Allworth Financial LP lifted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 609,073 shares of the company’s stock after acquiring an additional 13,743 shares during the quarter. Allworth Financial LP’s holdings in CocaCola were worth $40,394,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Headlands Technologies LLC bought a new position in CocaCola in the second quarter valued at about $26,000. Marquette Asset Management LLC bought a new stake in shares of CocaCola during the third quarter worth about $27,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola in the third quarter valued at approximately $27,000. KERR FINANCIAL PLANNING Corp acquired a new position in shares of CocaCola in the third quarter valued at approximately $31,000. Finally, Redmont Wealth Advisors LLC bought a new position in CocaCola in the 3rd quarter valued at approximately $30,000. Institutional investors own 70.26% of the company’s stock.
Insiders Place Their Bets
In other CocaCola news, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders have sold a total of 892,925 shares of company stock worth $70,254,796 in the last quarter. Insiders own 0.97% of the company’s stock.
Wall Street Analyst Weigh In
Read Our Latest Analysis on KO
CocaCola Stock Performance
Shares of CocaCola stock opened at $75.98 on Thursday. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The firm has a market capitalization of $326.76 billion, a price-to-earnings ratio of 24.99, a PEG ratio of 3.25 and a beta of 0.35. The business has a 50-day simple moving average of $76.20 and a 200 day simple moving average of $71.57. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the prior year, the company earned $0.55 earnings per share. The company’s quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, research analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current fiscal year.
CocaCola Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be issued a $0.53 dividend. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 69.74%.
CocaCola News Roundup
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Jefferies published a bullish forecast calling for strong price appreciation for KO, a direct buy‑side vote of confidence that can support the stock or limit downside after recent weakness. Jefferies Forecasts Strong Price Appreciation for CocaCola
- Positive Sentiment: Coca‑Cola secured a prominent marketing win by bringing Sprite back to the NBA via a sponsorship deal — a revenue/brand exposure positive that may help beverage sales and youth engagement over time. Coca-Cola brings Sprite back to the NBA
- Positive Sentiment: Coverage pieces and lists continue to include KO among attractive high‑yielding stocks, keeping it on investor radars for dividend income strategies. This supports demand from income‑oriented buyers. 3 No-Brainer High-Yielding Stocks to Buy
- Neutral Sentiment: Market writeups note KO trading steady within the S&P 500; this suggests moves are more about sector/market flows than company‑specific shocks. The Coca-Cola Company Steady in S&P 500 Trade Activity
- Neutral Sentiment: Comparisons and feature articles (e.g., Coca‑Cola vs. PepsiCo, and pieces highlighting other dividend stocks) provide context but are unlikely to trigger large moves unless they lead to fund flows. Coca‑Cola vs. PepsiCo
- Neutral Sentiment: Corporate community/CSR items (e.g., Coca‑Cola Scholars honored by the American Indian College Fund) are reputation positives but have limited near‑term stock impact. American Indian College Fund Honors Coca‑Cola Scholars
- Negative Sentiment: A market note highlighted that KO declined more than the broader market in the latest session — investors may be trimming positions after a recent run or reacting to mixed fundamentals (Coke recently beat EPS but missed revenue estimates), contributing to today’s weakness. Coca‑Cola (KO) Declines More Than Market
- Neutral Sentiment: Industry commentary highlighting other long‑running dividend payers can shift investor attention away from blue‑chips like KO but isn’t an immediate threat to Coca‑Cola’s business. Meet Wall Street’s Greatest Dividend 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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