CocaCola Company (The) $KO Shares Acquired by GAMMA Investing LLC

Key Points

• GAMMA Investing LLC increased its Coca-Cola position by 11.3% in the third quarter, bringing its holdings to 146,525 shares valued at approximately $12.6 million. Institutional investors collectively own 70.26% of KO shares.
• Coca-Cola exceeded quarterly expectations with $0.97 in EPS and $13.37 billion in revenue, while maintaining a $2.12 annualized dividend yielding about 2.4%. Analysts have a consensus “Moderate Buy” rating and an average price target of $95.95.
• Insiders have been selling shares: company insiders sold 926,620 shares worth roughly $83.1 million over the past 90 days, including substantial sales by Chairman James Quincey and insider Sanket Ray.

GAMMA Investing LLC increased its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 11.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 146,525 shares of the company's stock after buying an additional 14,819 shares during the quarter. GAMMA Investing LLC's holdings in CocaCola were worth $12,613,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Lantern Wealth Advisors LLC lifted its position in shares of CocaCola by 3.6% in the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company's stock worth $270,000 after acquiring an additional 115 shares during the period. Gill Capital Partners LLC raised its stake in shares of CocaCola by 4.1% in the second 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 in the last quarter. Atomic Invest LLC raised its stake in shares of CocaCola by 38.7% in the second quarter. Atomic Invest LLC now owns 437 shares of the company's stock valued at $36,000 after purchasing an additional 122 shares in the last quarter. Paragon Private Wealth Management LLC lifted its position in CocaCola by 1.4% in the second quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company's stock worth $709,000 after purchasing an additional 123 shares during the period. Finally, Kwmg LLC increased its holdings in CocaCola by 2.0% in the 3rd quarter. Kwmg LLC now owns 6,293 shares of the company's stock valued at $542,000 after buying an additional 123 shares during the period. 70.26% of the stock is currently owned by institutional investors.

Insider Transactions at CocaCola

In related news, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the sale, the chairman directly owned 122,833 shares in the company, valued at $11,066,024.97. This trade represents a 54.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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, insider Sanket Ray sold 9,958 shares of the business's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $86.50, for a total value of $861,367.00. Following the sale, the insider directly owned 62,105 shares of the company's stock, valued at $5,372,082.50. This represents a 13.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 926,620 shares of company stock valued at $83,075,714. 0.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. Argus increased their price objective on shares of CocaCola from $91.00 to $97.00 and gave the company a "buy" rating in a research note on Thursday, July 30th. Truist Financial set a $88.00 target price on shares of CocaCola in a research report on Friday, June 26th. 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 note on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on shares of CocaCola in a research report on Friday, August 14th. Finally, Rothschild & Co Redburn raised their price target on shares of CocaCola from $86.00 to $92.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. One equities research 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's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $95.95.

CocaCola Stock Up 2.2%

Shares of NYSE:KO opened at $87.73 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The firm has a market cap of $377.48 billion, a P/E ratio of 26.35, a P/E/G ratio of 3.34 and a beta of 0.32. The company's 50-day moving average price is $88.00 and its two-hundred day moving average price is $82.73. CocaCola Company has a 12 month low of $66.00 and a 12 month high of $92.49.

CocaCola (NYSE:KO - Get Free Report) last posted its quarterly earnings data 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. The firm had revenue of $13.37 billion during the quarter, compared to analysts' expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. CocaCola's revenue was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, research analysts forecast that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Tuesday, September 15th were issued a $0.53 dividend. The ex-dividend date was Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.4%. CocaCola's dividend payout ratio (DPR) is currently 63.66%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Potential Costa Coffee sale: Coca-Cola is reportedly exploring another sale of Costa Coffee. A divestiture could generate cash, simplify the portfolio and allow management to focus on higher-priority beverage businesses, although no transaction has been announced. Coca-Cola looks to sell Costa Coffee again, Semafor reports
• Positive Sentiment: Healthy volume and guidance trends: Recent coverage highlights approximately 5% volume growth in the second quarter, broader gains across cases sold, pricing and operating margins, and multiple outlook increases. Coca-Cola previously beat earnings expectations, reporting $0.97 in EPS versus a $0.93 consensus estimate and $13.37 billion in revenue versus $13.17 billion expected. Coca-Cola raises its outlook
• Positive Sentiment: Product innovation: New zero-sugar, prebiotic and flavored soda launches—including banana-vanilla offerings—could support consumer engagement and longer-term growth as preferences shift toward “better-for-you” beverages. Coca-Cola launches new soda products
• Neutral Sentiment: Defensive appeal remains intact: Coca-Cola continues to attract income-focused investors because of its long dividend history, strong global distribution network and roughly 28.5% net margin. However, comparisons with PepsiCo and other consumer-staples stocks offer no clear new catalyst for KO. Three soda giants pay dividends
• Negative Sentiment: Valuation and execution risks: Analysts caution that KO trades above its historical average multiple, with a P/E near 26, while its cash-flow-based valuation appears close to fair value. A bearish earnings preview also points to insider selling and limited room for disappointment ahead of results. Coca-Cola Q3 earnings preview

About CocaCola

The Coca-Cola Company NYSE: KO is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company's best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.

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