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

Dynasty Wealth Management LLC raised its holdings in CocaCola Company (The) (NYSE:KO) by 93.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 30,583 shares of the company’s stock after purchasing an additional 14,799 shares during the period. Dynasty Wealth Management LLC’s holdings in CocaCola were worth $2,138,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Eurizon SLJ Capital Ltd acquired a new stake in shares of CocaCola in the 4th quarter valued at about $552,000. Farther Finance Advisors LLC grew its stake in CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock worth $7,802,000 after purchasing an additional 30,786 shares in the last quarter. Dynamic Technology Lab Private Ltd grew its stake in CocaCola by 82.3% in the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock worth $3,296,000 after purchasing an additional 22,444 shares in the last quarter. Atlantic Union Bankshares Corp increased its holdings in CocaCola by 19.9% in the third quarter. Atlantic Union Bankshares Corp now owns 120,866 shares of the company’s stock valued at $8,016,000 after buying an additional 20,032 shares during the last quarter. Finally, Capitolis Liquid Global Markets LLC raised its stake in CocaCola by 16.4% during the third quarter. Capitolis Liquid Global Markets LLC now owns 710,000 shares of the company’s stock valued at $47,087,000 after buying an additional 100,000 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple articles highlight Coca-Cola as a dependable dividend and income stock, reinforcing its appeal in a volatile market. Is Coca-Cola (KO) the Safest Dividend Stock To Buy?
• Positive Sentiment: Analysts and market commentators remain optimistic after strong quarterly results, with mentions of solid revenue growth and record margins supporting the stock’s valuation. Is Coca-Cola (KO) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Commentary continues to frame KO as a growth-and-income name, helped by resilient beverage demand and its ability to raise prices without losing momentum. Coca-Cola (KO) Combines Growth and Income in a Challenging Consumer Environment
• Positive Sentiment: Talk of a potential new all-time high suggests investor confidence remains strong and that KO is trading near the top of its recent range. Coca Cola Stock Will Hit a New All-Time High On This Date
• Neutral Sentiment: Coca-Cola is reportedly exploring an IPO for its India bottling business, a restructuring move that could surface value over time but also adds uncertainty around the timing and execution. Coca-Cola explores IPO in India for its bottling business
• Neutral Sentiment: Additional coverage reiterated Coca-Cola’s appeal as a dividend and consumer-staples holding, but did not introduce a major new catalyst. My Top 3 Consumer Staples Dividend Stocks to Buy Now

Analyst Upgrades and Downgrades

KO has been the topic of a number of research analyst reports. Jefferies Financial Group increased their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Citigroup boosted their price target on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a report on Monday, May 18th. JPMorgan Chase & Co. raised their price objective on CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Finally, Evercore reiterated an “outperform” rating and set a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $86.80.

CocaCola Stock Performance

Shares of KO stock opened at $78.44 on Wednesday. The company has a market cap of $337.47 billion, a P/E ratio of 24.67, a PEG ratio of 3.14 and a beta of 0.35. The business has a 50 day moving average of $77.81 and a two-hundred day moving average of $75.14. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.66. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last announced its quarterly earnings results 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 business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be given a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Insider Buying and Selling at CocaCola

In related news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 200,000 shares of CocaCola stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the completion of the sale, the chairman owned 78,155 shares in the company, valued at approximately $6,166,429.50. This represents a 71.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 255,505 shares of company stock worth $20,187,007. 0.90% of the stock is owned by insiders.

CocaCola Company 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.