Cypress Capital LLC Buys New Position in CocaCola Company (The) $KO

Key Points

• Cypress Capital initiated a Coca-Cola position in the third quarter, purchasing 35,092 shares valued at approximately $3.02 million, or about 0.8% of its portfolio. Institutional investors and hedge funds collectively own 70.26% of KO.
• Coca-Cola reported quarterly EPS of $0.97 and revenue of $13.37 billion, exceeding analyst estimates, while revenue increased 6.2% year over year. Analysts maintain a broadly bullish outlook, with a consensus “Moderate Buy” rating and a $96.27 price target.
• The company declared a quarterly dividend of $0.53 per share, equivalent to an annualized $2.12 payout and a 2.3% yield. However, insiders have sold 926,620 shares worth roughly $83.1 million over the past 90 days, and some analysts cite elevated valuation and limited near-term earnings-beat signals as risks.

Cypress Capital LLC bought a new stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 35,092 shares of the company's stock, valued at approximately $3,021,000. CocaCola comprises about 0.8% of Cypress Capital LLC's portfolio, making the stock its 25th biggest holding.

Several other hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its stake in shares of CocaCola by 4.4% in the second quarter. Bank of America Corp DE now owns 45,958,636 shares of the company's stock worth $3,735,058,000 after buying an additional 1,939,673 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of CocaCola by 0.4% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 36,354,414 shares of the company's stock worth $2,954,523,000 after acquiring an additional 162,097 shares during the period. Wellington Management Group LLP boosted its position in shares of CocaCola by 9.2% during the 2nd quarter. Wellington Management Group LLP now owns 29,053,752 shares of the company's stock valued at $2,361,198,000 after acquiring an additional 2,439,026 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of CocaCola by 1.3% in the first quarter. Dimensional Fund Advisors LP now owns 18,822,295 shares of the company's stock valued at $1,431,495,000 after purchasing an additional 235,785 shares during the period. Finally, Fayez Sarofim & Co boosted its holdings in CocaCola by 0.7% in the 2nd quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company's stock valued at $1,241,223,000 after purchasing an additional 113,599 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Chairman James Quincey sold 381,140 shares of the business's stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.04, for a total transaction of $34,317,845.60. Following the transaction, the chairman directly owned 122,833 shares of the company's stock, valued at approximately $11,059,883.32. The trade was a 75.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible 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 firm's 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 sale, the insider directly owned 62,105 shares of the company's stock, valued at approximately $5,372,082.50. The trade was a 13.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is owned by insiders.

CocaCola Price Performance

Shares of NYSE:KO opened at $93.44 on Wednesday. CocaCola Company has a 12 month low of $67.27 and a 12 month high of $94.10. The firm has a market capitalization of $402.04 billion, a price-to-earnings ratio of 28.06, a price-to-earnings-growth ratio of 3.63 and a beta of 0.32. The business's 50 day simple moving average is $88.74 and its 200-day simple moving average is $83.64. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12.

CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) 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 the consensus estimate of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%. The company's quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts forecast that CocaCola Company will post 3.30 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid a dividend of $0.53 per share. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 annualized dividend and a yield of 2.3%. CocaCola's dividend payout ratio is currently 63.66%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft increased their price target on CocaCola from $92.00 to $98.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. HSBC lifted their target price on CocaCola from $90.00 to $98.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Jefferies Financial Group upped their target price on shares of CocaCola from $95.00 to $104.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. dropped their price target on shares of CocaCola from $96.00 to $95.00 and set an "overweight" rating for the company in a research note on Monday, September 28th. Finally, Piper Sandler reissued an "overweight" rating and set a $95.00 price objective (up from $88.00) on shares of CocaCola in a research report on Wednesday, September 16th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $96.27.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts remain bullish: Wells Fargo and UBS both maintained their Buy ratings on Coca-Cola, reinforcing confidence in the company’s growth outlook and defensive qualities. Wells Fargo Coca-Cola rating UBS Coca-Cola rating
• Positive Sentiment: KFC partnership expands foodservice reach: KFC will replace Pepsi with Coca-Cola beverages in its U.S. restaurants beginning in January 2027, eventually covering roughly 3,700–4,000 locations. The direct revenue impact may be limited, but the deal improves fountain distribution, brand visibility and consumer occasions. Coca-Cola KFC partnership
• Positive Sentiment: Defensive-investment appeal persists: Articles continue to highlight Coca-Cola’s 64-year record of dividend increases, global scale and low-beta profile, which may attract investors amid renewed market volatility. Defensive stocks article
• Neutral Sentiment: Coffee strategy is under review: Coverage questions what Coca-Cola may change in its coffee business, signaling potential portfolio adjustments but no clearly identified near-term financial impact. Coca-Cola coffee business
• Negative Sentiment: Valuation and earnings concerns are emerging: After rising roughly 35%–40% this year, Coca-Cola’s dividend yield has compressed to about 2.2%. Zacks also says the company may lack the usual indicators for an upcoming earnings beat, creating a risk that expectations have outpaced near-term results. Coca-Cola earnings expectations

CocaCola 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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