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UBS Reiterates Buy Rating on Coca-Cola (KO) on Strong Growth and Earnings Visibility

Mon, 19 Oct 2026 09:41:59 -0400

UBS analyst Peter Grom reiterated a Buy rating and $104.00 price target on Coca-Cola (NYSE: KO).

The analyst commented, "Despite valuation well above historical averages on an absolute and relative basis, our conversations suggest sentiment remains constructive on KO, with investors leaning into the company's predictable earnings profile against a backdrop where numbers have been moving lower across much of the broader group. On the quarter itself, we expect results to come in broadly in line, but expect much of the debate to remain focused on relative outperformance and the risk/reward as we look to 2027. Despite this, we continue to

TD Cowen on Coca-Cola (KO): 'Picking Up KFC Adds Another Wing To Our Bull Case'

Fri, 16 Oct 2026 09:31:06 -0400

TD Cowen analyst Robert Moskow reiterated a Buy rating and $100.00 price target on Coca-Cola (NYSE: KO).

The analyst commented: "We view the news of Coca-Cola picking up YUM's KFC business at PepsiCo's expense as a positive for KO, but more symbolic than quantitative. We estimate a 10-20 bp benefit to KO's total revenue in 2027 when the contract begins. We continue to view PepsiCo's North America Beverages as a market share "donor" to KO and KDP in the U.S. market.

The contract with YUM's KFC chain in the U.S. includes a little more than 3,700 restaurants and does not include

Jefferies comments on Coca-Cola capturing KFC from Pepsi

Fri, 16 Oct 2026 05:39:04 -0400

Investing.com - Jefferies maintains a Buy rating on Coca-Cola (NYSE:KO) and a Hold rating on PepsiCo (NASDAQ:PEP) following KFC's decision to switch its beverage supplier from Pepsi to Coke in the U.S. market. The research firm says the move was unexpected and follows Marriott's similar switch to Coca-Cola a few months earlier after a three-decade relationship with Pepsi.

The direct volume impact appears limited, as KFC represents approximately 1% of quick-service restaurant market share. Based on KFC U.S. system-wide sales of $4.7 billion and an estimated beverage mix of 8-12%, the switch represents $375 million to $560 million in sales. Jefferies

Jefferies comments on Coca-Cola capturing KFC from Pepsi

Fri, 16 Oct 2026 05:39:04 -0400

Jefferies comments on Coca-Cola capturing KFC from Pepsi

Fri, 16 Oct 2026 05:39:04 -0400

Coca-Cola (KO) PT Raised to $98 at Barclays

Fri, 16 Oct 2026 02:38:19 -0400

Barclays analyst Lauren Lieberman raised the price target on Coca-Cola (NYSE: KO) to $98.00 (from $93.00) while maintaining a Overweight rating.

KFC announces deal to switch U.S. beverage provider to Coca-Cola from Pepsi

Thu, 15 Oct 2026 16:29:24 -0400

Investing.com -- Yum! Brands Inc’s (NYSE:YUM) KFC is transitioning its beverage vendor to Coca-Cola Co (NYSE:KO) across thousands of domestic locations, according to a Thursday press release from the company. The deal initiates the rollout of Coca-Cola products across KFC’s U.S. network starting in January.

The strategic pivot represents a notable blow to PepsiCo Inc (NASDAQ:PEP), which has maintained a long-standing supply agreement with Yum! Brands since spinning off its restaurant division in 1997. With KFC currently operating 3,718 U.S. restaurants according to its website, losing fountain pouring rights at scale underscores shifting vendor dynamics in the quick-service industry

KFC announces deal to switch U.S. beverage provider to Coca-Cola from Pepsi

Thu, 15 Oct 2026 16:29:24 -0400

KFC announces deal to switch U.S. beverage provider to Coca-Cola from Pepsi

Thu, 15 Oct 2026 16:29:24 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

Thu, 15 Oct 2026 15:18:30 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

KFC Nears Deal For Coca-cola Drinks At Its US Restaurants
KFC's Deal With Coca-cola To Begin In January

KFC Moving To Swap Pepsi For Coke - WSJ

Thu, 15 Oct 2026 15:18:30 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

KFC Nears Deal For Coca-cola Drinks At Its US Restaurants
KFC's Deal With Coca-cola To Begin In January

KFC Moving To Swap Pepsi For Coke - WSJ

Thu, 15 Oct 2026 15:18:30 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

KFC Nears Deal For Coca-cola Drinks At Its US Restaurants
KFC's Deal With Coca-cola To Begin In January

KFC Moving To Swap Pepsi For Coke - WSJ

Thu, 15 Oct 2026 15:18:30 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

KFC Nears Deal For Coca-cola Drinks At Its US Restaurants
KFC's Deal With Coca-cola To Begin In January

KFC Moving To Swap Pepsi For Coke - WSJ

Thu, 15 Oct 2026 15:18:30 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

KFC Nears Deal For Coca-cola Drinks At Its US Restaurants
KFC's Deal With Coca-cola To Begin In January

KFC Moving To Swap Pepsi For Coke - WSJ

Thu, 15 Oct 2026 15:18:30 -0400

KFC Moving To Swap Pepsi For Coke - WSJ

KFC Nears Deal For Coca-cola Drinks At Its US Restaurants
KFC's Deal With Coca-cola To Begin In January

Coca-Cola (KO) Declares $0.53 Quarterly Dividend; 2.3% Yield

Thu, 15 Oct 2026 14:00:41 -0400

Coca-Cola (NYSE: KO) declared a quarterly dividend of $0.53 per share, or $2.12 annualized.

The dividend will be payable on December 15, 2026, to stockholders of record on December 1, 2026, with an ex-dividend date of November 30, 2026.

The annual yield on the dividend is 2.3 percent.

For a dividend history and other dividend-related data on Coca-Cola (KO) click here.

Coca-Cola Board of Directors Declares Regular Quarterly Dividend

Thu, 15 Oct 2026 14:00:00 -0400

ATLANTA--(BUSINESS WIRE)-- The Board of Directors of The Coca-Cola Company today declared a regular quarterly dividend of 53 cents per common share, payable Dec. 15 to shareowners of record of the company as of the close of business Dec. 1.

About The Coca-Cola Company

The Coca-Cola Company (NYSE: KO) is a total beverage company with products sold in more than 200 countries and territories. Our company’s purpose is to refresh the world and make a difference. We sell multiple billion-dollar brands across several beverage categories worldwide. Our portfolio of sparkling soft drink brands includes Coca-Cola, Sprite and Fanta.

Coca-Cola Board of Directors Declares Regular Quarterly Dividend

Thu, 15 Oct 2026 14:00:00 -0400

About The Coca-Cola Company

Coca-Cola (KO) PT Raised to $102 at Citi

Wed, 14 Oct 2026 05:05:16 -0400

Citi analyst Filippo Falorni raised the price target on Coca-Cola (NYSE: KO) to $102.00 (from $100.00) while maintaining a Buy rating.

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