BXM Wealth LLC Boosts Stock Position in CocaCola Company (The) $KO

BXM Wealth LLC increased its position in shares of CocaCola Company (The) (NYSE:KO) by 661.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,344 shares of the company’s stock after acquiring an additional 35,043 shares during the period. BXM Wealth LLC’s holdings in CocaCola were worth $2,820,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Apexium Financial LP increased its stake in 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 buying an additional 142 shares during the period. Prosperity Financial Group Inc. increased its position in shares of CocaCola by 3.9% during the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock worth $262,000 after acquiring an additional 148 shares during the period. Ashton Thomas Securities LLC raised its stake in shares of 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 in the last quarter. Diversified Enterprises LLC raised its stake in shares of CocaCola by 1.0% in the third quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after acquiring an additional 150 shares in the last quarter. Finally, Capital Management Associates Inc boosted its holdings in CocaCola by 4.0% in 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 during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at CocaCola

In other news, CEO James Quincey sold 250,688 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was 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 of the company’s stock, valued at approximately $22,013,186.70. This represents a 47.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Nancy Quan sold 23,556 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 892,925 shares of company stock worth $70,254,796. Insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO opened at $76.68 on Monday. The company has a market capitalization of $330.03 billion, a price-to-earnings ratio of 25.22, a price-to-earnings-growth ratio of 3.24 and a beta of 0.36. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The stock has a 50 day moving average price of $77.30 and a 200 day moving average price of $72.26.

CocaCola (NYSE:KO) last released its quarterly earnings data 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 net margin of 27.34% and a return on equity of 41.31%. The company had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter last year, the company earned $0.55 earnings per share. 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. Research analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently declared 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 a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend was Friday, March 13th. CocaCola’s dividend payout ratio is presently 69.74%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Truist Financial set a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. TD Cowen reissued a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Wells Fargo & Company lifted their price objective on shares of CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Citigroup boosted their target price on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, JPMorgan Chase & Co. increased their target price on CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. Based on data from MarketBeat, CocaCola currently has a consensus rating of “Buy” and an average target price of $84.80.

More CocaCola News

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.