CocaCola (NYSE:KO) Price Target Raised to $90.00 at Jefferies Financial Group

CocaCola (NYSE:KO) had its target price lifted by Jefferies Financial Group from $87.00 to $90.00 in a research report report published on Monday,Benzinga reports. The firm currently has a buy rating on the stock.

A number of other equities research analysts also recently weighed in on KO. Morgan Stanley set a $88.00 target price on CocaCola in a research report on Wednesday, March 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. TD Cowen reissued a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Wells Fargo & Company upped their price objective on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Finally, Citigroup raised their target price on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $84.60.

CocaCola Stock Up 0.6%

CocaCola stock opened at $77.81 on Monday. CocaCola has a 52 week low of $65.35 and a 52 week high of $82.00. The stock has a market cap of $334.66 billion, a price-to-earnings ratio of 25.60, a PEG ratio of 3.24 and a beta of 0.35. The company’s 50-day moving average price is $75.84 and its two-hundred day moving average price is $71.47. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last issued its quarterly 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 net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same period in the prior year, the business posted $0.55 EPS. The business’s revenue for the quarter was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, analysts expect that CocaCola will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s payout ratio is presently 69.74%.

Insider Transactions at CocaCola

In other CocaCola news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $17,754,735. This trade represents a 9.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the transaction, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is owned by company insiders.

Institutional Trading of CocaCola

A number of institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in shares of CocaCola by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after buying an additional 6,241,163 shares during the period. Dynamic Technology Lab Private Ltd grew its stake in CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after buying an additional 22,444 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in CocaCola by 2.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after acquiring an additional 57,407 shares during the period. Nicola Wealth Management LTD. raised its holdings in CocaCola by 42.3% in the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock worth $12,269,000 after acquiring an additional 55,000 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. lifted its position in CocaCola by 1.9% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after acquiring an additional 198,886 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 and kept a “buy” rating, signaling incremental analyst optimism and providing upside to consensus expectations. Read More.
• Positive Sentiment: Recent quarterly results showed an EPS beat and management set FY‑2026 EPS guidance (3.210–3.240), supporting confidence in earnings durability and dividend coverage—factors that attract income investors.
• Positive Sentiment: Zero‑sugar SKUs (Coca‑Cola Zero Sugar, Sprite Zero Sugar) are being cited as margin drivers—helping pricing power, volume growth and mix improvement as consumers shift to low‑calorie options. This supports profit expansion without heavy volume reliance. Read More.
• Positive Sentiment: Investor media continue to highlight KO as a defensive, dividend-oriented holding (Dividend King, top consumer‑staples picks), which can keep demand for the shares high among income and risk‑averse portfolios. Read More.
• Neutral Sentiment: Coca‑Cola launched a Mango Citrus Sprite exclusive at Walmart (Sprite Chill), expanding flavored offerings and retail partnerships; the company also announced longtime director Maria Elena Lagomasino will retire after 18 years — product/news is constructive, director exit is governance‑neutral for now. Read More.
• Negative Sentiment: A Seeking Alpha piece argues it’s time to “play defensive” on KO, highlighting risks (valuation, growth constraints or cyclicality in emerging categories) that could limit near‑term upside and pressure sentiment among value/rotation investors. Read More.

CocaCola Company Profile

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.