CocaCola Company (The) $KO Stock Position Increased by Quintet Private Bank Europe S.A.

Key Points

• Quintet Private Bank Europe increased its Coca-Cola stake by 76.2% in the third quarter, bringing its holdings to 205,229 shares valued at approximately $17.7 million. Institutional investors collectively own 70.26% of the company.
• Analyst sentiment remains favorable: Coca-Cola has a “Moderate Buy” consensus rating and an average price target of $95.95, despite Wells Fargo lowering its target to $90.
• Coca-Cola reported quarterly EPS of $0.97, beating estimates, while revenue rose 6.2% year over year to $13.37 billion. The company pays a quarterly dividend of $0.53 per share, representing a 2.4% yield, although insiders sold approximately $83.1 million in stock over the past 90 days.

Quintet Private Bank Europe S.A. raised its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 76.2% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 205,229 shares of the company's stock after purchasing an additional 88,756 shares during the period. CocaCola accounts for approximately 0.8% of Quintet Private Bank Europe S.A.'s holdings, making the stock its 27th biggest position. Quintet Private Bank Europe S.A.'s holdings in CocaCola were worth $17,666,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Kaydan Wealth Management Inc. increased its holdings in shares of CocaCola by 3.4% in the third quarter. Kaydan Wealth Management Inc. now owns 6,832 shares of the company's stock worth $588,000 after purchasing an additional 224 shares during the last quarter. Whalen Wealth Management Inc. boosted its stake in CocaCola by 3.4% during the third quarter. Whalen Wealth Management Inc. now owns 11,020 shares of the company's stock valued at $949,000 after buying an additional 362 shares during the last quarter. City Center Advisors LLC purchased a new position in CocaCola during the 3rd quarter valued at approximately $219,000. Elevation Wealth Partners LLC grew its holdings in CocaCola by 21.9% during the 3rd quarter. Elevation Wealth Partners LLC now owns 1,354 shares of the company's stock valued at $117,000 after buying an additional 243 shares in the last quarter. Finally, Retirement Wealth Solutions LLC grew its holdings in CocaCola by 27.0% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 780 shares of the company's stock valued at $67,000 after purchasing an additional 166 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on KO shares. TD Cowen increased their target price on CocaCola from $90.00 to $100.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Daiwa Securities Group increased their target price on CocaCola from $83.00 to $93.00 and gave the company an "outperform" rating in a research report on Thursday, July 30th. DZ Bank restated a "buy" rating on shares of CocaCola in a report on Wednesday, July 29th. Weiss Ratings upgraded CocaCola from a "buy (b+)" rating to a "buy (a-)" rating in a research note on Thursday, September 3rd. Finally, Wells Fargo & Company cut their price target on shares of CocaCola from $95.00 to $90.00 and set an "overweight" rating on the stock in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $95.95.

Insider Activity

In related news, EVP Nancy Quan sold 50,000 shares of CocaCola stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the sale, the executive vice president owned 223,330 shares of the company's stock, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the stock in a transaction on Friday, July 31st. The shares were sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $24,439,553.27. The trade was a 35.26% decrease in their ownership of the stock. 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. Over the last 90 days, insiders sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is currently owned by corporate insiders.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Raised outlook supports the bull case. Coca-Cola has lifted its earnings outlook, following strong volume growth and a record of beating analyst expectations. The company recently reported quarterly revenue above estimates and earnings of $0.97 per share versus a $0.93 consensus, with revenue up 6.2% year over year. Coca-Cola Raises Its Outlook, Is The Stock Still Undervalued?
• Positive Sentiment: Product innovation is broadening Coca-Cola’s growth opportunities. The company is introducing or promoting zero-sugar and prebiotic beverages, including new banana and vanilla soda offerings, as it adapts to changing consumer preferences and increased GLP-1 drug use. Coke's prebiotic soda, Starbucks-Chipotle tie-up, Modelo sales: Food roundup
• Positive Sentiment: Analyst and income-investor support remains favorable. Wells Fargo reaffirmed its Buy rating, while commentary continues to highlight Coca-Cola’s global distribution network, approximately 28.5% net margin and long history of dividend increases. Wells Fargo Reaffirms Their Buy Rating on Coca-Cola
• Neutral Sentiment: Comparisons with PepsiCo and Monster Beverage are favorable but subjective. Recent articles portray Coca-Cola as the steadier, more durable dividend investment than PepsiCo, while Monster offers faster growth and a stronger balance sheet. These comparisons reinforce KO’s defensive profile but do not create a new company-specific catalyst. Coca-Cola vs. Monster Beverage
• Negative Sentiment: Valuation is the main risk. Despite its strong volume performance, repeated guidance increases and consistent earnings beats, analysts question whether investors are paying too much for Coca-Cola’s safety premium. With a forward valuation near 26 times earnings, further upside may require sustained growth rather than merely stable results. Is Coca-Cola's Safety Premium Getting Too Expensive?

CocaCola Stock Performance

NYSE KO traded up $2.09 on Thursday, reaching $87.91. 4,027,343 shares of the company's stock traded hands, compared to its average volume of 16,865,586. CocaCola Company has a fifty-two week low of $66.00 and a fifty-two week high of $92.49. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. The firm has a market cap of $378.24 billion, a price-to-earnings ratio of 26.39, a P/E/G ratio of 3.36 and a beta of 0.32. The stock has a 50 day moving average price of $88.01 and a 200-day moving average price of $82.64.

CocaCola (NYSE:KO - Get Free Report) last announced its quarterly earnings results 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 company had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm's revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period last year, the firm earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities research analysts predict that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th were paid a dividend of $0.53 per share. The ex-dividend date of this dividend was Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. CocaCola's dividend payout ratio (DPR) is presently 63.66%.

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.

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.