Sei Investments Co. raised its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 0.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,892,726 shares of the company’s stock after purchasing an additional 15,207 shares during the quarter. Sei Investments Co.’s holdings in CocaCola were worth $143,941,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of CocaCola by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after purchasing an additional 5,886,352 shares during the last quarter. State Street Corp grew its stake in CocaCola by 1.2% during the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after purchasing an additional 1,992,327 shares during the period. Geode Capital Management LLC increased its stake in shares of CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after acquiring an additional 433,547 shares in the last quarter. Norges Bank bought a new position in CocaCola in the fourth quarter worth approximately $3,865,807,000. Finally, Franklin Resources Inc. lifted its holdings in shares of CocaCola by 3.1% in the 4th quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock worth $2,816,697,000 after purchasing an additional 1,195,581 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of equities research analysts recently weighed in on KO shares. Sanford C. Bernstein set a $83.00 target price on shares of CocaCola in a report on Thursday, July 9th. JPMorgan Chase & Co. boosted their target price on shares of CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. UBS Group upped their price target on CocaCola from $92.00 to $98.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Wells Fargo & Company raised their price target on CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Finally, Morgan Stanley set a $89.00 price objective on CocaCola in a research note on Wednesday, June 10th. Fourteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, CocaCola has an average rating of “Moderate Buy” and an average price target of $89.33.
CocaCola Stock Down 1.3%
Shares of NYSE KO opened at $81.11 on Friday. 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 12 month low of $65.35 and a 12 month high of $85.68. The firm has a fifty day simple moving average of $81.41 and a two-hundred day simple moving average of $78.02. The firm has a market capitalization of $348.97 billion, a PE ratio of 25.51, a price-to-earnings-growth ratio of 3.33 and a beta of 0.34.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the previous year, the firm posted $0.73 EPS. The business’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. Equities analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.
CocaCola Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is 66.67%.
Insider Buying and Selling at CocaCola
In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of CocaCola stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the sale, the executive vice president owned 157,400 shares of the company’s stock, valued at approximately $13,128,734. This trade represents a 13.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman James Quincey sold 436,296 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. 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. In the last ninety days, insiders sold 899,905 shares of company stock worth $71,832,315. 0.90% of the stock is owned by corporate insiders.
More CocaCola News
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Analysts and market commentary remain constructive heading into Coca-Cola’s upcoming Q2 earnings report, pointing to expected revenue growth, pricing strength, and margin expansion despite some volume pressure. Coca-Cola Q2 Earnings: Should You Buy the Stock Ahead of the Release?
- Positive Sentiment: Coca-Cola’s latest earnings already beat Wall Street estimates, reinforcing the company’s reputation for steady cash generation and dividend reliability, which continues to attract income-focused investors. Should You Buy Coca-Cola Stock Before July 28?
- Positive Sentiment: Investor interest in KO remains supported by its dividend appeal, with commentary noting the stock’s popularity among large funds and even appearing in President Donald Trump’s financial disclosures as a favored dividend holding. Coca-Cola (KO): President Donald Trump’s Favorite Dividend Stock Pick
- Neutral Sentiment: Several articles focus on how Coca-Cola’s brand refresh and AI-driven marketing overhaul could improve efficiency and support premium positioning over time, but this is more of a long-term strategic angle than an immediate stock catalyst. Coca-Cola (KO) AI Brand Overhaul Puts Valuation Back In Focus
- Neutral Sentiment: Broader dividend-stock comparisons and ETF commentary featuring KO are informational, but unlikely to materially affect near-term trading. This Dividend ETF Choice Could Shape Your Income Strategy Through 2026 (KO)
- Negative Sentiment: One report flagged KO as declining more than the broader market, suggesting some investor profit-taking or caution ahead of earnings and after a strong run. Coca-Cola (KO) Declines More Than Market: Some Information for Investors
- Negative Sentiment: A recent hack claim targeting Coca-Cola’s Fairlife unit adds a small reputational and operational overhang, though the direct financial impact appears limited so far. Well-known hacking group claims responsibility for attack on Coca-Cola’s Fairlife
- Negative Sentiment: One bearish piece argued investors could find better income opportunities elsewhere, highlighting lower valuations and higher yields in alternative dividend stocks. You Can Do Better Than Coca-Cola Stock. Buy This High-Yield Dividend Stock Instead.
CocaCola 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.
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