Bayban purchased a new position in shares of CocaCola Company (The) (NYSE:KO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 8,103 shares of the company’s stock, valued at approximately $566,000.
A number of other hedge funds have also recently added to or reduced their stakes in KO. Vestia Personal Wealth Advisors boosted its holdings in shares of CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after acquiring an additional 140 shares during the period. Alteri Wealth LLC increased its holdings in shares of CocaCola by 1.9% in the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after acquiring an additional 141 shares during the period. Apexium Financial LP raised its position in CocaCola by 1.2% in the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after purchasing an additional 142 shares during the last quarter. Lbmc Investment Advisors LLC raised its position in CocaCola by 0.4% in the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock valued at $2,718,000 after purchasing an additional 143 shares during the last quarter. Finally, Stockman Wealth Management Inc. boosted its stake in CocaCola by 1.7% during the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after purchasing an additional 147 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research analysts have issued reports on KO shares. Barclays raised their price objective on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. JPMorgan Chase & Co. increased their target price on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Jefferies Financial Group raised their price target on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Wells Fargo & Company boosted their price target on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Finally, TD Cowen upped their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $86.69.
CocaCola Stock Up 0.1%
KO opened at $79.43 on Friday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The business has a 50 day simple moving average of $79.03 and a 200-day simple moving average of $75.93. The stock has a market capitalization of $341.75 billion, a P/E ratio of 24.98, a P/E/G ratio of 3.17 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04.
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for 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%.CocaCola’s quarterly revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s dividend payout ratio is 66.67%.
CocaCola News Summary
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
- Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
- Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
- Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
- Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
- Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.
Insider Transactions at CocaCola
In related news, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president owned 181,384 shares in the company, valued at $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 899,905 shares of company stock valued at $71,832,315 in the last ninety days. 0.90% of the stock is currently owned by company insiders.
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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