Hussman Strategic Advisors Inc. Acquires Shares of 42,000 CocaCola Company (The) $KO

Key Points

• Hussman Strategic Advisors acquired a new stake of 42,000 shares of Coca‑Cola (NYSE:KO) in Q4, worth about $2.94 million, making KO 0.7% of the fund’s portfolio and its 27th largest holding.
• Q1 results beat expectations: Coca‑Cola reported $0.86 EPS vs. $0.81 consensus and $12.47 billion revenue (up 11.4% YoY), set FY2026 guidance of $3.240–3.270 EPS, and prompted analyst upgrades that leave a consensus "Buy" and a $86.27 target.
• Dividend declared: the company announced a $0.53 quarterly dividend (annualized $2.12) payable July 1 with a yield of ~2.7% and a payout ratio of ~66.7%.

Hussman Strategic Advisors Inc. acquired a new stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 42,000 shares of the company's stock, valued at approximately $2,936,000. CocaCola makes up 0.7% of Hussman Strategic Advisors Inc.'s investment portfolio, making the stock its 27th largest position.

Several other institutional investors have also added to or reduced their stakes in the company. Farther Finance Advisors LLC grew its stake in CocaCola by 38.1% in the fourth quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company's stock valued at $7,802,000 after acquiring an additional 30,786 shares during the period. Dynamic Technology Lab Private Ltd lifted its holdings in CocaCola by 82.3% during the third quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company's stock worth $3,296,000 after acquiring an additional 22,444 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its holdings in CocaCola by 2.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company's stock worth $136,086,000 after acquiring an additional 57,407 shares during the period. Nicola Wealth Management LTD. lifted its holdings in CocaCola by 42.3% during the third quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company's stock worth $12,269,000 after acquiring an additional 55,000 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in CocaCola by 1.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,408,798 shares of the company's stock worth $690,311,000 after acquiring an additional 198,886 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Stock Performance

Shares of KO opened at $78.62 on Friday. The firm has a market cap of $338.40 billion, a PE ratio of 24.72, a PEG ratio of 3.19 and a beta of 0.35. The stock's fifty day moving average price is $77.12 and its two-hundred day moving average price is $73.57. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.25. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

CocaCola (NYSE:KO - Get Free Report) last issued its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business's revenue was up 11.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, equities research analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid a $0.53 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola's payout ratio is presently 66.67%.

Insider Transactions at CocaCola

In other CocaCola news, CFO John Murphy sold 72,449 shares of the business's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $80.52, for a total value of $5,833,593.48. Following the sale, the chief financial officer directly owned 279,917 shares in the company, valued at $22,538,916.84. The trade was a 20.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Bruno Pietracci sold 28,765 shares of the business's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts recently commented on KO shares. Barclays lifted their price target on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a report on Thursday. Wells Fargo & Company lifted their price target on CocaCola from $79.00 to $87.00 and gave the stock an "overweight" rating in a report on Monday, February 9th. Citigroup lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a report on Wednesday. Jefferies Financial Group lifted their price target on CocaCola from $87.00 to $90.00 and gave the stock a "buy" rating in a report on Monday, March 16th. Finally, Evercore reiterated an "outperform" rating and set a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Fifteen research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus target price of $86.27.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca‑Cola reported stronger-than-expected Q1 revenue and EPS (double‑digit top‑line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca‑Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend‑king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca‑Cola stock price target after earnings
• Positive Sentiment: Additional shop‑window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca‑Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re‑elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca‑Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near‑term upside and weigh on momentum despite the broader wave of upgrades. Coca‑Cola (KO) Gets a Hold from Goldman Sachs

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.

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