Bleakley Financial Group LLC Trims Position in CocaCola Company (The) $KO

Bleakley Financial Group LLC lowered its position in CocaCola Company (The) (NYSE:KO) by 9.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 126,009 shares of the company’s stock after selling 13,588 shares during the quarter. Bleakley Financial Group LLC’s holdings in CocaCola were worth $8,357,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of KO. Caitong International Asset Management Co. Ltd increased its holdings in shares of CocaCola by 5,142.9% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 367 shares of the company’s stock worth $26,000 after buying an additional 360 shares during the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new position in CocaCola in the third quarter worth approximately $27,000. Cloud Capital Management LLC acquired a new stake in CocaCola during the third quarter worth $27,000. Finally, Redmont Wealth Advisors LLC purchased a new stake in CocaCola in the third quarter valued at $30,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola raised its quarterly dividend (now $0.53/share) and confirmed the payout schedule — a ~3.9% bump and the 64th consecutive annual increase, reinforcing its Dividend King status and attracting income investors. Coca‑Cola Raises Dividend
• Positive Sentiment: Management is executing a CEO succession that pairs a digital‑first push with the dividend growth story — investors view this as continuity with a growth tilt, supporting multiple expansion. CEO Shift and Strategy
• Positive Sentiment: Industry coverage highlights that health‑focused product innovation and digital/channel growth could offset input‑cost pressure for soft drink makers, favoring leaders like KO. Soft Drinks Industry Outlook
• Positive Sentiment: Some bullish commentary and price targets (e.g., articles arguing KO can reach triple‑digits) add optimism to momentum traders. Bullish Price Target
• Neutral Sentiment: Zacks and other outlets note increased investor attention and search interest in KO — higher visibility can amplify moves in either direction but is not direct fundamental news. Investor Attention Note
• Neutral Sentiment: Coca‑Cola disclosed executive pay details ahead of the CEO transition — useful for governance-focused investors but unlikely to move fundamentals materially in the short term. Exec Pay Disclosure
• Neutral Sentiment: Recent quarterly results showed an EPS beat ($0.58 vs. $0.56) but a slight revenue miss; management set FY‑2026 EPS guidance of ~3.21–3.24 — mixed operational data that supports the dividend case but tempers growth expectations.
• Negative Sentiment: Benzinga warns KO’s value score has weakened after a ~15% YTD rally and highlights a tepid 2026 outlook, raising concerns that upside may be limited absent stronger top‑line momentum. Valuation/Outlook Warning

Analyst Ratings Changes

KO has been the topic of several recent analyst reports. Truist Financial set a $85.00 price target on CocaCola in a report on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. UBS Group lifted their price target on shares of CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Bank of America increased their price objective on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $87.00 target price on shares of CocaCola in a research report on Wednesday, February 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.com, the company presently has a consensus rating of “Buy” and a consensus target price of $84.33.

Insider Buying and Selling

In other CocaCola news, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. This represents a 49.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.97% of the stock is owned by insiders.

CocaCola Trading Up 1.1%

NYSE KO opened at $79.79 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 firm has a market cap of $343.24 billion, a price-to-earnings ratio of 26.25, a PEG ratio of 3.35 and a beta of 0.36. The firm has a 50 day simple moving average of $73.00 and a 200-day simple moving average of $70.46. CocaCola Company has a one year low of $65.35 and a one year high of $80.41.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share 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 for the quarter, compared to the consensus estimate of $12.04 billion. During the same period in the prior year, the firm earned $0.55 EPS. 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. Equities research analysts anticipate that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business 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. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is 67.11%.

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.