CocaCola (NYSE:KO) Stock Price Target Lowered at Wells Fargo & Company

CocaCola (NYSE:KO) had its target price lowered by Wells Fargo & Company from $95.00 to $90.00 in a research note published on Monday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Several other brokerages also recently commented on KO. UBS Group set a $104.00 target price on shares of CocaCola and gave the company a “buy” rating in a report on Wednesday, July 29th. Rothschild & Co Redburn boosted their price target on shares of CocaCola from $86.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. TD Cowen upped their price objective 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. BNP Paribas Exane increased their price objective on shares of CocaCola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Finally, Argus lifted their target price on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, CocaCola has a consensus rating of “Moderate Buy” and a consensus price target of $95.95.

CocaCola Stock Up 1.0%

Shares of NYSE:KO opened at $86.47 on Monday. The business’s 50 day moving average is $88.13 and its 200 day moving average is $82.50. CocaCola has a 12-month low of $65.84 and a 12-month high of $92.49. The stock has a market cap of $372.03 billion, a price-to-earnings ratio of 25.97, a PEG ratio of 3.34 and a beta of 0.32. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. During the same period in the prior year, the firm posted $0.87 EPS. CocaCola’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. On average, sell-side analysts forecast that CocaCola will post 3.29 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Tuesday, September 15th were issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Insiders Place Their Bets

In other CocaCola news, EVP Nancy Quan sold 50,000 shares of the business’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $20,186,798.70. The trade was a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the transaction, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This represents a 35.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 926,620 shares of company stock valued at $83,075,714. Company insiders own 0.90% of the company’s stock.

Institutional Trading of CocaCola

Hedge funds have recently made changes to their positions in the company. Horizons Wealth Management bought a new position in shares of CocaCola during the 3rd quarter worth $31,000. Baker Tilly Wealth Management LLC raised its stake in CocaCola by 1.8% in the 3rd quarter. Baker Tilly Wealth Management LLC now owns 26,411 shares of the company’s stock valued at $2,273,000 after acquiring an additional 456 shares during the period. Eastern Bank raised its stake in CocaCola by 3.0% in the 3rd quarter. Eastern Bank now owns 202,074 shares of the company’s stock valued at $17,395,000 after acquiring an additional 5,870 shares during the period. Miller Global Investments LLC purchased a new stake in CocaCola during the third quarter valued at about $69,000. Finally, Polaris Financial Partners purchased a new stake in CocaCola during the third quarter valued at about $123,000. 70.26% of the stock is currently owned by institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Trademark Coca-Cola volume recorded its strongest gain in 17 years, providing evidence that the core brand is regaining momentum and supporting expectations for improved organic growth. 1 Stat That Makes Coca-Cola Hard to Ignore in October
• Positive Sentiment: Analysts point to broad-based growth from higher volumes, favorable price and product mix, and continued brand investment as Coca-Cola enters the second half of 2026. This supports the company’s current earnings outlook and follows its latest quarterly revenue and EPS beats. Can Coca-Cola’s Balanced Growth Strategy Sustain Momentum?
• Positive Sentiment: Coca-Cola has raised its dividend for 64 consecutive years and offers a roughly 2.5% yield, reinforcing its appeal to income-focused and defensive investors. Want Income for Life? Coca-Cola Has Raised Its Dividend for 64 Straight Years
• Neutral Sentiment: Wells Fargo lowered its KO price target to $90 from $95 but maintained an “overweight” rating. The reduced target signals more limited near-term upside, while the rating indicates continued confidence in the shares. Wells Fargo Has Lowered Expectations for Coca-Cola Stock Price
• Neutral Sentiment: Commentary continues to frame KO as a dependable long-term holding, but notes that its premium valuation and modest yield may make it less attractive if growth slows or interest rates remain elevated. Coca-Cola Long-Term Investment Analysis
• Neutral Sentiment: Coca-Cola İçecek’s redemption of a TRY 4 billion bill concerns a separate publicly traded bottler and has limited direct significance for Coca-Cola Company investors. Coca-Cola İçecek Completes Redemption of TRY 4 Billion Domestic Bill

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.