Analysts Set CocaCola Company (The) (NYSE:KO) Price Target at $95.76

CocaCola Company (The) (NYSE:KO) has received a consensus rating of “Moderate Buy” from the eighteen ratings firms that are currently covering the stock, Marketbeat Ratings reports. Three analysts have rated the stock with a hold recommendation, fourteen have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month target price among analysts that have issued ratings on the stock in the last year is $95.7647.

A number of analysts recently weighed in on KO shares. Morgan Stanley restated an “overweight” rating and issued a $100.00 price objective (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Evercore reaffirmed an “outperform” rating and set a $100.00 target price on shares of CocaCola in a report on Tuesday, July 28th. Citigroup increased their price target on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Weiss Ratings upgraded CocaCola from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, September 3rd. Finally, Argus lifted their price objective on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th.

CocaCola Trading Down 0.6%

KO opened at $88.07 on Friday. CocaCola has a fifty-two week low of $65.35 and a fifty-two week high of $92.49. 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 firm has a market capitalization of $378.91 billion, a price-to-earnings ratio of 26.45, a PEG ratio of 3.45 and a beta of 0.34. The company’s 50 day moving average price is $87.44 and its two-hundred day moving average price is $81.98.

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

CocaCola Dividend Announcement

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

Insider Transactions at CocaCola

In other news, EVP Nancy Quan sold 50,000 shares of the business’s stock in a transaction that occurred on 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 owned 223,330 shares in the company, valued at approximately $20,186,798.70. The trade was a 18.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 381,140 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $11,059,883.32. This trade represents a 75.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. In the last ninety days, insiders have sold 926,620 shares of company stock worth $83,075,714. Company insiders own 0.90% of the company’s stock.

Institutional Trading of CocaCola

Institutional investors have recently bought and sold shares of the company. Norges Bank acquired a new position in shares of CocaCola in the 4th quarter valued at about $3,865,807,000. Cardano Risk Management B.V. grew its stake in CocaCola by 867.2% during the fourth quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock worth $1,008,954,000 after purchasing an additional 12,939,959 shares during the period. Capital World Investors grew its stake in CocaCola by 98.7% during the fourth quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock worth $879,015,000 after purchasing an additional 6,246,627 shares during the period. Bank of New York Mellon Corp increased its holdings in CocaCola by 23.9% in the fourth quarter. Bank of New York Mellon Corp now owns 28,679,192 shares of the company’s stock worth $2,004,962,000 after purchasing an additional 5,529,810 shares in the last quarter. Finally, Auto Owners Insurance Co increased its holdings in CocaCola by 10,842.4% in the fourth quarter. Auto Owners Insurance Co now owns 4,781,844 shares of the company’s stock worth $33,430,000 after purchasing an additional 4,738,144 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: TD Cowen maintained its Buy rating on Coca-Cola, reinforcing the view that the company’s brand strength, global distribution, and earnings outlook support further upside. TD Cowen Keeps Their Buy Rating on Coca-Cola
• Positive Sentiment: Coca-Cola’s dividend record remains a major attraction. The company has increased its dividend every year since 1962, including through multiple market crashes, supporting its appeal to income-focused and defensive investors. Coca-Cola Dividend History
• Positive Sentiment: Consumer staples are outperforming discretionary stocks in 2026, highlighting continued investor demand for defensive businesses such as Coca-Cola. Staples ETF Widens Gap Over Discretionary
• Neutral Sentiment: Coca-Cola’s announced $10 billion investment appears less transformational than the headline suggests. The spending is expected to be spread across multiple years, limiting its immediate effect on revenue and earnings growth. Coca-Cola Investment Announcement Analysis
• Negative Sentiment: An IRS case presents a potential overhang. Investors are assessing the possibility of tax-related costs or uncertainty, which could pressure valuation if the dispute develops unfavorably. Coca-Cola IRS Case

About CocaCola

The Coca-Cola Company (NYSE: KO) is a global beverage company best known for its Coca-Cola soft drink, which was first introduced in 1886. The company was incorporated in 1892 and has grown into one of the world’s largest beverage businesses.

Its portfolio includes sparkling soft drinks such as Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite and Fanta, along with water, sports drinks, coffee, tea, juice and dairy-based beverages. Other brands associated with the company include Dasani, smartwater, Powerade, Minute Maid, Simply, Costa Coffee, fairlife and Topo Chico.

The Coca-Cola Company primarily develops, owns and markets beverage brands, while relying on a global network of independent bottling partners and distributors to manufacture, package and deliver many of its products.