Ethos Financial Group LLC Has $888,000 Stake in CocaCola Company (The) $KO

Ethos Financial Group LLC grew its holdings in CocaCola Company (The) (NYSE:KO) by 183.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,705 shares of the company’s stock after purchasing an additional 8,216 shares during the quarter. Ethos Financial Group LLC’s holdings in CocaCola were worth $888,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in KO. Headlands Technologies LLC acquired a new stake in CocaCola in the 2nd quarter valued at about $26,000. Marquette Asset Management LLC bought a new stake in shares of CocaCola during the 3rd quarter valued at $27,000. Cloud Capital Management LLC bought a new stake in CocaCola in the third quarter valued at about $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of CocaCola in the 3rd quarter valued at approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in CocaCola during the 3rd quarter worth approximately $31,000. Institutional investors own 70.26% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Deutsche Bank Aktiengesellschaft upped their target price on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Evercore reissued an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Citigroup boosted their price target on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price target on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Jefferies Financial Group boosted their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $84.80.

Insider Transactions at CocaCola

In other news, CFO John Murphy sold 72,449 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at $22,538,916.84. This trade represents a 20.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO James Quincey sold 250,688 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total value of $19,839,448.32. Following the completion of the sale, the chief executive officer directly owned 278,155 shares in the company, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 892,925 shares of company stock worth $70,254,796. 0.90% of the stock is owned by insiders.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive‑sector tailwind: analysis highlights consumer staples like KO outperforming as recession odds rise, supporting demand for KO’s steady dividends and low beta. As Recession Odds Climb, Defensive Sectors Continue to Outperform (KO)
• Positive Sentiment: Dividend credibility: Coca‑Cola is featured among “safest dividend aristocrats,” reinforcing appeal to income investors who value the company’s long dividend growth record. The 5 Safest Dividend Aristocrats Are Perfect For Retirees Needing Growth & Income
• Positive Sentiment: Brand/marketing initiative: Coke Florida rolled out limited‑edition America250 cans — a consumer/PR boost that can help share gains in local markets and supports brand engagement. Coca‑Cola Beverages Florida Unveils America250 Commemorative Cans
• Neutral Sentiment: Analyst/coverage attention: pieces from Zacks and Yahoo revisit KO’s valuation and status as a trending stock — they raise investor awareness but offer mixed signals on near‑term upside. Is Trending Stock CocaCola Company (The) (KO) a Buy Now?
• Neutral Sentiment: Market‑wide commentary: a Motley Fool piece on buying blue‑chip weakness notes broad market softness; such macro pressure can create buying opportunities but doesn’t single out KO materially. Two Blue Chip Stocks I’d Buy Into This Week’s Weakne
• Negative Sentiment: Dividend sustainability concern: coverage questions whether the recent $0.53 quarterly dividend increase is fully supported by earnings and cash flow, raising the risk that higher payout expectations pressure valuation if growth slows. Investors focused on payout ratios and free cash flow should dig into the company’s guidance and capital allocation plans. Is Coca‑Cola Paying More in Dividends Than It Can Afford?

CocaCola Stock Down 0.1%

Shares of CocaCola stock opened at $76.68 on Monday. The firm has a market cap of $330.03 billion, a PE ratio of 25.22, a P/E/G ratio of 3.24 and a beta of 0.36. The business’s 50 day simple moving average is $77.30 and its 200 day simple moving average is $72.26. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share 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 firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the firm posted $0.55 EPS. The business’s 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, analysts predict that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. This is an increase from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend was Friday, March 13th. CocaCola’s payout ratio is 69.74%.

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.