Analysts Set CocaCola Company (The) (NYSE:KO) PT at $84.33

Shares of CocaCola Company (The) (NYSE:KO) have earned an average rating of “Buy” from the sixteen analysts that are presently covering the stock, MarketBeat Ratings reports. Fifteen equities research analysts have rated the stock with a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokers that have updated their coverage on the stock in the last year is $84.3333.

KO has been the topic of several recent research reports. Jefferies Financial Group decreased their price target on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Wells Fargo & Company upped their price objective on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Barclays lifted their target price on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $83.00 price target on shares of CocaCola in a report on Thursday, January 29th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd.

Insider Buying and Selling at CocaCola

In other CocaCola news, CFO John Murphy sold 99,437 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the completion of the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at $33,016,431. This represents a 19.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares in the company, valued at $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. Over the last three months, insiders have sold 869,045 shares of company stock valued at $68,407,201. 0.97% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On CocaCola

A number of hedge funds have recently made changes to their positions in KO. Brighton Jones LLC grew its holdings in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of CocaCola in the first quarter valued at $210,000. United Bank increased its position in CocaCola by 9.5% in the second quarter. United Bank now owns 91,201 shares of the company’s stock worth $6,452,000 after purchasing an additional 7,903 shares during the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its stake in CocaCola by 10.2% during the second quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 5,855 shares of the company’s stock valued at $414,000 after purchasing an additional 544 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 1.5%

CocaCola stock opened at $76.96 on Tuesday. CocaCola has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a market cap of $330.98 billion, a P/E ratio of 25.32, a P/E/G ratio of 3.27 and a beta of 0.35. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The business has a 50-day simple moving average of $74.72 and a two-hundred day simple moving average of $71.05.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business’s quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts predict that CocaCola will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 67.11%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management is accelerating a digital transformation across marketing, supply‑chain and analytics aimed at driving long‑term efficiency and margin expansion — a clear fundamental tailwind if execution stays on track. Is Coca-Cola’s Digital Transformation a Catalyst for Margin Expansion?
• Positive Sentiment: Coca‑Cola recently raised its quarterly dividend (supporting yield investor demand) and remains a long‑standing dividend stalwart — this helps steady demand from income‑oriented funds. Valuation Check After Another Dividend Raise For Income Investors
• Positive Sentiment: Major brokerages continue to favor KO (consensus “Buy” with several target raises), which supports medium‑term investor confidence and limits downside.
• Neutral Sentiment: KO has been a trending topic on screens and in sector roundups (Zacks/Yahoo); this can bring short‑term attention and flows but is not a direct company catalyst. KO Is a Trending Stock: Facts to Know
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which roughly stabilizes share ownership over time but doesn’t remove near‑term volatility. KO Institutional Ownership
• Negative Sentiment: Significant insider selling on March 2–3: CEO James Quincey (250,688 shares), CFO John Murphy (72,449 shares) and other senior execs trimmed holdings — large, clustered sales have likely driven short‑term selling pressure and negative sentiment. SEC Form 4 (Quincey) SEC Form 4 (Murphy)
• Negative Sentiment: Analyst/coverage pieces raising questions about earnings quality and reporting nuances add to caution among value‑oriented traders and may deepen short‑term weakness. Seeking Alpha: Earnings Quality Still Not Great

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.