CocaCola (NYSE:KO) Price Target Cut to $87.00 by Analysts at Jefferies Financial Group

CocaCola (NYSE:KO) had its price objective trimmed by Jefferies Financial Group from $88.00 to $87.00 in a research note issued to investors on Wednesday morning,Benzinga reports. The firm currently has a buy rating on the stock.

KO has been the topic of a number of other reports. Barclays reiterated an “overweight” rating on shares of CocaCola in a research note on Thursday, October 23rd. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. TD Cowen restated a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Evercore restated an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. Finally, UBS Group increased their price objective on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating and seventeen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $83.29.

CocaCola Stock Up 1.1%

NYSE KO traded up $0.85 on Wednesday, hitting $79.45. 2,319,433 shares of the stock traded hands, compared to its average volume of 19,339,391. The company has a market capitalization of $341.78 billion, a P/E ratio of 26.14, a price-to-earnings-growth ratio of 3.95 and a beta of 0.36. The stock has a 50-day moving average of $71.73 and a 200 day moving average of $69.95. The company has a current ratio of 1.46, a quick ratio of 1.00 and a debt-to-equity ratio of 1.23. CocaCola has a twelve month low of $65.35 and a twelve month high of $79.62.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The firm had revenue of $11.80 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, analysts expect that CocaCola will post 2.96 earnings per share for the current fiscal year.

Insiders Place Their Bets

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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $71.17, for a total value of $2,250,751.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $15,894,396.10. This represents a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 509,138 shares of company stock worth $38,186,963. 0.97% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On CocaCola

A number of institutional investors have recently bought and sold shares of KO. Brighton Jones LLC raised its stake in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after purchasing an additional 4,591 shares during the period. Revolve Wealth Partners LLC lifted its holdings 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 valued at $548,000 after buying an additional 293 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola in the first quarter worth approximately $210,000. Moran Wealth Management LLC raised its position in CocaCola by 13.5% during the second quarter. Moran Wealth Management LLC now owns 73,247 shares of the company’s stock valued at $5,182,000 after acquiring an additional 8,693 shares in the last quarter. Finally, Mitchell Mcleod Pugh & Williams Inc. lifted its stake in CocaCola by 6.7% in the second quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 26,458 shares of the company’s stock valued at $1,872,000 after acquiring an additional 1,672 shares during the last quarter. Hedge funds and other 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: Analysts are upgrading and raising targets — UBS lifted its price target to $87 and reiterated a Buy, and JPMorgan raised its PT to $83 (overweight), signaling continued Wall Street confidence that supports the share price. UBS raises KO PT to $87
• Positive Sentiment: Q4 beat on EPS and resilient underlying demand — KO reported $0.58 adjusted EPS (above consensus) with organic growth and pricing power cited on the call, giving investors confidence in cash flow and dividend coverage. Q4 2025 earnings transcript
• Positive Sentiment: Institutional accumulation and capital returns remain supportive — data and company commentary highlight sustained buybacks, a strong dividend track record, and expectations for free‑cash‑flow recovery into 2026. MarketBeat on KO cash flow & institutional buying
• Neutral Sentiment: Leadership/strategy update — incoming CEO has flagged faster innovation to capture low‑sugar and weight‑loss beverage trends; strategic shift may help long‑term growth but is not an immediate earnings driver. Incoming CEO seeks faster innovation
• Negative Sentiment: Revenue miss and cautious 2026 guide spooked traders — top‑line came in below estimates (first miss in several years) and management’s FY guidance was slightly below some expectations, prompting the initial sell‑off. MarketWatch on revenue miss
• Negative Sentiment: One‑off items pressured reported margins — a trademark write‑off and other nonrecurring charges reduced reported operating income and created noise in the quarter’s profitability metrics, which some investors viewed as a reason to discount the beat. Seeking Alpha on one‑offs and valuation

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.