Dana Investment Advisors Inc. Reduces Stake in CocaCola Company (The) $KO

Dana Investment Advisors Inc. lowered its position in CocaCola Company (The) (NYSE:KO) by 24.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 84,598 shares of the company’s stock after selling 27,109 shares during the period. Dana Investment Advisors Inc.’s holdings in CocaCola were worth $5,611,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of CocaCola during the 2nd quarter valued at about $3,846,270,000. Vanguard Group Inc. grew its position in CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after buying an additional 6,241,163 shares during the period. Laurel Wealth Advisors LLC grew its position in CocaCola by 7,239.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after buying an additional 6,065,840 shares during the period. Assenagon Asset Management S.A. increased its holdings in CocaCola by 343.3% during the third quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock valued at $297,518,000 after buying an additional 3,474,015 shares during the last quarter. Finally, Schroder Investment Management Group raised its position in CocaCola by 28.7% in the second quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after acquiring an additional 2,613,316 shares during the period. Institutional investors own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other CocaCola news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction 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 sale, the chief executive officer directly owned 342,546 shares in the company, valued at approximately $26,410,296.60. The trade was a 49.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

NYSE:KO opened at $80.73 on Wednesday. The stock has a 50-day moving average price of $73.40 and a 200 day moving average price of $70.61. The stock has a market capitalization of $347.18 billion, a P/E ratio of 26.55, a P/E/G ratio of 3.38 and a beta of 0.36. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $81.09. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The company had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same period in the previous year, the firm earned $0.55 EPS. The firm’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is currently 67.11%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola announced its 64th consecutive annual dividend increase, named Todd Beiger as VP & head of investor relations and confirmed a CEO transition to Henrique Braun — signals of strong cash return priority and clearer investor messaging. Coca‑Cola Extends Dividend Streak As New Leadership Shapes Cash Priorities
• Positive Sentiment: KO’s Zero Sugar product expansion is being cited as a driver of share gains and volume momentum as consumers shift to lower‑sugar options — this supports top‑line and share‑of‑throat recovery. Can Coca‑Cola’s Zero Sugar Portfolio Drive Its Volume Growth?
• Positive Sentiment: BofA raised its price target on KO to $88 (from $85) and reiterated a Buy, citing a constructive outlook and execution — analyst support can lift sentiment and flows. BofA Lifts Coca‑Cola (KO) Target as Outlook and Execution Remain Strong
• Positive Sentiment: Coca‑Cola FEMSA (a major bottler) reported strong 4Q25 results, raised ESG scores and secured Ps.10B in bonds — healthier bottler performance reduces execution risk for KO’s global footprint. Coca‑Cola FEMSA Posts Strong 4Q25
• Positive Sentiment: Policy news: a proposed rollback of steel and aluminum tariffs could lower aluminum can costs — a direct input‑cost tailwind for beverage companies including KO. President Trump Plans to Roll Back Tariffs on Steel and Aluminum
• Neutral Sentiment: Analysts are setting FY2027 earnings expectations for KO — important for medium‑term valuation but not an immediate catalyst until guidance revisions arrive. Analysts Set Expectations for CocaCola FY2027 Earnings
• Neutral Sentiment: Context pieces comparing KO vs. other food & beverage names and coverage of dividend‑stock performance put KO’s relative strength in view but are background rather than direct catalysts. How is Coca‑Cola’s stock performance compared to other food & beverage stocks?
• Neutral Sentiment: Peer news — Keurig Dr Pepper’s strategic moves and multiple expansion potential — may shift beverage‑sector valuations but is an indirect factor for KO. Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Jefferies Financial Group reduced their price objective on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Morgan Stanley restated an “overweight” rating and issued a $87.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Bank of America lifted their price objective on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Truist Financial set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Finally, UBS Group raised their target price on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. One investment 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, the stock has an average rating of “Buy” and a consensus price target of $84.33.

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.