Updated Nov. 7, 2025 (19:25 UTC)
Key points (today):
- KO up ~2% intraday to around $70.44, trading between $69.41–$70.87; market cap near $297B. [1]
- Bank of America reiterates Buy, raises price target to $80, citing constructive checks and outlook. [2]
- Fresh fund activity: new $99M KO position disclosed by Cardano Risk Management B.V. (13F), and smaller purchases flagged in other filings coverage. [3]
- Options desk buzz: unusual KO options activity reported. [4]
- Dividend watch: next $0.51 quarterly payout goes ex‑dividend Dec. 1, 2025 (expected pay date Dec. 15). [5]
KO price action: steady bid into the close
Coca‑Cola shares traded higher today, up roughly +2.0% to $70.44 as of late afternoon, with a session range of $69.41–$70.87. Volume ran at ~14.6M shares versus typical 3‑month averages, and the stock’s 52‑week range stands at $60.62–$74.38. [6]
What’s moving the stock today
1) BofA bumps target to $80
Bank of America reaffirmed its Buy rating and lifted KO’s 12‑month target to $80 in a Friday note, pointing to healthy underlying trends across the system. The call keeps KO’s upside case on the Street’s radar after October earnings. [7]
2) Institutional and 13F signals
Positioning headlines added to sentiment: Cardano Risk Management B.V. disclosed a new ~$99 million KO stake in its latest 13F dataset (Q3 holdings), while recent roundup pieces also flagged incremental purchases by Sterling Capital Management LLC and Savant Capital LLC. While individual 13F changes aren’t real‑time and don’t guarantee future flows, the direction was supportive today. [8]
3) Options activity
Market monitors reported unusual options activity in KO, indicating elevated speculative interest around near‑term catalysts. Options flows aren’t fundamentals, but they often coincide with directional moves like today’s. [9]
Street view and valuation snapshot
Across major data vendors, KO screens as a Buy‑tilted consumer‑staples bellwether with a mean rating near “Buy” and a blended forward P/E around the low‑20s, in line with its premium defensive profile. [10]
Recent compilers peg the average target price near the high‑$70s (roughly $79–$80 after today’s BofA lift), implying modest upside if KO re‑tests its 52‑week highs. [11]
Dividend watch: dates that matter
Coca‑Cola’s next quarterly dividend of $0.51 is slated to go ex‑dividend on Dec. 1, 2025, with an expected pay date of Dec. 15, 2025. Earlier this year the board approved a raise to $0.51 per quarter, marking the company’s 63rd consecutive annual increase—a statistic income investors watch closely. [12]
Fundamental backdrop (from October earnings)
KO’s Q3 2025 print showed net revenue +5% to $12.5B, organic revenue +6%, comparable EPS +6% to $0.82, and Coca‑Cola Zero Sugar +14% globally, underscoring pricing power and mix resilience across geographies. Those results keep guidance credible and help frame today’s bid. [13]
System news investors are watching
Beyond KO’s corporate results, recent system actions can influence sentiment. In late October, Coca‑Cola HBC agreed to acquire a 75% stake in Coca‑Cola Beverages Africa (CCBA)—a refranchising step that KO says will trigger an ~$1B non‑cash impairment in Q4 2025 tied to the stake sale. Investors generally view the move as strategic simplification of KO’s bottling footprint over time. [14]
What to watch next
- Dividend countdown: Shares trade with the Dec. 1 ex‑date approaching—often a near‑term technical for dividend‑oriented names. [15]
- Street pricing power narrative: Post‑earnings commentary continues to favor low/no‑sugar innovations and disciplined price/mix as drivers into 2026. Keep an eye on additional target updates after today’s BofA move. [16]
Today in one glance (for Discover/SEO)
- Price: ~$70.44 (+2.0%) intraday
- Day range: $69.41–$70.87
- Market cap: ~$297B
- Callout:BofA PT to $80 (Buy); options activity; new institutional positions
- Next date:Ex‑div Dec. 1, 2025 (expected pay Dec. 15) [17]
Disclosure
This article is for news and information purposes only and is not investment advice. Always do your own research or consult a licensed financial advisor. Figures and developments are reported as of Nov. 7, 2025 and may update as markets move or filings post. [18]
Sources: real‑time market data and company filings/press releases, plus reputable financial news outlets cited inline. [19]
References
1. www.reuters.com, 2. www.investing.com, 3. www.quiverquant.com, 4. www.gurufocus.com, 5. stockanalysis.com, 6. www.reuters.com, 7. www.investing.com, 8. www.quiverquant.com, 9. www.gurufocus.com, 10. www.reuters.com, 11. www.marketwatch.com, 12. stockanalysis.com, 13. investors.coca-colacompany.com, 14. www.reuters.com, 15. stockanalysis.com, 16. www.investing.com, 17. www.reuters.com, 18. www.reuters.com, 19. www.reuters.com
