Jefferies Financial Group Lowers CocaCola (NYSE:KO) Price Target to $87.00

Posted by Defense World Staff on Feb 13th, 2026

CocaCola (NYSE:KO – Get Free Report) had its target price decreased by equities researchers at Jefferies Financial Group from $88.00 to $87.00 in a report released 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 10.13% from the company’s previous close.

Several other research firms also recently weighed in on KO. TD Cowen restated a “buy” rating on shares of CocaCola in a report on Wednesday, October 22nd. Evercore restated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $83.00 price target on shares of CocaCola in a research report on Thursday, January 29th. Bank of America lifted their price objective on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating and sixteen have given a Buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $84.19.

View Our Latest Research Report on CocaCola

CocaCola Stock Performance

CocaCola stock opened at $79.00 on Wednesday. The company has a 50 day moving average price of $71.90 and a 200-day moving average price of $70.01. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.00 and a current ratio of 1.46. CocaCola has a fifty-two week low of $65.35 and a fifty-two week high of $80.41. The company has a market capitalization of $339.81 billion, a PE ratio of 25.99, a P/E/G ratio of 4.04 and a beta of 0.36.

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

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. This represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO James Quincey sold 337,824 shares of the 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 sale, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.97% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CocaCola

Several institutional investors have recently added to or reduced their stakes in KO. Vestia Personal Wealth Advisors boosted its stake in CocaCola by 3.8% in the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares in the last quarter. Alteri Wealth LLC raised its holdings in shares of CocaCola by 1.9% in the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock worth $541,000 after buying an additional 141 shares during the last quarter. Apexium Financial LP lifted its stake in shares of CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after buying an additional 142 shares during the period. Lbmc Investment Advisors LLC grew its holdings in shares of CocaCola by 0.4% during the fourth quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after buying an additional 143 shares during the last quarter. Finally, Stockman Wealth Management Inc. increased its position in shares of CocaCola by 1.7% in the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after acquiring an additional 147 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Multiple brokerages raised price targets or reiterated Buy ratings (UBS to $87, JPMorgan to $83, TD Cowen $85), signaling continued analyst confidence that KO can recover and move higher. UBS Sees Stability in The Coca-Cola Company’s Core Business, Raises PT to $87
Positive Sentiment: MarketBeat argues the Q4 print and 2026 guide still support durable free cash flow growth, ongoing dividends and steady buybacks — factors that underpin upside over the next 6–12 months. No Rally? Coca-Cola’s Results Still Look Like a Sweet Deal
Positive Sentiment: Management change: the incoming CEO is pushing faster innovation to tap low‑sugar and weight‑loss beverage trends — a strategic tailwind for long‑term growth and product mix improvement. Coca-Cola’s incoming CEO seeks faster innovation
Neutral Sentiment: Full Q4 earnings call transcript released — useful for hearing management’s tone on margins, pricing, FX and the one‑off expense that compressed free cash flow in 2025. Read for management commentary on guidance and capital return plans. The Coca-Cola Company Q4 2025 earnings call transcript
Neutral Sentiment: Roundups and analyst notes (Globe & Mail, MarketBeat) provide context on why many firms remain constructive despite the mixed quarter — helpful for confirming consensus views. From a Dividend King to FinTech, These 3 Large Caps Just Reported
Negative Sentiment: Revenue missed expectations (quarterly sales below consensus) and the company issued guidance slightly under some analysts’ forecasts; the revenue shortfall and a one‑off expense pressured the stock at the open. These are the main near‑term risks if growth or FX headwinds persist. Asian shares advance after weak US retail data weigh on Wall Street (mentions Coca‑Cola revenue miss)

CocaCola Company Profile

(Get Free Report)

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.