Braun Stacey Associates Inc. increased its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 6.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 371,977 shares of the company's stock after purchasing an additional 22,588 shares during the period. Braun Stacey Associates Inc.'s holdings in CocaCola were worth $30,231,000 as of its most recent SEC filing.
Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company's stock worth $2,433,000 after purchasing an additional 4,591 shares during the period. Revolve Wealth Partners LLC lifted its position in CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company's stock valued at $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in CocaCola during the 1st quarter valued at about $210,000. Jump Financial LLC boosted its stake in shares of CocaCola by 450.5% in the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company's stock valued at $2,800,000 after purchasing an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. boosted its stake in shares of CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company's stock valued at $75,000 after purchasing an additional 899 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company's stock.
CocaCola Stock Performance
Shares of NYSE:KO opened at $89.63 on Friday. The firm's 50 day simple moving average is $85.32 and its 200 day simple moving average is $80.83. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $92.49. The company has a market capitalization of $385.64 billion, a price-to-earnings ratio of 26.92, a P/E/G ratio of 3.11 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12.
CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion during the quarter, compared to analysts' expectations of $13.17 billion. During the same quarter in the previous year, the company earned $0.87 earnings per share. The business's revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, sell-side analysts forecast that CocaCola Company will post 3.29 earnings per share for the current year.
CocaCola Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. CocaCola's payout ratio is 63.66%.
Analysts Set New Price Targets
Several equities analysts recently weighed in on KO shares. UBS Group set a $104.00 price objective on shares of CocaCola and gave the company a "buy" rating in a report on Wednesday, July 29th. Jefferies Financial Group lifted their target price on shares of CocaCola from $95.00 to $104.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. TD Cowen upped their target price on shares of CocaCola from $90.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. HSBC downgraded CocaCola from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, July 28th. Finally, Bank of America raised their price target on CocaCola from $90.00 to $95.00 and gave the stock a "buy" rating in a research report on Friday, July 10th. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, CocaCola presently has an average rating of "Moderate Buy" and a consensus price target of $95.76.
Read Our Latest Stock Analysis on KO
More CocaCola News
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Defensive-sector demand is supporting KO. Market commentary points to Coca-Cola’s stable cash flows and relatively low volatility as attractive while investors seek safety and quality amid changing interest-rate expectations. Why is Coca-Cola drawing steady demand as staples turn defensive today?
- Positive Sentiment: Zacks upgraded Coca-Cola to Rank #2, or “Buy.” The upgrade reflects improving expectations for the company’s earnings prospects and could provide a near-term sentiment boost. Coca-Cola upgraded to Buy
- Positive Sentiment: Recent operating momentum remains constructive. Coca-Cola’s latest quarter included revenue growth of about 6% year over year and an earnings beat, while the company maintains fiscal 2026 EPS guidance of $3.27–$3.30.
- Neutral Sentiment: Institutional positioning is mixed but leans supportive. More institutions added KO shares than reduced them in the latest quarter, with notable additions from JPMorgan, Geode and Capital World Investors, although BlackRock, Capital Research and Invesco trimmed positions.
- Neutral Sentiment: Analyst support is positive, but valuation may limit upside. Barclays and JPMorgan maintain “Overweight” ratings, while the reported median price target of $89.50 is close to the current trading level. Commentary also describes the valuation as stretched. Coca-Cola upgraded to Buy
- Negative Sentiment: Insider selling is a cautionary signal. Company insiders made 30 open-market sales and no purchases over the past six months, including substantial sales by Chairman James Quincey and other senior executives.
Insider Buying and Selling
In related news, Chairman James Quincey sold 436,296 shares of the company's stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the sale, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. This represents a 78.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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, EVP Nancy Quan sold 50,000 shares of the firm's stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total value of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at $20,186,798.70. The trade was a 18.29% 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. Insiders have sold 1,594,900 shares of company stock worth $136,568,617 over the last ninety days. Insiders own 0.90% of the company's stock.
CocaCola Company Profile
(
Free Report)
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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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