UBS Maintains Buy on KDP, PT Raised to $36 Feb 26 2026
UBS maintained its Buy on Keurig Dr Pepper Inc. (KDP) on February 26, 2026 and raised the price target to $36. The KDP analyst rating reflects UBS’s view that the stock still offers attractive valuation after recent results. This note came at 10:46 AM and StreetInsider summarized UBS’s comment that valuation remains compelling. Investors should note the KDP analyst rating in light of the company’s recent Q4 2025 earnings and guidance updates.
KDP analyst rating: UBS action and price target
UBS maintained Buy for Keurig Dr Pepper Inc. on Feb 26, 2026 and raised the price target to $36. The firm cited valuation as the main reason and published the note at 10:46 AM. StreetInsider covered the UBS note in full source.
What the maintained Buy means for investors
A maintained Buy with a higher price target signals UBS sees upside but not a change in near-term conviction. For holders, the note supports a patient stance; for new buyers, it suggests measured upside to $36. The KDP analyst rating implies UBS expects steady cash flow and margin resilience rather than a sharp re-rating.
Context from recent earnings and analyst coverage
Keurig Dr Pepper’s Q4 2025 earnings call and 2026 guidance influenced analyst views. The company outlined low double-digit EPS growth and noted acquisition and coffee cost risks in its call. Read the Q4 transcript and recap for detail source. The UBS move follows that earnings update and fits a post-earnings reappraisal by sell-side desks.
How the rating change connected to stock moves
The UBS note coincided with a 2.26% price move, equal to $0.69 on the day of the update. That shows analyst commentary can nudge intraday sentiment for a mid-cap consumer stock. With market cap at $41,205,826,181, KDP is large enough that recurring analyst support helps sustain institutional interest.
Risks UBS flagged and investor watchlist
UBS and recent coverage point to coffee costs, integration of branded coffee assets, and execution on margin targets as key risks. Investors should watch quarterly sales trends, EPS guidance, and any update on the JDE Peet’s or coffee-related strategy. Those items will determine whether the KDP analyst rating drifts higher or falls back.
Meyka grade and how we view the UBS action
Meyka AI rates KDP with a grade of B. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. The UBS maintained Buy and higher $36 price target supports the Meyka grade, but this grade is not guaranteed and we are not financial advisors. See additional market context on the Meyka KDP page Meyka KDP page.
Final Thoughts
UBS’s decision on Feb 26, 2026 to maintain a Buy on Keurig Dr Pepper Inc. and lift the price target to $36 keeps analyst support intact while signaling that valuation looks attractive to that firm. The KDP analyst rating reinforces that UBS expects steady earnings and reasonable upside rather than an immediate re-rating. Investors should weigh that view against the company’s recent Q4 2025 guidance and the risks UBS highlighted, including coffee cost pressure and integration execution. With a market cap of $41,205,826,181, KDP sits in a segment where consistent analyst conviction can matter to institutional flows. Meyka AI rates KDP with a grade of B, which reflects relative strength versus peers, growth prospects, and current analyst sentiment. Use the KDP analyst rating alongside your own research, monitor upcoming quarterly updates, and track any further analyst moves for clearer signals on entry or exit timing.
FAQs
What did UBS change in its rating for KDP on Feb 26 2026?
UBS maintained a Buy on Keurig Dr Pepper Inc. and raised its price target to $36. The update, published Feb 26, 2026, kept the KDP analyst rating steady while improving potential upside.
How should investors use the KDP analyst rating?
Use the KDP analyst rating as one input. UBS’s maintained Buy and higher PT suggest measured upside, but investors should also track earnings, coffee costs, and guidance before trading.
Does the UBS note change KDP’s long term outlook?
UBS’s maintained Buy with a raised PT signals confidence in valuation, not a major shift in long-term outlook. Monitor future guidance and execution to see if the KDP analyst rating strengthens.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.