3 Dividend Aristocrats: Buy, Sell or Hold?

Quick Read

• PepsiCo trades astatine a guardant P/E of 17, good beneath Coca-Cola's 25, with expert targets implying astir 15% upside from existent prices.

• Procter & Gamble faces astir level FY26 EPS maturation with $400 cardinal successful tariff costs and 100 ground points of gross borderline compression.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Coca-Cola didn't marque the cut. Grab the names FREE today.

Three Dividend Aristocrats, 3 antithetic setups. PepsiCo (NASDAQ:PEP) trades astatine $146.12 and screens arsenic the astir charismatic of the three. Coca-Cola (NYSE:KO) astatine $80.28 looks afloat valued. Procter & Gamble (NYSE:PG) astatine $152.49 faces a tougher near-term setup.

With the S&P 500 up 10.03% twelvemonth to date, each sanction is pricing successful a antithetic communicative astir user staples. Treat expert targets beneath arsenic 1 information constituent among many.

PepsiCo: A Beaten-Down Aristocrat With Room to Run

At $146.12, PepsiCo looks attractively priced. Pepsi trades astatine a guardant P/E of 17, good beneath Coke's 25, aft lagging the marketplace astatine +3.79% YTD.

Q1 FY26 halfway EPS of $1.61 bushed the $1.5442 consensus, gross of $19.44 cardinal grew 8.5% YoY, and planetary carried the quarter: EMEA halfway operating nett +29%, Asia Pacific Foods +35%, LatAm Foods +16%. North America measurement yet turned positive.

The carnivore lawsuit is real. Rockstar impairments dragged FY25 operating income to -19.57%, tariffs and commodities stay borderline overhangs, and PFNA snacks lone conscionable stabilized. Even so, absorption reaffirmed FY26 integrated gross maturation of 2-4% and halfway EPS maturation of 4-6%, and lifted the dividend 4% to $5.92 annualized, the 54th consecutive raise.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Coca-Cola didn't marque the cut. Grab the names FREE today.

The $168.50 expert people implies astir 15% upside, with 8 of 23 analysts astatine Buy oregon Strong Buy. The setup pays you to hold for the planetary flywheel to compound.

Coca-Cola: Priced for Perfection

At $80.28, Coca-Cola is priced for perfection. The concern is executing. Q1 FY26 EPS of $0.86 bushed by 5.87%, integrated gross grew 10%, portion lawsuit measurement roseate 3%, Zero Sugar measurement jumped 13%, and absorption raised 2026 comparable EPS maturation guidance to 8% to 9%. Operating borderline expanded to 35%.

The terms is the problem. KO trades astatine a trailing P/E of 26 and guardant 25, and the $85.97 expert people implies lone astir 7% upside. Shares are already up 16.38% YTD, good up of the S&P's 10.03%.

A $960 cardinal BODYARMOR impairment, a astir 4% gross headwind from the CCBA divestiture successful H2 2026, and ongoing IRS taxation litigation headdress the move. Of 24 analysts, 19 complaint it Buy oregon Strong Buy, but astatine this introduction the risk-reward is balanced. The risk-reward improves connected a pullback.