KOF, US1912411089

Coca-Cola FEMSA reports record volume and KOF stock trades at EUR 104.50

Published on 10/27/2026 at 11:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 10.90 percent to MXN 79.7 billion in the third quarter. KOF stock costs EUR 104.50 on October 27, 2026 alongside USD 115.90 on the NYSE.

Growth and valuation markers

Coca-Cola FEMSA delivered record third-quarter volume growth of 5.30 percent on October 26, 2026.
JPMorgan set a USD 134.00 target from USD 131.00 on October 16, 2026.
KOF stock trades at EUR 104.50 at 11:40 a.m. CEST at Lang & Schwarz on October 27, 2026.

KOF, US1912411089, Illustration mit AI erstellt.

Coca-Cola FEMSA (ISIN US1912411089) delivered record consolidated volume in the third quarter of 2026, while its stock traded at EUR 104.50 at Lang & Schwarz on October 27, 2026 at 11:40 a.m. CEST. The company reported revenue of MXN 79.7 billion, up 10.90 percent year over year, according to FEMSA on October 26, 2026.

Third-quarter growth sets the tone

The results combined stronger demand with improving profitability. Consolidated volume increased 5.30 percent to 1.1 billion unit cases, marking a record third quarter, while operating income rose 15.40 percent to MXN 11.9 billion. Adjusted EBITDA increased 16.20 percent to MXN 16.8 billion, and adjusted EBITDA margin reached 21.10 percent, according to Investing.com.

Three dates frame the story

On October 13, 2026, Coca-Cola FEMSA paid the third installment of its ordinary dividend at MXN 0.241875 per share, totaling MXN 4,065.1 million, according to FEMSA. On October 16, 2026, JPMorgan raised its price target from USD 131.00 to USD 134.00 and kept a Neutral rating, as reported by Markets Insider. The October 26 results then supplied the latest operating catalyst.

What does the margin mix mean?

The headline growth was broad, but the quality of earnings differed by region. South America revenue increased 14.70 percent to MXN 33.7 billion and operating income rose 51.20 percent to MXN 5.3 billion, while Mexico and Central America operating income declined 3.10 percent to MXN 6.5 billion. Management attributed pressure in Mexico to freight, labor, foreign exchange and a shift toward multi-serve products.

Stock valuation and next signal

The NYSE quote was USD 115.90 at the October 26, 2026 close, against a 52-week range of USD 84.93 to USD 122.14. Market capitalization stood at USD 24.3 billion as of October 26, 2026. For investors, the key question is whether South American operating leverage can offset Mexico's cost pressure while innovation supports volume growth.

Trading perspective

Coca-Cola FEMSA's third-quarter figures provide a stronger operating picture than the regional split alone suggests. The record volume and 21.10 percent adjusted EBITDA margin point to operating leverage, while higher financing costs and Mexico's weaker operating income remain important counterweights.

The stock was trading at EUR 104.50 at Lang & Schwarz on October 27, 2026 at 11:40 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of KOF stock.