AR Asset Management Inc. Purchases 6,364 Shares of CocaCola Company (The) $KO

AR Asset Management Inc. raised its holdings in shares of CocaCola Company (The) (NYSE:KO) by 3.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 176,595 shares of the company’s stock after purchasing an additional 6,364 shares during the period. CocaCola accounts for approximately 2.6% of AR Asset Management Inc.’s holdings, making the stock its 9th biggest holding. AR Asset Management Inc.’s holdings in CocaCola were worth $13,430,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Signature Equity Partners LLC increased its position in shares of CocaCola by 17.2% in the 1st quarter. Signature Equity Partners LLC now owns 4,129 shares of the company’s stock valued at $314,000 after buying an additional 605 shares in the last quarter. NewEdge Wealth LLC lifted its holdings in CocaCola by 6.1% during the first quarter. NewEdge Wealth LLC now owns 476,885 shares of the company’s stock worth $36,267,000 after acquiring an additional 27,266 shares in the last quarter. Arvest Bank Trust Division lifted its holdings in CocaCola by 9.5% during the first quarter. Arvest Bank Trust Division now owns 6,745 shares of the company’s stock worth $513,000 after acquiring an additional 587 shares in the last quarter. First Citizens Bank & Trust Co. increased its holdings in shares of CocaCola by 0.8% in the first quarter. First Citizens Bank & Trust Co. now owns 247,379 shares of the company’s stock worth $18,813,000 after acquiring an additional 1,906 shares in the last quarter. Finally, First Trust Advisors LP raised its position in shares of CocaCola by 0.9% during the first quarter. First Trust Advisors LP now owns 4,056,824 shares of the company’s stock worth $308,521,000 after purchasing an additional 34,259 shares during the period. 70.26% of the stock is owned by institutional investors.

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 899,905 shares of company stock worth $71,832,315 over the last quarter. 0.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on KO. Truist Financial set a $88.00 target price on CocaCola in a research note on Friday, June 26th. Sanford C. Bernstein set a $83.00 price target on shares of CocaCola in a research note on Thursday, July 9th. Bank of America upped their price target on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. JPMorgan Chase & Co. boosted their price target on CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a report on Friday, July 10th. Finally, Morgan Stanley set a $89.00 price target on CocaCola in a report on Wednesday, June 10th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, CocaCola has an average rating of “Moderate Buy” and an average price target of $89.33.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is getting attention for an AI-powered brand overhaul that aims to strengthen global recognition, support premium pricing, and improve marketing efficiency across more than 200 markets. Investors may view this as a sign the company is using technology to defend and expand its brand moat. Coca-Cola (KO) AI Brand Overhaul Puts Valuation Back In Focus
• Positive Sentiment: Separate coverage highlighted that Coca-Cola has used AI to improve its own branding and marketing, which may help drive better execution and sales efficiency. Another article pointed to a 15% vending-related surge tied to new AI marketing efforts, reinforcing the idea that digital tools could be boosting demand. Coca-Cola Used AI to Make Itself More Coca-Cola
• Neutral Sentiment: Market commentary noted that KO has already had a strong run this year, with shares up sharply over the past six months and valuation now a bigger focus. That can support confidence in the stock, but it also suggests less room for error at current levels. 2 Reasons to Watch KO and 1 to Stay Cautious
• Negative Sentiment: A hacking group claimed responsibility for a cyberattack on Coca-Cola’s Fairlife unit, with reports saying the gang threatened to publish stolen data unless it received a ransom. Production at Fairlife was reportedly disrupted, raising concerns about near-term sales and operational continuity for one of Coca-Cola’s fastest-growing businesses. Gang claims responsibility for hack at Coca-Cola’s fairlife unit
• Negative Sentiment: Additional coverage said Fairlife production was halted after the ransomware attack, which could temporarily affect store shelves and investor sentiment even if Coca-Cola’s core beverage business remains intact. A Ransomware Attack Just Halted Coca-Cola’s Fairlife Production and Knocked the Stock Down 4%. Should Dividend Investors Care?

CocaCola Trading Up 0.4%

Shares of NYSE:KO opened at $82.32 on Thursday. CocaCola Company has a one year low of $65.35 and a one year high of $85.68. The stock has a market capitalization of $354.19 billion, a PE ratio of 25.89, a price-to-earnings-growth ratio of 3.32 and a beta of 0.34. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The company’s 50-day moving average price is $81.39 and its two-hundred day moving average price is $77.94.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is 66.67%.

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.