MidFirst Bank acquired a new position in CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 55,884 shares of the company’s stock, valued at approximately $3,907,000.
A number of other hedge funds and other institutional investors have also made changes to their positions in KO. Vestia Personal Wealth Advisors boosted its holdings in CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after buying an additional 140 shares in the last quarter. Alteri Wealth LLC increased its holdings in shares of CocaCola by 1.9% in the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after buying an additional 141 shares in the last quarter. Apexium Financial LP increased its holdings in shares of CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after buying an additional 142 shares in the last quarter. Lbmc Investment Advisors LLC lifted its position in shares of CocaCola by 0.4% during the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after acquiring an additional 143 shares during the last quarter. Finally, Stockman Wealth Management Inc. lifted its position in shares of CocaCola by 1.7% during the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after acquiring an additional 147 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors.
Key Stories Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Coca-Cola remains a favorite among dividend and blue-chip investors, with multiple recent articles highlighting its durable business model, strong free-cash-flow generation, and long track record of dividend growth. Several analysts and commentary pieces also describe KO as a solid long-term holding despite market volatility.
- Positive Sentiment: One Seeking Alpha piece argued that Coca-Cola still has upside, pointing to Q1 2026 double-digit revenue growth, margin expansion, pricing power, and valuation targets above current levels. Another noted the company’s strong Q1 results, including 10% organic revenue growth and 18% EPS growth, along with continued market share gains.
- Positive Sentiment: KO is also getting attention from stock screeners and analyst-focused articles that list it among attractive blue-chip or “must-own” dividend names, which can support sentiment for a defensive consumer-staples stock.
- Neutral Sentiment: News that Coca-Cola is exploring a potential IPO for its India bottling arm is being watched as a strategic refranchising move. Investors may see this as a way to streamline operations and unlock value, but details are still limited and the impact is uncertain.
- Negative Sentiment: Some recent commentary is more cautious on valuation, arguing that KO’s share price already reflects much of its quality and that the dividend yield has become less compelling at current levels. Technical caution was also mentioned in one article, suggesting limited near-term upside after the stock’s strong run.
Insider Activity at CocaCola
Analyst Upgrades and Downgrades
A number of equities analysts recently issued reports on the company. Barclays lifted their target price on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday, June 10th. JPMorgan Chase & Co. increased their price target on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft lifted their price target on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. Finally, Sanford C. Bernstein initiated coverage on CocaCola in a report on Thursday, June 11th. They set a “market perform” rating and a $84.00 price objective on the stock. Fifteen analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $86.69.
Check Out Our Latest Report on CocaCola
CocaCola Trading Down 0.6%
NYSE KO opened at $79.43 on Friday. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $84.04. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The stock has a market cap of $341.75 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 3.19 and a beta of 0.35. The firm’s 50 day moving average price is $78.98 and its two-hundred day moving average price is $75.91.
CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The company had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company’s revenue for the quarter was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.
CocaCola Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s payout ratio is presently 66.67%.
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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