Coca-Cola Company (The) stock (NYSE: KO) is back in the spotlight on December 15, 2025, as investors balance deal chatter around Costa Coffee, a high-profile CEO transition, and a dividend payday—all while Wall Street’s consensus outlook continues to point to modest upside from current trading levels.
As of the latest U.S. session update, KO traded around $70.72, up about 0.28% on the day, after moving between $70.30 and $71.31.
Below is a full, publication-ready roundup of today’s key Coca-Cola stock news, company guidance, and the most-cited analyst forecasts and price targets shaping sentiment around KO right now.
KO stock price action on Dec. 15, 2025: steady trading, defensive profile intact
Coca-Cola shares are trading in a familiar low-volatility band that has defined much of the past several weeks. Recent price history shows KO oscillating around the low $70s, with today’s session marking another incremental move rather than a dramatic breakout. StockAnalysis
Market data services continue to characterize KO as a classic consumer staples “defensive” stock, reflected in a relatively low beta (commonly cited around 0.33) and a 52-week range that currently spans roughly $60.62 to $74.38. Marketwatch
That calm trading pattern matters because the catalyst list for KO is growing: the company is navigating portfolio decisions (Costa), leadership change, and persistent consumer trade-down dynamics—all without the type of daily volatility seen in higher-beta sectors.
Today’s headline: Coca-Cola’s Costa Coffee sale is reportedly in “last-ditch talks”
The biggest deal-related development impacting Coca-Cola headlines today is Costa Coffee.
Reuters reports that Coca-Cola’s proposed sale of Costa Coffee is at risk of collapsing, with the company holding last-ditch talks with private equity firm TDR Capital to salvage the deal, according to a Financial Times report cited by Reuters. Reuters adds that price has become a stumbling block, and the structure under discussion would include Coca-Cola retaining a minority stake in Costa. Reuters
Reuters also reiterates key context for investors: Coca-Cola bought Costa in 2018, when Whitbread sold the business for an enterprise value of $5.1 billion. Reuters
Why Costa matters for KO stockholders
Even though Coca-Cola is best known for sparkling beverages, the company has spent years positioning itself as a “total beverage” player. Costa is part of that expansion, but a sale—if completed—could be interpreted in two very different ways:
- Portfolio focus / capital discipline: exiting a challenged asset can be seen as sharpening strategy and recycling capital.
- Execution questions: if the sale process stalls over valuation, it may underscore how hard it can be to scale coffee returns amid intense competition and cost pressures.
For KO stock, the market’s read-through will likely hinge on what Coca-Cola does next: complete a sale, restructure terms (minority stake or carve-outs), or keep Costa and attempt an operational reset.
Leadership transition: Henrique Braun set to become CEO as Quincey moves to executive chair
The other major narrative around Coca-Cola stock in mid-December is leadership continuity—rather than a disruptive change.
Reuters reports Coca-Cola has named company insider Henrique Braun as CEO, with Braun taking over effective March 31, 2026, while current CEO James Quincey transitions to executive chairman. Reuters
Coca-Cola’s own investor relations release describes the plan as a board-led succession process and positions it as continuity, highlighting Braun’s long tenure and senior operational role. The Coca-Cola Company
What investors are watching in the CEO handoff
Reuters frames the transition as happening amid shifting consumer preferences toward healthier options and highlights Coca-Cola’s efforts in zero-sugar beverages and premium lines (such as Fairlife) as supports for performance in a “choppy” consumer landscape. Reuters
In a separate Reuters analysis, the focus is on Braun’s operational and international background—and the challenge of expanding low-sugar and functional offerings while managing costs and pricing pressure. Reuters
Importantly for KO stockholders, that Reuters reporting includes a clear message from a portfolio manager quoted in the story: the expectation is “evolution, not revolution,” which tends to reduce “key person risk” pricing in a large-cap consumer staples name. Reuters
Coca-Cola dividend paid today: $0.51 per share, record date Dec. 1
December 15 is also a notable day for Coca-Cola’s income investors: it is a dividend pay date.
In an official Coca-Cola investor relations press release (dated Oct. 16, 2025), the company stated it declared a regular quarterly dividend of 51 cents per common share, payable Dec. 15 to shareowners of record as of the close of business Dec. 1. The Coca-Cola Company
Coca-Cola also notes (in its investor FAQ) that it normally pays dividends four times a year, typically around April 1, July 1, October 1, and December 15. The Coca-Cola Company
Dividend streak remains central to the KO narrative
Financial media continues to describe Coca-Cola as a “Dividend King” (a term generally used for companies with very long dividend growth streaks). For example, a recent Motley Fool analysis notes Coca-Cola has raised its payout for 63 straight years. The Motley Fool
For SEO and readership, this matters because “Coca-Cola stock dividend” searches spike around record dates and pay dates—and because dividends remain a primary reason many long-term holders own KO.
Company outlook and guidance: Coca-Cola targets 5%–6% organic revenue growth in 2025
Beyond headlines, Coca-Cola’s own guidance is one of the most important “forecast” anchors for KO stock right now.
In its third-quarter 2025 results release, Coca-Cola reported:
- Net revenues up 5% to $12.5 billion and organic revenues up 6% (non-GAAP)
- Global unit case volume up 1%
- Price/mix up 6% (key in an inflation-aware consumer backdrop) The Coca-Cola Company
The company also disclosed category-level signals investors track closely, including that Coca-Cola Zero Sugar grew 14% during the quarter. The Coca-Cola Company
Full-year 2025 guidance (as reiterated in Q3)
In the same release, Coca-Cola provided full-year guidance and key considerations, including:
- Organic revenue (non-GAAP) growth of 5% to 6%
- Comparable EPS (non-GAAP) growth of ~3% vs. $2.88 in 2024
- Comparable currency neutral EPS growth of ~8%
- Expectation of currency impacts (including an approximate 5% currency headwind embedded in comparable EPS growth)
- Free cash flow excluding the fairlife contingent consideration payment of at least $9.8 billion The Coca-Cola Company
Coca-Cola also states it will provide full-year 2026 guidance when it reports fourth-quarter earnings. The Coca-Cola Company
For KO stockholders, the key takeaway is that management continues to emphasize a model built on price/mix, global distribution, and brand strength—while acknowledging currency and macro cross-currents.
Analyst forecasts for KO stock: consensus remains bullish, with price targets clustered near $78–$79
Wall Street’s aggregated view on Coca-Cola stock remains constructive as of mid-December, though most published targets imply moderate (not explosive) upside.
Here is how major analyst-aggregation platforms summarize KO’s outlook:
- MarketBeat: consensus rating Buy; average 12-month price target $79.08 (with targets cited between $75 and $83) MarketBeat
- TipRanks: average price target $79.38 (high $85, low $71), with a consensus described as Strong Buy TipRanks
- StockAnalysis: average price target $78.15, with targets cited between $70 and $83 (and targets last updated on the site as of Nov. 7, 2025) StockAnalysis
What “bullish but not euphoric” looks like in practice
The clustering of price targets around the high $70s suggests analysts broadly expect Coca-Cola to deliver:
- steady earnings growth,
- cash returns via dividends, and
- resilience versus more cyclical consumer names,
rather than an aggressive re-rating.
StockAnalysis also lists examples of recent price-target maintenance/raises by major firms (as tracked by the site), such as BofA Securities maintaining a strong buy while raising a target (example shown as $78 → $80 on Nov. 7, 2025) and Barclays and TD Cowen maintaining buy/strong buy ratings with higher targets in October. StockAnalysis
Institutional “news” on Dec. 15: what today’s filings actually tell you (and what they don’t)
Another theme appearing in KO headlines today is institutional positioning—though investors should recognize what these updates really represent.
A MarketBeat filing roundup published today states that Texas Permanent School Fund Corp reduced its Coca-Cola position by 33.4% during the second quarter, based on its most recent 13F filing. MarketBeat
This kind of item can move into “current news” feeds, but it usually reflects historical quarter-end positioning, not necessarily a trade executed today. Still, it can contribute to narratives about whether big holders are trimming or adding exposure.
What to watch next for Coca-Cola stock: catalysts and risks into 2026
With KO trading in a relatively tight band, forward performance may come down to a handful of identifiable catalysts and risks.
1) Costa Coffee decision-making
The market will watch whether Coca-Cola:
- completes a sale to TDR Capital,
- adjusts terms (minority stake retention is already part of the reported structure), or
- keeps Costa and pivots strategy. Reuters
2) CEO transition execution risk (and opportunity)
While leadership change is framed as continuity, investors will track:
- how Braun signals priorities (marketing investment, pricing architecture, pack/price strategy),
- whether portfolio reshaping continues (M&A or divestitures), and
- how Coca-Cola navigates health trends and cost inflation. Reuters
3) Currency and pricing pressure
Coca-Cola’s own 2025 outlook explicitly flags currency effects and embeds meaningful FX headwinds into comparable EPS expectations. The Coca-Cola Company
4) Regulatory and ingredient scrutiny
Reuters notes Coca-Cola is operating in a tougher U.S. regulatory environment for packaged foods and mentions efforts such as rolling out a cane sugar version of its trademark soda in glass bottles. Reuters
Bottom line: KO stock on Dec. 15, 2025 is a “steady compounder” story—plus two big headlines
On a day when KO stock is trading only modestly higher, Coca-Cola’s narrative is anything but quiet:
- Deal headlines (Costa Coffee) are active and potentially consequential. Reuters
- Leadership transition is set, and markets appear to be pricing it as continuity rather than upheaval. Reuters
- Dividends remain a core part of the shareholder value proposition, with the $0.51 quarterly payout landing today. The Coca-Cola Company
- Forecasts still lean positive: company guidance calls for mid-single-digit organic growth, and aggregated analyst targets cluster around $78–$79. StockAnalysis
For Google News and Discover readers, the most important near-term question is simple: does Coca-Cola resolve Costa cleanly, and can the incoming CEO maintain momentum in zero-sugar and premium categories without leaning too hard on price increases? Reuters’ reporting suggests that balance—growth, health trends, and cost control—will be central to the next chapter for KO stock. Reuters
