Johnson Financial Group LLC Makes New Investment in CocaCola Company (The) $KO

Johnson Financial Group LLC purchased a new stake in CocaCola Company (The) (NYSE:KO) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,481 shares of the company’s stock, valued at approximately $523,000.

Other hedge funds also recently made changes to their positions in the company. Anfield Capital Management LLC increased its stake in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the period. Headlands Technologies LLC bought a new position in CocaCola during the second quarter worth about $26,000. Daytona Street Capital LLC acquired a new stake in CocaCola during the fourth quarter valued at approximately $29,000. Redmont Wealth Advisors LLC acquired a new stake in CocaCola during the third quarter valued at approximately $30,000. Finally, Elevated Capital Advisors LLC bought a new stake in shares of CocaCola in the 4th quarter valued at approximately $30,000. Institutional investors and hedge funds own 70.26% of the company’s stock.

CocaCola Stock Up 0.5%

Shares of NYSE:KO opened at $78.81 on Thursday. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The firm has a market cap of $339.07 billion, a P/E ratio of 24.78, a P/E/G ratio of 3.13 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.66. The company’s 50-day moving average price is $77.96 and its two-hundred day moving average price is $75.24.

CocaCola (NYSE:KO) last announced its 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. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the previous year, the firm posted $0.73 earnings per share. The company’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts forecast that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a dividend of $0.53 per share. 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 is currently 66.67%.

Insider Buying and Selling at CocaCola

In other news, EVP Monica Howard Douglas sold 23,880 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the transaction, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Nancy Quan sold 31,625 shares of the firm’s 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 completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 255,505 shares of company stock worth $20,187,007. Insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on KO. Wells Fargo & Company raised their target price on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Evercore reissued an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Morgan Stanley set a $88.00 target price on shares of CocaCola in a report on Wednesday, March 11th. Finally, Citigroup increased their target price on shares of CocaCola from $90.00 to $91.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat.com, CocaCola presently has an average rating of “Buy” and a consensus price target of $86.80.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s planned India bottling IPO could unlock more than $10 billion of value, support a higher-margin refranchised model, and improve long-term capital efficiency. Coke’s $10B India IPO Plan Pops the Top on Hidden Value
• Positive Sentiment: Recent coverage says KO continues to benefit from steady demand, disciplined pricing, and product innovation, reinforcing the case that its core beverage business remains healthy. Coca-Cola Stock Rises 12.1% YTD: Buy Now or Wait for a Pullback?
• Positive Sentiment: Investor attention remains high, which can keep the stock supported as traders focus on Coca-Cola’s defensive profile and dividend appeal. CocaCola Company (The) (KO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Articles comparing KO with other consumer staples stocks suggest the market is still evaluating whether Coca-Cola’s performance justifies its premium valuation. Is Coca-Cola (KO) Outperforming Other Consumer Staples Stocks This Year?
• Neutral Sentiment: Some commentary frames KO as a “safe dividend” name and a possible all-time-high candidate, but these pieces are largely opinion-based rather than new company-specific developments. Is Coca-Cola (KO) the Safest Dividend Stock To Buy?
• Negative Sentiment: Insider selling cited in the India IPO analysis could create some short-term overhead resistance, especially with the stock already near recent highs. Coke’s $10B India IPO Plan Pops the Top on Hidden Value

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.