CocaCola Company (The) (NYSE:KO) Stock Has Consensus Target Price of $95.95 According to Analysts

Posted by George Bondi on Oct 17th, 2026

Shares of CocaCola Company (The) (NYSE:KO – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the twenty-three brokerages that are presently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a hold recommendation, twenty have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among brokerages that have issued a report on the stock in the last year is $96.27.

A number of analysts have recently issued reports on the stock. Morgan Stanley reissued an “overweight” rating and set a $100.00 target price (up from $89.00) on shares of CocaCola in a research note on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on shares of CocaCola in a research note on Friday, August 14th. JPMorgan Chase & Co. reduced their price target on shares of CocaCola from $96.00 to $95.00 and set an “overweight” rating on the stock in a research note on Monday, September 28th. 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. Finally, Daiwa Securities Group lifted their price objective on shares of CocaCola from $83.00 to $93.00 and gave the company an “outperform” rating in a report on Thursday, July 30th.

View Our Latest Analysis on CocaCola

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Nancy Quan sold 50,000 shares of CocaCola stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $20,186,798.70. The trade was a 18.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of CocaCola stock in a transaction on Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the sale, the insider directly owned 62,105 shares of the company’s stock, valued at approximately $5,372,082.50. This trade represents a 13.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On CocaCola

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Bank of America Corp DE grew its holdings in CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock worth $3,735,058,000 after acquiring an additional 1,939,673 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of CocaCola by 0.4% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company’s stock valued at $2,954,523,000 after purchasing an additional 162,097 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of CocaCola by 9.2% in the 2nd quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock valued at $2,361,198,000 after purchasing an additional 2,439,026 shares in the last quarter. Invesco Ltd. raised its holdings in shares of CocaCola by 6.7% in the 4th quarter. Invesco Ltd. now owns 28,520,214 shares of the company’s stock valued at $1,993,848,000 after purchasing an additional 1,798,371 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in shares of CocaCola by 1.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock valued at $1,431,495,000 after purchasing an additional 235,785 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

KO opened at $93.72 on Wednesday. The business has a fifty day moving average of $88.47 and a 200 day moving average of $83.34. CocaCola has a 52-week low of $67.27 and a 52-week high of $94.10. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The stock has a market cap of $403.23 billion, a P/E ratio of 28.48, a PEG ratio of 3.58 and a beta of 0.32.

CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 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 for the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter in the prior year, the company posted $0.87 EPS. CocaCola’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. As a group, sell-side analysts anticipate that CocaCola will post 3.30 EPS for the current year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, December 1st. CocaCola’s dividend payout ratio is currently 63.66%.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: KFC switches from Pepsi to Coca-Cola: KFC will replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants next year, ending a relationship that began in 1986. The high-profile contract should provide incremental fountain volume, strengthen Coca-Cola’s North American position and pressure PepsiCo. KFC to switch to Coca-Cola beverages in U.S. restaurants
Positive Sentiment: Analyst support: UBS reaffirmed its Buy rating, while Jefferies maintained a Buy rating and Barclays reportedly raised its price target. Analysts view the KFC win as evidence of improving competitive momentum in North America. Jefferies maintains Coca-Cola Buy rating
Positive Sentiment: Rotation into defensive stocks: Coca-Cola, Visa and Mastercard reached records as investors rotated away from chip and artificial-intelligence stocks. KO’s low-beta profile and dependable cash flows make it a potential beneficiary if technology-market volatility increases. Coca-Cola, Visa and Mastercard hit records
Positive Sentiment: Strong brand and product execution: Coca-Cola Zero Sugar volume grew 16% in the second quarter, outpacing 5% growth for the broader Coca-Cola trademark. Localized pricing, marketing and product strategies are also supporting global consumer engagement. How Coca-Cola is using local execution to fuel global growth
Neutral Sentiment: Dividend remains a support: Coca-Cola declared a quarterly dividend of $0.53 per share, or $2.12 annualized, representing an indicated yield of about 2.3%. The payout reinforces KO’s income appeal, although the stock’s elevated valuation limits the margin of safety.
Negative Sentiment: Valuation and growth questions: At roughly 28 times earnings, investors are paying a premium for a mature company. The Zero Sugar gains may partly reflect consumers switching among Coca-Cola products rather than creating entirely new demand, which could limit the long-term earnings benefit. Is Zero Sugar creating new demand or shifting existing sales?

About CocaCola

(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.