Bahl & Gaynor Inc. Has $116.78 Million Holdings in CocaCola Company (The) $KO

Bahl & Gaynor Inc. boosted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 2.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,760,861 shares of the company’s stock after acquiring an additional 46,300 shares during the period. Bahl & Gaynor Inc.’s holdings in CocaCola were worth $116,780,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of KO. Headlands Technologies LLC acquired a new position in shares of CocaCola in the 2nd quarter valued at approximately $26,000. Marquette Asset Management LLC bought a new position in CocaCola in the third quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola in the third quarter valued at approximately $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of CocaCola during the third quarter worth $30,000. Finally, MMA Asset Management LLC acquired a new stake in shares of CocaCola during the second quarter worth $34,000. 70.26% of the stock is currently owned by institutional investors.

Insider Activity

In other CocaCola news, CEO James Quincey sold 337,824 shares of the stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the sale, the chief executive officer owned 342,546 shares in the company, valued at $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Monica Howard Douglas sold 20,000 shares of CocaCola stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $80.16, for a total transaction of $1,603,200.00. Following the completion of the transaction, the executive vice president directly owned 57,532 shares of the company’s stock, valued at approximately $4,611,765.12. This trade represents a 25.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 493,587 shares of company stock valued at $38,577,228. 0.90% of the stock is owned by insiders.

Analysts Set New Price Targets

KO has been the subject of a number of research analyst reports. UBS Group upped their target price on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Morgan Stanley restated an “overweight” rating and issued a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. JPMorgan Chase & Co. increased their price objective on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Citigroup increased their price objective on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, TD Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $84.33.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Unusual call buying — Investors purchased ~61,806 call options on KO Friday (about 17% above a typical day), signaling short‑term bullish positioning that can amplify upside into upcoming catalysts.
• Positive Sentiment: Zacks raised near‑term and multi‑year EPS forecasts — Analysts lifted Q1/Q2 and FY2026–FY2028 estimates, nudging forward EPS momentum and supporting a higher valuation multiple for KO.
• Neutral Sentiment: Defensive rotation / momentum into blue‑chips — MarketBeat highlighted KO as part of a broader move into defensive, dividend‑paying names as tech cools; that thematic flow helps demand for KO but is macro‑driven. MarketBeat Week in Review
• Neutral Sentiment: Swire Pacific restructuring of its Vietnam Coca‑Cola stake — Corporate-level changes in regional ownership could alter local distribution/partner dynamics; impact on KO is indirect and longer term. Swire Pacific update
• Neutral Sentiment: Positive press on KO as a long‑running dividend name — Inclusion in lists of century‑plus dividend payers/reliable blue‑chips supports buy‑and‑hold interest but is a slow, steady demand factor. 247WallSt dividend article
• Negative Sentiment: Significant insider selling — Several executives disclosed recent share sales (CFO John Murphy sold ~99,437 shares; EVP Monica Howard Douglas sold 20,000; EVP Beatriz R. Perez sold multiple blocks). Large insider dispositions can weigh on sentiment even when company fundamentals remain intact. SEC filings: CFO Form 4 EVP Monica Form 4 EVP Beatriz Form 4

CocaCola Price Performance

NYSE:KO opened at $81.46 on Monday. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a market cap of $350.32 billion, a P/E ratio of 26.79, a P/E/G ratio of 3.42 and a beta of 0.35. 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 stock’s 50-day simple moving average is $74.02 and its 200 day simple moving average is $70.82.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion during the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, sell-side analysts forecast that CocaCola Company will post 2.96 EPS 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 dividend of $0.53 per share. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s dividend payout ratio is presently 67.11%.

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.