KOF Analysts Bullish Despite Divided Views
Coca-Cola Femsa (KOF) stock has received support from analyst targets, according to MarketBeat on September 5, 2026. The average 12-month target price for KOF is USD 118.83, which represents a 6.06% gap compared to its recent price of USD 112.04.
The company's stock story is balanced between income, operating execution, and a mixed analyst view. Water usage efficiency has been a key area of focus, with Coca-Cola Femsa reporting a water-use efficiency ratio of 1.26 liters of water per liter of beverage produced in its September 3, 2026 update.
This result allowed the company to maintain an interest rate unchanged for the interest period beginning September 17, 2026, linking operating metrics directly to financing terms. Coca-Cola Femsa has invested USD 82 million since 2022 in process improvements and technology for water reduction, with a notable improvement of over 20% compared to the 2018 baseline.
Analysts are divided on KOF's next move, with five Hold ratings and four Buy ratings among nine research firms. JPMorgan raised its target from USD 114.00 to USD 127.00 in July, while UBS lifted its target from USD 110.00 to USD 113.00 in August.
The latest quarterly figures show KOF with USD 4.36 billion in quarterly revenue and USD 1.69 in quarterly EPS, with a net margin of 8.05% and return on equity at 15.83%. The company's next earnings report is scheduled for October 23, 2026, with consensus EPS of USD 1.85 and expected revenue of USD 4.27 billion.