Brokerages Set CocaCola Company (The) (NYSE:KO) PT at $95.76

Shares of CocaCola Company (The) (NYSE:KO) have been given an average recommendation of “Moderate Buy” by the eighteen analysts that are covering the firm, Marketbeat.com reports. Three analysts have rated the stock with a hold recommendation and fifteen have given a buy recommendation to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $95.7647.

KO has been the topic of a number of recent research reports. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $86.00 price target (up from $82.00) on shares of CocaCola in a research report on Tuesday, July 28th. Piper Sandler boosted their price objective on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday. TD Cowen increased their target price on shares of CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Wells Fargo & Company raised their target price on shares of CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $100.00 price target (up from $89.00) on shares of CocaCola in a research report on Wednesday.

Insider Buying and Selling

In other news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 75,727 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total value of $6,788,925.55. Following the completion of the transaction, the insider owned 35,393 shares in the company, valued at $3,172,982.45. The trade was a 68.15% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,502,719 shares of company stock worth $126,087,452 in the last quarter. Insiders own 0.90% of the company’s stock.

Institutional Investors Weigh In On CocaCola

Large investors have recently bought and sold shares of the company. Lantern Wealth Advisors LLC boosted its position in shares of CocaCola by 3.6% during the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after acquiring an additional 115 shares in the last quarter. Paragon Private Wealth Management LLC raised its position in CocaCola by 1.4% during the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock valued at $709,000 after purchasing an additional 123 shares in the last quarter. Everpar Advisors LLC raised its position in CocaCola by 0.9% during the second quarter. Everpar Advisors LLC now owns 14,504 shares of the company’s stock valued at $1,179,000 after purchasing an additional 125 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in CocaCola by 0.3% during the first quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock worth $3,109,000 after purchasing an additional 129 shares during the last quarter. Finally, HORAN Wealth LLC lifted its stake in CocaCola by 3.9% during the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after purchasing an additional 130 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong second-quarter results remain the primary catalyst. Coca-Cola reported adjusted earnings of $0.97 per share, above the $0.93 consensus, while revenue increased 6.2% year over year to $13.37 billion, topping the $13.17 billion estimate. Global unit-case volume rose 5%, and management raised its 2026 earnings outlook to $3.27-$3.30 per share. Coca-Cola Q2 2026 Earnings Call Highlights
• Positive Sentiment: Premium beverages could support future revenue growth. Coca-Cola is using innovation, pricing and packaging to expand premium offerings and capture higher-value consumption occasions. Growth in Fairlife, zero-sugar products and favorable product mix also contributed to recent momentum. Can Coca-Cola’s Premium Beverage Strategy Boost Revenues?
• Positive Sentiment: Analyst targets moved higher. Jefferies raised its target to $104, TD Cowen to $100 and Argus to $97 with a Buy rating. Citigroup also forecast meaningful appreciation, helping reinforce the broadly Moderate Buy consensus.
• Neutral Sentiment: The dividend remains an income-supporting feature. Coca-Cola declared a quarterly dividend of $0.53 per share, or $2.12 annualized, representing an approximately 2.4% yield at recent prices. The company’s long dividend-growth record continues to appeal to defensive and income-focused investors. Coca-Cola Raised Its Full-Year Guidance
• Negative Sentiment: Valuation may be limiting near-term upside. With KO trading near its 52-week high at roughly 26 times earnings, HSBC cut the stock to Hold and argued that PepsiCo may offer better value. Coca-Cola Cut to Hold at HSBC
• Negative Sentiment: Insider selling creates a modest sentiment overhang. Chairman James Quincey sold approximately $13.1 million of shares, following a larger sale the prior day. The transactions were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding, making them less concerning than discretionary sales but still notable.

CocaCola Stock Performance

KO opened at $87.67 on Friday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The business has a fifty day simple moving average of $82.04 and a 200 day simple moving average of $78.77. CocaCola has a 1 year low of $65.35 and a 1 year high of $90.92. The company has a market capitalization of $377.18 billion, a PE ratio of 26.33, a price-to-earnings-growth ratio of 3.06 and a beta of 0.33.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. During the same quarter last year, the business earned $0.87 EPS. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect that CocaCola will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.

CocaCola Company Profile

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.