CocaCola (NYSE:KO) Updates FY 2026 Earnings Guidance

CocaCola (NYSE:KO) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.210-3.240 for the period, compared to the consensus earnings per share estimate of 3.230. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Piper Sandler lifted their price objective on CocaCola from $80.00 to $81.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Evercore reiterated an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. UBS Group reissued a “buy” rating and set a $82.00 price objective on shares of CocaCola in a research report on Tuesday, February 3rd. Jefferies Financial Group raised their target price on CocaCola from $84.00 to $88.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Finally, Bank of America lifted their target price on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. Based on data from MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and a consensus target price of $81.14.

CocaCola Stock Performance

KO stock opened at $78.08 on Tuesday. CocaCola has a twelve month low of $63.66 and a twelve month high of $79.20. The firm has a market cap of $335.87 billion, a price-to-earnings ratio of 25.85, a PEG ratio of 4.06 and a beta of 0.36. The business’s fifty day simple moving average is $71.45 and its two-hundred day simple moving average is $69.83. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30.

Insider Buying and Selling at CocaCola

In other news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were 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 trade represents a 12.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 342,546 shares of the company’s stock, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 509,138 shares of company stock valued at $38,186,963 in the last three months. Company insiders own 0.90% of the company’s stock.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Wells Fargo raised its price target to $87 and kept an “overweight” view, giving KO room for upside vs. current levels — this analyst support is helping near‑term buying interest. CocaCola had its price target raised by analysts at Wells Fargo & Company
• Positive Sentiment: Coca‑Cola is expanding Fairlife production to tap the fast‑growing protein/functional beverage market, which boosts growth optionality beyond sodas and supports longer‑term revenue diversification. Fairlife Expansion Gives Coca-Cola a Protein-Powered Edge
• Positive Sentiment: Investor flows into defensive consumer‑staples ETFs have favored names like Coca‑Cola; the sector’s recent outperformance is drawing demand for KO as a reliable dividend payer and low‑volatility holding. Consumer Staples Are Massively Outperforming the Market—Here’s Why
• Positive Sentiment: Coverage reminding investors that Coca‑Cola (KO) is a long‑standing Berkshire Hathaway holding and pays a predictable dividend (payouts due April 1) reinforces KO’s defensive, income‑oriented appeal. This Warren Buffett ‘forever’ stock pays dividends on April 1: Here’s what 100 shares will earn
• Neutral Sentiment: Q4/2025 earnings previews are the primary near‑term catalyst — expectations are mixed and guidance for 2026 will be watched closely; results or conservative guidance could swing the stock either way. Coca-Cola is about to report earnings. Here’s what to expect
• Neutral Sentiment: Market odds and previews (TipRanks/Seeking Alpha/Benzinga) show uncertainty on whether KO will beat estimates — traders are pricing event risk into short‑term volatility ahead of the print. Polymarket Odds: Will HOOD, NET, KO Beat Earnings Tomorrow?
• Negative Sentiment: CNBC notes demand has softened in recent quarters as lower‑income shoppers pare grocery spending — if that trend persists it could pressure volume and margin trends and would be a key risk to watch in the earnings report. Coca-Cola is about to report earnings. Here’s what to expect

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in KO. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the second quarter worth $26,000. Turning Point Benefit Group Inc. acquired a new stake in CocaCola during the 3rd quarter worth about $33,000. Wealth Watch Advisors INC purchased a new stake in CocaCola during the 3rd quarter valued at about $34,000. Binnacle Investments Inc increased its holdings in shares of CocaCola by 33.4% in the second quarter. Binnacle Investments Inc now owns 651 shares of the company’s stock valued at $46,000 after purchasing an additional 163 shares during the period. Finally, Imprint Wealth LLC purchased a new position in shares of CocaCola in the third quarter worth about $50,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

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.