on this page? Send us feedback.
Sells branded soft drinks, water, juice, energy drinks, Keurig brewers and K-Cup pods, plus a global coffee portfolio led by Jacobs, L'OR and Peet's. Revenue comes from concentrates, packaged beverages, coffee products and distribution, with the combined group preparing to split into two public companies.
Manufactures and distributes refreshment beverages across North America while selling coffee products worldwide. The beverage portfolio spans Dr Pepper, Canada Dry, 7UP, Snapple, Mott's, GHOST and Core Hydration; coffee combines Keurig brewers and K-Cup pods with JDE Peet's brands including Jacobs, L'OR and Peet's.
Earns from branded concentrates and syrups, packaged drinks, coffee pods and brewing systems. A company-owned direct-store-delivery network complements warehouse delivery in the United States, while the acquired coffee platform extends the business across Europe, Asia, Australia and Latin America.
Results depend on beverage demand, coffee volumes, commodity costs, and manufacturing and distribution execution. The combined group is carrying acquisition-related debt and integrating JDE Peet's while preparing to separate its beverage and coffee portfolios into two publicly traded companies.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | Morgan Stanley | Target | Target: $36 | Target: $38 |
| Aug 13, 2026 | HSBC | Upgrade | Target: $30 | Target: $40 |
| Aug 10, 2026 | Barclays | Reiterate | Rating: —Target: $28 | Target: $38 |
| Aug 4, 2026 | RBC Capital | Reiterate | Rating: —Target: $43 | Target: $42 |
| Jul 16, 2026 | UBS | Reiterate | Rating: —Target: $34 | Target: $38 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.52B · Total debt $34.40B · Total assets $87.62B · Shareholders' equity $25.03B
- Revenue
- $7.31B
- Operating income
- $669.0M
- Net income
- $142.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 107.09% | 1.46B shares | |
|---|---|---|---|
| 888 holders · as of Jun 30, 2026 | |||
| Insiders | 0.08% | 1.09M shares | |
| 17 holders · as of Sep 16, 2026 | |||
| Adds to | 107.17% | ||
1.36B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.17%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 12.67% | 172.40M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.55% | 143.53M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 8.73% | 118.73M | as of Jun 30, 2026 |
Harris Associates L PInstitution | 6.82% | 92.85M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.36% | 86.58M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 9, 2026 | Mary Beth DeNooyer | officer: Chief Human Resources Officer | −12,000 | $32.30 |
| Sep 8, 2026 | Mary Beth DeNooyer | officer: Chief Human Resources Officer | −12,000 | $32.55 |
| Sep 3, 2026 | Angela A. Stephens | officer: Senior VP & Controller | −9,500 | $32.70 |
| Aug 25, 2026 | Aaron E. Alt | director | +7,862 | $31.83 |
| Dec 12, 2025 | Angela A. Stephens | officer: Senior VP & Controller | −10,000 | $29.52 |
- Coca-Cola
Broadest rival — CSD, energy, juice, water, and functional beverages at scale.
- PepsiCo
CSD, hydration, and energy rival; Pepsi-Cola now ranks #3 in US soda.
- Monster Beverage
#1 energy brand challenged by Ghost / C4 / Bloom at the convenience cooler.
- J.M. Smucker
Folgers and Dunkin' K-Cups contest Green Mountain and McCafé on the pod shelf.
- Celsius
#3 US energy brand via PepsiCo; Ghost was acquired partly to contest it.
- Starbucks
Starbucks K-Cups and RTD coffee rival KDP's own coffee brands in grocery.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Keurig Dr Pepper | $31.66 | +3.41% | $41.66B | 30.8 | 12.9 | 2.1 | +75.6% |
| Coca-Cola | $88.17 | +1.20% | $374.84B | 26.2 | 26.0 | 7.5 | +6.7% |
| PepsiCo | $130.74 | +0.89% | $177.02B | 17.0 | 15.0 | 1.8 | +6.4% |
| Monster Beverage | $44.64 | +1.45% | $86.06B | 40.6 | 36.5 | 9.3 | +20.2% |
| J.M. Smucker | $121.60 | +1.43% | $12.81B | 56.0 | 12.1 | 1.4 | +5.0% |
| Celsius | $29.63 | +5.76% | $7.16B | 133.4 | 19.7 | 2.4 | +10.6% |
| Starbucks | $95.62 | +0.76% | $108.19B | 54.5 | 32.0 | 2.8 | −1.4% |
| Median | 47.5 | 22.9 | 2.6 | +6.5% |