Brokerages Set CocaCola Company (The) (NYSE:KO) Price Target at $80.43

Shares of CocaCola Company (The) (NYSE:KO) have been given an average rating of “Buy” by the sixteen ratings firms that are presently covering the company, Marketbeat reports. Fifteen investment analysts have rated the stock with a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $81.1429.

KO has been the topic of several research analyst reports. Jefferies Financial Group raised their price objective on CocaCola from $84.00 to $88.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. TD Cowen reissued a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. UBS Group reaffirmed a “buy” rating and issued a $82.00 price target on shares of CocaCola in a report on Tuesday, February 3rd. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd.

CocaCola Stock Down 1.4%

NYSE:KO opened at $76.88 on Friday. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. The company has a market capitalization of $330.71 billion, a price-to-earnings ratio of 25.46, a price-to-earnings-growth ratio of 4.00 and a beta of 0.36. CocaCola has a one year low of $65.35 and a one year high of $79.20. The stock has a 50-day simple moving average of $71.57 and a 200 day simple moving average of $69.88.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.80 billion for the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.CocaCola’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts predict that CocaCola will post 2.96 EPS for the current fiscal year.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: EPS beat and operational positives — KO reported adjusted EPS above consensus and management pointed to volume gains, price/mix improvements and resilient organic growth during the quarter. Read More.
• Positive Sentiment: Cash flow and shareholder returns remain supportive — analysts note adjusted free cash flow covers dividends and buybacks; the company reiterated a capital‑return focus that supports KO’s dividend story. Read More.
• Positive Sentiment: Analysts defend the long view — several analysts reiterated buy/hold views and at least one firm raised its price target, signaling continued institutional support. Read More.
• Neutral Sentiment: Guidance was cautious vs. expectations — management gave FY‑2026 EPS guidance of roughly $3.21–3.24 and organic revenue growth guidance near 4–5%, which is in line with modest growth but slightly below some Street forecasts. Read More.
• Negative Sentiment: Revenue missed estimates — reported revenue (~$11.8B) came in below consensus, triggering the initial sell‑off as investors focused on soft demand in North America and parts of EMEA. Read More.
• Negative Sentiment: Material one‑off impairment — a roughly $960M non‑cash write‑off (BODYARMOR trademark) materially reduced operating income and pressured headline margins, complicating the quarter’s optics. Read More.
• Negative Sentiment: Valuation debate — some commentators argue KO now trades at a premium to peers, making it less attractive for new money despite the defensive qualities. Read More.

Insider Activity at CocaCola

In other news, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the completion of the transaction, the executive vice president owned 58,067 shares in the company, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO James Quincey sold 337,824 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the sale, the chief executive officer directly owned 342,546 shares in the company, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 509,138 shares of company stock worth $38,186,963 in the last 90 days. 0.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of KO. Anfield Capital Management LLC increased its position in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the period. Caitong International Asset Management Co. Ltd grew its stake in shares of CocaCola by 5,142.9% in the second quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock worth $26,000 after purchasing an additional 360 shares in the last quarter. Headlands Technologies LLC acquired a new position in shares of CocaCola during the second quarter valued at $26,000. Marquette Asset Management LLC bought a new stake in shares of CocaCola during the third quarter valued at about $27,000. Finally, Cloud Capital Management LLC acquired a new stake in CocaCola in the third quarter worth about $27,000. Institutional investors own 70.26% of the company’s stock.

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.