The Coca-Cola Company reported a strong second quarter with 5% volume growth, 11% comparable EPS growth, and record operating margins, leading to an upward revision of its full-year guidance. Despite its strengths like pricing power, low debt, and a long dividend history, Coca-Cola's current valuation at 26 times earnings and a 2.46% dividend yield is less attractive compared to rising Treasury yields. The author remains neutral on the stock, holding and reinvesting dividends, and suggests buying only if the yield nears 3%, around a $70–$71 price range. Key risks include potential multiple compression from interest rates, ongoing IRS litigation, commodity cost pressures, and challenges in Asia Pacific and Africa markets.
As of Oct 03, 2026 17:31 WIB, Coca-Cola shares trade at USD 85.65 on Pluang, down 0.52% for the day. The stock's dividend yield stands at 2.48%, close to the article's mention of 2.46%. Pluang data shows a typical hold time of 154 days, indicating moderate investor interest despite the cautious outlook.
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