Coca-Cola Company (The) $KO Stock Purchased by Asset Management One Co. Ltd.

Key Points

• Asset Management One increased its Coca-Cola position by 4.9% in the third quarter, adding 100,179 shares to own 2.16 million shares valued at approximately $185.5 million. Institutional investors collectively own 70.26% of KO.
• Coca-Cola beat quarterly expectations with adjusted EPS of $0.91 and revenue of about $13.4 billion, up 7.2% year over year. Management raised its full-year comparable EPS growth outlook to at least 11%, supported by strong global volume and Coca-Cola Zero Sugar growth.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and a $96.59 target price, but flat North American volume and a premium valuation near 27 times earnings pose risks. The company also announced a quarterly dividend of $0.53 per share, implying a 2.3% annual yield.

Asset Management One Co. Ltd. lifted its position in Coca-Cola Company (The) (NYSE:KO - Free Report) by 4.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,155,033 shares of the company's stock after buying an additional 100,179 shares during the period. Asset Management One Co. Ltd. owned approximately 0.05% of Coca-Cola worth $185,505,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Garrett Wealth Advisory Group LLC lifted its holdings in Coca-Cola by 1.7% in the third quarter. Garrett Wealth Advisory Group LLC now owns 6,274 shares of the company's stock valued at $540,000 after acquiring an additional 107 shares during the period. Lantern Wealth Advisors LLC grew its stake in shares of Coca-Cola by 3.6% during the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company's stock valued at $270,000 after purchasing an additional 115 shares during the period. New Wave Wealth Advisors LLC grew its stake in shares of Coca-Cola by 4.4% during the 3rd quarter. New Wave Wealth Advisors LLC now owns 2,747 shares of the company's stock valued at $248,000 after purchasing an additional 116 shares during the period. Gill Capital Partners LLC grew its stake in shares of Coca-Cola by 4.1% during the 2nd quarter. Gill Capital Partners LLC now owns 2,992 shares of the company's stock valued at $243,000 after purchasing an additional 117 shares during the period. Finally, Atomic Invest LLC increased its position in shares of Coca-Cola by 38.7% during the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company's stock valued at $36,000 after purchasing an additional 122 shares during the last quarter. Institutional investors own 70.26% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on KO shares. CICC Research increased their price objective on shares of Coca-Cola from $85.00 to $95.00 and gave the stock an "outperform" rating in a research note on Thursday, July 30th. Royal Bank Of Canada reissued an "outperform" rating on shares of Coca-Cola in a report on Monday. Evercore restated an "outperform" rating and set a $100.00 target price (up from $88.00) on shares of Coca-Cola in a research report on Tuesday, July 28th. Daiwa Securities Group upped their target price on shares of Coca-Cola from $83.00 to $93.00 and gave the company an "outperform" rating in a report on Thursday, July 30th. Finally, DZ Bank reiterated a "buy" rating on shares of Coca-Cola in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $96.59.

Key Stories Impacting Coca-Cola

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Quarterly adjusted EPS was $0.91, above the approximately $0.88 analyst consensus, while revenue reached $13.38 billion versus expectations of $12.92 billion. Revenue increased 7.2% year over year. Coca-Cola Q3 Earnings Beat Estimates on Volume Growth, Outlook Raised
• Positive Sentiment: Global unit case volume grew 5%, organic revenue increased 7%, and Coca-Cola Zero Sugar volume rose 16%, indicating that growth was supported by demand and volume—not solely by pricing. Coca-Cola Organic Revenue Jumps 7% Despite Flat North America Volumes
• Positive Sentiment: Management raised its full-year comparable EPS growth outlook to at least 11%, up from 9% to 10%, marking the third consecutive outlook increase. The company also cited sustained momentum in premium beverages and emerging markets. Coca-Cola Raises Profit Outlook, but Warns Consumer Pressures Could Persist Into 2027
• Positive Sentiment: Year-to-date free cash flow reached $11.4 billion, supporting Coca-Cola’s long-standing dividend appeal and reinforcing its defensive profile for income-oriented investors. Coca-Cola: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Diet Coke remained a notable demand driver, with CEO Henrique Braun dismissing the “fridge cigarette” nickname as consumer-driven branding rather than a business concern.
• Negative Sentiment: North American volume was flat, with weakness in water, sports drinks, coffee, and tea. Investors are concerned that international growth is currently offsetting softness in Coca-Cola’s home market. Coca-Cola Stock Pulls Back Amid Slowing U.S. Demand
• Negative Sentiment: KO had already risen sharply and trades at a premium valuation, with a P/E near 27. Investors may therefore be taking profits after the beat, particularly as management warned that consumer pressures could persist into 2027.

Coca-Cola Price Performance

KO stock opened at $91.33 on Wednesday. Coca-Cola Company has a 1-year low of $67.27 and a 1-year high of $95.37. The company has a market capitalization of $392.94 billion, a price-to-earnings ratio of 27.43 and a beta of 0.32. The business has a 50 day simple moving average of $89.29 and a two-hundred day simple moving average of $81.73.

Coca-Cola (NYSE:KO - Get Free Report) last announced its quarterly earnings data on Tuesday, October 27th. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.88 by $0.03. The company had revenue of $13.40 billion for the quarter, compared to analysts' expectations of $12.92 billion. The company's quarterly revenue was up 7.2% compared to the same quarter last year. During the same period last year, the business earned $0.82 earnings per share. Sell-side analysts anticipate that Coca-Cola Company will post 3.30 EPS for the current fiscal year.

Coca-Cola 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 given a dividend of $0.53 per share. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. Coca-Cola's dividend payout ratio is currently 63.66%.

Insider Activity at Coca-Cola

In related news, insider Bruno Pietracci sold 111,365 shares of the firm's stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the completion of the transaction, the insider directly owned 41,365 shares of the company's stock, valued at approximately $3,761,319.45. This trade represents a 72.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of Coca-Cola stock in a transaction on Monday, August 10th. The shares were sold at an average price of $86.50, for a total transaction of $861,367.00. Following the completion of the sale, the insider owned 62,105 shares in the company, valued at approximately $5,372,082.50. This represents a 13.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 323,806 shares of company stock worth $28,820,577 in the last three months. Insiders own 0.90% of the company's stock.

About Coca-Cola

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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