CocaCola Company (The) $KO Shares Bought by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors LLC increased its stake in Coca‑Cola by 53.8%, buying 122,953 additional shares to hold 351,342 shares valued at about $24.56 million.
• Coca‑Cola beat quarterly EPS estimates ($0.58 vs. $0.56) while revenue slightly missed consensus, and management set FY2026 EPS guidance of 3.210–3.240 vs. a sell-side forecast of ~3.23.
• Dividend and insider activity: the company raised its quarterly dividend to $0.53 (annualized $2.12, ~2.8% yield), while insiders have sold roughly 892,925 shares (~$70.3 million) over the past three months.

Concurrent Investment Advisors LLC increased its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 53.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 351,342 shares of the company's stock after buying an additional 122,953 shares during the quarter. Concurrent Investment Advisors LLC's holdings in CocaCola were worth $24,562,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of KO. Headlands Technologies LLC acquired a new stake in shares of CocaCola in the second quarter valued at about $26,000. Marquette Asset Management LLC acquired a new stake in shares of CocaCola in the third quarter valued at about $27,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola in the third quarter valued at about $27,000. Daytona Street Capital LLC acquired a new stake in shares of CocaCola in the fourth quarter valued at about $29,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in shares of CocaCola in the third quarter valued at about $30,000. Institutional investors and hedge funds own 70.26% of the company's stock.

CocaCola Trading Up 0.5%

Shares of KO opened at $76.66 on Friday. The company has a market capitalization of $329.95 billion, a P/E ratio of 25.22, a P/E/G ratio of 3.22 and a beta of 0.36. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The stock has a 50-day moving average price of $77.23 and a 200 day moving average price of $73.21.

CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating analysts' consensus estimates of $0.56 by $0.02. The firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.CocaCola's revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts forecast that CocaCola Company will post 3.23 EPS for the current fiscal year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Friday, March 13th were issued a $0.53 dividend. This is an increase from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. CocaCola's dividend payout ratio (DPR) is currently 69.74%.

Insider Transactions at CocaCola

In related news, EVP Nancy Quan sold 23,556 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the transaction, the executive vice president owned 223,330 shares of the company's stock, valued at approximately $17,754,735. This represents a 9.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president directly owned 17,725 shares of the company's stock, valued at $1,371,383.25. This represents a 57.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 892,925 shares of company stock valued at $70,254,796 in the last three months. 0.90% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have recently issued reports on KO. Barclays increased their target price on CocaCola from $77.00 to $83.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Deutsche Bank Aktiengesellschaft increased their target price on CocaCola from $83.00 to $86.00 and gave the company a "buy" rating in a research note on Monday, March 30th. Weiss Ratings reiterated a "buy (b-)" rating on shares of CocaCola in a research note on Thursday, January 22nd. Jefferies Financial Group increased their target price on CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a research note on Monday, March 16th. Finally, JPMorgan Chase & Co. increased their price target on CocaCola from $79.00 to $83.00 and gave the company an "overweight" rating in a report on Wednesday, February 11th. Fifteen research analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $85.00.

CocaCola Profile

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.

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.