CocaCola (NYSE:KO) Updates FY 2026 Earnings Guidance

CocaCola (NYSE:KO - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.240-3.270 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 brokerages have issued reports on KO. Citigroup raised their price objective on CocaCola from $85.00 to $87.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Barclays raised their price objective on CocaCola from $77.00 to $83.00 and gave the stock an "overweight" rating in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft raised their price objective on CocaCola from $83.00 to $86.00 and gave the stock a "buy" rating in a report on Monday, March 30th. Evercore reissued an "outperform" rating and set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Finally, Jefferies Financial Group raised their price target on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a report on Monday, March 16th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has a consensus rating of "Buy" and a consensus target price of $85.00.

CocaCola Stock Performance

NYSE KO opened at $75.43 on Tuesday. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. CocaCola has a 52-week low of $65.35 and a 52-week high of $82.00. The business's 50-day moving average price is $77.16 and its 200 day moving average price is $73.37. The firm has a market cap of $324.67 billion, a P/E ratio of 24.81, a P/E/G ratio of 3.24 and a beta of 0.36.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.81 by $0.05. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.28 billion. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts expect that CocaCola will post 3.23 earnings per share for the current year.

CocaCola Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were issued a dividend of $0.53 per share. This is an increase from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. CocaCola's dividend payout ratio is 69.74%.

Insider Activity

In other CocaCola news, CFO John Murphy sold 99,437 shares of CocaCola stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $80.42, for a total value of $7,996,723.54. Following the sale, the chief financial officer owned 410,550 shares of the company's stock, valued at approximately $33,016,431. The trade was a 19.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the sale, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. This represents a 57.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 892,925 shares of company stock valued at $70,254,796. Insiders own 0.90% of the company's stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Peer strength supports pricing durability — Keurig Dr Pepper’s stronger-than-expected results suggest beverage pricing can hold, a potential positive read-through for Coca‑Cola if KO shows similar resiliency. Can Coca-Cola Retain Pricing Power and Regain Momentum
• Positive Sentiment: High-profile support — Jim Cramer reiterated confidence in Coca‑Cola’s ability to keep delivering, which can reinforce investor conviction in the company’s brand and cash returns. Jim Cramer on Coca-Cola: “I’m Sure That the Company’s Going to Keep Delivering”
• Positive Sentiment: Defensive dividend/brand narrative — coverage highlights KO’s reliable dividend and defensive positioning, which supports demand from income and risk‑off investors even when growth is muted. How The Coca-Cola (KO) Investment Narrative Is Shifting With New Targets And Dividend Support
• Neutral Sentiment: Q1 preview consensus is mixed — multiple previews expect pricing to help results but flag revenue/volume uncertainty; investors will focus on pricing vs. volume trends and management commentary. Coca-Cola is about to report earnings. Here's what to expect
• Neutral Sentiment: Analyst previews highlight tough comps and stretched valuation — previews from Seeking Alpha, Zacks, TipRanks and Invezz note KO’s pricing power but caution on volumes and valuation, leaving guidance and margins as the key catalysts. Coca-Cola Q1 earnings on deck: What to expect
• Negative Sentiment: Evidence of consumer fatigue — coverage (Barron’s) flags that consumers are tiring of price hikes and shifting to zero‑sugar options, which could pressure volumes and slow top‑line recovery if the trend shows up in Q1. Coca-Cola Is Banking on Consumer Appetite for Soda. Earnings Will Offer Insight.
• Negative Sentiment: Limited recent upside — the stock’s modest ~6% 1‑year gain and a stretched P/E/PEG profile raise sensitivity to any weak print or cautious guidance, increasing downside risk on a disappointing quarter. Coca-Cola is about to report earnings. Here's what to expect

Institutional Investors Weigh In On CocaCola

A number of institutional investors have recently added to or reduced their stakes in the business. Mcguire Capital Advisors Inc. purchased a new stake in CocaCola in the 4th quarter valued at approximately $126,000. Compound Planning Inc. boosted its holdings in CocaCola by 35.2% in the 4th quarter. Compound Planning Inc. now owns 61,783 shares of the company's stock valued at $4,319,000 after purchasing an additional 16,086 shares in the last quarter. Birchwood Financial Partners Inc. purchased a new stake in CocaCola in the 4th quarter valued at approximately $54,000. Strive Financial Group LLC purchased a new stake in CocaCola in the 4th quarter valued at approximately $421,000. Finally, Ameriflex Group Inc. boosted its holdings in CocaCola by 512.1% in the 4th quarter. Ameriflex Group Inc. now owns 26,823 shares of the company's stock valued at $1,875,000 after purchasing an additional 22,441 shares in the last quarter. 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.

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