Elser Financial Planning Inc Invests $1.13 Million in CocaCola Company (The) $KO

Elser Financial Planning Inc bought a new stake in CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 16,143 shares of the company’s stock, valued at approximately $1,129,000. CocaCola makes up 0.8% of Elser Financial Planning Inc’s investment portfolio, making the stock its 21st biggest position.

Other large investors have also modified their holdings of the company. Frank Rimerman Advisors LLC grew its stake in CocaCola by 103.9% in the fourth quarter. Frank Rimerman Advisors LLC now owns 61,403 shares of the company’s stock worth $4,293,000 after purchasing an additional 31,294 shares in the last quarter. Nilsine Partners LLC raised its stake in CocaCola by 7.9% during the fourth quarter. Nilsine Partners LLC now owns 57,671 shares of the company’s stock valued at $4,032,000 after buying an additional 4,202 shares in the last quarter. Burns Matteson Capital Management LLC lifted its holdings in CocaCola by 4.6% during the 4th quarter. Burns Matteson Capital Management LLC now owns 3,633 shares of the company’s stock worth $254,000 after buying an additional 160 shares during the last quarter. Monument Group Wealth Advisors LLC acquired a new position in shares of CocaCola in the 4th quarter worth approximately $238,000. Finally, Cherry Creek Investment Advisors Inc. grew its position in shares of CocaCola by 1.9% in the 4th quarter. Cherry Creek Investment Advisors Inc. now owns 44,479 shares of the company’s stock worth $3,110,000 after acquiring an additional 836 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft upped their price target on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday. Truist Financial set a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. UBS Group boosted their target price on shares of CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Evercore reissued an “outperform” rating and set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Finally, Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $84.80.

CocaCola Trading Down 0.3%

Shares of NYSE:KO opened at $76.05 on Wednesday. The company has a market cap of $327.31 billion, a PE ratio of 25.01, a P/E/G ratio of 3.19 and a beta of 0.35. The company’s 50-day moving average price is $77.04 and its 200 day moving average price is $72.05. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter in the prior year, the firm earned $0.55 EPS. CocaCola’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. Sell-side analysts anticipate that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The firm also recently disclosed 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. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. CocaCola’s dividend payout ratio is currently 69.74%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution‑dependent. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend‑stock comparisons (PepsiCo vs Coca‑Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca‑Cola: The better dividend stock
• Negative Sentiment: Coca‑Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near‑term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca‑Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

Insider Transactions at CocaCola

In other CocaCola news, EVP Monica Howard Douglas sold 23,880 shares of CocaCola stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. The trade was a 57.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO John Murphy sold 72,449 shares of the business’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at $22,538,916.84. This trade represents a 20.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 892,925 shares of company stock worth $70,254,796 over the last quarter. Insiders own 0.90% of the company’s stock.

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.