B. Metzler seel. Sohn & Co. AG lifted its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 2.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,043,006 shares of the company’s stock after purchasing an additional 91,750 shares during the period. CocaCola accounts for approximately 2.4% of B. Metzler seel. Sohn & Co. AG’s portfolio, making the stock its 9th biggest holding. B. Metzler seel. Sohn & Co. AG owned 0.09% of CocaCola worth $268,132,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in KO. Brighton Jones LLC boosted its position in shares of CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC increased its position in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola during the 1st quarter valued at $210,000. United Bank boosted its holdings in CocaCola by 9.5% in the 2nd quarter. United Bank now owns 91,201 shares of the company’s stock valued at $6,452,000 after purchasing an additional 7,903 shares during the period. Finally, Walkner Condon Financial Advisors LLC boosted its holdings in CocaCola by 8.7% in the 2nd quarter. Walkner Condon Financial Advisors LLC now owns 5,588 shares of the company’s stock valued at $395,000 after purchasing an additional 448 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.
Wall Street Analysts Forecast Growth
KO has been the topic of several research reports. Citigroup boosted their price objective on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $83.00 target price on shares of CocaCola in a research report on Thursday, January 29th. Morgan Stanley restated an “overweight” rating and set a $87.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. raised their price objective on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, TD Cowen reissued a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. According to MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and an average target price of $84.33.
Insiders Place Their Bets
In related news, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the transaction, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. This trade represents a 49.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Murphy sold 99,437 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the completion of the sale, the chief financial officer directly owned 410,550 shares in the company, valued at approximately $33,016,431. This represents a 19.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 869,045 shares of company stock worth $68,407,201 in the last 90 days. 0.97% of the stock is owned by corporate insiders.
CocaCola Price Performance
NYSE:KO opened at $77.11 on Friday. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The company has a 50-day moving average of $74.86 and a 200-day moving average of $71.12. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The company has a market capitalization of $331.63 billion, a price-to-earnings ratio of 25.37, a PEG ratio of 3.23 and a beta of 0.35.
CocaCola (NYSE:KO – Get Free Report) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the previous year, the firm posted $0.55 earnings per share. The firm’s revenue for the quarter was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, equities research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.
CocaCola Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a $0.53 dividend. The ex-dividend date is Friday, March 13th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is currently 67.11%.
CocaCola News Summary
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
- Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
- Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
- Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
- Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
- Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
- Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
- Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.
CocaCola 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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