CocaCola (KO) News Today

The Coca-Cola Company (NYSE: KO) shares are trading higher, supported by analyst buy ratings and strong dividend news, while defensive positioning amid tariff shifts underpins its appeal. However, debate over a potential switch from high-fructose corn syrup to cane sugar is fueling cost and supply-chain concerns that could pressure margins.

• Positive Sentiment: RBC Capital maintained a Buy rating on KO with a $76 price target. RBC Capital maintained a Buy Rating on The Coca-Cola Company (KO)
• Positive Sentiment: KO declared a quarterly dividend of $0.51 per share (2.89% yield), reinforcing its income profile. CocaCola Company (The) (NYSE:KO) Announces $0.51 Quarterly Dividend
• Positive Sentiment: KO is featured as one of three overlooked dividend leaders for stable income generation. Build Stability and Income With 3 Overlooked Dividend Leaders (KO)
• Positive Sentiment: KO is highlighted as a defensive growth stock in Trump’s tariff and trade reset, benefiting from pricing power and a weaker dollar. 3 Stocks Offering Diversification in Trump’s Tariff & Trade Reset (KO)
• Neutral Sentiment: Zacks previews KO’s Q2 results, noting solid revenue growth but potential margin pressure and global headwinds. Coca-Cola's Q2 Earnings on the Deck: A Smart Buy Before the Release?
• Neutral Sentiment: TipRanks reports President Trump’s claim that KO will switch to cane sugar, though the company has not confirmed details. Trump Claims Coke Will Use ‘Real Cane Sugar’ in the U.S., but Coca-Cola Hesitates
• Neutral Sentiment: Schaeffer’s Research notes KO shares are slightly higher ahead of earnings amid mixed signals on its sugar strategy. Coca-Cola Stock in a Sticky Spot Ahead of Earnings
• Negative Sentiment: MarketWatch warns that a switch to cane sugar could lead to roughly a 10% retail price increase for Coke, potentially dampening consumer demand. Are You Prepared to Pay 10% More for Coca-Cola?
• Negative Sentiment: Industry experts caution that replacing high-fructose corn syrup with cane sugar would raise input costs and squeeze margins. High-Fructose Corn Syrup vs. Cane Sugar in Foods: The Cost of Switching Ingredients
• Negative Sentiment: The Corn Refiners Association warns a cane sugar shift could eliminate thousands of agricultural jobs and disrupt supply chains. Trump’s Bid to Add Cane Sugar to Coke Would Cost America Thousands of Agricultural Jobs, Trade Group Warns
• Negative Sentiment: KO’s consideration of a cane sugar switch has raised concerns among U.S. corn farmers about potential revenue losses. Coca-Cola (KO) Considers Cane Sugar Switch, U.S. Corn Farmers at Risk