Darwin Wealth Management LLC raised its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 20.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,450 shares of the company’s stock after acquiring an additional 6,960 shares during the period. Darwin Wealth Management LLC’s holdings in CocaCola were worth $2,828,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Headlands Technologies LLC acquired a new position in CocaCola in the second quarter valued at approximately $26,000. Marquette Asset Management LLC acquired a new position in CocaCola in the third quarter valued at approximately $27,000. Daytona Street Capital LLC acquired a new position in CocaCola in the fourth quarter valued at approximately $29,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola during the third quarter worth approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CocaCola during the third quarter worth approximately $31,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several equities analysts have recently issued reports on KO shares. Jefferies Financial Group boosted their price objective on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a research report on Wednesday, February 11th. Barclays boosted their price objective on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Morgan Stanley set a $88.00 price objective on CocaCola in a research report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $85.00.
Insider Buying and Selling
In other CocaCola news, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were 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. Insiders have sold 892,925 shares of company stock valued at $70,254,796 in the last three months. Insiders own 0.90% of the company’s stock.
Key Stories Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Major broker upgrades/target hikes — UBS raised its target to $90 and Deutsche Bank bumped its target to $86 and kept a Buy rating, signaling analyst confidence and providing visible upside for investors. UBS/Benzinga Coverage
- Positive Sentiment: Global marketing lift — Coca‑Cola is hosting The FIFA World Cup 2026™ Trophy Tour stop in St. Louis, a large consumer engagement event that supports brand visibility and promotional momentum ahead of a major global sporting cycle. The FIFA World Cup 2026™ Trophy Tour by Coca‑Cola
- Neutral Sentiment: Valuation/portfolio framing pieces — several outlets question whether recent price strength (~YTD gains) already reflects fundamentals; useful for investors considering entry points but not an immediate catalyst. Is It Time To Reassess Coca‑Cola (KO) At US$77…
- Neutral Sentiment: Regional affiliate note — analysis on Coca‑Cola FEMSA (KOF) highlights distribution strength in Latin America; indirectly relevant to KO via franchise exposure but more pertinent to KOF investors. Coca‑Cola FEMSA: An Irreplicable Logistics Machine…
- Negative Sentiment: Technical weakness — KO slipped below its 50‑day moving average, a short‑term bearish signal cited by multiple pieces; although it remains above the 200‑day average, momentum traders may view this as a sell trigger. Coca‑Cola Slips Below 50‑Day SMA…
- Negative Sentiment: Estimate cuts and modest analyst downtick — Erste trimmed FY2027 EPS slightly, and coverage notes estimate pressure from macro/CPG softness; small downward revisions can sap near‑term sentiment. Erste Group Estimate Revision (MarketBeat)
- Negative Sentiment: Recent intraday dips noted — headlines flagged yesterday’s decline despite broader market gains, reflecting mixed short‑term flows and profit‑taking. Coca‑Cola (KO) Stock Drops Despite Market Gains
CocaCola Stock Performance
KO opened at $77.24 on Thursday. The company has a market capitalization of $332.47 billion, a price-to-earnings ratio of 25.41, a price-to-earnings-growth ratio of 3.24 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.00. The business has a 50 day moving average price of $77.52 and a two-hundred day moving average price of $72.44.
CocaCola (NYSE:KO – Get Free Report) last released its earnings results 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. The firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm’s revenue for the quarter 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. Research analysts predict 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 was paid on Wednesday, April 1st. Shareholders 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 2.7%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date was Friday, March 13th. CocaCola’s payout ratio is currently 69.74%.
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.
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