CocaCola Company (The) $KO Stock Acquired by Focused Alpha LLC

Focused Alpha LLC increased its position in shares of CocaCola Company (The) (NYSE:KO) by 249.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 10,300 shares of the company’s stock after purchasing an additional 7,350 shares during the period. Focused Alpha LLC’s holdings in CocaCola were worth $887,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE increased its stake in shares of CocaCola by 4.4% during the 2nd quarter. Bank of America Corp DE now owns 45,958,636 shares of the company’s stock worth $3,735,058,000 after purchasing an additional 1,939,673 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in CocaCola by 0.4% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company’s stock worth $2,954,523,000 after purchasing an additional 162,097 shares during the period. Wellington Management Group LLP grew its holdings in CocaCola by 9.2% during the second quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company’s stock worth $2,361,198,000 after purchasing an additional 2,439,026 shares during the period. Dimensional Fund Advisors LP increased its position in CocaCola by 1.3% during the first quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company’s stock worth $1,431,495,000 after buying an additional 235,785 shares during the last quarter. Finally, Fayez Sarofim & Co increased its position in CocaCola by 0.7% during the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company’s stock worth $1,241,223,000 after buying an additional 113,599 shares during the last quarter. 70.26% of the stock is owned by institutional investors.

CocaCola Stock Performance

NYSE:KO opened at $93.36 on Tuesday. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. The stock has a 50 day simple moving average of $88.60 and a 200 day simple moving average of $83.51. CocaCola Company has a 1-year low of $67.27 and a 1-year high of $94.10. The stock has a market cap of $401.69 billion, a P/E ratio of 28.04, a PEG ratio of 3.65 and a beta of 0.32.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the prior year, the company posted $0.87 earnings per share. CocaCola’s revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts anticipate that CocaCola Company will post 3.30 earnings per share for the current year.

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Insider Activity at CocaCola

In related news, insider Sanket Ray sold 9,958 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the sale, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. This represents a 13.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Chairman James Quincey sold 381,140 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total value of $34,317,845.60. Following the transaction, the chairman owned 122,833 shares in the company, valued at approximately $11,059,883.32. This trade represents a 75.63% 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 three months, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Barclays lifted their target price on CocaCola from $93.00 to $98.00 and gave the stock an “overweight” rating in a research note on Friday. Evercore reaffirmed an “outperform” rating and set a $100.00 price objective (up from $88.00) on shares of CocaCola in a research report on Tuesday, July 28th. TD Cowen reiterated a “buy” rating on shares of CocaCola in a report on Friday. Piper Sandler reissued an “overweight” rating and issued a $95.00 price objective (up from $88.00) on shares of CocaCola in a research report on Wednesday, September 16th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $86.00 target price (up from $82.00) on shares of CocaCola in a research note on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and a consensus target price of $96.27.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC will switch its U.S. beverage partnership to Coca-Cola beginning in January 2027, bringing Coca-Cola products to roughly 3,700–4,000 restaurants by spring. Although the direct revenue impact is expected to be modest, the agreement expands fountain distribution, foodservice visibility and marketing opportunities at PepsiCo’s expense. Is KFC Drink Deal Altering The Investment Case For Coca Cola
• Positive Sentiment: Analysts and financial commentators continue to highlight Coca-Cola’s low beta, global scale, brand strength and 64-year streak of annual dividend increases, making KO attractive to investors seeking income and stability during market volatility. Buy 5 Stocks to Stay Safe as Volatility Reappears on Wall Street
• Neutral Sentiment: Coca-Cola is expected to report quarterly earnings on Tuesday. The release is the immediate catalyst for the stock, with investors likely focused on organic sales, consumer demand, margins and whether management maintains its fiscal 2026 earnings outlook. CocaCola Expected to Announce Quarterly Earnings on Tuesday
• Neutral Sentiment: Articles emphasizing Warren Buffett’s long-term ownership and Coca-Cola’s dividend-compounding potential reinforce the company’s appeal as a long-duration income investment, but they are largely historical and unlikely to provide a near-term trading catalyst. Warren Buffett Has Held Coca-Cola for Decades
• Negative Sentiment: KO has already gained substantially over the past year and trades near its 52-week high at a valuation of about 28 times earnings. That leaves less room for disappointment if results, guidance or consumer trends fall short of expectations.
• Negative Sentiment: Commentary notes persistent financial strain on shoppers, which could pressure volumes, product mix and pricing power even as Coca-Cola benefits from major sporting events and broader distribution. What Are Coca-Cola Stock Bulls Not Worried About?

CocaCola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.