Savvy Advisors Inc. increased its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 29.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 47,783 shares of the company’s stock after purchasing an additional 10,902 shares during the quarter. Savvy Advisors Inc.’s holdings in CocaCola were worth $3,341,000 at the end of the most recent reporting period.
Several other hedge funds have also recently bought and sold shares of the company. Apexium Financial LP lifted its holdings in shares of CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after acquiring an additional 142 shares during the period. Prosperity Financial Group Inc. increased its stake in CocaCola by 3.9% in the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock valued at $262,000 after acquiring an additional 148 shares during the last quarter. Ashton Thomas Securities LLC increased its stake in CocaCola by 1.2% in the third quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after acquiring an additional 149 shares during the last quarter. Diversified Enterprises LLC raised its position in CocaCola by 1.0% during the third quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after purchasing an additional 150 shares in the last quarter. Finally, Capital Management Associates Inc raised its position in CocaCola by 4.0% during the third quarter. Capital Management Associates Inc now owns 3,915 shares of the company’s stock valued at $260,000 after purchasing an additional 150 shares in the last quarter. 70.26% of the stock is owned by institutional investors.
Insider Activity
In related news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the sale, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is currently owned by company insiders.
CocaCola Price Performance
CocaCola (NYSE:KO – Get Free Report) last released its quarterly 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. The company had revenue of $11.82 billion for 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 previous year, the business posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts expect that CocaCola Company will post 2.96 EPS for the current year.
CocaCola Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were given a $0.53 dividend. This is an increase from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date was Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.8%. CocaCola’s dividend payout ratio is currently 69.74%.
Analysts Set New Price Targets
A number of equities research analysts have weighed in on the company. Barclays raised their target price on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Wells Fargo & Company upped their price objective on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Citigroup raised their price objective on CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Jefferies Financial Group boosted their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Finally, JPMorgan Chase & Co. increased their target price on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $84.80.
Check Out Our Latest Analysis on CocaCola
Trending Headlines about 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?
About CocaCola
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.
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