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

CocaCola (NYSE:KO) had its target price cut by Jefferies Financial Group from $88.00 to $87.00 in a research note published on Wednesday morning,Benzinga reports. They currently have a buy rating on the stock.

KO has been the topic of a number of other research reports. TD Cowen restated a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Wells Fargo & Company boosted their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $83.00 price target on shares of CocaCola in a report on Thursday, January 29th. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Finally, Piper Sandler upped their target price on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating and sixteen have given a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $84.19.

CocaCola Stock Down 0.4%

NYSE KO opened at $78.68 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 1.00 and a debt-to-equity ratio of 1.23. The company has a market cap of $338.46 billion, a price-to-earnings ratio of 25.88, a PEG ratio of 3.31 and a beta of 0.36. The company has a 50 day moving average of $72.08 and a 200-day moving average of $70.08. CocaCola has a 1-year low of $65.35 and a 1-year high of $80.41.

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

Insider Buying and Selling at CocaCola

In other news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the sale, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $71.17, for a total value of $2,250,751.25. Following the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.97% of the company’s stock.

Institutional Investors Weigh In On CocaCola

Several hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in 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 purchasing an additional 6,241,163 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of CocaCola in the 2nd quarter valued at $22,443,000. Mirae Asset Global Investments Co. Ltd. increased its position in shares of CocaCola by 2.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock worth $136,086,000 after buying an additional 57,407 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its stake in CocaCola by 1.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company’s stock worth $690,311,000 after buying an additional 198,886 shares during the last quarter. Finally, Nicola Wealth Management LTD. lifted its holdings in CocaCola by 42.3% in the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock valued at $12,269,000 after buying an additional 55,000 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: UBS raised its price target to $87 and kept a Buy rating, citing stability in Coke’s core business — a supportive analyst takeaway for the shares. UBS Sees Stability in The Coca‑Cola Company’s Core Business, Raises PT to $87
• Positive Sentiment: Market reaction to the quarter included an initial uptick — headlines reported the stock trading higher after the better‑than‑expected EPS, reflecting investor focus on margin and cash generation. CocaCola (NYSE:KO) Trading Up 2.5% Following Better‑Than‑Expected Earnings
• Positive Sentiment: Zacks notes KO hit a 52‑week high, attributing strength to pricing discipline, brand power and solid Q4 results despite FX headwinds — momentum that can attract momentum and quality‑stock flows. Coca‑Cola Hits 52‑Week High: Should You Buy the Stock Now or Wait?
• Positive Sentiment: The Motley Fool included KO among two consumer‑staples picks to buy, reinforcing its appeal to yield‑and‑defensive‑oriented investors. 2 Consumer Staples Stocks to Buy in February 2026
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) completed an oversubscribed Ps.10 billion bond, signaling access to cheap local financing in Latin America — relevant for regional bottler stability but indirect for KO’s US listing. Coca‑Cola FEMSA Raises Ps. 10 Billion in Oversubscribed Mexican Bond Offering
• Neutral Sentiment: Coca‑Cola Bottlers Japan reported a 2025 loss but flagged a rebound plan and governance moves (new director, reserve reclassification) — localized execution risk that’s unlikely to move KO significantly but worth monitoring for regional supply/earnings impact. Coca‑Cola Bottlers Japan Swings to 2025 Loss but Signals Earnings Rebound in 2026
• Negative Sentiment: A TipRanks piece warns that a defensive rotation has left KO “fully priced,” implying limited upside from current multiples and raising the risk of short‑term pullbacks as investors rotate into other defensives. ‘Defensive Rotation’ Leaves Coca‑Cola Stock (KO) Fully Priced, Says Analyst
• Negative Sentiment: The Motley Fool also published a cautious take suggesting alternatives they’d buy instead, highlighting concerns about valuation and a weaker revenue beat — a reminder some investors prefer higher growth or deeper discounts. Coca‑Cola Stock Is Interesting, But Here’s What I’d Buy Instead

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.