M Holdings Securities Inc. raised its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 188.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 71,457 shares of the company’s stock after purchasing an additional 46,659 shares during the period. M Holdings Securities Inc.’s holdings in CocaCola were worth $4,996,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Anfield Capital Management LLC increased its position in shares of CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares in the last quarter. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter worth about $26,000. Evolution Wealth Management Inc. increased its position in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares in the last quarter. Daytona Street Capital LLC acquired a new stake in shares of CocaCola during the 4th quarter worth about $29,000. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola during the 4th quarter worth about $30,000. Institutional investors own 70.26% of the company’s stock.
Analyst Upgrades and Downgrades
A number of equities research analysts recently issued reports on the stock. Wells Fargo & Company increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Deutsche Bank Aktiengesellschaft increased their target price on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. 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 report on Wednesday, April 29th. UBS Group increased their target price on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Finally, TD Cowen increased their target price on shares of CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, CocaCola has an average rating of “Buy” and an average price target of $86.87.
Key CocaCola News
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Bank of America highlighted Coca-Cola as a stock to watch as the 2026 World Cup begins, saying beverage volumes could rise during the tournament and boost demand for KO. The World Cup Is Here: Analyst Names One Beverage Stock To Watch
- Positive Sentiment: Investor interest also showed up in unusually heavy call-option buying, suggesting some traders are positioning for more upside in KO.
- Positive Sentiment: Recent coverage continues to point to Coca-Cola’s solid fundamentals, including Q1 results that beat estimates and showed strong organic revenue growth and volume gains, supporting the bullish case for the stock. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
- Positive Sentiment: The company’s reliable dividend profile remains a draw for income investors, with Coca-Cola continuing to be viewed as a long-term dividend compounder. 1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years
- Neutral Sentiment: Chairman James Quincey and EVP Jennifer K. Mann disclosed stock sales, but both were pre-arranged 10b5-1 transactions tied to tax withholding on equity awards, so the insider activity is less concerning than discretionary selling.
CocaCola Stock Performance
CocaCola stock opened at $83.60 on Thursday. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $83.85. The company has a market cap of $359.67 billion, a PE ratio of 26.29, a PEG ratio of 3.25 and a beta of 0.35. The company’s 50-day moving average is $78.44 and its two-hundred day moving average is $75.57.
CocaCola (NYSE:KO – Get Free Report) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.81 by $0.05. The company had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current year.
CocaCola Announces Dividend
The firm 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 dividend of $0.53 per share. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. CocaCola’s payout ratio is presently 66.67%.
Insider Buying and Selling at CocaCola
In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 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 on Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the sale, the executive vice president owned 207,400 shares of the company’s stock, valued at $16,480,004. The trade was a 32.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. In the last 90 days, insiders sold 875,921 shares of company stock worth $69,831,810. Insiders own 0.90% of the company’s stock.
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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