Coca-Cola Company (The) $KO Stock Purchased by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Institutional ownership increased: Bank Julius Baer raised its Coca-Cola stake by 5.1% to 3.95 million shares, while 70.26% of KO stock is held by institutional investors. Several other funds also expanded or initiated positions during the third quarter.
• Coca-Cola delivered a strong quarter: The company reported adjusted earnings of $0.91 per share and revenue of $13.35 billion, exceeding analyst estimates; revenue rose 7.2% year over year. Shares opened at $94.11, near their 52-week high of $95.37.
• Analyst sentiment remains favorable: Coca-Cola has a consensus “Moderate Buy” rating and an average price target of $97.26, while multiple firms recently raised their targets. The company also declared a quarterly dividend of $0.53 per share, representing a 2.3% yield.

Bank Julius Baer & Co. Ltd Zurich boosted its stake in shares of Coca-Cola Company (The) (NYSE:KO - Free Report) by 5.1% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,950,770 shares of the company's stock after purchasing an additional 191,490 shares during the period. Coca-Cola makes up approximately 0.9% of Bank Julius Baer & Co. Ltd Zurich's portfolio, making the stock its 27th biggest holding. Bank Julius Baer & Co. Ltd Zurich owned 0.09% of Coca-Cola worth $340,662,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Greenleaf Trust raised its position in Coca-Cola by 1.3% during the third quarter. Greenleaf Trust now owns 99,750 shares of the company's stock worth $8,586,000 after acquiring an additional 1,316 shares during the last quarter. Nippon Life Global Investors Americas Inc. grew its position in Coca-Cola by 130.2% in the third quarter. Nippon Life Global Investors Americas Inc. now owns 410,380 shares of the company's stock valued at $35,524,000 after acquiring an additional 232,100 shares in the last quarter. DecisionMap Wealth Management LLC increased its position in shares of Coca-Cola by 0.5% during the third quarter. DecisionMap Wealth Management LLC now owns 35,507 shares of the company's stock worth $3,056,000 after acquiring an additional 164 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Coca-Cola in the third quarter worth $260,682,000. Finally, Aviance Capital Partners LLC raised its position in shares of Coca-Cola by 0.6% during the 3rd quarter. Aviance Capital Partners LLC now owns 25,800 shares of the company's stock worth $2,221,000 after purchasing an additional 142 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Nancy Quan sold 50,000 shares of the firm's stock in a transaction dated 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 sale, the executive vice president 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. The sale was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of Coca-Cola stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the sale, the insider directly owned 41,365 shares in the company, valued at $3,761,319.45. This trade represents a 72.92% 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. Over the last quarter, insiders have sold 171,323 shares of company stock worth $15,507,286. 0.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Morgan Stanley upped their price target on shares of Coca-Cola from $100.00 to $103.00 and gave the company an "overweight" rating in a report on Wednesday. Sanford C. Bernstein restated a "market perform" rating and set a $93.00 price target (up from $83.00) on shares of Coca-Cola in a report on Wednesday, July 29th. Wells Fargo & Company increased their target price on shares of Coca-Cola from $90.00 to $100.00 and gave the company an "overweight" rating in a research report on Wednesday. HSBC upped their price objective on shares of Coca-Cola from $90.00 to $98.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. Finally, Weiss Ratings cut Coca-Cola from a "buy (a+)" rating to a "buy (a)" rating in a research report on Friday, October 23rd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Coca-Cola currently has a consensus rating of "Moderate Buy" and an average price target of $97.26.

Coca-Cola Stock Up 0.0%

Shares of Coca-Cola stock opened at $94.11 on Monday. The business has a 50-day moving average of $89.47 and a 200-day moving average of $82.07. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.38 and a quick ratio of 1.19. The company has a market capitalization of $404.85 billion, a PE ratio of 27.68, a P/E/G ratio of 3.67 and a beta of 0.28. Coca-Cola Company has a 1-year low of $67.27 and a 1-year high of $95.37.

Coca-Cola (NYSE:KO - Get Free Report) last released its quarterly earnings data on Tuesday, October 27th. The company reported $0.91 earnings per share for the quarter, beating analysts' consensus estimates of $0.88 by $0.03. Coca-Cola had a return on equity of 38.79% and a net margin of 28.65%. The company had revenue of $13.35 billion for the quarter, compared to the consensus estimate of $12.92 billion. During the same period in the previous year, the business earned $0.82 earnings per share. The company's quarterly revenue was up 7.2% on a year-over-year basis. As a group, equities analysts forecast that Coca-Cola Company will post 3.34 EPS for the current fiscal year.

Coca-Cola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. Coca-Cola's dividend payout ratio (DPR) is presently 62.35%.

Trending Headlines about Coca-Cola

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

• Positive Sentiment: Better-than-expected earnings and higher guidance: Coca-Cola’s third-quarter results exceeded Wall Street expectations, supported by 5% unit case-volume growth, consumer recruitment, affordability initiatives, and disciplined execution. Management now expects comparable EPS to increase at least 11% in 2026. Coca-Cola’s Q3 earnings call: our top 5 analyst questions
• Positive Sentiment: Analyst optimism is reinforcing the rally: TD Cowen, JPMorgan, Citigroup, and Freedom Broker all recently raised their Coca-Cola price targets or indicated potential appreciation. Jim Cramer also recommended buying KO after the earnings beat. Coca-Cola stock gets price target boost from JPMorgan Chase
• Positive Sentiment: Defensive dividend appeal: Coca-Cola continues to be highlighted as a dependable “Dividend King,” with a long record of annual payout increases and strong brand durability—features attracting income investors amid broader market uncertainty. No Tricks, Just Treats: 3 Dividend Stocks With Payouts You Can Trust
• Positive Sentiment: Long-term emerging-market opportunity: Coca-Cola’s distribution network and local brands provide room for growth in developing markets, where a large share of beverage purchases remains untapped. The company is also considering a 2027 IPO for its Indian bottling arm, potentially creating capital and valuation benefits. Too Late to Buy Coca-Cola? 1 Reason It Isn’t.

Coca-Cola 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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