CocaCola Company (The) $KO Stock: Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust Lowers Position

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust trimmed its stake in CocaCola Company (The) (NYSE:KO) by 7.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 85,644 shares of the company’s stock after selling 6,725 shares during the quarter. CocaCola comprises 1.8% of Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust’s portfolio, making the stock its 24th largest position. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust’s holdings in CocaCola were worth $7,372,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Bank of Stockton increased its stake in CocaCola by 4.9% during the third quarter. Bank of Stockton now owns 4,031 shares of the company’s stock worth $347,000 after acquiring an additional 187 shares during the last quarter. CWA Asset Management Group LLC lifted its stake in shares of CocaCola by 5.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 33,064 shares of the company’s stock valued at $2,846,000 after purchasing an additional 1,641 shares in the last quarter. Williams Financial LLC acquired a new position in shares of CocaCola in the 3rd quarter valued at about $217,000. CFS Investment Advisory Services LLC lifted its stake in shares of CocaCola by 2.3% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 47,826 shares of the company’s stock valued at $4,121,000 after purchasing an additional 1,054 shares in the last quarter. Finally, Investment Research Partners LLC grew its holdings in shares of CocaCola by 4.8% during the 3rd quarter. Investment Research Partners LLC now owns 3,992 shares of the company’s stock worth $344,000 after purchasing an additional 183 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Jefferies Financial Group increased their target price on shares of CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Piper Sandler restated an “overweight” rating and issued a $95.00 price target (up from $88.00) on shares of CocaCola in a report on Wednesday, September 16th. Truist Financial set a $88.00 price target on shares of CocaCola in a research report on Friday, June 26th. UBS Group reaffirmed a “buy” rating on shares of CocaCola in a research report on Monday. Finally, DZ Bank reiterated a “buy” rating on shares of CocaCola in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $96.27.

Key Stories Impacting CocaCola

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?

Insider Buying and Selling at CocaCola

In other CocaCola news, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $20,186,798.70. This trade represents a 18.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 926,620 shares of company stock worth $83,075,714. Insiders own 0.90% of the company’s stock.

CocaCola Stock Down 0.6%

Shares of NYSE KO opened at $93.36 on Tuesday. The stock has a fifty day moving average price of $88.60 and a 200 day moving average price of $83.51. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. CocaCola Company has a 12-month low of $67.27 and a 12-month high of $94.10. The company has a market cap of $401.69 billion, a P/E ratio of 28.04, a P/E/G ratio of 3.65 and a beta of 0.32.

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

CocaCola Announces Dividend

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

About CocaCola

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.