UBS Group Raises CocaCola (NYSE:KO) Price Target to $87.00

CocaCola (NYSE:KO) had its price target raised by research analysts at UBS Group from $82.00 to $87.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price objective indicates a potential upside of 13.16% from the stock’s current price.

Several other research firms have also commented on KO. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 price target on shares of CocaCola in a research report on Thursday, January 29th. Bank of America boosted their target price on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Piper Sandler boosted their price objective on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. Evercore restated an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. Finally, Jefferies Financial Group upped their target price on shares of CocaCola from $84.00 to $88.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating and sixteen have issued a Buy rating to the stock. According to data from MarketBeat, CocaCola has an average rating of “Buy” and an average price target of $81.43.

CocaCola Stock Down 1.4%

Shares of NYSE:KO opened at $76.88 on Wednesday. The business has a fifty day moving average of $71.57 and a two-hundred day moving average of $69.88. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30. The stock has a market cap of $330.71 billion, a P/E ratio of 25.46, a PEG ratio of 4.00 and a beta of 0.36. CocaCola has a 52-week low of $65.35 and a 52-week high of $79.20.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The company had revenue of $11.80 billion for the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. CocaCola’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, research analysts expect that CocaCola will post 2.96 earnings per share for the current year.

Insider Activity

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at $15,894,396.10. The trade was a 12.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 509,138 shares of company stock valued at $38,186,963 over the last quarter. Company insiders own 0.90% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in KO. Vanguard Group Inc. grew its position in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after acquiring an additional 5,886,352 shares in the last quarter. State Street Corp lifted its position in shares of CocaCola by 0.6% in the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company’s stock worth $11,083,296,000 after buying an additional 923,278 shares during the last quarter. Geode Capital Management LLC grew its position in shares of CocaCola by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after buying an additional 433,547 shares during the last quarter. Norges Bank acquired a new stake in CocaCola during the fourth quarter worth about $3,865,807,000. Finally, Franklin Resources Inc. lifted its holdings in CocaCola by 15.1% in the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock worth $2,592,732,000 after acquiring an additional 5,135,198 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst backing: TD Cowen reaffirmed a Buy and set an $85 price target, while other firms (including Wells Fargo) have raised targets into the mid‑$80s, supporting the stock’s longer‑term case. Coca‑Cola: Resilient Global Growth…
• Positive Sentiment: Earnings strength and execution: Management highlighted resilient organic growth, pricing power and volume gains in several markets on the Q4 call, and emphasized free‑cash‑flow recovery (after a one‑off hit). These operational positives underpin dividend and buyback capacity. Earnings Call Highlights
• Positive Sentiment: Management/strategy tailwinds: Incoming CEO is prioritizing faster innovation and low‑sugar offerings (aligns with consumer trends), which could help regain share over time. Incoming CEO seeks faster innovation
• Neutral Sentiment: Guidance largely in‑line: FY‑2026 EPS guidance (3.210–3.240) sits near consensus, making the outlook mixed rather than surprising; investors are parsing whether organic revenue guidance (4%–5%) is conservative or realistic. MarketBeat KO overview
• Negative Sentiment: Revenue miss and weaker soda demand: Q4 revenue fell short of Street estimates as demand softened in North America and Europe, which has pressured the stock. Coca‑Cola misses Q4 revenue
• Negative Sentiment: One‑off impairment and margin noise: A roughly $960M non‑cash BODYARMOR impairment and a trademark write‑off dented operating income and created headline margin weakness, prompting short‑term selling. Hidden number in earnings
• Negative Sentiment: Valuation concerns: Some investors/analysts warn KO is trading at a premium to peers (“priced to perfection”), which increases downside if growth disappoints. Priced to perfection

About CocaCola

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.