EverSource Wealth Advisors LLC Purchases 14,552 Shares of CocaCola Company (The) $KO

EverSource Wealth Advisors LLC boosted its position in shares of CocaCola Company (The) (NYSE:KO) by 55.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,647 shares of the company’s stock after buying an additional 14,552 shares during the period. EverSource Wealth Advisors LLC’s holdings in CocaCola were worth $3,091,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new position in shares of CocaCola during the 1st quarter worth $25,000. Headlands Technologies LLC acquired a new position in shares of CocaCola during the 2nd quarter worth $26,000. Evolution Wealth Management Inc. lifted 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 buying an additional 357 shares during the last quarter. Finally, Daytona Street Capital LLC bought a new stake in shares of CocaCola during the 4th quarter worth $29,000. 70.26% of the stock is owned by institutional investors.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong Q2 results and higher guidance supported the rally. Coca-Cola reported adjusted earnings of $0.97 per share versus the $0.93 consensus, while revenue reached approximately $13.37 billion, ahead of expectations. Global unit-case volume increased 5%, and management raised its 2026 outlook for organic revenue growth to about 5% and comparable EPS growth to 9%-10%. Coca-Cola Reports Second Quarter 2026 Results and Raises Full Year Guidance
• Positive Sentiment: World Cup marketing helped drive unusually strong consumption. Coca-Cola said FIFA World Cup activity contributed to its best quarterly volume growth in 17 years. The company also gained value share through pricing, product mix, zero-sugar beverages, and Fairlife, indicating resilience despite uneven consumer spending. Coca-Cola hails World Cup hydration breaks as it lifts annual forecasts
• Positive Sentiment: Analysts raised their expectations. Jefferies lifted its price target to $104, while TD Cowen and Citigroup raised targets to $100. JPMorgan increased its target to $96, and Bank of America maintained a Buy rating with a $100 target, citing “best-in-class” consumption trends.
• Positive Sentiment: Brand strength and digital engagement remain long-term positives. Coverage highlighted Coca-Cola’s broad moat, reliable dividend, and expanded digital and social-media reach during the World Cup, reinforcing the investment case for steady long-term growth. Coca-Cola Dominated the Summer’s Biggest Sporting Event
• Neutral Sentiment: Most Fairlife production has resumed after a cyberattack, reducing the likelihood of a prolonged operational disruption. Coca-Cola says most of Fairlife’s production has been resumed after cyberattack
• Negative Sentiment: Valuation and a dissenting analyst view temper optimism. Coca-Cola trades at roughly 28 times earnings after gaining more than 20% in 2026. HSBC downgraded the stock to Hold, arguing upside may be limited and that PepsiCo offers better value.
• Negative Sentiment: An insider sold 75,727 shares under a pre-arranged Rule 10b5-1 plan to cover tax obligations tied to vested equity awards. Because the sale was planned and tax-related, it is a limited negative signal rather than a clear change in management’s outlook.

CocaCola Price Performance

CocaCola stock opened at $89.30 on Thursday. The stock has a 50-day moving average price of $81.77 and a two-hundred day moving average price of $78.53. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $90.92. The company has a market capitalization of $384.22 billion, a PE ratio of 26.82, a P/E/G ratio of 3.56 and a beta of 0.34. The company has a current ratio of 1.30, a quick ratio of 1.15 and a debt-to-equity ratio of 0.97.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate 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 period in the previous year, the business posted $0.87 earnings per share. The business’s quarterly 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. Analysts expect that CocaCola Company will post 3.27 EPS for the current year.

CocaCola Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio is 66.67%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on KO. TD Cowen lifted their target price on CocaCola from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. increased their target price on shares of CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a report on Wednesday. Sanford C. Bernstein restated a “market perform” rating and issued a $93.00 price target on shares of CocaCola in a research note on Wednesday. Bank of America lifted their price target on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, Evercore reiterated an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a research report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, CocaCola currently has an average rating of “Moderate Buy” and an average target price of $95.56.

Insider Buying and Selling at CocaCola

In other news, EVP Jennifer K. Mann sold 100,000 shares of the firm’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 completion of the transaction, the executive vice president owned 181,384 shares of the company’s stock, valued at approximately $14,412,772.64. This trade represents a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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. Also, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction on Friday, June 5th. The stock was sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% 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 quarter, insiders have sold 975,632 shares of company stock valued at $78,621,241. 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.