Vita Coco Company, Inc. $COCO is JW Asset Management LLC’s 5th Largest Position

JW Asset Management LLC cut its holdings in shares of Vita Coco Company, Inc. (NASDAQ:COCO) by 5.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 218,621 shares of the company’s stock after selling 12,000 shares during the quarter. Vita Coco makes up about 4.5% of JW Asset Management LLC’s investment portfolio, making the stock its 5th biggest position. JW Asset Management LLC owned about 0.38% of Vita Coco worth $9,285,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Vita Coco by 5.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,493 shares of the company’s stock worth $720,000 after buying an additional 1,174 shares in the last quarter. Cookson Peirce & Co. Inc. raised its position in shares of Vita Coco by 8.4% during the 2nd quarter. Cookson Peirce & Co. Inc. now owns 27,167 shares of the company’s stock valued at $981,000 after buying an additional 2,096 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of Vita Coco by 6.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 33,243 shares of the company’s stock valued at $1,200,000 after acquiring an additional 1,872 shares during the last quarter. Versor Investments LP grew its position in Vita Coco by 27.9% in the second quarter. Versor Investments LP now owns 13,428 shares of the company’s stock worth $485,000 after acquiring an additional 2,928 shares in the last quarter. Finally, Bryce Point Capital LLC purchased a new stake in Vita Coco during the second quarter valued at approximately $769,000. Hedge funds and other institutional investors own 88.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Bank of America raised Vita Coco from a “neutral” rating to a “buy” rating and boosted their target price for the company from $48.00 to $54.00 in a research report on Monday, November 17th. Jefferies Financial Group boosted their price objective on shares of Vita Coco from $54.00 to $58.00 and gave the company a “buy” rating in a research report on Monday, November 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Vita Coco in a report on Monday, December 29th. Piper Sandler increased their price objective on shares of Vita Coco from $47.00 to $59.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Finally, Wells Fargo & Company raised their price objective on shares of Vita Coco from $50.00 to $63.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Seven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $53.50.

Vita Coco News Summary

Here are the key news stories impacting Vita Coco this week:

• Positive Sentiment: Full‑year 2025 results show meaningful scale and profit improvement: Net sales rose to $610M (up 18%), net income increased to $71M (+$15M) and non‑GAAP adjusted EBITDA rose to $98M (+$14M), supporting the company’s growth story. Read More.
• Positive Sentiment: FY2026 guidance targets net sales of $680M–$700M and adjusted EBITDA of $122M–$128M, signaling management expects continued top‑line growth and expanding operating leverage into the year. Read More.
• Positive Sentiment: Management cites accelerating international momentum and margin tailwinds (lower tariffs, pricing) that should help profitability going forward. Analysts and press note these structural improvements as reasons to look through the quarter. Read More.
• Neutral Sentiment: Q4 revenue of $127.8M beat Street estimates (~$117.8M) but was essentially flat year‑over‑year (+0.4%), showing a mixed near‑term top‑line picture. Read More.
• Neutral Sentiment: Full earnings call transcript and slide deck were published for investors to review execution details and international segment performance. Read More.
• Negative Sentiment: Q4 EPS missed consensus: reported $0.09 vs. $0.13 expected (Zacks and other outlets highlight the miss), which is the primary near‑term driver of downward pressure on the stock. Read More.
• Negative Sentiment: The combination of a modest Q4 topline gain, an EPS shortfall and guidance that sits near Street estimates prompted investor caution and the share‑price decline today. Read More.

Vita Coco Price Performance

Shares of COCO stock opened at $50.06 on Thursday. The company has a market capitalization of $2.85 billion, a P/E ratio of 43.53, a P/E/G ratio of 1.60 and a beta of 0.38. The company’s 50-day simple moving average is $54.36 and its two-hundred day simple moving average is $45.94. Vita Coco Company, Inc. has a one year low of $25.79 and a one year high of $59.88.

Vita Coco (NASDAQ:COCO) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.09 earnings per share for the quarter, missing the consensus estimate of $0.13 by ($0.04). The company had revenue of $127.79 million for the quarter, compared to the consensus estimate of $117.80 million. Vita Coco had a net margin of 11.35% and a return on equity of 25.08%. The business’s revenue was up .4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.06 EPS. On average, research analysts expect that Vita Coco Company, Inc. will post 1.07 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Kenneth Sadowsky sold 3,900 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $53.92, for a total transaction of $210,288.00. Following the transaction, the director owned 608,266 shares of the company’s stock, valued at approximately $32,797,702.72. This represents a 0.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ira Liran sold 30,000 shares of Vita Coco stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $56.65, for a total value of $1,699,500.00. Following the completion of the sale, the director owned 572,579 shares of the company’s stock, valued at $32,436,600.35. The trade was a 4.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 117,043 shares of company stock valued at $6,222,959. 32.30% of the stock is currently owned by corporate insiders.

Vita Coco Profile

Vita Coco, Inc (NASDAQ: COCO) is a global beverage company specializing in coconut-based products. Founded in 2004 by Michael Kirban and Ira Liran, the company pioneered the introduction of refrigerated coconut water to U.S. consumers. Headquartered in New York City, Vita Coco sources coconuts from growers in tropical regions such as the Philippines, Indonesia and Brazil, partnering with local farmers to promote sustainable agriculture and community development.

The company’s flagship offering, Vita Coco Original Coconut Water, is available in multiple pack sizes and a variety of flavors.