Keurig Dr Pepper Investors Seen Poised for Modest Estimate Upside, UBS Says

02:57 PM EDT, 10/26/2026 (MT Newswires) -- Keurig Dr Pepper (KDP) investors remain optimistic despite several moving pieces related to finalizing the spinoff and acquisition, with most seeing modest upside to estimates as the US Refreshment Beverages segment remains strong and US Coffee shows signs of improvement, UBS Securities said Monday in a note. The company is scheduled to report Q3 results on Nov. 3. Despite incremental cost pressures, the brokerage expects management to maintain its full-year 2026 guidance, according to the note. The investment firm forecasts full-year 2026 net sales of $26.4 billion, organic sales growth of 6.4%, and earnings per share of $2.30. It models Q3 organic sales growth of 5.5% and earnings per share of $0.62, in line with consensus. UBS reiterated its $39 price target on Keurig Dr Pepper, with a buy rating. Price: 34.73, Change: +0.05, Percent Change: +0.13