CocaCola (NYSE:KO) Stock Price Target Cut by JPMorgan Chase & Co.

Posted by Brenda Bartman on Sep 30th, 2026

CocaCola (NYSE:KO – Get Free Report) had its price target dropped by stock analysts at JPMorgan Chase & Co. from $96.00 to $95.00 in a report released on Monday, Marketbeat reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 9.39% from the company’s previous close.

A number of other equities research analysts have also issued reports on KO. UBS Group set a $104.00 price objective on shares of CocaCola and gave the company a “buy” rating in a report on Wednesday, July 29th. The Goldman Sachs Group reissued a “neutral” rating and issued a $86.00 price target (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. Sanford C. Bernstein restated a “market perform” rating and set a $93.00 price target (up from $83.00) on shares of CocaCola in a report on Wednesday, July 29th. Barclays upped their target price on shares of CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday, July 30th. Finally, Wells Fargo & Company raised their price target on CocaCola from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, CocaCola has an average rating of “Moderate Buy” and a consensus price target of $96.18.

Get Our Latest Report on CocaCola

CocaCola Stock Performance

Shares of CocaCola stock opened at $86.84 on Monday. The business’s 50 day moving average price is $87.84 and its 200 day moving average price is $82.26. The company has a market cap of $373.65 billion, a price-to-earnings ratio of 26.08, a PEG ratio of 3.39 and a beta of 0.34. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. CocaCola has a one year low of $65.84 and a one year high of $92.49.

CocaCola (NYSE:KO – Get Free Report) last issued its 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. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The company had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. During the same period in the prior year, the business earned $0.87 EPS. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, research analysts predict that CocaCola will post 3.29 EPS for the current year.

Insider Buying and Selling at CocaCola

In other CocaCola news, insider Sanket Ray sold 9,958 shares of CocaCola stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the sale, the insider directly owned 62,105 shares of the company’s stock, valued at $5,372,082.50. The trade was a 13.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman James Quincey sold 145,947 shares of the stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the transaction, the chairman owned 122,833 shares in the company, valued at approximately $11,066,024.97. The trade was a 54.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 quarter, insiders sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On CocaCola

Hedge funds have recently added to or reduced their stakes in the stock. Cardano Risk Management B.V. grew its position in shares of CocaCola by 867.2% in the 4th quarter. Cardano Risk Management B.V. now owns 14,432,190 shares of the company’s stock valued at $1,008,954,000 after buying an additional 12,939,959 shares during the last quarter. Capital World Investors grew its stake in CocaCola by 98.7% during the 4th quarter. Capital World Investors now owns 12,573,527 shares of the company’s stock worth $879,015,000 after buying an additional 6,246,627 shares during the last quarter. Bank of New York Mellon Corp grew its stake in CocaCola by 23.9% during the 4th quarter. Bank of New York Mellon Corp now owns 28,679,192 shares of the company’s stock worth $2,004,962,000 after buying an additional 5,529,810 shares during the last quarter. Auto Owners Insurance Co lifted its stake 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 valued at $33,430,000 after buying an additional 4,738,144 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of CocaCola by 15.3% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 31,747,305 shares of the company’s stock valued at $2,219,454,000 after acquiring an additional 4,207,841 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Defensive dividend appeal: Coca-Cola is highlighted as a Dividend King with a long record of raising its payout, making KO attractive to income-focused investors seeking stability amid weaker consumer sentiment and inflation concerns. Defensive Dividends: 3 Companies Investors Can Rely On
Positive Sentiment: Leadership hire supports growth prospects: Coca-Cola has hired Monster Beverage’s Americas CEO to lead its North American business. The move could strengthen execution and innovation in a key market, while published estimates suggest meaningful upside if the strategy succeeds. Coca-Cola Hired Monster’s Americas CEO to Run North America
Positive Sentiment: Operating momentum remains strong: Coverage points to 5% year-over-year global volume growth in the second quarter, supported by execution, product innovation, portfolio breadth and revenue-management initiatives. Coca-Cola is also viewed as having a stronger growth profile than some beverage peers. What’s Driving Coca-Cola’s Broad-Based Global Volume Growth?
Neutral Sentiment: Analyst support continues, but upside was trimmed: JPMorgan reaffirmed an overweight/buy-equivalent view while lowering its price target from $96 to $95, signaling continued confidence but slightly less expected appreciation. Coca-Cola Given New $95 Price Target at JPMorgan
Negative Sentiment: Valuation is the primary risk: Commentary cautions that KO’s strong rally, elevated earnings multiple and outperformance versus the broader market may already reflect much of its earnings and dividend strength, limiting near-term returns. Be Careful With Coca-Cola Right Now

CocaCola Company Profile

(Get Free Report)

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.