CocaCola (NYSE:KO) Given New $87.00 Price Target at Jefferies Financial Group

CocaCola (NYSE:KO) had its target price dropped by stock analysts at Jefferies Financial Group from $88.00 to $87.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. Jefferies Financial Group’s price target would suggest a potential upside of 13.16% from the company’s current price.

Other equities analysts have also issued reports about the company. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. Wells Fargo & Company boosted their price target on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a report on Monday. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Evercore restated an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. Finally, Piper Sandler lifted their price target on shares of CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating and sixteen have issued a Buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $81.43.

CocaCola Price Performance

CocaCola stock opened at $76.88 on Wednesday. The stock’s 50 day moving average price is $71.57 and its two-hundred day moving average price is $69.88. The stock has a market capitalization of $330.71 billion, a price-to-earnings ratio of 25.46, a PEG ratio of 4.00 and a beta of 0.36. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. CocaCola has a 52-week low of $65.35 and a 52-week high of $79.20.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The company had revenue of $11.80 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same period in the prior year, the firm earned $0.55 earnings per share. CocaCola’s revenue for the quarter was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities analysts predict that CocaCola will post 2.96 earnings per share for the current year.

Insider Activity at CocaCola

In related news, EVP Manuel Arroyo sold 139,689 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the transaction, the executive vice president directly owned 58,067 shares in the company, valued at $4,111,143.60. The trade was a 70.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction that occurred on 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 owned 342,546 shares in the company, valued at $26,410,296.60. This represents a 49.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 509,138 shares of company stock worth $38,186,963 over the last 90 days. 0.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On CocaCola

A number of institutional investors have recently bought and sold shares of the business. OneAscent Financial Services LLC increased its stake in CocaCola by 8.5% in the 4th quarter. OneAscent Financial Services LLC now owns 8,168 shares of the company’s stock worth $571,000 after acquiring an additional 641 shares during the last quarter. OneAscent Family Office LLC raised its stake in shares of CocaCola by 29.1% in the fourth quarter. OneAscent Family Office LLC now owns 5,483 shares of the company’s stock valued at $383,000 after acquiring an additional 1,235 shares during the period. Pinebridge Investments LLC bought a new position in CocaCola during the 4th quarter valued at about $1,511,000. PBU The Pension Fund of Early Childhood & Youth Educators purchased a new stake in CocaCola in the 4th quarter worth about $930,000. Finally, Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in shares of CocaCola by 2.6% during the 4th quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 1,307,606 shares of the company’s stock worth $91,415,000 after acquiring an additional 32,700 shares during the last quarter. Hedge funds and other 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: Analyst backing: TD Cowen reaffirmed a Buy and set an $85 price target, while other firms (including Wells Fargo) have raised targets into the mid‑$80s, supporting the stock’s longer‑term case. Coca‑Cola: Resilient Global Growth…
• Positive Sentiment: Earnings strength and execution: Management highlighted resilient organic growth, pricing power and volume gains in several markets on the Q4 call, and emphasized free‑cash‑flow recovery (after a one‑off hit). These operational positives underpin dividend and buyback capacity. Earnings Call Highlights
• Positive Sentiment: Management/strategy tailwinds: Incoming CEO is prioritizing faster innovation and low‑sugar offerings (aligns with consumer trends), which could help regain share over time. Incoming CEO seeks faster innovation
• Neutral Sentiment: Guidance largely in‑line: FY‑2026 EPS guidance (3.210–3.240) sits near consensus, making the outlook mixed rather than surprising; investors are parsing whether organic revenue guidance (4%–5%) is conservative or realistic. MarketBeat KO overview
• Negative Sentiment: Revenue miss and weaker soda demand: Q4 revenue fell short of Street estimates as demand softened in North America and Europe, which has pressured the stock. Coca‑Cola misses Q4 revenue
• Negative Sentiment: One‑off impairment and margin noise: A roughly $960M non‑cash BODYARMOR impairment and a trademark write‑off dented operating income and created headline margin weakness, prompting short‑term selling. Hidden number in earnings
• Negative Sentiment: Valuation concerns: Some investors/analysts warn KO is trading at a premium to peers (“priced to perfection”), which increases downside if growth disappoints. Priced to perfection

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.