CocaCola (NYSE:KO – Free Report) had its target price increased by Wells Fargo & Company from $79.00 to $87.00 in a report issued on Monday morning,Benzinga reports. They currently have an overweight rating on the stock.
Several other analysts also recently commented on the company. Piper Sandler raised their target price on CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Barclays reissued an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Evercore reaffirmed an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $83.00 price target on shares of CocaCola in a research report on Thursday, January 29th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating and seventeen have issued a Buy rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $83.29.
CocaCola Stock Performance
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly 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. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business had revenue of $11.80 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same period last year, the company posted $0.55 earnings per share. The business’s quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, sell-side analysts anticipate that CocaCola will post 2.96 EPS for the current year.
Insider Buying and Selling
In related news, EVP Manuel Arroyo sold 139,689 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the sale, the executive vice president directly owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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 value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 509,138 shares of company stock worth $38,186,963. 0.97% of the stock is owned by corporate insiders.
Institutional Inflows and Outflows
Institutional investors have recently bought and sold shares of the business. Brighton Jones LLC grew its position in CocaCola by 13.3% during the fourth 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 during the period. Revolve Wealth Partners LLC increased its stake 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 worth $548,000 after purchasing an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in shares of CocaCola in the 1st quarter worth approximately $210,000. SPC Financial Inc. grew its holdings in CocaCola by 6.0% during the second quarter. SPC Financial Inc. now owns 2,969 shares of the company’s stock valued at $210,000 after purchasing an additional 169 shares during the period. Finally, Yarger Wealth Strategies LLC increased its position in CocaCola by 9.7% in the second quarter. Yarger Wealth Strategies LLC now owns 3,512 shares of the company’s stock worth $248,000 after buying an additional 311 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.
Key Headlines Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/overweight views (UBS to $87, JPMorgan to $83, TD Cowen $85), giving KO visible upside from current levels and supporting investor buying. UBS raises Coca‑Cola target
- Positive Sentiment: Analyst commentary broadly remains bullish after the quarter — research notes highlight resilient margins, pricing power and durable cash flow that support dividends and buybacks. Analysts trending StrongBuy
- Positive Sentiment: MarketBeat and other coverage point to institutional accumulation and a thesis that KO can still reach the mid‑$80s on steady cash flow and capital returns — a supportive backdrop for the stock. MarketBeat: No Rally? Coca‑Cola’s Results Still Look Like a Sweet Deal
- Neutral Sentiment: Q4 EPS beat consensus ($0.58 vs. ~$0.56) and the company reiterated FY‑2026 EPS guidance (3.210–3.240), providing some reassurance on profit and shareholder returns. Zacks: Q4 EPS beat
- Negative Sentiment: Revenue disappointed (miss vs. consensus), and management’s conservative/top‑line guidance and a one‑off impairment (BODYARMOR trademark) have kept some investors cautious — these items drove the initial post‑earnings pullback. Reuters: Coca‑Cola misses Q4 revenue
- Negative Sentiment: Valuation pushback: some analysts/commentary warn KO is trading at a premium to peers after the recent run, tempering upside for new entrants. Seeking Alpha: Valuation concerns
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.
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