BG Investment Services LLC Buys New Position in CocaCola Company (The) $KO

Key Points

• BG Investment Services LLC initiated a Coca-Cola position of 46,243 shares valued at approximately $3.98 million in the third quarter. Institutional investors collectively own about 70.26% of KO.
• Coca-Cola’s latest quarterly results exceeded expectations, with adjusted EPS of $0.97 versus a $0.93 consensus and revenue of $13.37 billion. The company also reaffirmed fiscal 2026 EPS guidance of $3.27–$3.30.
• The company declared a quarterly dividend of $0.53 per share, equivalent to an annualized $2.12 dividend and a 2.3% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $96.27, though premium valuation and weak volumes in some markets remain concerns.

BG Investment Services LLC bought a new stake in CocaCola Company (The) (NYSE:KO - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 46,243 shares of the company's stock, valued at approximately $3,981,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Louisbourg Investments Inc. purchased a new stake in shares of CocaCola during the first quarter worth about $25,000. Guardian Partners Inc. acquired a new position in shares of CocaCola during the second quarter valued at about $27,000. Horizons Wealth Management acquired a new position in shares of CocaCola during the third quarter valued at about $31,000. Atomic Invest LLC increased its holdings in shares of CocaCola by 38.7% during the second quarter. Atomic Invest LLC now owns 437 shares of the company's stock valued at $36,000 after acquiring an additional 122 shares in the last quarter. Finally, Timbuktu Capital Management LLC purchased a new position in shares of CocaCola in the 2nd quarter valued at approximately $41,000. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Trading Down 2.7%

Shares of CocaCola stock opened at $92.77 on Friday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a fifty day moving average price of $89.11 and a 200 day moving average price of $83.94. CocaCola Company has a 1 year low of $67.27 and a 1 year high of $95.37. The stock has a market cap of $399.15 billion, a PE ratio of 27.86, a price-to-earnings-growth ratio of 3.61 and a beta of 0.32.

CocaCola (NYSE:KO - Get Free Report) last posted 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. The company had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm's revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities research analysts predict that CocaCola Company will post 3.30 earnings per share for the current year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, December 1st. CocaCola's dividend payout ratio is currently 63.66%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive investors have favored Coca-Cola as broader large-cap markets weakened, while the company’s industry-leading margins, reliable dividend and global brand continue to support demand for the stock. Defensive consumer stocks article
• Positive Sentiment: KFC plans to move roughly 3,600 U.S. restaurants back to Coca-Cola products beginning in early 2027, potentially adding fountain-volume growth and strengthening KO’s restaurant-channel presence. Coca-Cola KFC agreement article
• Positive Sentiment: Coca-Cola selected agency partners and reaffirmed its global marketing strategy, including expanded use of data, technology and artificial intelligence. Management expects the initiative to improve consumer engagement and support long-term growth. Coca-Cola marketing agency announcement
• Positive Sentiment: KO has beaten earnings-per-share estimates for six consecutive quarters. Wall Street expects third-quarter results before the market opens on October 27, with projected sales above $12.9 billion; another beat could extend the stock’s momentum. Coca-Cola third-quarter earnings preview
• Neutral Sentiment: Coca-Cola’s shares have gained roughly one-third in 2026 and recently entered the $400 billion market-capitalization group. Historical analysis suggests strong calendar-year gains have often been followed by additional advances, although the comparison does not guarantee future performance. Coca-Cola historical performance article
• Negative Sentiment: KO’s premium valuation leaves limited room for an earnings disappointment. Analysts see benefits from pricing and margin expansion, but weak volumes in some key markets remain a concern. A reported data-breach investigation and potential class-action claims also introduce legal and reputational risk. Coca-Cola data breach investigation

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Seaport Research Partners set a $95.00 target price on shares of CocaCola in a research report on Friday, August 14th. CICC Research upped their price target on shares of CocaCola from $85.00 to $95.00 and gave the company an "outperform" rating in a research note on Thursday, July 30th. Sanford C. Bernstein reaffirmed a "market perform" rating and issued a $93.00 price target (up from $83.00) on shares of CocaCola in a report on Wednesday, July 29th. Daiwa Securities Group lifted their price objective on shares of CocaCola from $83.00 to $93.00 and gave the stock an "outperform" rating in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. cut their target price on CocaCola from $96.00 to $95.00 and set an "overweight" rating on the stock in a research report on Monday, September 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, CocaCola has a consensus rating of "Moderate Buy" and an average price target of $96.27.

Insider Buying and Selling at CocaCola

In related news, insider Bruno Pietracci sold 111,365 shares of CocaCola stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total value of $10,126,419.45. Following the completion of the transaction, the insider owned 41,365 shares in the company, valued at $3,761,319.45. The trade was a 72.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the company's stock in a transaction dated 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 directly owned 279,917 shares of the company's stock, valued at $24,439,553.27. The trade was a 35.26% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is currently owned by insiders.

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.

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